Three day, in-person, instructor- led, public sessions, held at convenient sites. Uses The Value Council’s proprietary “Real World Role Plays™ to rapidly solidify learning. This Training Certification Course can also be customized for on-site delivery at a hosting firm.

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:

1. Needs assessment – complete a questionnaire to determine a tailored and relevant learning experience;
2. Pre-course evaluation quiz – take a short quiz to establish the current level of knowledge;
3. Guidance and schedule – analyze a document presenting guidelines on how to maximize your learning experience;
4. Forum introduction – share an introduction message to present yourself to the other course participants;
5. Expectations – share your expectations regarding the training course;
6. Prerequisite reading – go through a series of documents to better understand the core-course content.

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.

The learning experience consists of:

1. Applying concepts in practical exercises;
2. Analyzing case studies and identifying solutions;
3. Using templates to develop performance measurement instruments;
4. Sharing experiences and best practices;
5. Creating a network of KPI Professionals;
6. Constantly evaluating the participants’ knowledge, through short quizzes to support the certification exam.

After-course
The learning process is not finalized when the core-course ends. Participants are required to take the following steps:

1. Forum discussions – initiate a discussion and contribute in a discussion opened by another participant;
2. Action plan – create a plan for the actions and initiatives you intend to implement after the training course;
3. Performance Improvement Essentials – watch a 45 minutes webinar presenting the KPI measurement as part of a system that ensures performance improvements and achievement of objectives;
4. In-house presentation – create and submit a short PowerPoint presentation to present your colleagues the knowledge you have accessed during the training course;
5. Additional reading – go through a series of resources to expand your content related knowledge;
6. Learning journal – reflect upon your 3 stages learning experience and complete a journal.

A Standardized Approach to KPIs:

The World of KPIs:
Challenges in performance measurement; The value added by KPIs; KPIs concept map; Governance; Organizational levels.

Understanding KPIs:
KPI related terminology; SMART objectives decomposed; KPI lifecycle.

KPI Typology:
Leading vs. lagging KPIs; Qualitative vs. quantitative KPIs; Efficiency vs. effectiveness KPIs.

KPI Taxonomy:
Interdisciplinary systemic worldview; KPI use case scenarios; KPI DNA map.

KPI Selection and Target Setting:

KPI Selection:
KPI selection for organizational scorecard; KPI selection sources; KPI selection techniques.

KPI Alignment:
KPI alignment approaches; KPI selection for corporate scorecard; KPIs cascaded to functional area.

KPI Documentation:
KPI documentation form functions; KPI documentation form design; KPI documentation process; Organizational KPI libraries.

Working with Targets:
Target setting process; Challenges in working with targets; Negative behaviors when setting targets; Weights and indexes.

Data Gathering and Visualization:

Data Gathering: Data quality dimensions; KPI reporting data sources; KPI activation tools; KPI activation techniques; Working with data custodians; Data collection methods.

Data Visualization: Guidelines to designing efficient templates; Usability in terms of visual design; Scorecard and dashboard design.

1. Course materials, including classes slides and notes.
2. Performance Management Toolkit, which contain the following templates:
   Desired State of Evolution; Strategy Map; Performance Scorecard; Performance Dashboard; Performance Healthogram; Performance Maturity Model; KPI Documentation Form; Initiatives Portfolio; Initiatives Documentation Form; Performance Management System Architecture; Monthly Performance Management Process; Employee Scorecard.Furthermore, the templates are accompanied by two manuals and two publications: Performance Dashboard Guide for Administrator; Performance Scorecard Guide for Administrator; KPIs for Human Resources Dashboard KPIs for Human Resources Scorecard.
3. Premium Subscription on smartKPIs.com available for 6 months, providing access to 500 fully documented KPIs and over 20,000 KPIs enlisted.
4. One research report from the Top 25 KPIs series.
5. Free access to all webinars from 2014 to 2015 Performance Management series.
6. The course fee covers the cost of the certification process, valued at $350, ensuring a smooth certification system.

1. The KPI Infographic
2. The qualitative reports Performance Management in 2012 and
3. Performance Management in 2013
4. Catalogues:
   KPI Documentation Forms, Negative Behaviors, Targets in Practice, Dashboards, Scorecards, Graphs in Practice;
5. Fact Sheets:
   KPI Definitions, KPIs in Practice, Terminology in Practice, KPI Selection Criteria; Performance Management Related Theories;
6. Video doodles:
   What is a KPI, a KRI and Metrics, What is a Dashboard, What is a Scorecard, Understanding the KPI Documentation Form;
7. Other Resources:
   Consisting in videos, whitepapers or case studies relevant for KPI measurement.