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Reference revision: c0d705455e46f588b78bf188b9b5348da4b78b4b25a3101ad61a9271a21ffe7a

# North Star Approach

Teams identify the primary value they deliver to customers, select one guiding North Star Metric, and map three to five controllable input metrics with assigned owners and review cadences.

**Time:** 120 minutes. Source specifies a structured 2-hour session (120 minutes total).
**People:** 6 to 12. Whole-group introduction and clustering, paired breakouts for metric drafts, and whole-group consensus decisions.

## Choose this exercise

**Purpose:** Produce an agreed North Star Metric and a visual map of 3 to 5 supporting input metrics with designated owners and review intervals.
**Use it when:** Use when a product or service team faces competing operational priorities and needs a clear, measurable definition of customer value to guide decisions.
**Skip it when:** Skip when the team lacks control over product development or delivery, or when leadership has already mandated fixed metrics that cannot be modified.

## Materials and tools

- Whiteboard or large blank wall space
- Sticky notes (at least 2 pads per table in different colors)
- Markers (1 per participant)
- Voting dot stickers (3 dots per participant)
- Timer
- Copies of the North Star Evaluation Worksheet (1 per participant)
- Shared digital canvas (e.g., Miro, Mural, FigJam) for remote or hybrid setups
- Video meeting software for remote or hybrid setups
- Participant laptops with audio and video capabilities for hybrid breakouts

## Before participants arrive

1. Clear a wide whiteboard or wall space.
2. Draw four sections on the board: Value Statements, Candidate Metrics, North Star, and Input Drivers.
3. Distribute sticky notes, markers, voting dots, and printed worksheets to all seats.

## Say this to open

We are here today to define our North Star. This is one metric that captures the real value we create for our users and guides our everyday choices. It is supported by three to five input metrics that we can directly influence. Let us start by looking closely at the actual value our users receive from our work.

## How to run it

### 1. Welcome and context setting (10 minutes)

State the workshop goal using the opening script. Distribute the North Star Evaluation Worksheet and review its four criteria: customer value, measurable data, team actionability, and leading indicator behavior. State the primary rule: a North Star reflects user value rather than internal revenue.

### 2. Identify core user value (20 minutes)

Ask: 'What is the most important value our product or service creates for users?' Give participants 5 minutes of silent writing, one idea per sticky note. Collect and cluster similar notes on the board for 10 minutes. Spend the remaining 5 minutes agreeing on 2 or 3 concise core value statements.

### 3. Draft candidate North Star metrics (25 minutes)

Split the room into pairs or trios. Give groups 10 minutes to write one candidate North Star Metric on a sticky note or on their worksheet, linking it directly to the agreed value statements. Spend 10 minutes letting pairs post their metric and read the concise statement aloud. Use the final 5 minutes for rapid clarifying questions without debate.

### 4. Select the North Star metric (15 minutes)

Give each participant 3 voting dots. Allow 3 minutes for silent voting on the candidate metrics using the worksheet criteria. Review the top-voted option together, discussing its alignment with the four worksheet criteria. Confirm team consensus on one metric, or record the top two as provisional candidates to evaluate across the next sprint cycle if opinions divide evenly.

### 5. Identify supporting input metrics (25 minutes)

Ask: 'What specific team activities or user behaviors directly move this North Star?' Give participants 5 minutes of silent writing on sticky notes. Take 10 minutes to post and cluster the notes into thematic areas. Spend the final 10 minutes selecting 3 to 5 input metrics that the team can directly control.

### 6. Map the system and tracking cadence (15 minutes)

Write the agreed North Star in the center of the whiteboard. Position the 3 to 5 selected input metric sticky notes around it and draw connecting lines to the center. For each input metric, ask the group to designate one primary owner and establish its tracking frequency, such as weekly data pull or sprint review check.

### 7. Wrap-up and commitments (10 minutes)

Summarize the completed map: the agreed North Star Metric, the 3 to 5 input metrics, their designated owners, and the review frequency for each metric. Set a calendar date (such as 90 days out) to review metric performance. Invite closing verbal reflections from anyone wishing to speak.


## Debrief questions

- Choose 1 or 2 of the following questions to discuss with the full group:
- Does our chosen North Star reflect customer value rather than internal business outputs?
- Can this team directly influence each of the 3 to 5 input metrics we selected?
- How will this framework help us prioritize backlog items or decline non-aligned requests?

**Finished output:** A documented North Star Metric visual map displaying 3 to 5 actionable input metrics, each with an assigned team owner and an explicit review frequency.

## Remote

Run via a shared digital canvas (such as Miro, Mural, or FigJam) and video meeting software. Participants add digital sticky notes during silent brainstorming phases. Use breakout rooms for the 10-minute paired drafting step. Apply built-in digital dot voting tools for selection. Capture the completed metric map and assigned tracking cadences directly on the central digital board.

## Hybrid

All participants, in-person and remote, write directly into the shared digital canvas. Project the canvas in the physical meeting room. Form breakout pairs prioritizing remote participants together. For mixed pairs, provide a dedicated quiet corner with participant laptops for audio and video so both can collaborate equally. In-person facilitators read board updates aloud to keep remote participants fully synchronized.

## Access and participation choices

- Offer spoken, written, and digital sticky note options for submitting ideas during brainstorming.
- Participants may contribute notes anonymously and can pass on speaking during paired sharebacks by asking a partner to read their draft.

## If the session gets stuck

**Participants propose internal financial metrics like quarterly revenue or subscription gross sales as the North Star.**

Explain that revenue is a lagging outcome of customer satisfaction. Ask: 'What specific value must the customer experience before they are willing to pay us?'

**The group deadlocks between two compelling North Star metric candidates.**

Avoid forcing an artificial tie-breaker. Retain both as candidate co-leads for a 30-day testing window, track early data for both, and schedule a review session to choose the better predictor.


## Terms used here

- North Star Metric: A single metric that captures the primary value a product or service delivers to its customers.
- Input Metric: A specific, team-controllable operational metric that directly influences the overarching North Star.
- Leading Indicator: A measurable behavior or event that signals upcoming trends before broad business outcomes occur.

## Participant material: North Star Evaluation Worksheet

Metric Evaluation Checklist:
1. Customer Value: Does this metric increase when the user gets real value?
2. Measurable: Can we track this with concrete data on a regular cadence?
3. Actionable: Can our team's direct day-to-day work move this number?
4. Leading Indicator: Does improvement in this metric reliably predict future business health?

Candidate Metric Formula:
[Action / Verb] + [Target User / Object] + [Value Delivered]
Example: Weekly active listeners streaming 30 or more minutes.

## Sources and adaptation

Observed in WorkshopBank as 'Defining Our Team's North Star', which attributes the broader North Star Framework to Sean Ellis and Amplitude in the 2010s.

Retained the 7-step structure, 120-minute allocation, and core methodology from WorkshopBank. Introduced an explicit worksheet in Step 1, clarified breakout writing materials and shareback pacing to fit 10 minutes, specified hybrid equipment needs, and added guidance on choosing debrief questions.

[WorkshopBank](https://workshopbank.com/tools/north-star-approach)

Current run sheet: https://unitedwetransform.com/exercises/north-star-approach-workshopbank/