3  What is useful to track?

Session 3 - 10/23/2025

Overview

Participants will review the leadership ladder workbook to identify common events, roles, matching criteria, thresholds, visualize results, and reflect on next questions to be taken back to their organization. They will learn why maintaining data freshness matters more than collecting stale data and why not everything belongs in the CRM. By the end, each team will prioritize 5–10 key metrics that align with their ladder of engagement.

Pre-Reading

Required

• Pathways to Power Toolkit Page 32 - Recommendations for Organizers and Organizations

Optional

• The Triple Constraints of Project Management

Recording

Slides

If you would like to make a copy you can find the slides here

Takeaway

• Make a copy of and complete the Leadership Ladder Workbook

• Make a copy of and complete the Tagging Workbook