CE
Certified KPI Practitioner
RT I F I E D
C-KPIP
KEY PERFORMANCE INDICATORS
Key Performance Indicators Framework v 2.0 2015
PR
AC
TITION
ER
Dubai, UAE 2015 editions: 25 - 26 February 21 - 22 October
3 - 4 June 9 - 10 December
Maximize the impact of KPIs on your organization’s performance!
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 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. “I contacted The KPI Institute for an in-house training with my team. We found both the material and the way of explaining concepts by doing examples invaluable. I would also say that this is a great value for money if you want to build the competency within your organization.” Fahad A. AlFaadel, Saudi Food and Drug Authority, Saudi Arabia 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 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.
Agenda and Educational Resources
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.
Participants profile
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.
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; Registration Form
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.
Benefits
Course Fees
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.
+
Facilitator
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.
Apply 3 KPI selection techniques; Cascade KPIs from the organizational scorecard to the departmental level; Design efficient communication templates; Consolidate a KPI report.
www.kpiinstitute.org | office@kpiinstitute.org | Certified KPI Practitioner
2
Day 2 - Monitoring KPIs
9:00 - 16:30
9:00 - 16:00
KPI Project Coordination The business case for KPI implementation; KPI project plan; KPI workshop preparation (data sources, email notification, KPI selection workshop).
KPI Measurement KPI documentation; KPI data gathering template; Data gathering communication.
KPI Selection Value driver concept mapping; Defining objectives; Value flow analysis; KPI balancing.
KPIs in Context Organizational Scorecard; Departmental Scorecard; Operational Dashboard; Change log. Review and Assessment Quiz Course review; Learning Assessment Quiz.
Learning experience Pre-course
Core course
After-course
www.kpiinstitute.org | office@kpiinstitute.org | Certified KPI Practitioner
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.
Inclusions Course materials that consist in: Course slides;
Course notes.
6 months subscription to smartKPIs. com, providing access to over 8000 KPI examples; One research report from the Top 25 KPIs series; Free access to all webinars from the 2014 Performance Management series for 3 months
Educational Resources KPI Practitioner Course Application Templates KPI Project Plan; KPI Selection Workshop Notification; Primary and Secondary Data Sources List; KPI Selection for Expo; Value Flow Analysis; Balancing KPIs; KPI Documentation Form; Change Log; KPI Data Gathering Template; Data Gathering Communication; Organizational Scorecard; Organizational Dashboard; Departmental Scorecard; Departmental Dashboard; KPI Reporting Page.
Registration Form
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.
Certificate of Attendance: after participating at the 2 days of on-site Certified KPI Practitioner training course;
Course Fees
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; Receiving assistance and constant feedback on your work.
Certificate of Completion: after completing pre-course activities and taking the Learning Assessment Quiz;
Facilitator
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.
The certification process is finalized only when you complete all of the 3 stages of the learning experience. Nonetheless, you will receive a:
Agenda and Educational Resources
Day 1 - Establishing KPIs
Course Overview
Evaluation
Agenda
3
Adrian Brudan
General Manager TKI EMEA Adrian Brudan is the General Manager of The KPI Institute EMEA Region.
As an educator, Adrian has facilitated tens of training courses and advisory programs on performance management subject matters in multiple industry settings ranging from oil & gas industry, utilities and healthcare to 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.
“I was really happy participating in this course. I liked the course instructor’s style in trying to give us all the knowledge and skills related to the course.” Ragheb Al Qirshi, Supreme Council of Health, Qatar
“Great value in content, which could be easily applied to our organization.” Fahad Alhammadi, Qatar Petroleum, Qatar
“The course was very comprehensive and informative. It helped me have a clear understanding of KPIs and developed my skills around setting my own department KPIs. Thank you!” Maha Ayish, Abu Dhabi Capital Group, UAE
“Very dynamic and interactive course; knowledgeable and approachable course facilitator.”
Facilitator
Part of The KPI Institute consultants’ team since its inception, he was involved in several international projects reviewing performance management architectures for clients in Europe, Middle East, Southeast Asia and Australia.
Testimonials
Agenda and Educational Resources
Adrian is an expert researcher, practitioner and consultant with 6+ years of experience in the deployment and implementation of KPI Management Frameworks. He has been involved in designing and delivering the Institute’s KPI educational programs, aimed at competency development in the area of Performance Management and Measurement. He specialized in organizational performance measurement and management capabilities assessment using internally researched and developed performance management maturity model frameworks.
Course Overview
Facilitator
Arturo Cruz, Abu Dhabi Aviation, UAE
“Considering the certification course I attended, I would describe my learning experience by saying that I gained knowledge and skills that can be of much help in future.” Thaera Abdulwahid M. Muslat, Supreme Council of Health, Qatar Course Fees
Training Courses Catalogue 2015 The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.
www.kpiinstitute.org | office@kpiinstitute.org | Certified KPI Practitioner
Access the Training Courses Catalogue below for the complete training offer.
