What changed?
The metric, definition and period make the signal unambiguous.
Free template
Management Control Record.
A dashboard shows a signal. A management control connects that signal to a threshold, evidence, a decision, an owner, an action and verified follow-through.
No form, account or email address is required. Create one record for each threshold requiring a management decision.
Blank control record
Define the control before the review meeting.
| Field | Working entry | Definition or prompt |
|---|---|---|
| Metric | What signal is reviewed? | |
| Definition | How is it calculated, for which population and period? | |
| System of record | Which source is authoritative, and who maintains it? | |
| Threshold | What condition requires a decision or action? | |
| Evidence | What context must be reviewed with the signal? | |
| Decision owner | Who has authority to decide? | |
| Decision | What was decided, when and why? | |
| Action | What observable work follows the decision? | |
| Action owner | Who is accountable for completing it? | |
| Due date | When must the action be complete? | |
| Follow-through evidence | What proves the action occurred and whether it worked? | |
| Review date | When will the result and the control itself be reviewed? |
Illustrative example
Onboarding backlog control.
This example is fictional and shows how the fields connect. It is not a claim about a client or a universal threshold.
| Field | Illustrative entry |
|---|---|
| Metric and definition | Accepted implementations without a scheduled kickoff, measured at 4 p.m. Friday. |
| System of record | Implementation workspace, maintained by the onboarding operations owner. |
| Threshold | More than 6 accepted implementations or any accepted record waiting longer than 5 business days. |
| Evidence | Customer priority, promised dates, capacity by owner, missing inputs and blocked dependencies. |
| Decision owner | VP Customer Success. |
| Decision and action | Reassign two launches, notify affected account owners and pause one noncritical internal project. |
| Action owner and due date | Director of Implementation, Monday at noon. |
| Follow-through evidence | Updated launch assignments, customer communications and backlog count. |
| Review date | Next Friday, with threshold reviewed monthly. |
Control test
A control should answer five questions quickly.
Next step
Build a review cadence around owned action.
Read why a dashboard is not a management control system or review the wider revenue operations service.