This program is meant to improve the practical skills in working with KPIs and developing instruments like scorecards and dashboards. Participants will acquire a sound framework to measure KPIs, starting from the moment they are selected, until results are collected in performance reports.

What This Course Is About

Selection and data gathering are considered by practitioners all around the world to be the most challenging aspects in working with Key Performance Indicators (KPIs). A way to address these challenges is to build a sound framework to measure KPIs, starting from the moment they are selected, until results are collected to be centralized in performance reports.

The KPI Institute has developed a rigorous KPI Measurement Framework that embeds 10 years of research in the field and relies on best practices applicable in the real business environment.
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This learning program is structured on two levels of certifications:

• Certified KPI Professional – a three days training course focused on developing know-how in working with KPIs. The certification can be obtained by taking a multiple question Certification Exam in the last day of the course.
• Certified KPI Practitioner – a two days training course meant to improve the practical skills in working with KPIs and developing instruments like scorecards, dashboards and KPI documentation forms. The applied exercises of this course will enable participants to complete a trial run of all the steps required to complete the portfolio which is the basis of the KPI Practitioner certification. The exercises will reflect a complete KPI implementation case study, from project planning to KPI data visualization.

The training courses can be accessed individually. However, participants are eligible to receive the KPI Practitioner Certification only if they are KPI Certified Professionals.

Training Outcome

• Experience the real business applicability of theoretical concepts regarding KPIs;
• Improve the performance of your company by practicing a sound framework for KPI measurement;
• Obtain better business results by selecting the right KPIs for your company;
• Receive personalized feedback on your own KPI portfolio of instruments;
• Practice a sound framework to establish strategically aligned KPIs;
• Enhance the organizational decision making process by accessing data on previous and future performance;
• Access rigorous tools that help you implement a framework for KPI Measurement by receiving +15 templates used in working with KPIs.

Have over 3 participants? Contact our consultants at hcmiseapac.info@hcminst.com to receive a lower cost per attendee while getting more value from our training.

Training Agenda

KPI Professional Agenda

Day 1 - A Standardized approach to KPIs

The World of KPIs

• Challenges in Performance Measurement
• The Value Added by KPIs
• KPIs Concept Map
• Governance
• Organizational Levels

Understanding KPIs

• KPI Related Terminology
• SMART Objectives Decomposed
• KPI Lifecycle

KPI Typology

• Leading vs. lagging KPIs;
• Qualitative vs. quantitative KPIs;
• Efficiency vs. effectiveness KPIs.

KPI Taxonomy

• Interdisciplinary systemic worldview;
• KPI use case scenarios;
• KPI DNA map.

Day 2 - KPI selection and target setting

KPI Selection

• KPI selection for organizational scorecard;
• KPI selection sources;
• KPI selection techniques.

KPI Alignment

• KPI alignment approaches
• KPI selection for corporate scorecard;
• KPIs cascaded to functional area.

KPI Documentation

• KPI documentation form functions;
• KPI documentation form design;
• KPI documentation process;
• Organizational KPI libraries.

Working with Targets

• Target setting process;
• Targets in practice;
• Challenges in working with targets;
• Negative behaviors when setting targets.

day 3 - Data gathering and visualization

Data gathering

• Data quality dimensions;
• KPI reporting data sources;
• KPI activation tools;
• KPI activation techniques;
• Working with data custodians;
• Data collection methods.

Data visualization

• Guidelines to designing efficient templates;
• Usability in terms of visual design.

Working with data custodians

• Guidelines to designing efficient templates;
• Usability in terms of visual design;
• Scorecard and dashboard design.

Review & Certification Exam

• Course review;
• Certification Exam.​

KPI Practitioner Agenda

DAy 1 - Establishing KPIS

KPI Project Coordination

• The business case for KPI implementation;
• KPI project plan;
• KPI workshop preparation (data sources, email notification, KPI selection workshop).

KPI Selection

• Value driver concept mapping;
• Defining objectives;
• Value flow analysis;
• KPI balancing.

Day 2 - Monitoring KPIS

KPI Measurement

• KPI documentation;
• KPI data gathering template;
• Data gathering communication.

KPIs in Context

• Organizational Scorecard;
• Departmental Scorecard;
• Operational Dashboard;
• Change log.

Review and Assessment Quiz

• Course review;
• Learning Assessment Quiz.

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Have more questions about the training? Contact our experts at hcmiseapac.info@hcminst.com.