{"nodeType":"document","data":{},"content":[{"nodeType":"paragraph","data":{},"content":[{"nodeType":"text","value":"**KPI Playbook — Strategy to Execution**\n\nThe only Notion KPI template built by a practicing management consulting firm. Stop managing performance in spreadsheets. Get a fully connected, automatically calculated KPI system — from corporate strategy down to every individual on your team.\n\nBuilt by Borders & Gates — 65+ years of combined consulting experience, 54+ projects delivered.\n\n\n\n**What is this template**\n\nA 3-level KPI cascade system built entirely in Notion. Define your strategic objectives at the top. Link department KPIs to those objectives in the middle. Assign individual KPIs to every team member at the bottom. One update at the individual level cascades upward automatically — no formulas to maintain, no copy-pasting, no chasing people for numbers.\n\n\n\n**Who is this for**\n\n* SMB owners and operators who want real-time performance visibility without enterprise software\n* Consulting firms and professional services businesses running structured monthly KPI reviews\n* Department heads managing team performance against company strategy\n* Corporate professionals who have outgrown spreadsheet-based KPI tracking\n* HR and finance teams running quarterly performance reviews with weighted scoring\n* Startups and scaleups building their first performance management system\n* MENA businesses looking for a consulting-grade Notion KPI tracker in Arabic or English\n\n\n\n**What is inside**\n\n*5 connected databases*\n\n* Strategic Objectives — 7 sample SOs with automatic SO Health % rollups\n* Departments — 9 departments with full names and Dept Health % rollups\n* Team Members — 9 sample employees with average achievement rollups\n* Department KPIs — 40 ready-made KPIs across 9 departments, linked to SOs\n* Individual KPIs — linked to team members and parent department KPIs\n\n*4 live dashboards*\n\n* Executive Dashboard — All 7 SOs with live health scores, sorted worst-first. No manual input required.\n* Department Scorecards — KPIs grouped by department and strategic objective.\n* Individual Performance — Per-person tracking with self-note and manager-note fields for 1:1 meetings.\n* Monthly Review — Full company review sorted worst-first by achievement percentage.\n\n*Automatic calculations*\n\n* Achievement % — Actual divided by Target, calculated automatically\n* RAG Status — Green at 70%+, Amber 40–69%, Red below 40%. No manual input.\n* SO Health % — Rolls up from average achievement of all linked department KPIs\n* Dept Health % — Rolls up from all KPIs within each department\n* Weighted Score — Achievement % multiplied by Weight for performance reviews\n\n*Resource Center*\n\n* Setup checklist — go live in 30 minutes across 3 phases\n* Full how-to guide — cascade logic, when to update, how to add departments and KPIs\n* KPI Library — 40 KPIs with target ranges, units, and SO mapping\n* Glossary and Changelog included\n\n*Key features*\n\n* Single input page — update all actuals in one place, all dashboards refresh automatically\n* Leading and lagging KPI tracking — measure predictive and outcome-based indicators\n* Monthly, quarterly, and annual periods — filter any view by month, quarter, or annual cycle\n* Weighted performance scoring — assign a weight of 1 to 5 per KPI based on strategic importance\n* Notes and corrective action tracking — document actions directly on Red KPIs\n* Trend tracking — mark KPIs as Improving, Stable, or Declining each cycle\n* Fully linked cascade — one actual value change recalculates the entire system instantly\n* Sample data included — 7 SOs, 9 departments, 9 team members, 40 department KPIs, 18 individual KPIs\n\n\n\n**Why this is different**\n\nMost Notion KPI templates are built by designers with no consulting background. They look clean but were never tested against a real business. No cascade logic, no rollup architecture, no methodology behind them.\n\nThis template is built on the same performance management framework Borders & Gates uses with its clients. A top-down cascade from corporate strategy to every individual. Automatic health scores at every level. A monthly review a leadership team can run in 60 to 90 minutes. This is not a tracker — it is a performance management system.\n\n\n\n**Need help setting this up for your business**\n\nDefining the right KPIs, setting realistic targets, building strategic objectives, or training your team on the monthly review process — contact Borders & Gates for a setup consultation. One session. Your system, fully configured.\n\n\n**Reach Us on to Strategize your Business**","marks":[],"data":{}}]}]}

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