CE

RT I F I E D
KEY
Certified KPI Professional
PERFORMANCE
INDICATORS
Australia, 2016 edition:
Key Performance
Indicators Framework Melbourne: 9 - 11 March
PR v 2.0 2015
A Perth: 18 - 20 May
L

OF
ESSION

Getting Key Performance Indicators right by using a rigorous KPI measurement framework.

Over the last 6 years, the team at The KPI Institute:

Documented 8,000+ KPIs from 16 functional areas and 25 industries;
Reviewed 1,000+ performance reports from 125 countries;
Referenced 30,000+ resources (books, articles, performance reports) as part of the documentation process;
Developed 250+ KPI Dashboards and Balanced Scorecards.

With the insights gained we:

Delivered 220+ KPI Professional and Practitioner editions;
Assisted 28,000+ organizations in finding solutions for their KPI needs;
Trained 3,400+ participants in 40+ countries on how to work rigorously with KPIs.

3 Key Business Benefits

Improve the performance of your company by practicing a sound framework for KPI measurement;
Obtain better business results by selecting the right KPIs to monitor for your company;
Generate value from using KPIs by optimizing the data collection process;

“The course itself was really good. It reinforced a lot of things for me, and gave me some additional
insights and valuable tools that I will use. I really liked the Objectives decomposed and the Value Flow
Analysis. “
Sheriel Hughes, Director Quality Learning, Government, Melbourne

Info at: www.kpiinstitute.org | AU: +61 3 9028 2223 | UAE: +971 4 311 6556 | MY: +60 3 2742 1357 | RO: +40 3 6942 6935
 Course Overview

Course Overview
KPI selection and data gathering are considered by professionals all around the world to
be the most challenging aspects in working with KPIs. A way to address these challenges
is to build a sound framework to measure KPIs, starting from the moment they are
selected, until results are collected to be centralized in performance reports.

This training course presents a rigorous KPI Measurement Framework that embeds 10
years of research in the field of key performance indicators and relies on best practices
identified in the real business environment.

Agenda
Previous participants

Educational Resources
Participants profile + Benefits

Facilitator
Professionals interested in measuring performance Support decision making by accessing relevant performance
data;
Professionals from different fields, such as finance, human
resources, production, logistics, information technology and Use pre-populated tools to facilitate the implementation of
others, interested in key performance indicators, will acquire the a KPI Measurement Framework in your organization by
competencies needed to measure the performance of their team, receiving 10+ templates used in working with KPIs;
department or organization.
Access an innovative learning experience based on a 3 stage
educational process;
Top/middle/lower management professionals
Obtain premium recognition as a Certified KPI Professional
Professionals from different fields, such as finance, human
by completing a unique international learning program;
resources, production, logistics, information technology and
Course Fees

others, interested in key performance indicators, will acquire the Expand your business network by becoming a member of the
competencies needed to measure the performance of their team, international Certified KPI Professionals Community.
department or organization.

Performance measurement experts Learning objectives

For professionals like Data Analyst, Strategy Manager, Performance Differentiate between objectives, KPIs and initiatives;
Management Officer or Performance Architect, it is important to
develop competencies in measuring performance, especially in Understand KPI selection in different contexts;
terms of KPI selection and data gathering.
Apply best practice techniques to KPI selection;
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Usually, this particular audience already has a performance

measurement system set in place and the Certified KPI Professional Document KPIs in a standardized template;
Training Course offers them the opportunity to learn the best
Learn when and how to use benchmarking in target setting;
practices used in this field and identify how their current processes
and approaches regarding KPIs can be improved. Optimize the KPI activation and data gathering process.

www.kpiinstitute.org | [email protected] | Certified KPI Professional 2

 Course Overview
Agenda

Day 1 - A Standardized Day 2 - KPI Selection Day 3 - Data Gathering

Approach to KPIs and Target Setting and Visualization

9:00 - 17:00 9:00 - 17:00 9:00 - 16:45

The World of KPIs KPI Selection Data Gathering

Challenges in performance measurement; KPI selection for organizational scorecard; Data quality dimensions;
The value added by KPIs; KPI selection sources; KPI reporting data sources;

