R3 Documentation Site
6. Scorecard
A repeatable system to track progress, spotlight issues, and stay in control as you grow.
Even the best strategy or sprint execution will falter if you lose control while growing. The Scorecard system in R3 is your built-in mechanism for managing complexity as you scale — without adding chaos.
Why It Matters
Growth amplifies both strengths and weaknesses. Without regular review, you risk scaling problems alongside progress. That’s why R3 includes a structured, repeatable review process focused on:
- Revenue Momentum – Are you growing or stalling?
- Business Health – Are your systems strong enough to support scale?
- Customer Fit – Are you truly delivering value, or just chasing numbers?
The R3 Revenue Review System
The review system combines a 1-page worksheet with an 8-page workbook. Together, they create your control center for operational clarity and performance tracking.
1. The R3 Revenue Review Worksheet
A quick-reference monthly dashboard that tracks:
- Revenue Graph – Visualize growth or friction
- 21 Must-Haves Scorecard – Assess 21 critical areas (7 themes, 3 topics each)
- SMART Goals – Align your plans with outcomes that are Specific, Measurable, Achievable, Relevant, and Time-bound.
2. The 21 Must-Haves for Scalable Growth
Grouped across 7 core themes, these are the building blocks of a scalable business. Each area is scored 1–10 based on pre-defined success criteria.
Business Model
- Mission, Vision, Values
- Business & Operating Models
- Competitive Strategy
Creative
- Products and Services
- Market Insight
- Brand Value
Media
- Inbound Marketing
- Outbound Marketing
- Media Management
Systems
- Information Systems
- Operating Processes
- Management System
People
- Customers
- Partnerships
- Workforce
Financials
- Cash Flow Management
- Accounting and Tax
- Finance and Capital
Mastery
- Effectiveness
- Platform
- Quality
3. The 8-Page Review & Planning Workbook
Track results across habits, flows, and improvement initiatives. This workbook guides your dashboards and decision-making.
- Scorecard Summary
- Habits & Beliefs Tracker
- New Opportunities Framework
- Impact Map
- Framework Flows Progress Tracker
- Team & Leadership Notes
- Continuous Improvement Actions
This becomes your single source of truth for tracking team or solo performance.
How to Use the Review System (Teams of 1-100)
- Consistency – Weekly and monthly tracking builds momentum and discipline
- Identifying Differences – Use the 21 topics in team reviews to surface gaps in perception
- Alignment – Whether solo or scaling, this system ensures clarity and cohesion.
Key Takeaways
- The R3 Scorecard system ensures your growth doesn’t outpace your foundation
- You can’t improve what you don’t track — the 21 topics force continuous awareness and improvement
- Long-term scale requires control, and this system makes that achievable at every stage.
Acorn ideas grow into oak trees through consistently measuring what matters and taking action.
Ready to see the R3 Five Layer Model for execution to deployment? Continue to the next page.