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Scoreboard Template (Owner + Metric + Follow-Up)

Use this when you want to keep an ask real.

If there is no owner, no metric, and no follow-up date, it is probably not a plan yet.

This template is meant to be boring on purpose. That is a feature.

When to use it

Use this after you already know:

• the bottleneck
• the one ask
• the person or institution that can move it

This is the thing you update after the meeting, email, call, or comment period.

Scoreboard card

1) Issue

• Topic:
• Place:
• Why this matters in one sentence:

2) One ask

• Ask:
• What should happen:
• By when:

3) Owner

• Main decider:
• Staff owner (if known):
• Backup / oversight body:

4) Metric

• Main metric:
• Baseline (if known):
• Target:
• Reporting rhythm: weekly / monthly / quarterly

5) Data source

• Where the number comes from:
• Public link or document:
• Who can verify it:

6) Watchout

• Likely loophole:
• How they might dodge the ask:
• What we will watch for:

7) Follow-up

• Next date to check:
• Next action if there is no movement:
• Who owns the follow-up:

Example (filled in)

Issue

• Topic: hospital prior-auth delays
• Place: county / regional health systems
• Why this matters in one sentence: treatment delays can quietly become denials

One ask

• Ask: publish prior-auth denial and overturn rates by payer every quarter
• What should happen: public reporting starts this year
• By when: next quarter

Owner

• Main decider: state insurance regulator
• Staff owner: policy lead / data team
• Backup / oversight body: health committee or attorney general

Metric

• Main metric: denial rate and overturn rate by payer
• Baseline: unknown / not published
• Target: quarterly reporting, then lower denial volume over time
• Reporting rhythm: quarterly

Data source

• Where the number comes from: payer reporting + regulator publication
• Public link or document: regulator dashboard / filing
• Who can verify it: regulator, press, advocates, clinicians

Watchout

• Likely loophole: publish incomplete data or collapse categories so the pattern disappears
• How they might dodge the ask: “we need more study”
• What we will watch for: missing categories, delayed releases, unhelpful rollups

Follow-up

• Next date to check: 30 days after meeting
• Next action if there is no movement: send follow-up email and raise at next public meeting
• Who owns the follow-up: [name]

Keep it tight

You do not need ten metrics. You need one main metric, one owner, and one next check-in.

If the scoreboard gets too fancy, people stop using it.

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