identify the vision (what does success look like), the current state that needs to change, evidence of current state (lagging metrics), metrics to move to desired performance (leading metrics), key performers/individuals, and key behaviors that facilitate change using these bullets: Lagging Indicators assess the current state of the organization measures current production/situation/performance output metric examples profit productivity number of accidents/errors customer satisfaction employee morale Leading Indicators predict future conditions define necessary actions to achieve goals measurable input metric lead to meeting objectives examples using safety equipment increase in training participation collaboration incentives number of quotes sales department receives increase in customer service employees