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Quest Training

Daily Management System & Tiered Performance Meetings Training Course

Shows how to design a daily management system and tiered performance meetings that surface problems early and escalate corrective action to the right level.

QE · Operational Excellence & Performance ImprovementAll Levels#2846ClassroomEnglish , Arabic
Duration
5 Days
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Free substitution at any time · 30+ days' notice: full refund minus 10%. Cancellation policy

Sectors:Quality Management & Operational ExcellenceCategories:Operational Excellence & Performance Improvement

Course Overview

A Daily Management System (DMS) provides a structured approach for monitoring operational performance, identifying problems early, and ensuring that corrective actions are implemented at the appropriate organizational level. By connecting daily activities with performance targets, organizations can improve accountability, strengthen communication, and respond more effectively to operational deviations before they affect productivity, quality, safety, or service delivery. This course focuses on designing and implementing effective daily management systems and tiered performance meetings across operational teams, departments, and senior management. Participants will explore visual performance boards, key performance indicators (KPIs), standard meeting routines, escalation protocols, action tracking, and problem-solving methods. The programme also examines how Tier 1, Tier 2, Tier 3, and higher-level meetings can connect frontline performance with departmental priorities and organizational objectives. Through practical exercises and realistic workplace scenarios, participants will learn to establish meeting structures, define performance review responsibilities, manage escalations, and track corrective actions through to completion. The course emphasizes short, focused meetings, fact-based decisions, clear accountability, and continuous improvement to help organizations establish a disciplined management rhythm and sustain operational performance.

Learning Objectives

  • Explain the principles and organizational value of daily management systems.
  • Design a daily management framework aligned with operational priorities and strategic objectives.
  • Establish effective tiered performance meetings with clear purposes, participants, and decision rights.
  • Develop visual management boards and KPI dashboards for routine performance monitoring.
  • Apply structured meeting routines to review safety, quality, delivery, cost, and productivity.
  • Identify performance deviations and determine when issues require escalation.
  • Implement action tracking, ownership assignment, deadlines, and follow-up mechanisms.
  • Apply structured problem-solving techniques to recurring operational issues.
  • Strengthen communication and coordination across frontline, departmental, and executive levels.
  • Establish governance and review practices that sustain accountability and continuous improvement.

Who Should Attend

Operations directors, managers, and department heads. Plant managers, production managers, and shift supervisors. Operational excellence and continuous improvement professionals. Lean management and performance improvement specialists. Quality, safety, maintenance, and production team leaders. Daily management system and performance management coordinators. Business unit managers responsible for operational results. Transformation leaders and programme managers implementing management routines. Government and public sector managers seeking to improve service delivery and operational accountability.

Learning Outcomes

  • Design a daily management system suited to organizational structure and operational requirements.
  • Define the purpose, frequency, participation, and expected outputs of each meeting tier.
  • Develop visual management boards and performance dashboards with relevant KPIs.
  • Conduct focused performance meetings using standard agendas and reliable operational data.
  • Identify deviations from targets and distinguish immediate issues from systemic problems.
  • Apply escalation rules to ensure issues reach the appropriate decision-making level.
  • Assign corrective actions with clear ownership, deadlines, and verification requirements.
  • Use problem-solving methods to investigate recurring performance gaps.
  • Improve coordination between frontline teams, departments, and senior management.
  • Evaluate the effectiveness of the daily management system and implement improvements.

Course Outline

Day 1

Daily Management System Fundamentals and Design

  • Principles, purpose, and benefits of a Daily Management System (DMS).
  • Connecting daily operational activities with strategic objectives and performance targets.
  • Establishing management routines, standard work, and clear accountability.
  • Defining the core performance dimensions: safety, quality, delivery, cost, and productivity.
  • Selecting operational KPIs, targets, thresholds, and reporting requirements.
  • Designing visual management boards and performance dashboards.
  • Establishing daily review routines for shifts, teams, and operational departments.
  • Identifying the roles of leaders, supervisors, and frontline employees in daily management.
  • Practical Exercise: Design a daily management framework for a representative operational team, including key KPIs, performance boards, meeting frequency, and assigned responsibilities.
Day 2

Tiered Performance Meetings and Escalation Structures

  • Purpose and principles of tiered management and performance meeting systems.
  • Designing Tier 1 meetings for frontline teams and shift-level operations.
  • Establishing Tier 2 meetings for departmental coordination and unresolved operational issues.
  • Structuring Tier 3 meetings for cross-functional decisions, resource allocation, and management intervention.
  • Defining higher-level review mechanisms for strategic issues and systemic performance risks.
  • Establishing meeting participants, standard agendas, time limits, and decision-making authority.
  • Developing escalation criteria, response times, and communication pathways between tiers.
  • Connecting meeting outputs across organizational levels without duplicating discussions.
  • Practical Exercise: Develop a tiered meeting structure with defined participants, agendas, escalation thresholds, decision rights, and information flows between levels.
Day 3

