This one-day course will firstly show you how to create your own performance management system, as well as the seven steps to any effective KPI system. We will show how to set strategic goals, formulate a business strategy, how to choose the right KPIs for the right mission, and how to manage the system.
The afternoon session will change gear slightly and show you how to track KPI’s and present them using different KPI visuals in Power BI. Attendees will understand how the use of visualisations can engage teams in achieving both individual goals as well as how they are contributing to the overall company objectives.
This one-day course is designed for all sectors of business and industry, government, and non-profit, to name a few, and provides participants with practical tools to developing meaningful strategic and operational performance measures.
Morning Session
· Introduction to creating a performance management system.
· Benefits to key performance measurement
· Planning and preparation
· Strategic Goals
· Setting Priorities
· Seven steps of a performance management system
· Review organisational mission and vision
· Formulate overall business strategy.
· Functional objects/KRAs
· Setting functional KPI’s and aligning initiatives
· KPI’s implementation
· Cascading to individual level KPIs
· KPI Management System
· Characteristics of a good performance management system
Afternoon Session
· Creating a KPI in Power BI
· Monitoring ESG targets
· Tracking customer evaluation scores against target KPI visual
· Tracking year on year Sales and Profit targets
· Using filters and Gauge charts to dive deeper into specific regions or departments.
· Using Funnel charts to track efficiency of a particular campaign.
This course is designed for managers, planners, analysts or individuals with performance management responsibility, or involved in strategic planning, business processes, project management or budget analysis.
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