Agenda
KPIs concept map; KPI selection techniques. KPI activation tools;
Governance; KPI activation techniques;
Organizational levels. KPI Alignment Working with data custodians;
KPI alignment approaches Data collection methods.
Understanding KPIs KPI selection for corporate scorecard;
KPI related terminology; KPIs cascaded to functional area. Data Visualization
SMART objectives decomposed; Guidelines to designing efficient
KPI lifecycle. templates;
KPI Documentation

Educational Resources
Usability in terms of visual design;
KPI documentation form functions; Scorecard and dashboard design.
KPI Typology KPI documentation form design;
Leading vs. lagging KPIs; KPI documentation process;
Qualitative vs. quantitative KPIs; Organizational KPI libraries; Review & Evaluation Test
Efficiency vs. effectiveness KPIs. Course review;
Certification Exam.
KPI Taxonomy Working with Targets
Interdisciplinary systemic worldview; Target setting process;
KPI use case scenarios; Challenges in working with targets;
KPI DNA map. Negative behaviors when setting targets;
Weights and indexes.

Facilitator
Testimonials

„Great! So glad I found this course. It gave me everything

I need to do my job properly and with confidence.”
Leonne Jones, Brisbane City Council, Australia
Course Fees

„Particularly adept at building and sharing knowledge...

creativity, research and exemplary stakeholder
management skills were essential to success.”
Gavin Haberfield, Department of Treasury and Finance,
Australia

„Due to the nature of my current job, in strategy and KPI

setting, the content of the program is very detailed, excellent
and useful in many ways, I returned to the workplace full
Registration Form

of enthusiasm and ready to apply the knowledge that I got.”

Talal Alsahli, SAMA, Australia

www.kpiinstitute.org | [email protected] | Certified KPI Professional 3

 Course Overview
Learning experience Evaluation

Pre-course The certification process is finalized only when

This part of the learning experience is meant to ensure a smooth transition to the face to you complete all of the 3 stages of the learning
face training. Participants are required to take the following steps: experience. Nonetheless, you will receive a:
Needs assessment – complete a questionnaire to determine a tailored and relevant
learning experience; Certificate of Attendance:
Pre-course evaluation quiz – take a short quiz to establish the current level of knowledge; after participating at the 3 days of on-site
Guidance and schedule – analyze a document presenting guidelines on how to maximize training course;
your learning experience; Certified KPI Professional diploma:
Forum introduction – share an introduction message to present yourself to the other after you have successfully completed all
course participants; of the 3 stages of the learning experience.
Expectations – share your expectations regarding the training course;

Agenda
Pre-requisite reading – go through a series of documents to better understand the We strongly recommend that you obtain the
core-course content. Certified KPI Professional title, as this endorses
your skills and knowledge related to this field.
Core course
During the three days of face to face training, the course is designed to facilitate experiential
learning and ensure a high level of interactivity. Exercises used to enhance the development
of competencies range from simple matching of concepts to extensive analysis of case studies. Inclusions
The learning experience consists in:
Applying concepts in practical exercises;

Educational Resources
Analyzing case studies and identifying solutions; Course materials that consist in:
Using templates to develop performance measurement instruments; Course slides;
Sharing experiences and best practices; Course notes.
Creating a network of KPI Professionals; Performance Management Toolkit,
Constantly evaluating the participants’ knowledge, through short quizzes to support the containing the following templates:
certification exam. Desired State of Evolution;
After-course Strategy Map;
The learning process is not finalized when the core-course ends. Participants are required to Performance Scorecard;
take the following steps: Performance Dashboard;
Forum discussions – initiate a discussion and contribute in a discussion opened by Performance Healthogram;
another participant; Performance Maturity Model;
Action plan – create a plan for the actions and initiatives you intend to implement after KPI Documentation Form;
the training course; Initiatives Portfolio;

