
Measurement Plan & Dashboard Spec for Comms Effectiveness
N.B. If available, upload a sample export from [CRM_System] including lead_id, created_ts, first_response_ts, owner_team, queue, lead_source, and region.
📄 Prompt Template
Develop a communications measurement plan for [ProgramName] that links activity to outcomes. Define KPIs across the funnel: reach (impressions by channel), engagement (open %, CTR, session time), conversion (enrollment rate), activation (first meeting scheduled), and impact (skill uplift proxy, retention delta vs. control). Map each KPI to a data source ([EmailPlatform], [IntranetAnalytics], [LMSLink], [HRDataMart]), collection cadence, and owner. Propose targets grounded in [BaselinePeriod]. Include a plan for pre/post pulse surveys in [Region] with statistically valid sample sizes.
Output format:
Metric dictionary table (KPI, Definition, Formula, Source, Cadence, Owner),
Dashboard wireframe (sections + chart types),
Survey instrument (≤10 questions) with Likert scales.