KPI Tree Masterclass
Četvrtak, 24.09.2026.
Zagreb
Ponedjeljak, 21.09.2026.
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
- Forgetting to collect or review KPIs
- Talking about the same stuff every review
- Meetings that go off-track
- KPI mistakes
- Toxic 'targets culture'
- Lots of cutting and pasting during production
- Angry culture of opinion and shouting
- Information overload
- 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
Dr. Mladen Meter is a consultant and the director of Business Effectiveness Ltd., a company specializing in business advisory services. He has extensive experience in senior leadership positions within international companies (Kaufland, Generali, Basler) and currently works independently as well as with renowned international partners on numerous projects in Croatia and abroad. He earned his Master’s degree in 2005 at the Faculty of Economics and Business in Zagreb, completed the Controlling Stufenprogramm at the Austrian Controller Institute in Vienna in 2006, passed the exam for Certified Financial Controller, and received his PhD in 2012 at the Faculty of Economics in Split. He has also completed executive education at Harvard Business School, IEDC Bled School of Management, and the Horváth Akademie in Germany. He is an internationally certified HICHERT® IBCS consultant and trainer, as well as a certified consulting partner for IBCS-certified IT solutions for professional business reporting and presentations according to HICHERT®IBCS standards. He prepared the international controlling standards for Croatia and was the only contributor outside the German-speaking area to participate in an international project (Germany, Switzerland, Austria, Croatia) focused on identifying and improving controlling standards in corporate practice. He is also the only non–German-speaking co-author of the international controlling standards “Standards im Controlling” and the books: “Organisation des Controllings” and the “Guideline for Implementing Controlling” (German edition). He is the author of numerous certified educational programs in controlling, finance, and management, as well as the editor of the business practice journal “Controlling, Finance and Management” and the books: “Latest Trends in Controlling”, “Controlling Instruments”, and “Management and Controlling”. He leads the ICV Croatian Adriatic Region working group within the International Controller Association (ICV), which focuses on enhancing business excellence across industries. He is a certified internal auditor for banks, financial institutions, and IT systems, and a certified consultant within the HAMAG-BICRO Network for business planning, finance, organizational design, and management. Additionally, he is a local consultant for the European Bank for Reconstruction and Development (EBRD). He holds the international LEGO® SERIOUS PLAY® Facilitator certificate, applying the method to professionally address concrete business challenges in a structured, engaging, and inclusive way. He is also a Certified OKR Practitioner (C‑OKRP)™ by OKR International, the global leader in OKR implementation and coaching. For many years, he has taught as a senior lecturer at an AACSB-accredited business school and currently teaches at several universities and business schools, including many business schools in Germany, as well as on numerous open and in-house programs in Croatia and abroad.