In addition to a strong meeting rhythm at Pardot, we developed three core operating documents to run the business. Of course, we used great line-of-business applications like Salesforce.com, Pardot, and Zendesk to run different departments, but we needed a central view of the business for accountability, alignment, and visibility.
Here are the three core operating documents we used:
- Simplified One Page Strategic Plan
- Weekly KPIs Dashboard
- SaaS KPIs Spreadsheet (we used a homegrown variation)
While there was a good bit of ongoing copy-and-paste to keep these three documents current, the value was immense as we scaled to 100+ employees. Building a high performance company requires a strong culture, strong communication, and strong operational excellence.
What else? What are some more thoughts on core operating documents that complement the meeting rhythm?