Course Schedules

Classroom 8 Sessions
Online / Live
Live

Introduction

Key Performance Indicators (KPIs) and performance optimisation are essential for organizations striving to maintain a competitive edge. Organizations often struggle due to the lack of an effective Performance Management System that systematically collects, analyzes, and reports performance data.

This Key Performance Indicators & Optimisation Training Course equips professionals with the skills to design, implement, and manage performance measurement systems across all business functions. Participants will learn how KPIs not only monitor outcomes but also guide strategic decisions, motivate teams, and align operational activities with organizational goals. Through practical examples, interactive sessions, and hands-on exercises, this course provides actionable strategies to translate organizational objectives into measurable results. Delegates will also gain expertise in developing dashboards and scorecards using Excel, ensuring they can visualize, track, and improve performance effectively.

What are the Goals?

This Key Performance Indicators & Optimisation Training Course enables participants to link strategy with execution and drive measurable results across their organization. Delegates will gain both practical and theoretical understanding of performance metrics and their impact on strategic success.

Key learning outcomes include:

  • Integrate performance measures into strategic and operational management systems.
  • Understand the link between organizational strategy and operational activities.
  • Develop and implement effective Performance Measurement Systems.
  • Access a practical toolkit for performance measurement implementation.
  • Recognize the benefits of robust performance management systems.
  • Understand strategy formulation and execution principles.
  • Address human factors in the adoption of performance systems.
  • Design and develop dashboards and scorecards using Excel for real-world applications.

Who is this Training Course for?

This Key Performance Indicators & Optimisation Training Course is ideal for professionals responsible for measuring, monitoring, and improving organizational performance. It benefits individuals who are involved in strategy execution, performance management, and process improvement initiatives.

It is particularly valuable for:

  • Personnel responsible for developing and implementing performance measures.
  • Advisors, planners, and analysts creating dashboards and scorecards.
  • Functional, line, and operational managers.
  • Process improvement and quality managers.
  • Project managers and PMO professionals.

How will this Training Course be Presented?

Participants in this Key Performance Indicators & Optimisation Training Course will engage in a blend of interactive learning techniques to maximize retention and practical application. The course combines instructor-led discussions, real-world case studies, and hands-on exercises to reinforce theoretical concepts.

Delegates will actively participate in workshops focused on building dashboards, designing scorecards, and implementing performance metrics using Excel. The course emphasizes practical application, allowing participants to practice developing Balanced Scorecards, defining KPIs, and creating actionable reports. Group exercises and collaborative sessions foster problem-solving, critical thinking, and peer learning. By the end of the training course, participants will be confident in applying performance measurement tools to align operational activities with strategic goals and drive organizational success.

Course Content

Day 1

Understanding the Current Situation and the Need for Change

  • What is Performance Measurements and Management
  • The need for performance measurement
  • Current methods of measurement and common failings
  • Characteristics of good measures
  • Defining Strategy and how to translate it into action and Execution
  • Barriers and Success Factors related to Strategy Execution
Day 2

Driving the Mission statement/aims into the Organization through Success Factors

  • Building a Strategy Focused Organization (SFO)
  • Balanced Scorecard and the Performance Metrics – The 4 Perspectives
  • Examples of Specific Metrics – Financial Perspective
  • Defining Critical Success Factors
  • Characteristics of Key Performance Indicators
  • Organization Excellence
Day 3

Planning to Implement Performance Measurement

  • Foundation for Successful Management – The Best Practice Model
  • How to develop and Standardize Performance Metrics
  • Examples of Specific Performance Metrics – Customer Perspective
  • The 6 phase model for implementing a successful Performance Measurement System
  • Implementation Phase 1: Gaining management commitment and selecting a winning team
Day 4

Developing and Implementing Success Factors and Performance Measurements

  • Identifying and managing human factors in performance measurement
  • Implementing Phase 2: Planning for Success – Strategic Business Planning Framework
  • Examples of Specific Performance Metrics – Process Perspective
  • Implementation Phase 3: Clarifying the success factors and measurements using Balanced Scorecard and Strategy Maps
  • Implementation Phase 4: Performance Contracts Framework
  • Using Excel to Develop a Balanced Scorecard for your organization and to obtain the final score
  • Examples of Specific Performance Metrics – Learning and Growth Perspective
Day 5

Full Day Workshop on the Design and Development of Scorecards and Dashboards using “EXCEL”

  • Excel: Advanced features and skills for Dashboards and Scorecards including the following
  • Introduction and Dashboard Discussion
    • Implementing Phase 5: Finalizing Metrics and Developing a Reporting System
    • Excel hands-on Exercise – Develop a Dashboard
  • Excel hands-on Exercise – Develop a BSC
  • Implementing Phase 6: Maintenance and Embedding the System
  • Review and wrap up

The Certificate

Recognition
  • Anderson Certificate of Completion for delegates who attend and complete the training course
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