Melbourne - Measuring and learning with KPIs training

Price:  $1540 USD

The course content includes a unique combination of know-how and is informed by:

• Practical experience in implementing and using of Key Performance Indicators as part of organizational performance management systems;
• Insights gained by researching and documenting over 7000 KPIs from 14 business functional areas and 24 industries;
• Review of over 1000 performance reports from 100 countries;
• Literature review of the most important published materials on the topic;
• Academic research of the theory behind using performance measures.

10x10 reasons for attending this training course

• 10 years of experience in performance management synthesized in the course material;
• 10s of performance management system implementations informing the course content;
• 10 hours of technical training, complemented by over 2 hours of interactive discussions;
• 10 interactive exercises and group activities;
• 10 key concepts clarified;
• 10 smartKPIs explored in detail;
• 10 insights into implementing and using KPIs smartly;
• 10 quick reference guides;
• 10 templates to support deployment of course learning;
• 10 months of free access to the www.smartKPIs. com premium content.
  
  

Schedule

Day 1 - Understanding, selecting and documenting KPIs

Session 1

9:00 - 10:30 Introduction - Key aspects of performance measurement

• Understanding performance management and measurement historical overview
• The role and value added by performance measures
• Theoretical framing of goal and target setting

Discussion: Challenges in performance measurement

Session 2

10:45 - 12:30 Selecting Key Performance Indicators

Exercise: Proposing five measures

• Clarifying terminology: Key Performance Indicators (KPIs), measures and metrics
• An integrated approach to performance management: from strategy to results
• Understanding KPIs selection criteria
• Techniques for Identifying and selecting KPIs; Reviewing important KPIs

Group activity: KPI selection case study

Session 3

13:13 - 15:00 Documenting Key Performance Indicators

Exercise: Recognising KPIs

• KPI documentation – a key ingredient for success
• Designing the KPI documentation template
• Techniques for understanding and refining selected KPIs
• Target setting for KPIs

Group activity: using KPI templates and documentation rules

Session 4

15:15 - 17:00 Performance data gathering and reporting

• Designing and improving the data gathering process
• Techniques for mobilising the data custodians team and activating measures
• Creating relevant performance reports
• Designing great dashboards / scorecards
• Rules in data visualization

Exercise: Good practice in data visualisation

Day 2 - Using KPIs smartly

Session 5

9:00 - 10:30 Analyzing and using performance results

• Business analysis techniques (i.e. root cause analysis, deep dive)
• Performance review meetings
• Using KPIs to drive value generating decisions and actions
• Monitoring and improving KPIs (double-loop learning)

Exercise: Performance report value generation

Session 6

10:45 - 12:30 Performance measurement in practice

• Pitfalls in performance measurement
• Stories from the field
• 10 smartKPIs explored in detail

Simulation: KPIs and the Balanced Scorecard

Session 7

13:30 - 15:00 Enablers of successful performance management

• Using a Performance Measurement Maturity Model
• Designing great performance measurement architecture
• The cultural and human aspects of performance
• Performance reporting data accuracy

Case study: Ethics and performance measurement

Session 8

15:15 - 16:45 Applying the course learnings in organizations

• 10 Insights into implementing and using KPIs smartly
• Review of the course material
• Deploying key templates in practice
• How to take back in organizations what was learned during the course
• Overview of learning and conclusions

Questions & answers; open discussion

Templates provided

• Desired State of Evolution template;
• Strategy Map template;
• Performance Scorecard template;
• Performance Dashboard template;
• KPI selection template;
• KPI documentation template;
• Initiatives portfolio template;
• Initiatives documentation template;
• Project status report template;
• Performance Management System (PMS) architecture template;
• PMS maintenance process template.

Participant profile and background

This course is relevant to representatives of organizations that:

• Aim to understand the complexities of using KPIs from both a technical and human perspective;
• Have an interest in developing organizational performance measurement skills easily applied in practice;
• Want to improve the quality of their planning and reporting through improving the use of performance measures;
• Have implemented or have plans to implement performance management systems at either strategic, operational, or individual level.

The course is addressed to executives, directors, coordinators and analysts from both delivery and support functions such as Finance, Accounting, Project Management, Human Resources, Sales, Marketing, Logistics, Quality Control and Improvement, Strategy and Planning and Operations.

Course design and participation fee

For more details about the course, you can access the presentation brochure by using the Brochure Download link below.

Testimonials

“Aurel Brudan was instrumental in assisting me with the development & implementation of a Balanced Scorecard for the Infrastructure Services Division of Australia Post. His knowledge & understanding of Performance Management and KPIs was of great value that enabled a smooth and successful implementation. Aurel’s ability to explain key performance management theory and practical concepts to staff at all levels of management was one of the key learning experiences in this area.”
Clifford Chaperon, Manager Business Performance | Capital Investment, Corporate Services, Australia Post

“Although it seemed a bit technical at the beginning, the training showed us daily business from another perspective: the performance of our activity and the means to increase it. Very well prepared as a trainer, Aurel took us through the themes in a very clear and logical manner! I look forward for the next training course!”
Cristina Bleoca, (former) Logistics Manager, S.C. Tchibo Brands S.R.L.

“Aurel’s knowledge and Expertise in Performance Management and KPIs was an enormous contribution to our project at the National Australia Bank. His professionalism, patience in explaining to stakeholders and passion was a major contributing factor to the success of the project.”
Jason Cutajar, Senior Project Manager and Oakton Business Consultant, providing services for National Australia Bank

“Aurel assisted in delivering for us the necessary tools and training to enable us to introduce balanced scorecard into our Organisation. This was supported through great insights in best practice and an enthusiastic and engaging style. We would recommend him highly.”
S-P O’Mahony, CEO, Opportunity Microcredit Romania

“The Supplier Performance Management System designed and implemented by Aurel for the Victorian Government eServices Panel was an outstanding success. It was very well received by industry, departments and the panel administer. Aurel is particularly adept at building and sharing knowledge and his creativity, research and exemplary stakeholder management skills were essential to success.”
Gavin Haberfield, General Manager, Technology Projects, Government Services Division, Department of Treasury and Finance, State of Victoria, Australia