Measure the right KPIs

Learn how to build your Balanced Scorecard and define your KPIs in this 5-week online course. Build your scorecard step-by-step. Identify what data truly matters for your business goals and start measuring it.

  • Cut through the data overload and measure what matters

  • Link your KPI metrics to strategic objectives and outcomes

  • Save time on data activities by focusing on key metrics

  • Create a culture of learning by data-driven insights and improvements

You will learn how to

  • Select the right KPIs

    Definition, types & documentation of KPIs. How to set strategic direction & choose the right metrics for your company.

  • Build a scorecard to monitor KPIs

    Scorecard template - must-have and optional fields. Process of planning, data collection, analysis, and monitoring.

  • Use KPIs to improve performance

    Learning from data and insights. Performance reports, reviews & continuous improvement. How it all comes together.

Course curriculum

  • 1

    Welcome to the course!

  • 2

    1. Balanced Scorecard & Strategy

  • 3

    2. KPIs Explained

    • About this section - KPIs Explained

    • Section 2. KPIs Explained - Exercise Book

    • What is a KPI? Why do businesses need KPIs?

    • Overview of KPI types & leading vs lagging KPIs

    • Types of KPIs - effectiveness vs efficiency, objective vs subjective

    • Exercise 4 - Categorising KPIs

    • Value flow analysis - input>process>output>outcome KPIs

    • Exercise 5: Applying Value Flow Analysis

    • KPI selection process & balancing

    • Exercise 6: KPI selection

    • Documenting KPIs

    • Exercise 7: Documenting KPIs

    • Quiz 2: Test your learning
  • 4

    3. Scorecard, Targets, and Strategic Alignment

    • About this section - Scorecard, Targets, and Strategic Alignment

    • Strategic performance management tools

    • 2021 KPI Scorecard Template

    • Essential fields of a scorecard

    • Exercise 8: Customising scorecard template to your needs

    • Setting KPI targets

    • Strategic alignment & cascading

    • Exercise 10: Setting process for alignment and cascading

    • Quiz 3: Test your learning
  • 5

    4. Key Projects and Annual Planning

    • About this section - Key Projects and Annual Planning

    • Strategic initiatives

    • Business plan & project deliverables

    • Exercise 12: Defining key projects & deliverables

    • Annual planning - where it all comes together (KPIs, targets, projects, financials, manpower, risks)

    • Exercise 13: Defining your annual planning process

    • Quiz 4: Test your learning
  • 6

    5. Managing Performance Using Balanced Scorecard

    • About this section - Managing Performance Using Balanced Scorecard

    • Strategic performance management cycle

    • Setting up monitoring process

    • Exercise 14: Developing monitoring plan

    • Data collection, analysis & reporting

    • Data analysis

    • Data visualisation

    • Performance reviews & learning strategy

    • IT infrastructure

    • Organisational learning & performance improvements

    • Exercise 15: Planning ways of learning as an organisation

    • Setting up your performance management system

    • Key learnings - Managing Performance Using Balanced Scorecard

    • Quiz 5: Test your learning
  • 7

    Next steps

    • Thank you and congrats! Here's what's next...

    • Exercise 16: Your 90-day plan

    • More resources for you

    • Bonus Coupon Code

    • Would appreciate to have your feedback

Instructor

Katalin Kobli

Hi! I am Katalin Kobli - KPI enthusiast, economist, coach, and trainer. I love teaching others about the world of KPIs and see how it helps improve their businesses. I believe effectively managing KPIs is a great way to create focus in an organisation, whether big or small. My goal is help you boost your KPI knowledge and leverage KPIs to improve your business performance. I hope you enjoy learning with me!

Pricing

Choose the option that suits you best.

You will get 1 year access to course resources

  • 43 recorded video lessons

    Weekly published video lessons with key content, walking you through how to build your Balanced Scorecard step-by-step.

  • 15 practical exercises

    Put your learnings into practice. Work on your own business case, guided by our templates.

  • 5 key chapter notes & quizzes

    Deepen your knowledge by reviewing the summary of key notes after each chapter. Test what you learned by our chapter-end quizzes.

Bonus

In addition, you will receive these additional benefits

  • Downloadable templates

    Strategic Direction Worksheet and 2021 Organisational Scorecard Template included to put your learnings in practice.

  • 20 EUR Coupon

    Save on your next course purchase. Valid for any upcoming courses by Actionability. New courses are added on a monthly basis.

  • Access to course community

    Join a community of learners. Discuss your common questions and ideas related to the course topic.

Testimonials

Human Capital (HR) Scorecard and KPIs

Cristina Porumb, HR Business Partner

Katalin is a dynamic professional, always committed to achieving the best possible results. In her capacity as organizational performance management expert, she succeeded in enhancing and integrating performance frameworks that add real value to the business by focusing on what matters the most and setting ambitious but achievable targets. Katalin is an excellent communicator and a reliable partner. I believe she can truly support anyone in unlocking the power of KPIs through training, coaching and consultancy.

Research & development KPIs and business planning

Faiha Al-Qahtani, R&D Strategy Office

I worked with Katalin for over a year on QF RDI’s KPIs and business planning. Her work ethic and dedication are impeccable. I also admire her ability to handle a large amount of info to create a meaningful KPIs that can drive the company’s success. I encourage everyone to take the course as you will learn a lot from Katalin.

K-12 School KPIs

Stuart Leeming, Executive Director of Schools at Qatar Foundation

I wholeheartedly recommend Katalin as KPI expert and trainer. Having worked with her for a number of years, I and my teams have benefitted enormously from her knowledge and understanding, her clarity of explanation and her patience.

30-day money-back guarantee

Should you not be happy with your purchase, send us an email to [email protected] within 30 days of your purchase and we will refund you the amount paid. Please refer to the our Terms & Conditions for more details.

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