1 The KPI Institute February 2014 Kempinski Hotel, Mall Of The Emirates, Dubai, UAE August 2014 Venue TBC, Salalah, Oman March 2014 Crowne Plaza Hotel, Kuwait September 2014 Grand Hyatt Hotel, Doha, Qatar March 2014 Dusit Thani Hotel, Dubai, UAE October 2014 Park Rotana Hotel, Abu Dhabi, UAE June 2014 Dusit Thani Hotel, Dubai, UAE December 2014 The Address Hotel, Dubai Marina, Dubai, UAE Certified KPI Professional February March March June August September October December 2014 Get KPIs right by using a rigorous KPI management framework Certified KPI Practitioner February March March June August September October December 2014 Experience a two day learning course structured exclusively on case studies, exercises and simulations 5 Key Business Benefits In Attending Both Courses: 1. Understand the complexities of working with KPIs and learn how to address them 2. Develop a working knowledge of the Key Performance Indicators (KPI) Management Framework 3. Use over 30 performance measurement tools to facilitate the deployment and value added by KPIs 4. Access the latest research and best practice in working with KPI 5. Customise and develop templates in accordance with the standards required for the certification application documentation Follow us on:
2 Introduction For all the advancement in technology infrastructure and considerable investments made by organisations, generating value from Business Intelligence (BI) software relies on managers and staff using accurate data, in the right format, for the right KPI. This requires developing a robust performance measurement capability, based on mature KPI architecture and supported by a collaborative performance culture. Even the success of popular performance management systems such as the Balanced Scorecard relies on using relevant KPIs that actually mean something to the business and are presented in a readily intelligible form. Both courses are designed to provide a strong foundation in deploying business management systems and BI software to develop the next generation of KPI architects. These KPI architects form the basis of the organisational performance measurement capability, becoming the go-to place for advice around understanding, establishing, activating, reporting and generating value by using KPIs across organisations. Methodology Active involvement of all the delegates in a collaborative learning environment where opinions and experiences are shared Group discussions, exercises, simulations and case studies Explanation of the theory informing performance measurement, in plain English Presentation of the performance management templates as tools to support the integration of performance management practices in organisations Customised feedback regarding the present use and the future plans for implementing performance management systems Who Should Attend? Both courses are designed for executives, operational managers and analysts from both delivery and support functions such as finance, accounting, project management, human resources, sales, marketing, logistics, quality control and improvement, strategy/planning and operations. Would you like to run this course in-house? The in-house training division of IIR Middle East Tel: Why You Should Attend Both Courses These two courses offer: 15 key concepts clarified 13 insights into implementing and using KPI smartly 12 templates to support deployment of course learning 11 years of experience in performance management synthesised in the course material 10 smart KPI explored in detail 9 interactive exercises and group activities 8 quick reference guides 6 months of free access to the premium content Templates Provided Desired State Of Evolution template Over Strategy Map template US$500 Performance Scorecard template in value Performance Dashboard template Performance Healthogram template Performance Measurement Maturity Model KPI documentation template Initiatives Portfolio template Initiatives Documentation template Performance Management System (PMS) Architecture template PMS Maintenance Process template Employee Performance Plan template Smart KPI Premium access Top 20 KPI of 2010 plus one report from the Top 25 KPI of 2010 series Timings For Both Courses: Registration and coffee will be at 07:30 on Day One. The course will commence at 08:00 and conclude at 17:00. There will be refreshment breaks at appropriate times and lunch will be served at 12:30. Read What Past Delegates Have To Say The trainer was excellent. I look forward to attending more sessions with him in the future. My knowledge in the KPI area has improved significantly. Neeti Chauchan, Consultant, Zayed University, UAE Aurel is very knowledgeable of all KPI aspects and clearly answered all our questions. Nahla Nabil, EHS Manager, Abu Dhabi Airports Co., UAE
