Level I €“ Professional Continuity Practitioner

Introduction

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.

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.

3 Key Business benefits

• 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.

Benefits

• 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.

Learning objectives

• Understand KPI measurement challenges and how to address them;
• Select KPIs for scorecards and dashboards from the organizational to the departmental and individual level;
• Develop a KPI implementation project plan;
• Optimize the KPI activation and data gathering process.
• Differentiate between objectives, KPIs and initiatives;
• Understand KPI selection in different contexts;

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 by specific criteria;
• 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.

Inclusions

1. Course materials that consist in:

• Course slides;
• Course notes.

2. Performance Management Toolkit, containing the following templates:

• Desired State of Evolution;
• Strategy Map;
• Performance Scorecard;
• Performance Dashboard;
• Performance Healthogram;
• Performance Maturity Model;
• KPI Documentation Form;
• Initiatives Portfolio;
• Initiatives Documentation Form;
• Performance Management System
• Architecture;
• Monthly Performance Management
• Process;
• Employee Scorecard.

3. Furthermore, the templates are accompanied by two manuals and two publications:

• Performance Dashboard Guide for Administrator;
• Performance Scorecard Guide for Administrator;
• KPIs for Call Center Dashboard
• KPIs for Call Center Scorecard.

4. Premium Subscription on smartKPIs.com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted;

5. One research report from the Top 25 KPIs series;

6. Free access to all webinars from the 2014 Performance Management series.

Participants

Professionals interested in measuring performance

Professionals from different fields, such as finance, human resources, production, logistics, information technology and others, interested in Key Performance Indicators, will acquire the competencies needed to measure the performance of their team, department or organization.

Top/middle/lower management professionals

Executives or operational managers, regardless of their field of expertise, will gain the ability and knowledge to measure performance and maximize the value of using KPIs. The tools and resources offered as part of the certification program enable managers to apply the concepts learned in their organizations, immediately after the course.

Performance measurement experts

For professionals like Data Analysts, Strategy Managers, Performance Management Officers or Performance Architects, it is important to develop competencies in measuring performance, especially in terms of KPI selection and data gathering. Usually, this particular audience already has a performance measurement system set in place and the certification program offers the opportunity to learn best practices used in this field and identify how their current processes and approaches regarding KPIs can be improved.

Faculty

This course will be delivered by one of our trainers. Our faculty are certified master trainers, with abundant experience as both practitioners and education providers. Having both professional and academic experience, our trainers are able to bring the depth and breadth of their knowledge to our courses.

Being extensively certified reaffirms our credibility as a training provider and also supports our goal of delivering consistent quality to our valued clients.

For more details visit Our Faculty page.

Learning experience

Certified KPI Professional

Pre-course

This part of the learning experience is meant to ensure a smooth transition to the face to face training. Participants are required to take the following steps:

• Needs assessment – complete a questionnaire to determine a tailored and relevant learning experience;
• Pre-course evaluation quiz – take a short quiz to establish the current level of knowledge;
• Guidance and schedule – analyze a document presenting guidelines on how to maximize your learning experience;
• Forum introduction – share an introduction message to present yourself to the other course participants;
• Expectations – share your expectations regarding the training course;
• Pre-requisite reading – go through a series of documents to better understand the core-course content.

Core course

During the 3 days of Certified KPI Professional training, the course is designed to facilitate experiential learning and ensure a high level of interactivity. Exercises used to enhance the development of competencies range from simple matching of concepts to extensive analyses of case studies. The learning experience consists in:

The learning experience consists in:

• Applying concepts in practical exercises;
• Analyzing case studies and identifying solutions;
• Using templates to develop performance measurement instruments;
• Sharing experiences and best practices;
• Creating a network of KPI Professionals;
• Constantly evaluating the participants' knowledge, through short quizzes to support the certification exam.

