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Workshop Framework

North Star Approach

A structured, two-hour session where your team defines its North Star Metric and the key inputs that drive it, creating a clear framework for focus and alignment.

120 minutes
6-12 people
intermediate
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✓ Created by former KPMG & McKinsey consultants

North Star Approach
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What You'll Achieve with the North Star Approach Workshop

Real outcomes that transform your team

1

Achieve a clear, agreed-upon North Star Metric for guiding decisions.

2

Align team priorities around measurable customer value.

3

Identify actionable input metrics to drive the North Star.

When to Use the North Star Approach Workshop

Perfect for these situations and team challenges

When a team needs to realign on priorities and focus on customer value.

To guide product development with a clear metric reflecting user success.

How the North Star Approach Workshop Works

A step-by-step breakdown of the workshop process

1Welcome and Context

Introduce the purpose and explain the North Star Approach as a single metric for customer value supported by input metrics.

2What Value Do We Deliver?

Facilitate a brainstorming session to identify and refine the core value statements that capture the most important value delivered to customers.

3Drafting Candidate North Stars

Encourage small groups to draft potential North Star Metrics, share them, and discuss to clarify their alignment with customer value.

4Selecting the North Star Metric

Set shared criteria for the North Star Metric, perform dot voting to shortlist candidates, and confirm one clear metric through discussion.

Key Topics Covered in the North Star Approach Workshop

north star metricteam alignmentcustomer valueinput metricsframeworksuccess

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4

Create visual tracking methods to monitor progress effectively.

When teams face competing goals and need clarity on success definitions.

To facilitate strategic planning sessions focused on measurable outcomes.

When onboarding new team members to instill a strong understanding of success metrics.

Team Problems the North Star Approach Workshop Solves

Say goodbye to these common team challenges

Misalignment among team members on objectives and success definitions.

Confusion over competing priorities that distract from core goals.

Lack of measurable metrics to evaluate team performance.

Difficulty in translating customer value into actionable strategies.

5Identifying Input Metrics

Brainstorm to identify the behaviors that drive the North Star and select 3–5 input metrics that the team can realistically influence.

6Bringing It Together

Create a visual map linking the North Star Metric with input metrics and discuss how progress will be tracked and made visible.

7Wrap-Up and Next Steps

Summarize the agreed North Star Metric, input metrics, and tracking methods, and establish follow-up plans for review.

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