Playbooks

Create a culture of data through powerful async rituals

Turn data into actions in 4 easy steps

May 13, 2022

Every company knows they need to build a culture of performance as they grow. And it starts by being data-driven to inform decisions. For that, teams create routines to share performance with everyone. Written updates, weekly meetings, and dashboards with alerts. The problem with these solutions? They miss the main goal: drive action. Let's take a look:

  • Weekly meetings: they are time-consuming and not flexible enough. They are also a monolog or a miscellaneous of side conversations. The result? Decisions are hard to track & implement. So they end with several people asking to have a quick follow-up.
  • Written updates: it's hard to explain details and give context in writing. So feedback is not relevant or not given at all.

A better way? Give context with a claap, have discussions around some figures, and turn feedback into next steps.

About the Analytics review Playbook

We designed this playbook so you can have richer conversations when presenting your weekly numbers.

When to do an Analytics review with Claap

Unless you are a three people startup working from the same room, this playbook is for you. Believe us when we say this. The quality of the discussion increases a lot when you let others quietly digest a report and remove the pressure to comment on the spot.

How to get started

Step 1: Explain your metrics

Start the recording from the Chrome extension

Pick your next weekly dashboard your report on. Record it explaining the context through voice-over. You can start the recording directly from the web apps you use.

💡 Read more: how to record a claap.

Step 2. Highlight main changes

Link relevant documents in the description of the claap. It makes it easy for others to have a closer look and run their own analysis if needed. And with in-context feedback, you can highlight key insights and where you need input from your teammates.

💡 Read more: Adding comments while recording a claap.

Step 3. Gather feedback

Let your teammates contribute on their own time. For greater transparency, create a workspace topic for Analytics Reviews and connect with a dedicated Slack channel. This ensures everyone is aware of a new report as soon as you save your claap.

Step 4. Wrap up decisions

As feedback starts coming in, ensure you clarify doubts and answer questions, and move forward with decisions. Organize discussions in threads to keep topics separated and resolve threads once a decision is made.

💡 Read more: Interacting with comments.