Registration Form
The KPI Institute is the global authority on Key Performance Indicators (KPIs) research and education, providing through its publications and training courses insights on how to measure and learn with KPIs. It developed the first KPI Management Framework and operates several research programs dedicated to performance management, strategy, Balanced Scorecard and Key Performance Indicators. It operates smartKPIs.com, the result of the research program dedicated to documenting and cataloguing how KPIs are used in practice, an online portal containing the largest collection of well documented KPI examples, supported by a community of tens of thousands of members.
4
General Fee
The KPI Institute Early Members Bird 1
25 - 26 February
$1,700 USD
$1,700 USD
3 - 4 June
$1,700 USD
21 - 22 October
9 - 10 December
Early Bird 2
2 or More Participants
Registration Deadline
$1,500 USD by January 1st
$1,575 USD by January 22nd
$1,275 USD
17 February
$1,700 USD
$1,500 USD by February 27th
$1,575 USD by April 27th
$1,275 USD
26 May
$1,700 USD
$1,700 USD
$1,500 USD by July 17th
$1,575 USD $1,275 USD by September 17th
13 October
$1,700 USD
$1,700 USD
$1,500 USD by September 4th
$1,575 USD by November 4th
1 December
$1,275 USD
Agenda and Educational Resources
Course Date
Course Overview
Course Fees
*The course fee includes course materials, lunch and coffee breaks.
Venue
Accommodation
Fairmont, Sheikh Zayed Road, P.O. Box 97555 Dubai, UAE
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
For more details visit: The KPI Institute Store Official Course Webpage
Our dedicated team can provide you with assistance, information and guidance to help you plan your next training course and ensure you enjoy the services and comfort at a first class hotel.
Follow us on:
We invite you to contact the event manager to enquire about special rates from the venue.
/smartKPIs
Facilitator
/the-kpi-institute /kpiinstitute
Organize this training course in-house Course Fees
If you have a group of five or more to 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.
European Division
Middle East Division
SE Asia Division
Headquarters
Sibiu City Center Somesului Street, No. 3 - 550003 Sibiu, Romania T: +40 3 6942 6935 M: +40 7 4706 0997 office@kpiinstitute.org
The Fairmont Dubai Suite 13 - Office 2103, 21st Floor, Sheikh Zayed Road, PO BOX 119724, Dubai, UAE T: +971 4 311 6556 M: +971 55 787 6427 office@kpiinstitute.org
Wisma UOA II 21 Jalan Pinang, Unit 11-10, 50450 Kuala Lumpur, Malaysia T: +60 3 2742 1357 M: +60 11 3303 2135 office@kpiinstitute.org
Life.lab Building 198 Harbour Esplanade, Suite 606, Melbourne Docklands, VIC 3008, Australia T: +61 3 9028 2223 M: +61 4 2456 8088 office@kpiinstitute.org
Sibiu Office
Dubai Office
Kuala Lumpur Office
Melbourne Office
Registration Form
Operated by Connected Performance Training Institute under DED Trade License number 718620 www.kpiinstitute.org | office@kpiinstitute.org | Certified KPI Practitioner
5
3 ways to register: Online
Course Overview
Registration Registration form *Please fill out all the fields below
store.kpiinstitute.org Title
Call us and we will assist you through the registration process.
First name
Teodora Gorski teo.gorski@kpiinstitute.com T: +971 4 311 6556
Telephone
Alexandru Muntean alex.muntean@kpiinstitute.com M: +40 7 4706 0997
Registration form Use one of the following options:
Email us with your registration details
Payment: Credit card 1. Fill in and submit the registration form available online at store.kpiinstitute.org 2. Pay by credit card using the online facility;
Bank transfer 1. Send an email containing your contact details and registration request; 2. An email confirmation containing the tax invoice and bank account details will be sent to you;
4. Send through email the proof of the payment transaction completion; 5. A tax receipt together with the registration confirmation will be sent to you via email (after the attendance fee payment is confirmed).
Training course Date of training course Job title Department Organization
Organization size
Industry Address
City
State / Province
Country
Postal Code
How did you hear about us?
Registration cancellation procedure Any withdrawals have to be announced at least two weeks before the beginning of the course, through fax or e-mail. In this situation, the attendance fee will be refunded, less $400 retained for administrative expenditure. 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 attend the course after the registration process is already completed you may delegate another person to attend the course in your place without any further fees charged. If you have confirmed and made the attendance fee payment but you didn’t attend the course, the course attendance fee will not be refunded.
Registration Form
3. Proceed with the attendance fee payment by bank transfer;
Course Fees
3. A tax invoice together with the registration confirmation will be sent to you via email (after the attendance fee payment is confirmed).
Last name
Facilitator
Complete this form and fax it to our Dubai Office at: +971 4 332 8810
Agenda and Educational Resources
Direct contact
If you attend the course only partially (one day or a limited number of sessions), you will not benefit from any attendance fee reduction or refund.
www.kpiinstitute.org | office@kpiinstitute.org | Certified KPI Practitioner
6