Scaling Up

Quarterly Theme

Definition

A quarterly theme is a named, time-boxed company campaign built around the quarter's critical number, complete with a visible scoreboard and a celebration when the target is hit. It comes from Verne Harnish's Scaling Up, where the theme is the device that gets a dry target — a collections figure, a defect rate — enough attention across the whole company to actually move inside thirteen weeks.

A theme has five parts: one number, a deadline, a name people will repeat, a scoreboard that updates at least weekly somewhere everyone sees it, and a reward agreed before the quarter starts. The name does the work a metric cannot — it gives people outside the owning department a reason to care and a way to refer to the effort. Themes normally track a single number; a theme covering four metrics is a plan wearing a costume, and the scoreboard becomes unreadable.

Themes fail when the number sits outside most people's reach. Wrapping a campaign around a figure only two people can influence turns the rest of the company into spectators, and once staff have watched two or three themes they had no lever on, the next name lands as decoration rather than as a priority.

Example

A services firm with days sales outstanding at 63 ran 'Race to 45' for one quarter: a thermometer in the kitchen updated every Friday, a team lunch at the target. It finished at 47 days — short of the goal, but roughly $380,000 of cash pulled forward.

See also: quarterly planning software

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