Facilitator
Performance Improvement Essentials – watch a 45 minutes webinar presenting the Initiatives Documentation Form;
KPI measurement as part of a system that ensures performance improvements and Performance Management System
achievement of objectives; Architecture;
In-house presentation – create and submit a short PowerPoint presentation to present
Monthly Performance Management
your colleagues the knowledge you have accessed during the training course;
Process;
Additional reading – go through a series of resources to expand your content related
knowledge; Employee Scorecard.
Learning journal – reflect upon your 3 stages learning experience and complete a journal. Furthermore, the templates are
accompanied by two manuals and two
publications:
Educational Resources Performance Dashboard Guide for
Course Fees

Administrator;
The KPI Infographic Performance Scorecard Guide for
The qualitative reports Performance Management in 2012 and Administrator;
Performance Management in 2013 KPIs for Human Resources Dashboard
KPIs for Human Resources Scorecard.
Catalogues: KPI Documentation Forms, Negative Behaviors, Targets in Practice,
Dashboards, Scorecards, Graphs in Practice; Premium Subscription on smartKPIs.
com available for 6 months, providing
Fact Sheets: KPI Definitions, KPIs in Practice, Terminology in Practice, KPI Selection access to 500 fully documented KPIs and
Criteria; Performance Management Related Theories; over 20.000 KPIs enlisted
Registration Form

Video doodles: What is a KPI, a KRI and Metrics, What is a Dashboard, What is a One research report from the Top 25
Scorecard, Understanding the KPI Documentation Form; KPIs series;
Free access to all webinars from the 2014
Other Resources: Consisting in videos, whitepapers or case studies relevant for KPI
to 2015 Performance Management series.
measurement.

www.kpiinstitute.org | [email protected] | Certified KPI Professional 4

 Course Overview
Facilitator

Aurel Brudan Testimonials

CEO of The KPI Institute
Aurel Brudan is the founder and CEO of The KPI Institute, “Certificate of appreciation, presented
the global authority on Key Performance Indicators research to Aurel Brudan in recognition of
and education. Under his coordination the Institute invaluable contribution towards
research team documented over 7,800 KPI examples from executing a performance management
16 functional areas and 25 industries, reviewed 1,250+ approach and Balanced Scorecard
performance reports from 125 countries and referenced methodology to the Communication

Agenda
30,100+ resources, the result being www.smartKPIs.com, the premier destination for Division of Centrelink”
quality performance management and measurement resources. Other research programs Hank Jongen, Centrelink, Australia
resulted in the development of two maturity models for performance management and
measurement, as well as the establishment of the KPI Management Framework to provide
“Mr. Aurel was very helpful and expert
the theoretical base for the Certificate in Key Performance Indicators Management.
in what he taught us about. He is a key
As a consultant, Aurel conducted numerous performance management system learning experience.”
implementations using solutions such as the Balanced Scorecard, operational dashboards Talal Alsahli, SAMA, Australia

Educational Resources
and functional performance scorecards. Among his most important clients are Australia
Post, the Australian Federal Administration, the Victorian State Government, Brisbane
City Council, National Australia Bank, Qatar Supreme Council Of Health and SABIS. „Trainer’s ability to explain key
performance management theory
As an educator, Aurel has accumulated hundreds of hours of experience in a variety and practical concepts to staff at all
of settings, from open and in-house training delivery to tutoring management for
levels of management was one of
the key learning experiences in this
the University of Melbourne. Aurel is a member of the Academy of Management, the
area.”
Australian New Zealand Academy of Management, the Australian Marketing Institute
and Fellow of the Australian Institute of Management. Clifford Chaperon, Australia Post,
Australia

