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24-26 September Chicago KPI Professional Certification

The KPI Institute - store.kpiinstitute.org

Wednesday, September 24, 2014 at 9:00 AM - Friday, September 26, 2014 at 5:00 PM (GMT)

24-26 September Chicago KPI Professional Certification

Ticket Information

Ticket Type Sales End Price Fee Quantity
Participant Ended $3,500.00 $9.95
Participant - The KPI Institute member discount Ended $3,000.00 $9.95
Early Bird Ended $2,700.00 $9.95
2+ Participants Ended $2,500.00 $9.95

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Event Details

General presentation

This certification course trains participants in how to establish and work with KPIs and offers them 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.

Over the last 3 years, the team at The KPI Institute:

  • Documented 7,000+ KPIs from 15 functional areas and 24 industries
  • Reviewed 1,000+ performance reports from 125 countries
  • Referenced 20,000+ resources (books, articles, performance reports) as part of the documentation process
  • Developed over 150 KPI Dashboards and Balanced Scorecards.

Key Business Benefits

  • Have a clear understanding of the KPI management challenges and how to address them
  • Facilitate the KPI selection process and establishment of scorecards and dashboards at a functional and organisational level
  • Choose the right tools from the KPI management toolkit to maximise the impact of performance management in practice
  • Deploy and promote good practice in KPI activation, reporting and visualisation
  • Provide advice and coach colleagues on the rigorous approach to establish and use KPIs.

Reasons for attending this course

  • 10s of performance management system implementations informing the course content
  • 18 hours of technical training, complemented by over 2 hours of interactive discussions
  • 15 key concepts clarified
  • 13 insights into implementing and using KPIs smartly
  • 12 templates to support deployment of course learning
  • 11 years of experience in performance management synthesized in the course material
  • 10 smartKPIs explored in detail
  • 9 interactive exercises and group activities
  • 8 quick reference guides
  • 6 months of free access to the www.smartKPIs.com premium content.

Participant Certification

Participants will be pre-tested by using a multiple choice questionnaire at the beginning of each session. On Day 3, delegates can opt in to attend a final test to obtain the Certification from The KPI Institute.

Schedule overview


Day One: Establishing 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 KPIs
Exercise: Systems thinking exercise
In practice: Examples of how KPIs 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 KPIs
Exercise: Needs addressed by KPIs
In practice: KPI architecture in practice
Case study: Matching architecture tools to use case scenarios
KPI Selection
  • KPI typology
  • Sources of relevant KPIs
  • 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 KPIs

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
Exercise: What we need to know about each selected KPI?
Exercise: Documenting a KPI
In practice: KPI documentation form typology
In practice: Review of documented KPI examples
Case study: Customising a KPI documentation form
Case study: 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
Exercise: The importance of data visualisation
Exercise: 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 KPIs

KPI Management Enablers: Software, Hardware, Communication And
  • 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
In practice: KPI reporting (websites and annual report examples)
In practice: Comparison of Microsoft Excel vs. KPI software reporting
Case study: KPI modeling
Generating Value From Using KPIs
  • Building organisational performance measurement capability
  • The Performance Measurement Maturity Model
  • Benchmarking typology
  • Pay for performance and KPIs
  • 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

KPI Certification

Exam based certification available to course participants.

Templates provided

  • Desired State of Evolution template
  • Strategy Map template
  • Performance Scorecard template
  • 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
  • smartKPIs Premium access
  • One report from the “Top 25 KPIs of 2011-2012” series

Course details and investment

Date 24-26 September 2014
Location Chicago
Course duration 9:00-17:00 on Day 1-2 and 9:00-16:45 on Day 3
Other inclusions Course support handouts, certificate for course completion, lunch-catering service, coffee breaks
Class size Limited to a maximum of 16 participants
Registration deadline 22 September 2014
Course attendance fee $3500 (GST included)
Special offers and complete agenda See the brochure


Registration method

Registrations for the course can be made online, via email or fax.

For more details about the course, you can access the presentation brochure by using the Brochure Download link below.



"I would rate the training 10 out of 10 and would highly recommend to others. The facilitator managed to get excellent group interaction right from the beginning, the KPI course was interesting, informative and very well presented."

Mohamed Salah El-Dein, Learning & Development Manager, Salehiya Medical, Saudi Arabia

"The KPI Institute has provided us with an excellent KPI program which was tailored to the needs of our organization. We highly recommend the Institute KPI educational programs."

Ahmed Alsaheel, Human Resources Director, Salehiya Medical, Saudi Arabia

"I found the course very beneficial and informative in terms of standardizing terminologies, definitions, documentations and other aspects of performance measurement. Since we have limited performance measures in our organization, the course was a very good start to initiate a program for building a comprehensive performance measurement system in our bank. It's highly recommended for startup initiatives and for those who want to brush up their systems."

Faiqa Janahi, Manager Human Resources Planning, Bahrain Islamic Bank, Bahrain

"Thank you for the excellent training workshop on KPIs. It was an eye-opening experience and provided much needed guidance and clarification. The information gained has provided focus and depth."

Parsa Zoqaqi, Royal Univerisity for Women, Bahrain

"What I've learned from the course is very useful for me as we are developing the KPI of 2013 for our Holding Co. and two SBUs under Kingfisher group."

Ong-ard Wijitjitlert, Business Development Manager, Kingfisher Holdings, Thailand

"Aurel's ability to explain key performance management theory and practical concepts to staff at all levels of management was one of the key learning experiences in this area."

Clifford Chaperon, Australia Post, Australia

"Great! So glad I found it. Gave me everything I need to do my job properly and with confidence."

Leonne Jones, Brisbane City Council, Australia

"I found the course rather good for introduction to the KPI world. I definitely benefited from it and already started to apply some of the key points in my daily work. I am glad that I participated in the training and met The KPI Institute team."

Isil Aras, Network Operational Performance Senior Expert, EUROCONTROL, Belgium


Have questions about 24-26 September Chicago KPI Professional Certification? Contact The KPI Institute - store.kpiinstitute.org

When & Where


Chicago, IL

Wednesday, September 24, 2014 at 9:00 AM - Friday, September 26, 2014 at 5:00 PM (GMT)

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The KPI Institute - store.kpiinstitute.org

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 www.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.

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24-26 September Chicago KPI Professional Certification
Chicago, IL Events Class

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