KPI, Dashboard & Scorecard in Banking- Riyadh 2016

KPI, Dashboard & Scorecard in Banking

In Parnership with:

Riyadh, Saudi Arabia 8 - 9 May 2016 Achieve outstanding results through a performance measurement framework for banking services

3 Key Business Benefits Obtain higher organizational results by deploying the best KPI measurement techniques and by implementing performance improvement initiatives; Enhance your decision making process by appropriately using performance management tools;

Successfully implement a KPI Performance Management Architecture by analyzing international best practices in the field of banking services.

„The course was very comprehensive and informative. It helped me have a clear understanding of KPIs and developed my skills around setting my own departmental KPIs. Thank you!”

Anfal Al Qumaish, The Institute of Public Administration, UAE Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

Course Overview

Course Overview

Agenda

The “KPIs in Banking� Training Course is designed to enhance the key performance management competencies associated with improving specific practices such as KPI selection, KPI documentation, KPI cascading, target setting, data gathering and reporting. The course content unravels customized solutions for the banking industry, in order to support the implementation of KPI Performance Management Frameworks.

Educational Resources

Participants profile

Gain a clear understanding of what Key Performance Indicators are and what their role is in the Performance Management System; Efficiently cascade divisional KPIs down to each departmental level; Effectively articulate quantitative and qualitative departmental KPIs based on the Balanced Scorecard System; Enhance knowledge and skills on developing individual work targets, respective of departmental provisions; Practice setting individual work targets using the SMART methodology.

Access rigorous tools that facilitate the timely monitoring, reporting and achievement of KPI targets.

Learning objectives Develop a KPI based performance measurement framework; Apply best practice techniques in KPI selection;

Registration Form

Performance management experts Professionals who occupy positions such as Strategy Manager, Performance Manager or Performance Architect, who already use certain practices within their organizations or have already implemented certain processes and tools, now have the opportunity to check whether their business activity lives up to the standards, and thus, to identify improvement opportunities.

Experience a customized approach by practicing skills in working with banking KPIs;

Course Fees

Top/middle/lower management people Individuals from top/middle/lower management and their respective organizations, regardless of their field of expertise, will be glad to discover that the course provides the pillars, tools and resources required for the effective implementation of a Performance Management System within their organizations.

By sharing good practices in the field, the participants and the trainer can come up with solutions to the challenges that appear within organizations.

Benefits

Facilitator

Individuals interested in performance management Entrepreneurs, analysts and professionals from different fields, interested in performance management will acquire the knowledge needed to better understand it. The networking opportunity and the possibility of sharing knowledge and personal experiences create a unique learning experience that facilitates the acquisition and assimilation of performance management skills.

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Practice KPI documentation and target setting; Unravel ways to improve operative quality and efficiency.

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

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Course Overview

Agenda Day 1

Day 2

KPIs essentials and selection

KPIs documentation and decision making process KPI documentation and target setting KPI documentation form design; KPI documentation process; Approaches to KPI target setting; Target setting in practice.

Data gathering and visualization Best practices in data visualization; Data quality dimensions; Best practice in the KPI measurement process; The KPI data gathering process.

KPIs selection principles KPIs lifecycle; 5 most important KPIs for banking services; Tools and techniques for KPIs selection; Popular KPIs for banking services.

Reporting and Decision Making Report compilation; Business analysis techniques; Performance review meeting; Initiatives management.

Review and Learning assessment quiz Course review; 10 takeaways to apply in your organization; Learning assessment quiz.

“Very dynamic and interactive course; knowledgeable and approachable course facilitator.”

Arturo Cruz, Abu Dhabi Aviation, UAE

“I really enjoyed going through the topics and examples. The quizzes were a really good way to check that we’ve understood and digested everything. This is a great learning and revision tool. I feel that going through this course was very useful and I will share what I have learned in this course with my colleagues.”

Meshal Almotairi, Saudi Arabia

“I was really happy participating at this course. I liked the course instructor’s style in trying to give us all the knowledge and skills related to the course.”-

Facilitator

KPIs Selection in practice KPIs selection for human resources Scorecard; KPIs selection for human resources Dashboard.