3 Certified KPI Professional February 2014 Kempinski Hotel, Mall Of The Emirates, Dubai, UAE August 2014 Venue TBC, Salalah, Oman March 2014 Crowne Plaza Hotel, Kuwait September 2014 Grand Hyatt Hotel, Doha, Qatar March 2014 Dusit Thani Hotel, Dubai, UAE October 2014 Park Rotana Hotel, Abu Dhabi, UAE June 2014 Dusit Thani Hotel, Dubai, UAE December 2014 The Address Hotel, Dubai Marina, Dubai, UAE KPI Professional Certification 1. Recognises a person s knowledge in deploying and using KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework 2. Preparatory course attendance is mandatory 3. Examination at end of course 4. Pre-requisite for certification: course attendance Overview The three-day course trains you in how to establish and work with KPIs and offers you the opportunity to get certified on the ability to deploy and use KPIs in accordance with the KPI Institute s Key Performance Indicators Management Framework, the main body of knowledge on the rigorous use of KPIs in business. Assessment You will be pre-tested by using a multiple choice questionnaire at the beginning of each session. On Day Three, delegates can opt-in to attend a final test to obtain the Certified KPI Professional certification from The KPI Institute. Day One: The World Of KPIs Introduction To The World Of KPIs Course outline and expectations Challenges in performance measurement Key Performance Indicators concept map Strategy and performance management terminology review KPI historical overview and current state of practice Management theory informing the value added by using KPI Exercise: Systems thinking exercise In practice: Examples of how KPI are used in business Case study: Good and bad practice in the use of KPI terminology The Pillars Of KPI Architecture Interdisciplinary systemic worldview (weltanschauung) KPI lifecycle KPI use case scenarios KPI architecture toolkit KPI architecture skills map KPI architect s role in the world of KPI Exercise: Needs addressed by KPI In practice: KPI architecture in practice Case study: Matching architecture tools to use case scenarios KPI Selection KPI typology Sources of relevant KPI Essential KPI examples The generic KPI selection process KPI toolkit spotlight: KPI filtering criteria KPI selection based on use case scenarios Exercise: Developing a KPI cluster map In practice: KPI selection workshop agenda Case study: Scenario based KPI selection Day Two: Activating KPI KPI Documentation Functions of the KPI documentation form KPI documentation form design KPI documentation process Functions of the organisational KPI library Approaches to KPI target setting Target setting process Exercises: What we need to know about each selected KPI Documenting a KPI In practice: KPI documentation form typology Review of documented KPI examples Case studies: Customising a KPI documentation form Setting KPI targets Data Visualisation: Designing KPI Dashboards And Scorecards Good practice in data visualisation KPI toolkit spotlight: The Balanced Scorecard KPI toolkit spotlight: The KPI Dashboard KPI toolkit spotlight: The Performance Healthogram Exercises: The importance of data visualisation Scorecard and dashboard design In practice: Review of scorecard and dashboard designs Case study: Selection of KPI graphs KPI Data Gathering And Reporting The KPI data gathering process KPI data sources taxonomy KPI activation tools and techniques Business analysis techniques Report compilation Initiative management (documentation and progress review) Exercise: Preparing commentary on KPI results In practice: Examples of performance reports Case study: Managing performance through KPI reporting Day Three: Generating Value With KPI KPI Management Enablers: Software, Hardware, Communication And Culture Overview of KPI software marketplace Overview of KPI hardware marketplace KPI results communication tools taxonomy Exercise: Using software for KPI reporting In practice: Comparison of Microsoft Excel vs. KPI software reporting KPI reporting (websites and annual report examples) Case study: KPI modelling Generating Value From Using KPIs Building organisational performance measurement capability The Performance Measurement Maturity Model Benchmarking typology Pay for performance and KPI The human aspects of performance Exercise: Assessing performance measurement maturity In practice: Pay for performance models Case study: Motivation today Measuring And Learning With KPIs Review of the performance management toolkit components Review of the KPI toolkit components Review of course content KPI Professional certification test Questions and answers/free discussion
4 Certified KPI Practitioner February 2014 Kempinski Hotel, Mall Of The Emirates, Dubai, UAE August 2014 Venue TBC, Salalah, Oman March 2014 Crowne Plaza Hotel, Kuwait September 2014 Grand Hyatt Hotel, Doha, Qatar March 2014 Dusit Thani Hotel, Dubai, UAE October 2014 Park Rotana Hotel, Abu Dhabi, UAE June 2014 Dusit Thani Hotel, Dubai, UAE December 2014 The Address Hotel, Dubai Marina, Dubai, UAE KPI Practitioner Certification 1. Recognises a person s practical experience in deploying and using KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework 2. Preparatory course attendance is optional 3. Online assessment of application portfolio 4. Pre-requisite for certification: KPI Professional Certification obtained Overview The two-day course trains delegates in how to deploy and use the KPI Management Framework, in