The Missing Contract: How to Wire Every Metric to a Move
Published: September 2025
By Amy Humke, Ph.D.
Founder, Critical Influence
Dashboards don't fail because they show the wrong number. They fail because no one pre-committed to what would happen when the number changed.
I call that the pre-commit contract: If X happens, then Y action fires; owned by this person, by this date. It's the spine of actionable analytics and the fastest cure for the adoption gap I've seen in my career. This article turns the idea into a playbook, with field-tested practices and concrete examples from education, retail, sales, and healthcare.
What a "Pre-Commit Contract" Really Is (and why it works)
Different communities have rediscovered the same mechanism with different labels:
- Implementation intentions in psychology: "If situation Y occurs, I will do Z," a simple if-then plan shown to increase follow-through by delegating action to a clear trigger.
- Tripwires in decision making: pre-defined conditions automatically force a decision point or action, reducing bias and drift.
- Guardrail metrics in experimentation/product: thresholds that prevent "wins" from damaging the rest of the business, with explicit "if metric crosses X, do Y" playbooks.
- Decision protocols in decision intelligence/AI: define in advance who acts on a model signal and how, so insights don't stall in limbo.
Underneath all those labels is the same move: wire the decision before you look at the data. It eliminates ambiguity, short-circuits status debates, and makes bias-resistant action the default.
The Playbook: Best Practices for Pre-Commit Contracts
1. Name the trigger precisely
Ambiguity kills action. Define the metric, the cutoff, the lookback window, and any smoothing (e.g., "7-day average conversion drops ≥2 points vs. 4-week baseline"). Use control charts to see exactly when performance moves outside normal variation. If seasonality is a factor, build your baseline with at least two full seasonal cycles. For quarterly businesses, that means two years; for retail cycles tied to fall, holiday, spring, and summer, that means two of each. Guardrails only work when thresholds reflect reality, not noise.
2. Tie each trigger to a concrete move
"Investigate" on its own isn't a move; it's a stall. But investigation can be the first wired step if it's structured.
- Weak: "If sales drop 10%, investigate."
- Strong: "If sales drop 10%, launch the 7-business-lenses review within 24 hours. Owner: Sales Ops. From there, execute the preset play tied to the lens that fires."
Each lens has a move: supply → replenish, demand → markdown, conversion → escalate UX, economics → adjust pricing, data/process → governance fix, etc. "Investigate" isn't an open loop; it's a contract to run the lenses and fire the wired move.
3. Assign an owner with authority
Every KPI needs a human or role explicitly tied to it, not "the team." When the light turns red, there should be no debate about who moves next. Ownership becomes stronger when documented in job descriptions, tied to performance reviews, and visible across the organization.
4. Instrument alerts where work happens
Pre-commit rules hidden in a binder or wiki don't work. Wire alerts to where people operate — Slack, Teams, CRM, EMR — so the trigger instantly reaches the owner. Dashboards should also show threshold status (R/Y/G) beside the metric so the move is obvious.
5. Close the loop
Every trigger should leave a trail. Log the action taken, who owned it, when it fired, and the outcome. Review that log quarterly to recalibrate thresholds, swap ineffective playbooks, or retire noisy triggers. This is how decision systems mature: turning "we acted" into "we learned."
6. Use tiers, not cliffs
Binary triggers overreact to small blips and underreact to big swings. Graduated thresholds (Yellow/Orange/Red) produce proportionate responses: a mild dip prompts a light correction, a severe one escalates to leadership. Guardrail bands keep actions consistent and reduce lurching between overconfidence and panic.
7. Decide before you measure
Decision intelligence stresses designing the decision first, including who acts, how, and under what conditions, before designing the metric. That sequence avoids bias, wasted analysis, and "mirror dashboards" that reflect the past but don't guide the future.
8. Document and communicate the contract
The pre-commit shouldn't live in someone's head. Write it down in your playbooks, templates, and dashboards. Make the threshold, owner, and move visible to everyone who touches the metric. Transparency is what builds trust, speeds action, and avoids silent stalls.
Field Guide Example: Higher Education
Early Warning Systems that actually intervene
Colleges and universities often deploy Early Warning Systems to monitor leading indicators of student persistence, such as course performance, Learning Management System (LMS) engagement, and attendance in gateway courses. The key is that these signals are tied to pre-committed interventions, not left to chance.