Rahma Al-Ismaili, Rural Areas Electricity Company (RAECO), Oman

Educational Resources

Performance Management System Architecture An integrated approach to performance management: from strategy to outcomes; The performance management architecture; KPIs implementation.

“The course content was incentivizing and very specific in the same time. I liked the practical part, it illustrated the information in a very clear way and helped for better understanding.”

Agenda

KPIs Basics Challenges and key aspects in improving performance; Major challenges in banking services; Performance management and measurement; KPIs terminology standards; The added value of using KPIs.

Testimonials

Ragheb Al Qirshi, Supreme Council of Health, Qatar

“I highly recommend this course to anyone who is willing to apply KPs in their organisation; it is definitely the best course in terms of content and delivery.”

Anfal Al Qumaish, The Institute of Public Administration, UAE Course Fees

“The course content was very valuable and excellent. We can effectively use the information and methods provided in this course at our job.”

Mariam Abdullah Al Darmaki, AMMROC, UAE

Registration Form

“The course content provides the participant with the necessary information about KPIs, in terms of components, owners and settings.

Attending this course is a must for people who are working with KPIs.” Waseem Alsawan, Etisalat Emirates Telecommunications Corp., UAE

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

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Pre-course

This part of the learning experience is meant to ensure a smooth transition to the face to face training. You are highly encouraged to take the following steps: Introduction – share an introduction message to present yourself to the other participants in an online group;

Evaluation The Learning Assessment Quiz will take place at the end of the second day of training.

Inclusions

Pre-course evaluation – fill in a need analysis, take a short quiz to establish the current level of knowledge and share your expectations. As a part of this self-evaluation, you can establish personal learning objectives for this training;

Course materials:

Reading in advance – go through several materials, including topics such as history of performance management, management theories, and review KPI definitions before the core course to gain a more holistic view upon the subject.

Performance Management Toolkit, containing the following templates:

During the two 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 analyses of case studies.

Applying concepts in practical exercises; Analyzing case studies and identifying solutions; Using templates to develop performance measurement instruments; Sharing experiences and best practices; Assessing learning results through a final quiz.

After-course

Facilitator

Additional reading – examine a list of resources (books, articles and videos), which will ensure a continuous learning experience.

Desired State of Evolution; Strategy Map; Performance Scorecard; Performance Dashboard; Performance Healthogram; Performance Maturity Model; KPI Documentation; Initiatives Portfolio; Initiatives Documentation; Performance Management System Architecture; Monthly Performance Management Process; Furthermore, the templates are accompanied by two manuals and two publications: Performance Dashboard Guide for Administrator; Performance Scorecard Guide for Administrator; KPIs for Call Center Dashboard; KPIs for Call Center Scorecard.

Educational Resources

The learning experience consists in:

Course slides; Course notes.

Agenda

Core Course

Course Overview

Learning experience

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

Educational Resources One research report from the Top 25 KPIs series;

Registration Form

The KPI Infographic; The qualitative report Performance Management in 2013; Catalogues: KPI Documentation Forms, Dashboards, Scorecards, Graphs in Practice; Fact Sheets: KPI Definitions, KPIs in Practice, Terminology in Practice, KPI Selection Criteria; Video doodles: What is a KPI, a KRI and what are metrics, What is a Dashboard, What is a Scorecard, Understanding the KPI Documentation Form.

One webinar from the 2014-2015 Certified Employee Performance Management Professional webinar series.

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

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Course Overview

Facilitator Mihai Toma

Head of Professional Practice TKI MENA

Mihai has developed a solid background in implementing performance management systems due to facilitating the establishment of The KPI Institute’s strategic direction and the cascading of KPIs from the organizational level to the individual one.

As a Master Trainer, certified by The Association for Talent Development, Mihai has developed and delivered training courses on selecting and documenting KPIs, managing individual performance, performance improvement.

As a Certified KPI Practitioner, Mihai has advised and worked with a variety of international clients from industries such as petrochemicals, utilities, healthcare, construction materials production, pension funds, food production and professional services.

Excellent course and facilitator. It had organized my perception towards the development of KPIs for my organization.

Faris Alshamali, Saudi Trade and Export Development Co. - TUSDEER, Saudi Arabia

The course was very comprehensive and informative. It helped me have a clear understanding on KPIs and developed my skills around setting my own departmental KPIs. Thank you!

