C-KPIP

Certified KPI Practitioner

Introduction

Selection and data gathering are considered by practitioners all around the world to be the most challenging aspects in working with Key Performance Indicators (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.

The KPI Institute has developed a rigorous KPI Measurement Framework that embeds 10 years of research in the field and relies on best practices applicable in the real business environment. The KPI Measurement Framework represents the fundamentals for the educational program Certified KPI Professional and Practitioner.

Certified KPI Professional is a three days training course focused on improving the knowledge and skills of participants in how to work with KPIs and create value added from performance measurement. It is designed to develop basic competencies for professionals in this field of expertise.

Certified KPI Practitioner is a two days training course meant to improve the practical skills in working with KPIs and developing instruments like scorecards, dashboards and KPI documentation forms.

Unlike the first training course that is available for all professionals regardless of their level of expertise in measuring performance, this is a learning program dedicated to individuals who are already Certified KPI Professionals and are interested in further improving their practical competencies in measuring performance.

The applied exercises of this course will enable participants to complete a trial run of the main steps required for a KPI implementation initiative, from project planning to KPI selection, data gathering and visualization.

The training course is structured in guiding sessions in which participants are able to practice the development of the KPI Practitioner Portfolio. This face-to-face program is not mandatory in the process of obtaining the KPI Practitioner Certification, however it provides valuable feedback to enhance the quality of the participants’ portfolios.

3 Key Business benefits

Experience the real business applicability of theoretical concepts regarding KPIs;
Develop the necessary tools and templates to start implementing or to upgrade your performance measurement system;
Obtain better business results by applying best practices in using KPIs.

Benefits

Receive personalized feedback on your own KPI Practitioner Portfolio;
Practice a sound framework to ensure KPIs are aligned to strategy;
Practice the development of tools and take a step forward towards your KPI Practitioner Certification;
Access +15 templates that help you implement a KPI Measurement Framework in your organization.

Learning objectives

Develop a KPI implementation project plan;
Apply 3 KPI selection techniques;
Cascade KPIs from the organizational scorecard to the departmental level;
Design efficient communication templates;
Consolidate a KPI report.

Agenda

Day 1 – Establishing KPIs

KPI Project Coordination

The business case for KPI implementation;
KPI project plan;
KPI workshop preparation (data sources, email notification, KPI selection workshop).

KPI Selection

Value driver concept mapping;
Defining objectives;
Value flow analysis;
KPI balancing.

Day 2 – Monitoring KPIs

KPI Measurement

KPI documentation;
KPI data gathering template;
Data gathering communication.

KPIs in Context

Organizational Scorecard;
Departmental Scorecard;
Operational Dashboard.
Change log.

Review and Assessment Quiz

Course review;
Learning Assessment Quiz.

Inclusions

1. Course materials that consist in:

- - Course slides
  - Course notes

2. Premium Subscription on smartKPIs.com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted;

3. One research report from the Top 25 KPIs series;

4. Free access to all webinars from the 2014 Performance Management series.

Participants

Participants’ profile

This training course addresses a specific audience, the Certified KPI Professionals, given that the participants must be familiar with The KPI Institute’s Key Performance Indicators Measurement Framework in order to successfully complete the learning program.

Oriented towards professional development

This certification is designed for executives, managers, planners and analysts who not only are seeking to complement their current certification as Certified KPI Professional, but are also interested in continuous professional development

The participants’ profiles include individuals oriented towards professional development and committed to achieving recognition for their competencies. Whether they are executives, managers or analysts, these professionals are seeking to continuously improve their skills and knowledge in this field.

Committed

As the KPI Practitioner Certification aims to bring long-term added value to the career of professionals in the Performance Measurement field, commitment in demonstrating mastery in working with KPIs is expected.

Faculty

This course will be delivered by one of our trainers. Our faculty are certified master trainers, with abundant experience as both practitioners and education providers. Having both professional and academic experience, our trainers are able to bring the depth and breadth of their knowledge to our courses.

Being extensively certified reaffirms our credibility as a training provider and also supports our goal of delivering consistent quality to our valued clients.

For more details visit Our Faculty page.

Learning experience

Pre-course

This part of the learning experience is meant to ensure a smooth transition to the face to face training. Participants are required to take the following steps:

Needs assessment – complete the needs analysis questionnaire so that we can offer you a relevant learning experience;
Pre-course evaluation – take the pre-course evaluation quiz in order to get an overview of the level of knowledge you have, before the core-course. In this way, you can better establish personal learning objectives.
Guidance and schedule – analyze a document presenting guidelines on how to maximize your learning experience;
Introduction – share an introduction message to present themselves to the other participants in an online group;
Share expectations – participants post their expectations regarding the training course in the dedicated online forum;
Prerequisite reading – review key concepts discussed during the KPI Professional Certification Training Course, for refreshing the knowledge and facilitating the practical deployment of theoretical concepts.

Core Course

The 2 days of Certified KPI Practitioner training are characterized by high interactivity and group activities, combined with individual work. The learning experience is designed to help participants develop the final portfolio necessary to obtain the KPI Practitioner Certificate. During this stage, you are:

Dedicating 90% of the time to KPIs related practical exercises;
Completing exercises that are designed based on real life examples, following a KPI implementation case study, from project planning to KPI data visualization;
Receiving tips and tricks for overcoming the most common challenges of performance measurement;
Sharing experiences and forming a community of practice; v
Receiving assistance and constant feedback on your work.

After-Course

The learning process is not finalized when the core-course ends. Participants are required to develop their KPI Practitioner Portfolio that will be evaluated within 2 weeks after submission in order to receive the Certified KPI Practitioner title.

KPI Practitioner Portfolio – consists in 15 tools that applicants must developed based on the best practices promoted by the KPI Institute;
Practitioner Journal – represents a document aimed to strengthen the learning process during the completion of the portfolio;
Evaluation conversation – to follow up on the submission of the KPI Practitioner Portfolio, the applicant will be requested to participate to a 30 minutes discussion meant to gain more insights into the approach of developing the portfolio.

Evaluation

The certification process is finalized only when you complete all of the 3 stages of the learning experience. Nonetheless, you will receive a:

Certificate of Attendance: after participating at the 2 days of on-site Certified KPI Practitioner training course;
Certified KPI Practitioner diploma: after you have successfully completed all of the 3 stages of the learning experience, including the submission of KPI Practitioner Portfolio. In order to obtain the Certified KPI Practitioner title, your portfolio must be evaluated at minimum 360 points out of 450.

To access the application guide for developing the KPI Practitioner Portfolio, click here. This implies a distinctive application process and an additional fee will be charged.

We strongly recommend that you obtain the Certified KPI Practitioner title, as this endorses your skills and knowledge related to this field.

Resources

Organizational Scorecard Template – Start tracking organizational performance management status and progress in a rigorous and structured manner.
Highlights of Training Sessions – Get a quick insight into some the course content and structure.