KPI Professional certification

Understand and apply a disciplined framework to developing and deploying KPIs in your organisation to support organisational performance.

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Delivery methods

In-Person Training (Public)

5 day training

Virtual Instructor-Led Training

10 x 3hr tutorial

Course Accreditations

Public Training Dates

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related certifications

Balanced Scorecard Certification

KPI Certification

Course overview

Gain the requisite skills to guarantee that your organisation’s scorecard systems are methodically built, implemented explicitly with your unique needs, and sustained through careful planning and management.

The KPI Professional Course is designed to build a core practical knowledge base in performance measurement and improvement. The KPI Professional Course is based on the Balanced Scorecard Institute’s KPI framework and years of consulting and training experience in performance management and building scorecard systems. Created by the Balanced Scorecard Institute and offered in association with the George Washington University Centre for Excellence in Public Leadership (part of the College of Professional Studies), the certification program is consistent with the best practice of developing performance scorecards.

KPI and performance measurement development is a discipline that involves articulating what an organisation is trying to accomplish and then identifying the most meaningful and valuable indicators of success. Performance measures, or KPIs, are a vital part of any strategic, operational and project management system, as they are critical to assessing the effectiveness of organisational performance. KPIs also help analyse the gap between actual and targeted performance and measure organisational effectiveness and operational efficiency.

This course is designed to help participants understand the fundamentals of performance management and then successfully develop, deploy, and manage meaningful KPIs for strategic, operational, or programme management.

Course Durations

In-Person Training (Public)

5 day training

Virtual Instructor-Led Training

10 x 3hr tutorial

Objectives & Topics

The program is designed around practical techniques and templates, real-life case studies, and time for participants to practice what they learn with support from experts.

Participants will learn how to:

Recognise performance management as a critical strategic and competitive differentiator
Understand the theory and application of corporate performance management through Balanced
Scorecards (BSCs) and other frameworks for developing KPIs
Create buy-in and a culture of continuous performance improvement to own enthusiastically
performance measurement and improvement
Drive performance-informed budgeting and accountability
Develop best practice KPIs, performance targets, and management dashboards
Improve the performance of departments, teams, programs, projects, risks, and individuals
Make their strategy measurable and easier to communicate and cascade
Select and design performance measures that are far more meaningful than brainstorming or
benchmarking ever can produce
Bring their measures to life in a consistent way, using the correct data and with the proper ownership
Design insightful and actionable reports and dashboards that focus discussion on improvement
Identify the accurate signals from their measures about whether performance is improving or not
Communicate performance information throughout the organisation to better inform decision making
Convincingly hit performance targets and make measurements of transformation

Why KPIs and performance measures are a component of high-performing organisations monitoring their success
Basic elements and concepts of KPIs
How to create different scorecards that track performance improvement
Understand different methods to develop KPIs in organisations
Apply performance analysis techniques in reporting performance
Managing and reporting performance through effective scorecard development

Module I: Introduction to KPIs and KPI Development

Introduction to KPIs and Strategic Management
Different Types of KPIs
Understanding Strategic Context and Goal Setting
Developing and Mapping Strategic Objectives
Creating the Right Performance Measurement Culture to Build Buy-in

Module II: Performance Measure Development Process

The Process of Developing Performance Measures
Describe the Intended Result(s)
Understand Alternative Measures
Using the Logic Model to Develop Alternative Measures
Using the Process Flow Analysis to Develop Alternative Measures
Using the Cause-Effect Analysis to Develop Alternative Measures

Module III: Selecting Measures, Targets and Thresholds

Select the Right Measurement(s) for Each Objective
Define Composite Indices as Needed
Set Targets & Thresholds
Define and Document Selected Performance Measures

Module IV: Application – Different Types of Measures

Application: Develop Measures for Your Organization
Developing Measures for Strategy Execution
Developing Measures for Operations
Developing Measures for Projects
Developing Measures for Employee Performance
Measuring and managing risk: developing KRIs (Key Risk Indicators)

Module V: KPI Advance Topics

Creating KPI Alignment by Cascading Objectives
Managing Strategically with Performance Information
KPI Development Application Project for Delegate Organizations
Final Participant Application Project Presentation and Discussion

Certification Exam

The Key Performance Indicator Professional Certification exam, administered online, has 40 questions (multiple choice or true/false pulled randomly from a larger pool of questions). There is a 75-minute time limit to complete the exam, and results are posted immediately. A score of 75% is needed to pass.

After completing the course requirements, participants that have not already registered for the program will be given a link to register for the exam. Once participants have reported and course completion has been verified, a link for the exam and login information will be provided. Completed exams are scored automatically, and the participant and the Institute are notified immediately.

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Benefits of attending

Benefits gained

The KPI Professional course comprises theory and practical application exercises that allow delegates to test their knowledge in developing applications for their organisations during the period.

The course is taught by the most senior Institute facilitating consultants. It is designed to enable anyone developing performance measures to learn best practices to more effectively and efficiently create, deploy, and manage KPIs.

Who should attend?

This course is recommended for delegates interested in building, implementing, and maintaining performance management systems and those wishing to develop practical ideas for improving overall organisational performance.

Teams or individuals with performance measurement/management responsibility
Senior managers or leaders who are establishing, leading, and managing performance management and measurement programs and systems
Managers, planners, and analysts who are part of a strategic planning and management team and are seeking the best practical ideas for improving organisational performance
Employees who have been tasked to plan, develop, or improve dashboards, KPI scorecards, business processes, program and project management, portfolio management or other measurement systems
Managers, planners, or analysts who are involved with defining performance measures or complying with regulatory and other reporting requirements
Budget analysts who need performance information to formulate budgets and evaluate programs

customer feedback

The facilitator's skills were outstanding. Initially, our goal was to learn how to develop KPIs from job descriptions, but he helped us shift our mindset. Now, we understand the importance of getting organizational performance right before focusing on individual performance. Overall, I thoroughly enjoyed the course and found it extremely valuable.

This training is simply excellent. The combination of Mark's experience, technical knowledge, approachability & facilitation skills had me engaged throughout the 5 days. Thank you & very well done.

The programme is very intense but well structured. I found that I got as much value from this course as was possible, to feel empowered and competent to apply this knowledge in my organisation.

A very good programme. One I will recommend to others. I think there is wisdom in breaking it into chewable components, so that focused learning and understanding may be realised.

Course Facilitator

Mark Van Rooyen

Senior Partner & Lead Consultant

The course will be facilitated by Mark van Rooyen, who has trained many Balanced Scorecard Bootcamps over the last 20 years, for various organisations. His experience in strategy, management and performance systems will ensure value for all delegates. His success in delivering many courses across the continent, and his understanding of various operational environments, make his presentation and training highly effective.