After-course

The learning process is not finalized when the core-course ends. After the 5 days of training participants are required to take the following steps, to become Certified KPI Professionals:

• Forum discussions – initiate a discussion and contribute in a discussion opened by another participant;
• Performance Improvement Essentials – watch a 45 minutes webinar presenting the KPI measurement as part of a system that ensures performance improvements and achievement of objectives;
• Action plan – create a plan for the actions and initiatives you intend to implement after the training course;
• In-house presentation – create and submit a short PowerPoint presentation to present your colleagues the knowledge you have accessed during the training course;
• Additional reading – go through a series of resources to expand your content related knowledge;
• Learning journal- reflect upon your 3 stages learning experience and complete a journal.In order to obtain the Certified KPI Practitioner title, the following actions are required:
• KPI practitioner Portfolio – develop 15 key performance management tools based on the best practices promoted by the KPI Institute.
• Practitioner journal – strengthen the learning process incurred by the development of the KPI Practitioner Portfolio by reflecting upon each tool.
• Evaluation conversation – participate to a 30 minutes discussion meant to provide more insights to The KPI Institute's Evaluation Commission into the approach of developing the KPI Practitioner portfolio.

Certified KPI Practitioner

Pre-course

This part of the learning experience is meant to ensure a smooth transition to the face to face training. Participants are required to take the following steps:

• Needs assessment – complete a questionnaire to determine a tailored and relevant learning experience;
• Pre-course evaluation quiz – take a short quiz to establish the current level of knowledge;
• Guidance and schedule – analyze a document presenting guidelines on how to maximize your learning experience;
• Forum introduction – share an introduction message to present yourself to the other course participants;
• Expectations – share your expectations regarding the training course;
• Pre-requisite reading – go through a series of documents to better understand the core-course content.

Core Course

The 2 days of Certified KPI Practitioner training are characterized by high interactivity and group activities, combined with individual work. The learning experience is designed to help participants develop the final portfolio necessary to obtain the KPI Practitioner Certificate. During this stage, you are:

• Dedicating 90% of the time to KPIs related practical exercises;
• Completing exercises that are designed based on real life examples, following a KPI implementation case study, from project planning to KPI data visualization;
• Receiving tips and tricks for overcoming the most common challenges of performance measurement;
• Sharing experiences and forming a community of practice;
• Receiving assistance and constant feedback on your work.

After-course

Additional reading – check a list of resources (books, articles and videos), in order to encourage a continuous learning experience.

Evaluation

The certification process is finalized only when you complete all of the 3 stages of the learning experience. Nonetheless, you will receive a:

1. Certificate of Attendance for Certified KPI Professional: after participating at the 3 days of on-site training course;
2. Certificate of Attendance for Certified KPI Practitioner: after participating at the 2 days of on-site training course;
3. Certified KPI Professional diploma: after you have successfully completed all of the 3 stages of the learning experience.

We strongly recommend that you obtain the Certified KPI Professional title, as this endorses your skills and knowledge related to this field.

In order to obtain the Certified KPI Practitioner status, an additional fee will be of charged, implying a distinctive application process. To access the application guide, click here.

Resources

1. Key Performance Indicators Infographic –Get insights on how to properly work with KPIs by understanding the critical steps in selecting, documenting and reporting KPIs.
2. Documentation Forms Catalogue –Access a set of relevant KPI documentation forms used by organizations from various industries and learn how to configure your KPIs.
3. KPIs in Practice Fact Sheet –Review a collection of good practice KPI examples that helps you understand what KPIs to measure according to the four perspectives of a business.
4. Glossary of Terms –Get familiar with the most important terminology used when designing a KPI Measurement Framework.
5. Highlights of Training Sessions –Get a quick insight into some the course content and structure.
6. Performance Measurement Articles –Grasp a sample of our acumen and best practices through this fair selection of valuable articles.
7. KPI Documentation Form Template –Find out how to document your KPIs in a clear, structured, standardized manner.
8. Organizational Scorecard Template – Start tracking organizational performance management status and progress in a rigorous and structured manner.

Locations

You can check our course locations and dates here.

European Division

Sibiu Office

T: +40 3 6942 6935

M: +40 7 4706 0997

office@kpiinstitute.org

Middle East Division

Dubai Office

T: +971 4 311 6556

M: +971 55 787 6427

office@kpiinstitute.org

SE Asia Division

Kuala Lumpur Office

T: +60 3 2742 1357

M: +60 11 3303 2135

office@kpiinstitute.org

Headquarters

Melbourne Office

T: +61 3 9028 2223

M: +61 4 2456 8088

office@kpiinstitute.org

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Source: https://kpiinstitute.org/certification/certified-kpi-professional-and-practitioner-training/