accordance with the Institute s KPI Practitioner Certification standards. It focuses on practical exercises, which account for 90 percent of the course time, the remaining time being dedicated to reviewing relevant theoretical concepts. Assessment Independent from the course, delegates can opt-in to obtain their KPI Practitioner Certification by following the steps indicated in the Certification Process section which follows. Certification Process For The KPI Practitioner Course The certification process requires the online submission of an application portfolio. The application portfolio contains a set of 20 documents (refer to Application Portfolio section for details) Application portfolio is assessed based on criteria established for each of the 20 documents that must be submitted For each submitted document, an applicant can receive a maximum of 25 points, totaling a maximum of 500 points for the entire portfolio. In order to be recognised as a Certified KPI Practitioner, an applicant should obtain at least 80 percent (a minimum of 400 points) out of these 500 available. Confidentiality is strictly maintained and all submitted documents are solely used for the purpose of assessing an applicant s ability to deploy and use KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework All documents should refer to the same project and should be developed in an aligned manner, so that information provided in one document does not conflict with the information provided in another. The required documents follow the flow of a typical KPI project and so should the documents that you are including in the application portfolio All application documents must be submitted in English Certification Criteria For The KPI Practitioner Course Possess a KPI Professional Certification Obtain a minimum of 400 out of 500 points on the assessment of your application portfolio as follows Application Portfolio 1. Business case 2. KPI project plan 3. Stakeholder RACI matrix 4. Primary and secondary data sources list 5. KPI selection 6. Value flow analysis 7. Balancing KPIs 8. Scorecard 9. Dashboard 10. KPI documentation form 11. Change log 12. Custodian list/tracking 13. Commentary around scorecard 14. Commentary around dashboard 15. Commentary around KPIs 16. KPI reporting meeting documents 17. Initiative portfolio linked to KPIs 18. Initiative documentation form 19. Lessons learned log 20. Assessment based on Performance Measurement Maturity Model (PMMM) Benefits Of Attending The KPI Practitioner Course Formal recognition Be among the first performance management practitioners to receive a distinction that complements your certification as a Certified KPI Professional Customised feedback Keep current with best practices and obtain confidential feedback from our assessors on your application portfolio Professional portfolio Develop a collection of 20 performance management documents that will become your professional portfolio to demonstrate competencies on the topic and enable you to differentiate among peers Objective assessment Get your work reviewed and develop a more realistic understanding of your level of practical knowledge regarding the KPI framework management Day One: Establishing KPIs KPI Project Coordination The business case for KPI implementation KPI implementation project outline Stakeholder matrix development Primary input sources data analysis Secondary input sources data analysis Reporting catalogue development KPI workshop briefing pack development KPI Selection Probing questions for KPI selection Value driver concept mapping Value flow analysis KPI balancing Scorecard And Dashboard Development And Documentation Selection of KPI based on objectives KPI clustering Content structure Scorecard and dashboard design KPI documentation form design Target setting Day Two: Managing With KPIs Data Collection, Analysis And Reporting Data gathering communication Working with KPI data custodians KPI trend analysis Reporting commentary KPI Review Meetings And Initiative Management KPI review meeting preparation, facilitation and follow-up Initiative selection, documentation and monitoring KPI Management Evaluation Double loop learning/lessons learned Managing the cost of measuring KPIs Using the Performance Measurement Maturity Model Audit of performance measurement enablers (software, hardware, culture) Review of the KPI Management Framework toolkit