Example:
- Trigger: Cumulative GPA < 2.0 after the first term or failure in two gateway courses.
- Move: Within five business days, an advisor initiates a structured success plan, schedules a mandatory advising meeting, connects the student to academic support services, and places them on a tailored intervention track.
- Owner: Assigned academic advisor, with oversight from the student success office.
- Loop: Intervention documented in the advising platform, with a required follow-up check at four and eight weeks to assess progress and adjust supports.
This is higher-ed pre-commit in action: the threshold is explicit, the owner is clear, and the move is logged — so the signal doesn't stall at "someone should check on them."
Design the Decision First
Decision Intelligence (DI) is the bridge between analytics and action: it starts with the decision, who will do what, under what conditions, and only then designs the metrics and models. In other words: no orphan metrics.
My rule of thumb is simple: If the metric doesn't have a named owner, a threshold, or a move, it doesn't belong on the dashboard.
How to Ship Pre-Commit, Not Just Dashboards (step-by-step)
- Step 0: Decision Brief. Before you build, capture 1) the decision to be made, 2) the owner, 3) the action menu (what moves are in-bounds), 4) timing constraints, and 5) guardrails (unacceptable side-effects). This is DI 101.
- Step 1: Choose signals and set thresholds. Pick the smallest set of signals that unambiguously map to the decision. For each, write a plain-English trigger with math: "If 7-day churn ≥ 1.5× 12-week baseline, then…". Use bands (Yellow/Orange/Red) to tune sensitivity and escalation. (Statistical Process Control charts can help determine where to set the triggers.)
- Step 2: Write the move. Specify every trigger's action, owner, SLA, and escalation path. Think like healthcare protocols or retail markdown ladders: if this, then that; no "TBD."
- Step 3: Instrument alerts and embed in flow. Make the trigger visible exactly where work happens (CRM, EMR, service desk, store app). Use action-oriented dashboards showing threshold status and the "next move" beside the metric.
- Step 4: Log actions and outcomes. Create an "Action Log" table: metric, threshold hit, owner, action taken, timestamp, outcome. If you can't trace actions back to triggers, you can't improve. Ensure the action log table is looped to display back in the dashboard for full transparency.
- Step 5: Review & recalibrate. Monthly: examine false alarms, missed alarms, and ROI. Tighten/loosen thresholds, retire noisy signals, and promote reliable ones to guardrail status.
Why this matters for governance, adoption, and ops
A pre-commit contract doesn’t add bureaucracy — it accelerates velocity. Once you wire metrics to moves, three bigger levers in your data practice fall into place:
- Governance as credibility. Pre-commits only work if people believe the signal. That means definitions, ownership, and thresholds must be clear and visible. Governance provides that trust layer — so when the metric flips, the room doesn’t pause to argue if it’s "real." It just moves.
- Adoption as a system. Launching a dashboard isn’t adoption. Real adoption happens when every user is trained on the contract: what the thresholds mean, who owns the next move, and what happens when the light turns red. Without that wiring, new analytics quietly slide back into passive monitoring. With it, adoption is baked into the system from day one.
- Ops in the loop. Logging actions and outcomes closes the cycle. That’s how guesses become operating doctrine. Hospitals do this when they evolve clinical protocols, and retailers do it when they refine markdown ladders. The move isn’t just executed — it’s captured, reviewed, and improved for next time.
Templates you can steal
Use this 1-page canvas for each KPI/model output:
- Decision: What decision are we making?
- Owner: Who acts (role)? Authority?
- Signal: Metric + exact definition (grain, filters).
- Trigger: Threshold/band + lookback (math, not vibes).
- Move: Action + SLA + escalation path.
- Guardrails: Metrics that must not degrade + rollback rules.
- Alerting: Where/how the owner is notified.
- Action Log: Where we record the move + outcome.
- Review cadence: When we revisit thresholds and ROI.
Fill one in for every KPI on your dashboard. If you can't fill it in, the KPI probably doesn't belong.
The final ask (leaders and doers)
- Leaders: When you request a metric, ask: If it crosses X, what happens? Who owns it? By when? If you don't get a crisp answer, you don't have a dashboard request — you have a decision design request.
- Doers: Don't ship mirrors. Ship contracts. If your model or metric isn't wired to a move, it's not done.
Because the difference between "we knew" and "we moved" is decided before the number changes.