Designing Effective KPIs and Performance Dashboards (Completed)

Date: Wednesday, April 3, 2019
Instructor: Miles Hutchinson
Begin Time:  12:00pm Pacific Time
1:00pm Mountain Time
2:00pm Central Time
3:00pm Eastern Time
CPE Credit:  2 hours for CPAs

Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.

Organizational design improvements and technology advances have offered leadership an opportunity to provide process managers and decision makers at all levels of the organization with relevant information reporting in the form of right-timed dashboards to help them better manage and make quicker, more accurate decisions. It’s time for your team to take advantage of this progress!

Who Should Attend
C-Suite, Strategic Planners, CFOs, IT Managers, Compliance Officers, Information Reporting, Officers, Controllers, Accounting Managers, Risk Managers, and Compliance Officers or Managers.

Topics Covered

  • Three applications of KPI Performance Dashboards
  • Assess your organizational and technical readiness
  • How to align your dashboard architecture to its application
  • How to create an effective KPI team — identify the key participants
  • How to establish a well-managed roll-out methodology
  • How to ensure the final product is an effective strategic leadership tool
  • What to measure: operational versus financial measures
  • How Balanced Scorecards fit into the KPI development plan
  • How to use process analysis to improve your KPI measures
  • How to ensure your KPI Performance Dashboards will be successful — the action plan
  • Examples of effective KPI Performance Dashboards
  • References to rich resources to help you develop your KPI Dashboards

Learning Objectives

  • Identify the effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards
  • Recognize how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Business Management & Organization (2 hours)

Program Prerequisites
None

Advance Preparation
None

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