This one-day course will show you how to create your own performance management system, as well as key steps to effectively monitor it. We will look at how to set strategic goals, formulate a business strategy, how to choose the right KPIs for the right mission, and how to manage the system.

The course will have interactive sessions to demonstrate how to track KPI’s and present them using different KPI visuals in excel and Power BI. Attendees will understand how the use of visualisations can engage teams in achieving both individual goals as well as how they are contributing to the overall company objectives. 

This one-day course is designed for all sectors of business and industry, including government, and non-profit, to name a few, and provides participants with practical tools to develop meaningful strategic and operational performance measures.

Pre-requisites

Attendees will need to have a basic knowledge of Microsoft excel version 2013 and upwards. It would be ideal to also have access to Microsoft Power BI but not essential.

Course Content

• Introduction to creating a performance management system
• Benefits to key performance measurement
• Planning and preparation
• Strategic Goals
• Setting Priorities
• Setting functional KPI’s and aligning initiatives
• KPI implementation
• Understanding unintended consequences
• How to monitor and review KPI's
• What to do when things go wrong
• Characteristics of a good performance management system
• Data Storytelling
• Creating a KPI dashboard in Excel
• Creating a KPI in Power BI
• Monitoring ESG targets
• Tracking customer evaluation scores against target KPI visual
• Tracking year on year Sales and Profit targets
• Using filters and Gauge charts to dive deeper into specific regions or departments
• Using Funnel charts to track efficiency of a particular campaign

Who Should Attend

This course is designed for managers, planners, analysts, or individuals with performance management responsibility, or involved in strategic planning, business processes, project management or budget analysis.  

Certification

On completion of this one-day training course, you will receive your Certificate of Attendance. Please note certificates are issued at the close of the training course to participants on completion of the course. This course may qualify for CPD points. Please check directly with your association or awarding body to see how many points they will award.

Cost

An ‘Early Bird’ discounted rate of €485 is currently available. This training course normal rate is €585. Places are limited and are allocated on a first come first served basis. PLEASE NOTE THE EARLY BIRD RATE CLOSES 3 WEEKS PRIOR TO COURSE DATE. The course cost includes all course notes and certificate.