Performance Monitoring, Visual Management, and Meeting Effectiveness

  • Preparing accurate and timely performance data before daily meetings.
  • Updating KPI boards and visual indicators to highlight actual versus target performance.
  • Reviewing safety incidents, quality defects, downtime, delivery performance, and productivity.
  • Applying visual controls, status indicators, trend charts, and performance summaries.
  • Running short, focused meetings that prioritize decisions and action rather than lengthy reporting.
  • Distinguishing facts, assumptions, symptoms, and root causes during performance discussions.
  • Managing meeting discipline, participation, time limits, and follow-up communication.
  • Ensuring consistent reporting standards across shifts, departments, and locations.
  • Practical Exercise: Conduct a simulated daily performance meeting using a sample KPI board, identify key deviations, agree on immediate responses, and record actions with owners and deadlines.
Day 4

Problem-Solving, Corrective Actions, and Cross-Functional Coordination

  • Identifying recurring operational problems and distinguishing symptoms from root causes.
  • Applying the Five Whys, fishbone diagrams, and other structured problem-solving techniques.
  • Determining which issues can be resolved locally and which require escalation.
  • Developing corrective and preventive actions with measurable expected outcomes.
  • Assigning action owners, deadlines, resources, and verification responsibilities.
  • Tracking overdue actions and addressing barriers to completion.
  • Coordinating production, maintenance, quality, safety, and support functions.
  • Reviewing action effectiveness and preventing recurrence of operational problems.
  • Practical Exercise: Analyse a recurring operational performance issue, develop a root cause analysis, and prepare a corrective action plan with cross-functional responsibilities and escalation requirements.
Day 5

Governance, Performance Accountability, and Continuous Improvement

  • Establishing governance arrangements for the daily management system.
  • Defining leadership responsibilities and accountability at each meeting tier.
  • Monitoring meeting effectiveness, action closure rates, escalation response times, and KPI performance.
  • Reviewing unresolved issues and identifying recurring patterns across departments.
  • Integrating daily management with Lean management, continuous improvement, and operational excellence.
  • Standardizing meeting agendas, performance boards, reporting templates, and action logs.
  • Developing coaching practices to strengthen supervisor and team leader capabilities.
  • Conducting periodic system reviews and adapting routines to changing operational requirements.
  • Practical Exercise: Develop a 90-day implementation and improvement roadmap for a tiered daily management system, including governance, meeting routines, performance measures, action tracking, and sustainability reviews.

Upcoming Dates

Selected date

London · 2 – 6 Nov 2026 · Classroom

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LondonScheduled
2 – 6 Nov 2026€5,600—
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MadridScheduled
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16 – 20 Nov 2026€4,200—
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ManamaScheduled
23 – 27 Nov 2026€4,700€4,230until 2 Nov
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30 Nov – 4 Dec 2026€6,000€5,400until 9 Nov
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13 – 17 Dec 2026€1,700€1,530until 23 Nov
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ParisScheduled
14 – 18 Dec 2026€5,700€5,130until 23 Nov
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AbujaScheduled
21 – 25 Dec 2026€5,100€4,590until 30 Nov
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AccraScheduled
28 Dec 2026 – 1 Jan 2027€5,100€4,590until 7 Dec
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AmmanScheduled
3 – 7 Jan 2027€3,100€2,790until 14 Dec
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AmsterdamScheduled
11 – 15 Jan 2027€5,400€4,860until 21 Dec
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18 – 22 Jan 2027€6,100€5,490until 28 Dec
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31 Jan – 4 Feb 2027€4,000€3,600until 11 Jan
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22 – 26 Feb 2027€5,100€4,590until 1 Feb
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CasablancaScheduled
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DohaScheduled
8 – 12 Mar 2027€4,400€3,960until 15 Feb
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DammamScheduled
8 – 12 Mar 2027€4,200€3,780until 15 Feb
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DubaiScheduled
14 – 18 Mar 2027€4,400€3,960until 22 Feb
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IstanbulScheduled
22 – 26 Mar 2027€4,700€4,230until 1 Mar
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JeddahScheduled
28 Mar – 1 Apr 2027€4,200€3,780until 8 Mar
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KigaliScheduled
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26 – 30 Apr 2027€5,400€4,860until 5 Apr
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LondonScheduled
26 – 30 Apr 2027€5,600€5,040until 5 Apr
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Available in: Istanbul · Dubai · London · Doha · Amsterdam

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