Adrian Brudan „Professionalism, patience in

General Manager TKI EMEA explaining to stakeholders and

Facilitator
Adrian Brudan is the General Manager of The KPI passion were major contributing
Institute EMEA Region, a research institute specialized in
factors to the success of the project.”
business performance which operates research programs Jason Cutajar, National Australia Bank,
Australia
in 12 practice domains ranging from strategy and KPIs
to employee performance and from customer service
to innovation performance. The KPI Institute is also considered today the global Training Courses
authority on Key Performance Indicators (KPIs) research and education. Catalogue 2016
Adrian is an expert researcher, consultant and practitioner with 7 years of experience The KPI Institute offers a broad set of training
Course Fees

in the deployment and implementation of KPI Management Frameworks. He has been courses customized to specific functional areas,
involved in designing and delivering the Institute’s KPI educational programs, aimed at industries or topics related to performance
management.
competency development in the area of Performance Management and Measurement.
He specialized in organizational performance measurement and management audit Access the Training Courses Catalogue below
for the complete training offer.
using internally researched and developed performance management capability
maturity model frameworks.

As an educator, Adrian has facilitated hundreds of training courses and advisory programs
on performance management subject matters in multiple industry settings ranging from
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oil & gas industry, utilities and healthcare to military, finance and airline industry.

As a consultant, he holds valuable experience both in Performance Management, and Project

Management. His expertise and knowledge range from the implementation and review of
performance management architecture, to KPI Scorecards and Dashboards design.

www.kpiinstitute.org | [email protected] | Certified KPI Professional 5

 Course Overview
Course Fees

The KPI Institute Early Early 2 or More Registration

Course Date General Fee
Members Bird 1 Bird 2 Participants Deadline

$2,700 USD $2,900 USD

9 - 11 March $3,400 USD $3,100 USD $2,550 USD 11 March
by December 16th by February 16th

$2,700 USD $2,900 USD

18 - 20 May $3,400 USD $3,100 USD $2,550 USD 13 May
by February 18th by April 18th

Agenda
*The course fee includes course materials, lunch and coffee breaks.

Venue Accommodation For more details visit:

Karstens, Karstens Center, Accommodation is not covered by the The KPI Institute Store
123 Queen Street, Perth, Australia attendance fee and it needs to be arranged
Melbourne, Australia Official Course Webpage
separately by participants.

Our dedicated team can provide you with Follow us on:

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We invite you to contact the event /smartKPIs

manager to enquire about special rates
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course in-house
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Facilitator
train you can save time and money by
running this training course in-house.
Use the contact details provided below
to request a customized offer from one
of our training solution specialists.

Course Fees

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Sibiu Office Dubai Office Kuala Lumpur Office Melbourne Office
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T: +40 3 6942 6935 T: +971 4 311 6556 T: +60 3 2742 1357 T: +61 3 9028 2223
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[email protected] [email protected] [email protected] [email protected]

www.kpiinstitute.org | [email protected] | Certified KPI Professional 6

 Course Overview
Registration

3 ways to register: Registration form

*Please fill out all the fields below
Online
store.kpiinstitute.org
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Agenda
Call us and we will assist you
through the registration process. Telephone
Filip Cotfas
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Email
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Training course

Educational Resources
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1. Send an email containing your contact Any withdrawals have to be announced at least two weeks before the beginning of the
details and registration request; course, through fax or e-mail. In this situation, the attendance fee will be refunded,
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tax invoice and bank account details
will be sent to you; The attendance fee will not be refunded if the withdrawal from the course takes
place less than 2 weeks before its start date. If you find yourself in the impossibility to
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by bank transfer;
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payment transaction completion; course, the course attendance fee will not be refunded.
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registration confirmation will be sent to If you attend the course only partially (one day or a limited number of sessions), you
you via email (after the attendance fee will not benefit from any attendance fee reduction or refund.
payment is confirmed).

www.kpiinstitute.org | [email protected] | Certified KPI Professional 7