KPIs & Performance Management Training Course

Course Overview

Learning Objectives

• Analyze the role of KPIs in performance management and identify the characteristics of effective indicators on Day 1.
• Evaluate the participant's existing KPIs for relevance, clarity, measurability, balance, and link to objectives.
• Develop a KPI framework that connects strategic, operational, departmental, and individual performance levels.
• Apply measure classification to distinguish outcome, output, process, and input indicators and leading from lagging indicators.
• Design complete KPI definition sheets including purpose, formula, unit, data source, frequency, owner, baseline, and target.
• Develop realistic and challenging targets using baselines, trends, benchmarks, capacity, and stakeholder expectations.
• Implement practical data collection and validation processes that improve accuracy and timeliness of performance data.
• Analyze performance data using trend analysis, variance analysis, and comparison to targets and benchmarks.
• Design clear performance dashboards and reports that highlight insights, exceptions, and required decisions.
• Apply root cause analysis techniques to understand underperformance and develop targeted corrective actions.
• Improve the effectiveness of performance review meetings by structuring agendas around analysis, decisions, and follow-up.
• Design an implementation plan for improving KPIs and performance management in the participant's department by the end of Day 5.

Who Should Attend

Learning Outcomes

• By the end of the course, participants will be able to:
• Explain how KPIs support performance management and decision making at different organizational levels.
• Review an existing KPI set and remove, revise, or add indicators to improve focus and relevance.
• Select a balanced set of KPIs that includes leading and lagging, outcome and process measures.
• Write precise KPI definitions that ensure consistent measurement and reporting across teams.
• Set targets that are evidence-based, achievable, and aligned with organizational priorities.
• Establish simple, reliable processes for collecting, validating, and reporting performance data.
• Analyze trends and variances to identify real performance issues rather than normal fluctuations.
• Present performance information through clear charts and dashboards tailored to decision makers.
• Use root cause analysis tools to explain underperformance and identify effective corrective actions.
• Lead or contribute to performance review meetings that result in clear decisions, owners, and deadlines.
• Recognize and prevent unintended behaviors caused by poorly designed KPIs or targets.
• Present an implementation plan to strengthen KPI use and performance management in their area.

Course Outline