How to build a measurement plan
Covered here
- How to write SMART goals
- The five steps of a measurement framework
- What to agree on before tracking starts
Short answer
A measurement plan decides what to track before any data is collected. It links business objectives to SMART goals, KPIs, targets, and segments on one page. Without one, teams collect thousands of numbers and still have no answers. Build it in five steps, then share it with whoever sets up your tracking.
Goals by business type
| Business type | Objective | SMART goal | KPI |
|---|---|---|---|
| E-commerce store | Sell more online | Grow online revenue 15% by Q4 | Revenue, conversion rate |
| B2B software | Generate leads | Get 300 demo requests per month | Form submissions, cost per lead |
| Publisher | Grow audience | Reach 100,000 monthly users by June | Users, returning user rate |
| Local service | Get more bookings | Increase calls and bookings 25% in 6 months | Calls, booking form completions |
The five steps
- Define objectives: list 2 to 4 business objectives.
- Set goals: turn each objective into a SMART goal.
- Choose KPIs: select 1 to 3 KPIs per goal.
- Set targets: add a number and a deadline for each KPI.
- Define segments: decide how to break data down, such as by channel, device, or new vs. returning users.
The plan also lists what must be tracked (events, conversions, form submissions) so developers and marketers agree before setup.
Try it: plan for an online bakery
An online bakery wants more orders and more catering inquiries.
Quick quiz
Your action
Key terms
- SMART goal
- Specific, measurable, achievable, relevant, and time-bound.
- Measurement framework
- A one-page plan linking objectives, goals, KPIs, targets, and segments.
- Target
- The number and deadline a KPI should reach.
- Segment
- A group of users or sessions you analyze separately.
Questions beginners ask
How long should a measurement plan be?
One page is enough for most small businesses.
Who should see the plan?
Everyone who reports on or sets up tracking: marketers, developers, and the owner.
Related lessons
Want someone to set up your analytics and reporting while you learn? The team at Remar Digital can help.