KPI Tree Masterclass

This seminar will be conducted in Croatian!

Ova edukacija izvodit će se na hrvatskom jeziku!

Find the best KPIs for any organisation using the ROKS™ Enterprise method and KPI Trees

Who this course is for

The KPI Tree Masterclass course has been carefully designed for people who...

• Want to select, design and implement KPIs for any organisations
• Are tasked with fixing, or improving existing KPIs
• Need to design KPIs for complex, specialist or niche businesses
• Want guidance on the principles of optimal dashboard or report design
• Like a structured, logical approach.

If you work with corporations or large enterprises, this approach should be perfect for you.

Course Objective 

• Understand the best way to choose and deploy the right KPIs for enterprise organisations.
• Give you the tools, templates and skills to select, design and implement KPIs, dashboards and reports for larger and more complex organisations.
• Be familiar with the common KPI risks and pitfalls and the best strategies to deal with them.

Course content

08:00 - 08:30 Registration of seminar participants
09:00 - 09:30 Introduction to this KPI Tree Masterclass

• Learning objectives
• Outcomes
• Course practicalities
• Course downloads
• Introductions
• The organisations that use this approach
• A confession
• Where to get help
• Why should we measure things?
• What is a KPI?

09:30 - 10:00 The best (and worst) way to choose your KPIs

• Thought experiment
• Introducing the ROKS Enterprise method
• Our objectives
• Sneak preview - Walk-through of a sample KPI Tree

10:00 - 10:30 Step 1: Identifying your goals and objectives

• Unit objectives
• 'The Cobra Effect' a word of warning on strategy
• Strategy case study
• Identifying your business objectives - exercise
• Woolly words, what they are and why you need to avoid them
• The 'Big 6' objectives
• Custom objectives and case study
• Custom objectives - exercise
• Using the Objectives Template, with case study
• Pre-flight objectives checklists
• Recap
• Unit quiz

10:30 - 10:45 Coffee Break

10:45 - 11:15 Step 2: Team Engagement

• The challenges of engagement
• Key principles
• Identifying stakeholders and stakeholder groups
• Building your communications plan
• Running an engagement workshop

11:15 - 11:45 Step 3: Longlisting your KPIs with KPI Trees

• Basic KPI Tree terminology
• Getting the levels right - interactive exercises
• Basic KPI Tree concepts
• Introducing the 4C method for building KPI Trees
• Traits and how the can help us
• Case studies
• Practical tools and tips for drawing KPI trees
• How to run a KPI Tree workshop
• Live build of a partial KPI Tree

11:45 - 12:15 Step 4: Shortlisting your KPIs

• Introducing the KPI Shortlisting Tool
• How to shorten our list of KPIs
• Sifting method
• Sifting case study
• The Shortlisting questions
• Calibrating and scoring your shortlist
• Scoring case study
• The 'Aspire' list, and why it is so important
• Recap
• Unit quiz

12:15 - 13:15 Lunch Break
13:15 - 13:45 Step 5: Defining your KPIs

• The problem with words
• The ROKS KPI Canvas
• ROKS KPI Canvas case study and walkthrough
• Fine-tuning your KPIs
• Slicing and dicing: How to break down your KPIs
• How often to measure and review
• Average types, when to use each one
• Count, percentage or ratio: when to use each type
• Target setting
• Target setting gone wrong - case studies
• Reverse brainstorming
• Recap
• Unit quiz

13:45 - 14:15 Step 6a: Dashboard design principles

• Why we need to present our KPIs
• Introducing the 'KPI use planner'
• How you will review your KPIs
• When to review your KPIs
• Using your KPI planner - exercise

Designing for understanding

• Making the most of the readers brain
• The 20 second challenge - exercise
• Iconic memory, what it is and why it is so important
• Visual encoding types
• Visual encoding - exercise
• Quantitative vs non-quantitative encoding
• The 'Report Design Cheat Sheet' introduction (including download)
• Recap
• Unit quiz

14:15 - 14:45 Step 6b: Brilliant Excel Dashboard Kit

• Choosing dashboarding tooling
• The 'Brilliant Excel Dashboard Kit' introduction and download
• Using the Dashboard Template Kit
• Introducing the Brilliant Excel Dashboards: Prototype Cheat Sheet - download
• Kit prototype demo

Prototyping

• The five step Dashboard Prototype Method: Decide, Prepare, Assemble, Refine, Review and approve
• Introducing the Brilliant Excel Dashboards: Build Cheat Sheet - download: Prepare, Assemble, Refine, Review and approve, Test, Go live
• Kit build demo
• Report production planning
• Recap
• Unit quiz

14:45 - 15:00 Coffee Break

15:00 - 16:00 Step 7: Go live

• Data collection options and checklist
• Starting to use your KPIs
• Successful KPI review meetings checklist
• Forming good KPI habits

Common KPI problems and solutions

1. Forgetting to collect or review KPIs
2. Talking about the same stuff every review
3. Meetings that go off-track
4. KPI mistakes
5. Toxic 'targets culture'
6. Lots of cutting and pasting during production
7. Angry culture of opinion and shouting
8. Information overload
9. Figures bouncing all over the place

• What to do if a measure is not working for you
• Using KPIs to drive improvement
• Getting over 'the hump' and getting going
• Dealing with data collection problems 
• Recap
• Unit quiz

16:00 - 16:15 Introduction to Advanced KPI Techniques

• Introduction to advanced Index KPI design
• Techniques for managing noisy data
• Strategies for measuring the 'impossible'

16:15 - 16:30 Wrap-up

• Next steps
• Staying focussed and motivated
• Keeping in touch