Course Details

This course is appropriate for a wide range of professionals but not limited to:

• Managers and Team Leaders at all levels
• Strategy and Planning Professionals
• Financial Analysts and Budget Managers
• HR Professionals involved in performance management

• Expert-led sessions with dynamic visual aids
• Comprehensive course manual to support practical application and reinforcement
• Interactive discussions addressing participants’ real-world projects and challenges
• Insightful case studies and proven best practices to enhance learning

By the end of this course, participants should be able to:

• Differentiate between metrics, indicators, and true Key Performance Indicators (KPIs).
• Apply the KPI development methodology (e.g., the KPI lifecycle) to strategic objectives.
• Effectively cascade firm-level KPIs down to department and individual manager level.
• Design visual dashboards and reporting systems that communicate KPI performance clearly and drive action.
• Utilize KPIs to drive performance conversations and accountability with direct reports.
• Avoid common pitfalls, such as creating too many KPIs or measuring the wrong thing (lagging vs. leading).

DAY 1

The Strategic Role of KPIs

• Welcome and introduction
• Pre-test
• Defining KPIs and the hierarchy of organizational measurement
• The strategic link: Connecting corporate strategy to departmental KPIs
• The difference between leading indicators, lagging indicators, and operational metrics
• Characteristics of effective, well-defined KPIs

DAY 2

KPI Design and Development Methodology

• The KPI lifecycle (Selection, Definition, Measurement, Reporting, Review)
• Techniques for brainstorming and selecting the most critical KPIs
• Formalizing the KPI definition document (Owner, Frequency, Data Source, Target)
• Identifying the appropriate KPI for different functions (Finance, HR, Operations)

DAY 3

Cascading and Alignment

• Methods for cascading firm-level KPIs to team and individual levels
• Ensuring vertical and horizontal alignment across the organization
• Using KPIs to manage cross-functional dependencies and collaboration
• Avoiding measurement misalignment and gaming the metrics

DAY 4

Data Visualization and Performance Management

• Principles of effective KPI dashboard design and data visualization
• Choosing the right frequency and format for KPI reporting
• Utilizing KPIs to structure effective performance coaching and appraisal discussions
• Case studies of successful and failed KPI implementation

DAY 5

Review and Sustaining the System

• The process for regularly reviewing and revising KPIs
• Setting challenging but realistic KPI targets
• Developing a personal action plan for implementing KPIs in your area
• Post-test
• Certificate ceremony