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KPI Design and Performance Management

Manage the right behaviour with the right indicator.

Duration
2 daysalso as 1 day or 4 half days
Participants
Sized to your teamwe agree the group size together
Method
Interactive workshopcase work, Excel calculations, group work
Trainer

A two-day hands-on programme that rebuilds what a company measures, how it sets targets and how it reacts to variance. Participants prune a fictional logistics company's 64-indicator report, write indicator cards, set targets and thresholds, and build a one-page dashboard and a follow-up rhythm.

After the programme, participants

  1. 01

    Sorts the existing indicator list into outcome, leading and health indicators and removes duplicates and indicators with no owner.

  2. 02

    Builds a value tree from a company goal and chooses no more than 5–7 indicators for each layer.

  3. 03

    Writes an indicator card for each indicator with its definition, formula, data source, frequency, owner and threshold.

  4. 04

    Foresees the side behaviour an indicator will create and pairs it with a second indicator that balances it.

  5. 05

    Sets targets and red-amber-green thresholds from baseline, benchmark and capacity, and cascades targets to sub-units.

  6. 06

    Designs a one-page dashboard, tells normal fluctuation from a real signal and sets up a follow-up rhythm with an action log for variances.

The two days

Day 1

  1. Why indicators mislead
  2. From strategy to indicators: the value tree
  3. The indicator card: definition, formula, owner
  4. Side effects and balance

Day 2

  1. Setting targets and thresholds
  2. The dashboard and how to read it
  3. Follow-up rhythm: meeting, variance, action
  4. Adapting it to your company and a 30-day plan