KPI Mastery Training Course: Build, Implement, and Sustain Strategic Performance Indicators

Inspired by: Bernie Smith's KPI Checklists.

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KPI Mastery Training Course: Build, Implement, and Sustain Strategic Performance Indicators

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Course Overview:

The course is a hands-on, results-driven program based on Bernie Smith's acclaimed KPI methodology outlined in KPI Checklists: Develop meaningful, trusted KPIs and reports. This training demystifies KPI development through structured steps including KPI trees, stakeholder engagement, dashboard prototyping, and sustainability strategies. Participants will learn how to develop KPIs tailored to organizational goals, avoid common pitfalls, and implement a transparent, data-informed performance management system. Real-world examples, stakeholder communication techniques, and tools such as the RACI matrix and FMEA for KPI risk management are covered.

Target Audience:

Performance Analysts
Business Intelligence Officers
Strategy & Planning Managers
Operations Managers
HR and Finance Professionals
Department Heads
Continuous Improvement Consultants

Targeted Organizational Departments:

Strategy and Planning
Business Intelligence & Data Analytics
HR and Workforce Planning
Finance and Risk
Operations & Service Delivery
Executive and Senior Management

Targeted Industries:

Financial Services
Government & Public Sector
Healthcare & Pharma
Manufacturing & Supply Chain
Telecommunications
Utilities & Energy
IT and Software Services

Course Offerings:

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

Build KPI trees that align performance indicators with strategic goals
Develop meaningful KPIs using shortlisting techniques
Create stakeholder-driven KPI systems using RACI and communication plans
Prototype dashboards and improve KPI reporting accuracy
Use SMED for efficient data collection and apply FMEA to mitigate KPI risk
Sustain KPI systems through SLA agreements and business integration
Avoid common KPI failures by applying checklist-based methods

Training Methodology:

This course utilizes adult learning principles combining interactive theory, application, and peer learning. Each session blends expert-led presentations, live group discussions, case studies, and real-time exercises. Emphasis is placed on using templates and checklists from the PDF to prototype dashboards, analyze data, and map KPI processes. Participants engage in hands-on group activities to build KPI Trees, conduct stakeholder analyses using RACI, and explore tools such as FMEA and SMED to improve KPI collection.

Course Toolbox:

KPI Tree templates
KPI Shortlisting Matrix
Communications Planning Checklist
FMEA Risk Worksheet
RACI Stakeholder Matrix
Dashboard Prototyping Examples
KPI System Maturity Assessment Guide
Real-world case studies

Course Agenda:

Day 1: Strategic Clarity & Objective Alignment

Topic 1: Understanding What KPIs Are (Definitions, Purpose, and Relevance)
Topic 2: Identifying the Strategic Purpose Behind KPI Development
Topic 3: Differentiating Between Mission Statements and Strategic Objectives
Topic 4: Evaluating Strategy Fitness Using Checklist Tools
Topic 5: Linking KPIs to Vision and Core Business Goals
Topic 6: Common Pitfalls of Misaligned KPIs
Reflection & Review: Assess your own organization’s strategy readiness for KPI deployment

Day 2: Stakeholder Engagement & KPI Tree Development

Topic 1: Stakeholder Mapping and the RACI Matrix Approach
Topic 2: Building a Communications Plan for KPI Rollout
Topic 3: Running Effective Stakeholder Interviews and Workshops
Topic 4: Visual Communication Principles (Tufte & Few)
Topic 5: Designing and Facilitating Effective KPI Tree Workshops
Topic 6: Linking KPIs to Tactical and Operational Metrics via KPI Trees
Reflection & Review: Stakeholder dynamics and longlist creation using KPI Trees

Day 3: Shortlisting and Defining Effective KPIs

Topic 1: Using the Importance vs. Availability Matrix to Prioritize KPIs
Topic 2: Facilitating KPI Shortlisting Sessions with Teams
Topic 3: Documenting KPI Definitions and Ownership
Topic 4: Managing Risk of Data Inaccuracy and Political Interference
Topic 5: Aligning Measures to Objectives with Logical Frameworks
Topic 6: Data-Driven Decision Making and Metric Validity Checks
Reflection & Review: Create and evaluate a KPI shortlist with real-world application

Day 4: Dashboard Prototyping and System Integration

Topic 1: Prototyping KPI Dashboards and Report Templates
Topic 2: Evaluating Tools for Dashboard Visualization (Excel, Mind Maps, Wire Trees)
Topic 3: Visual Clarity vs. Data Density: How to Design Usable Reports
Topic 4: Linking Dashboards to Stakeholder Expectations and SLA
Topic 5: Validating Prototype Dashboards Through User Testing
Topic 6: Creating KPI System Maps for Data Collection and Reporting Flow
Reflection & Review: Build and critique a dashboard prototype and reporting model

Day 5: Sustaining, Reviewing, and Improving KPI Systems

Topic 1: Implementing SLAs for KPI Reporting and Review
Topic 2: Data Collection Optimization Using SMED and Lean Methods
Topic 3: Applying FMEA to KPI Risk Management
Topic 4: Root Cause Analysis and the KPI Improvement Cycle
Topic 5: KPI Governance: Ownership, Maintenance, and Handovers
Topic 6: Monitoring KPI System Health Over Time
Reflection & Review: Final workshop on KPI lifecycle sustainability and action planning

FAQ:

What specific qualifications or prerequisites are needed for participants before enrolling in the course?

Participants should have at least 2–3 years of experience in business operations, analytics, or management. Familiarity with data-driven decision-making is helpful but not required.

How long is each day's session, and is there a total number of hours required for the entire course?

Each day's session is generally structured to last around 4-5 hours, with breaks and interactive activities included. The total course duration spans five days, approximately 20-25 hours of instruction.

How does the Importance vs. Availability Matrix help in KPI shortlisting?

The matrix allows teams to visually prioritise KPIS based on their business value (importance) and ease of access to reliable data (availability). This ensures effort is focused on feasible and high-impact KPIs.

How This Course is Different from Other KPI Courses:

Unlike traditional courses that offer general theory or software-led KPI sessions, this course is built on the proven Results-Oriented KPI System (ROKS) framework developed by Bernie Smith in the book KPI Checklists. It incorporates structured checklists, hands-on stakeholder engagement, data risk mitigation using FMEA, and the use of SMED to streamline data processes. With an emphasis on building sustainable systems and avoiding common failures, this course empowers participants to apply KPI development step-by-step across departments. Practical templates, real business cases, and workshop-style sessions ensure immediate on-the-job application. No fluff, just actionable methods grounded in real-world challenges and solutions.

credits: 5 credit per day

Course Mode: full-time

Provider: Agile Leaders Training Center