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Defining metrics for Impact Tracker

A practical guide to choosing strong participant survey questions and business metrics in Impact Tracker.

Impact Tracker is only as useful as the metrics you put into it. Vague or generic questions and metrics won't help anyone make decisions, even with the feature fully set up. This article covers how to pick good metrics, set realistic targets, choose frequency, and gives examples for common program types.

What makes a good metric

A good impact metric is specific to the outcome you care about, something a participant or admin can actually influence, comparable round over round, and tied to a realistic target rather than an aspirational best case.

Participant survey questions

  • Participants always answer on a 0–10 scale, so phrase each question as a statement they can meaningfully rate across that range, not as a yes/no question or a topic fragment.

  • Ask about one concept per question. "I am confident handling customer objections" is clearer than "I feel confident and motivated."

  • Anchor to something concrete, not a general feeling.

  • Keep the survey short, around 2–4 questions, to protect response quality.

Business metrics

  • Pick metrics that already exist or can be reliably sourced by the responsible admin.

  • Use a clear units (days, €, %, count).

  • Favor metrics the workspace can influence over broad company-wide numbers.

  • Mix activity metrics (e.g. "QBRs completed") with outcome metrics (e.g. churn rate), activity shows early signal, outcomes show real impact.

  • Assign a responsible admin who actually has access to the data.

Examples by program type

Leadership Development

  • Participant Survey Questions:

    • "I am confident translating the company's vision into a clear roadmap for my team."

    • "I feel equipped to coach my direct reports toward their growth."

    • "I feel capable of leading my team through strategy pivots without losing engagement."

  • Metrics: 1:1s completed, employee NPS, team goals achieved, team turnover.

Sales Enablement

  • Participant Survey Questions:

    • "I understand our current sales strategy."

    • "I am confident handling customer objections."

    • "My plan for building and progressing my pipeline over the next 30–90 days is clear to me."

  • Metrics: deals closed, qualified opportunities, average deal size, win rate, sales cycle length.

Customer Success Enablement

  • Participant Survey Questions:

    • "I have a clear plan for conducting Quarterly Business Reviews."

    • "I can proactively manage my book of business."

    • "I can demonstrate the ROI customers receive."

  • Metrics: QBRs completed, renewals completed, churn rate, NRR, time to value.

Employee Onboarding

  • Participant Survey Questions:

    • "I understand the key metrics (KPIs/OKRs) I am expected to influence in my new role."

    • "My priorities for the first 90 days are clear."

    • "I know who to ask for help."

  • Metrics: onboarding tasks completed (%), manager check-ins, new hires active after 90 days.

Onboarding of Sales Reps

  • Participant Survey Questions:

    • "I understand our target market."

    • "My plan for building my initial pipeline and reaching my first milestone deal is clear to me."

    • "I know how to use our sales tools."

  • Metrics: first demo delivered, first qualified opportunity, first deal closed, pipeline value created.

Mentorship Program

  • Participant Survey Questions:

    • "My mentor has helped me gain a broader perspective on the company's long-term vision."

    • "My immediate development priorities and focus areas are much clearer as a result of my mentorship."

    • "My mentor provides the coaching and honest feedback I need to improve."

  • Metrics: mentoring sessions completed, development goals achieved, mentor/mentee meetings held.

Soft Skills Development

  • Participant Survey Questions:

    • "I provide constructive feedback more effectively."

    • "I use active listening to reduce misunderstandings."

    • "I feel comfortable holding others accountable."

  • Metrics: feedback conversations, coaching conversations, peer recognition given.

Change & Transformation

  • Participant Survey Questions:

    • "I understand why the change is happening."

    • "My priorities are clear."

    • "I feel prepared to adapt quickly."

  • Metrics: adoption rate of new process, change champions active, customer satisfaction.

General Learning Programs

  • Participant Survey Questions:

    • "I can apply what I've learned in my work."

    • "This learning has improved my performance."

    • "I would recommend this training to colleagues."

  • Metrics: learning assignments completed, certificate pass rate, best practices shared.

Digital Adoption / New Tool Rollout

  • Participant Survey Questions:

    • "I use the new system confidently."

    • "The new tool makes my work easier."

  • Metrics: active users, feature adoption, helpdesk tickets, time saved.

Project Management Training

  • Participant Survey Questions:

    • "I confidently apply project management methods."

    • "I can identify project risks early."

    • "I communicate project status effectively."

  • Metrics: projects delivered on time, budget adherence, number of escalations.

Innovation Program

  • Participant Survey Questions:

    • "I actively contribute new ideas."

    • "I feel safe sharing ideas."

    • "I know how to validate ideas."

  • Metrics: ideas submitted, ideas implemented, time to market.

Safety Training

  • Participant Survey Questions:

    • "I know the correct safety procedures."

    • "I follow safety guidelines consistently."

    • "I feel confident responding to incidents."

  • Metrics: safety incidents, near misses, compliance rate.

Diversity, Equity & Inclusion

  • Participant Survey Questions:

    • "I feel included at work."

    • "Different perspectives are valued."

    • "I feel comfortable speaking up."

  • Metrics: inclusion survey score, representation metrics, retention by demographic.

Knowledge Sharing & Communities of Practice

  • Participant Survey Questions:

    • "I regularly share knowledge with colleagues."

    • "I can easily find expertise within the organization."

    • "This community helps me perform better."

  • Metrics: knowledge articles created, time to solve issues, cross-team collaboration.

Choosing frequency

Weekly suits short programs or metrics already tracked in near real time. Monthly is a good default for most learning and enablement programs. Quarterly suits slower-moving outcomes like retention or revenue.

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