Your Briefings
Key Concepts
The terms used in Scoop briefings and documentation
These are the terms used in Scoop briefings and in this documentation. Your briefings may use your own names for some of them, such as "store" instead of "location".
The business
Location
A single site in your business, such as a store, restaurant, hotel, branch, or clinic. Every location in scope is reviewed every cycle.
Organizational levels
The levels your locations roll up into, such as district, region, division, and country. Scoop follows your structure.
Peer group
The comparable locations a location is measured against, for example the other locations in its district.
Domain Intelligence
Analysis guided by your business's operating knowledge. Your playbook shapes the meaning of the measures, which changes to investigate, what questions to ask next, and which actions fit each manager's responsibilities. See Your Operating Playbook.
The cycle
Reporting cycle
One complete run of Scoop: data arrives, every location is reviewed, issues are investigated, and briefings are delivered. How often cycles run is agreed during onboarding.
Data through
The last date included in a briefing's data.
Review trigger
A result that crosses a threshold defined in your playbook, such as a year-over-year decline beyond a set level. It causes Scoop to investigate that topic more closely. A review trigger is a reason to look, not a verdict.
Investigation
The diagnostic work Scoop carries out to understand performance. It follows relevant questions from your playbook, examines supporting and contradictory evidence, and identifies what is driving a result or what needs checking. See Inside a Scoop Investigation.
Ratings
Severity levels
A six-level rating given to every location and to every unit above it, using one standard across the business.
| Rating | Meaning |
|---|---|
| Critical | Visit this week |
| Severe | Priority for this quarter |
| Moderate | Issues to address |
| Watch | One more month of this means trouble |
| Mild | Generally stable with minor concerns |
| Healthy | Stable or growing |
Watch ranks as more serious than Mild, because it describes a trend heading the wrong way.
Watch list
The units in a summary briefing that need the closest attention, and why.
The briefings
Location briefing
The briefing for a single location, with its overview, analysis, action plans, and available follow-up on earlier plans.
Management brief
The one-page summary at the front of each summary briefing.
Summary briefing
The briefing for a district, region, division, or country, covering every unit below it.
Executive brief
The briefing for the scope agreed for executive leadership.
Scoop portal
The online place to read management and location briefings, examine supporting visuals, and respond to recommended actions where enabled for your rollout.
Scorecard
A comparison of key measures across the locations on a portal page. Cell shading shows relative standing for each measure, taking account of whether a higher or lower value is favorable. It is separate from the overall severity rating.
District totals
Combined measures across the locations included in the briefing. A district YoY change compares aggregate current and prior values, rather than averaging location percentages.
Year-over-year trend
The history of a measure's change against the corresponding prior-year period. A partial current period needs a comparable cutoff. The small trend in a metric tile shows the change, rather than the absolute metric value.
District scatter
A chart comparing two measures across locations, with one dot per location. Its labels and dividing lines explain how to interpret the position. See the sample briefing.
Illustrative example
Fictional data and recommendations used to explain the product. An illustrative result is not evidence of a customer's performance or a promised improvement.
Actions
Operating playbook
Your organization's operating knowledge, captured during onboarding and kept up to date. It records which metrics matter, what counts as a problem, how to investigate one, which exceptions apply, and which actions to take. It is built from your team's knowledge and used only for your business.
Action plan
A recommended response to a finding. It has a reason, a short list of recommended actions, a goal, and a timeframe.
Goal
The proposed outcome or check for an action. A measurable goal includes its baseline and target; a diagnostic action may first establish what needs to change.
Tracked item
An action plan step with a measurable target. Its progress is reported in later briefings when the prior item and verified progress data are available.
Response
A manager's decision on a recommended action: accept, defer, or reject, with a reason.
Close-out
A manager's status update on a tracked item: complete, still working, not implemented, or no longer relevant. Still working means the item remains open.
Related: What You Receive · Reading Your Briefing · How Scoop Works