Faris Alshamali, Saudi Trade and Export Development Co. - TUSDEER, Saudi Arabia

“The training on KPIs gave me the right understanding about the process, starting with identification to alignment of KPIs towards strategy and performance measurement, which will really add value to the organization..”

Facilitator

Mihai holds a Bachelor’s Degree in Business Administration in Tourism and Services and a Master’s Degree in Business Administration /Managerial Economics from the Lucian Blaga University, Faculty of Economic Studies. Mihai’s educational and professional background is complemented by an international Certificate in KPI Management granted by The KPI Institute, as well as participating at a series of international seminars and conferences in the field of Performance Management.

Arturo Cruz, Abu Dhabi Aviation, UAE

Educational Resources

Mihai has been actively involved in the implementation and design of KPI operational dashboards and functional performance scorecards, assisting in the development of the performance management system architecture for The KPI Institute’s clients from various industries and functional areas.

Very dynamic and interactive course; knowledgeable and approachable course facilitator.

Agenda

Mihai Toma is the Head of Professional Practice MENA at The KPI Institute, the global authority on Key Performance Indicators research and education. His research activity in the Performance Management field has resulted in the documentation and revision of over 1000 Key Performance Indicators.

Testimonials

Dhruv Goswami, Applied Corrossion Technology, UAE

Training Courses Catalogue 2016 Course Fees

The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.

Access the Training Courses Catalogue below for the complete training offer.

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

Registration Form

The KPI Institute is a research institute specialised in business performance. It operates research programs in 12 practice domains, ranging from strategy and KPIs to employee performance, and from customer service to innovation performance.

Insights are disseminated through a variety of publications, subscriptions services, and through a knowledge platform available to registered members. Support in deploying these insights in practice is offered through training and advisory services.

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Course Overview

Course Fees Course Date

General Fee

The KPI Institute Early Members Bird 1

8 - 9 May

$2,400 USD

$2,350USD

$2,270 USD by 8 March

Early Bird 2

2 or More Participants

Registration Deadline

$2,350 USD by 7 April

$2,270 USD

2 May

*The course fee includes course materials, lunch and coffee breaks.

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

Venue

Agenda

Accommodation

Isna Global Training Center Co. (IGTC) Prince Fahed Ibn Ibrahim St., Kuwait Roundabout, Malaz, Riyadh, Saudi Arabia

Educational Resources

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.

We invite you to contact the event manager to enquire about special rates from the venue.

Contact Information

Facilitator

IGTC

Isna Global Training Center Co.

Course Fees

Prince Fahed Ibn Ibrahim St., Kuwait Roundabout, Malaz, Riyadh, Saudi Arabia Tel.: +966 14 78 70 76 Fax: +966 14 78 20 11 Website: www.igtc.com.sa Email: info@igtc.com.sa

Middle East Division Dubai Office

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

Registration Form

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

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Course Overview

Registration 3 ways to register: Online store.kpiinstitute.org

Direct contact

Ahmad Mahfouz amahfouz@igtc.com.sa M: +966 55 97 55 777 T: +966 14 78 70 76

Registration form Email us at office@kpiinstitute.org with your registration details

Payment: Credit card

First name

Last name

Telephone Email Training course Date of training course Job title Department Organization

Organization size

Industry Facilitator

1. Fill in and submit the registration form available online at store.kpiinstitute.org

Title

Educational Resources

Cosmin ChindriČ™ cosmin.chindris@kpiinstitute.com M: +40740963913

*Please fill out all the fields below

Agenda

Call us and we will assist you through the registration process.

Registration form

Address

2. Pay by credit card using the online facility; 3. A tax invoice together with the registration confirmation will be sent to you via email (after the attendance fee payment is confirmed).

Bank transfer

City

State / Province

Country

Postal Code

How did you hear about us?

2. An email confirmation containing the tax invoice and bank account details will be sent to you;

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.

3. Proceed with the attendance fee payment by bank transfer;

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.

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).

Registration Form

Registration cancellation procedure

Course Fees

1. Send an email containing your contact details and registration request;

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.

Info at: www.kpiinstute.org | +966 115 102 716 | amahfouz@igtc.com.sa | +966 55 97 55 777

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