5 Meet Your Expert Course Directors Aurel Brudan Aurel Brudan is the founder and CEO of The KPI Institute, the global authority on Key Performance Indicators research and education. Under his coordination the Institute s research team documented over 7,000 KPI examples from 15 functional areas and 24 industries, reviewed 1,000+ performance reports from 125 countries and referenced 20,000+ resources, the result being the premier destination for quality performance management and measurement resources. Other research programmes resulted in the development of two maturity models for performance management and measurement, as well as the establishment of the KPI Management Framework to provide the theoretical base for the Certificate In Key Performance Indicators Management. As a consultant, Aurel conducted numerous performance management system implementations using solutions such as the Balanced Scorecard, operational dashboards and functional performance scorecards. Among his most important clients are Australia Post, the Australian Federal Administration, the Victorian State Government, Brisbane City Council, National Australia Bank, Qatar Supreme Council Of Health and SABIS. As an educator, Aurel has accumulated hundreds of hours of experience in a variety of settings, from open and in-house training delivery to tutoring management for the University of Melbourne. Aurel is a member of the Academy of Management, the Australian New Zealand Academy of Management, the Australian Marketing Institute and Fellow of the Australian Institute of Management. Aurel has tertiary qualifications in both Economics and Marketing, complemented by postgraduate certificates in advanced learning and leadership. Aurel is also in the final stages of his PhD candidature, researching Integrated Performance Management Systems at the University of Melbourne and a Graduate Certificate in Commercialisation at the Melbourne Business School in Australia. Adrian Brudan Adrian Brudan is the Director of Research Programmes of The KPI Institute, the global authority on Key Performance Indicators research and education. Under his supervision, the Institute s research team documented over 7,000 KPI examples the result being the premier destination for quality performance management and measurement resources. Adrian has also been involved in designing and delivering the Institute s KPI educational programmes, aimed at competency development in the area of performance management and measurement. As an educator, Adrian has facilitated over 20 KPI and Balanced Scorecard trainings and several Friday Night at the ER workshops. As a consultant Adrian holds valuable experience both in performance management, and project management (PRINCE2 Practitioner certified). His expertise and knowledge range from the implementation and review of performance management architecture, to KPI Scorecards and Dashboards design. Part of smartkpis.com consultants team since its inception, Adrian was involved in several international projects reviewing performance management architectures for clients in Australia, South-East Europe and the Middle East. Adrian is a member of the Performance Management Association at the University of Cambridge and holds tertiary qualifications in both Management and Business Law from Arhus School of Business, Denmark complemented by a postgraduate MBA certificate in Advanced Management from the European Summer School in Advanced Management (ESSAM) programme.
6 Certified KPI Professional February 2014 Kempinski Hotel, Mall Of The Emirates, Dubai, UAE March 2014 Crowne Plaza Hotel, Kuwait March 2014 Dusit Thani Hotel, Dubai, UAE June 2014 Dusit Thani Hotel, Dubai, UAE August 2014 Venue TBC, Salalah, Oman September 2014 Grand Hyatt Hotel, Doha, Qatar October 2014 Park Rotana Hotel, Abu Dhabi, UAE December 2014 The Address Hotel, Dubai Marina, Dubai, UAE Certified KPI Practitioner February 2014 Kempinski Hotel, Mall Of The Emirates, Dubai, UAE March 2014 Crowne Plaza Hotel, Kuwait March 2014 Dusit Thani Hotel, Dubai, UAE June 2014 Dusit Thani Hotel, Dubai, UAE August 2014 Venue TBC, Salalah, Oman September 2014 Grand Hyatt Hotel, Doha, Qatar October 2014 Park Rotana Hotel, Abu Dhabi, UAE December 2014 The Address Hotel, Dubai Marina, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 9428, Dubai, UAE DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL WEB BC5296/BC5582/BC5297/BC5298/BC5583/BC5299/BC5300/BC5301 Event Code BC5296 BC5582 BC5297 BC5298 BC5583 BC5299 BC5300 BC5301 Date Course Fee Before Course Fee Before 29 December 2013 US$ 4, January 2014 US$ 4, January 2014 US$ 4, April 2014 US$ 4, June 2014 US$ 4, July 2014 US$ 4, August 2014 US$ 4, October 2014 US$ 4,895 Final Fee Both Courses February March March June August September October December December 2013 US$ 4, December 2013 US$ 4,395 5 January 2014 US$ 4, March 2014 US$ 4,395 8 June 2014 US$ 4,395 6 July 2014 US$ 4, July 2014 US$ 4, September 2014 US$ 4,395 Would you like to run this course in-house? Save training $$ and create learning experiences relevant to your business. To customise this course and increase value and impact, contact Leigh Kendall on or the team at Certified KPI Professional Certified KPI Practitioner BC5296 BC5582 BC5297 BC5298 BC5583 BC5299 BC5300 BC5301 BC5296 BC5582 BC5297 BC5298 BC5583 BC5299 BC5300 BC December 2013 US$ 3, December 2013 US$ 3,195 5 January 2014 US$ 3, March 2014 US$ 3,195 8 June 2014 US$ 3,195 6 July 2014 US$ 3, July 2014 US$ 3, September 2014 US$ 3,195 8 December 2013 US$ 2, December 2013 US$ 2,495 5 January 2014 US$ 2, March 2014 US$ 2,495 8 June 2014 US$ 2,495 6 July 2014 US$ 2, July 2014 US$ 2, September 2014 US$ 2,495 Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive an IIRME Certificate of Attendance. 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