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An Intensive Professional
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Key Performance Indicators and Optimisation

Delivering Results by Aligning Measures with Strategy

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Why Choose Us

Key Performance Indicators and Optimisation Training Course equips you with the skills to establish or upgrade performance measurement systems across your department or organization. The course bridges daily activities with strategic goals by clarifying success factors and performance measures. You will learn the distinctions and relationships between critical success factors (CSFs), key results indicators (KRIs), and key performance indicators (KPIs), and discover how to select the most essential metrics from the many indicators organizations typically use.

This training course provides a proven method for designing a successful performance measurement system. You will explore a range of performance measures and learn how to integrate them into strategic and operational management. Additionally, the course includes practical hands-on experience using Excel to create Dashboard and Scorecard worksheets that support real business decisions.

Through this Key Performance Indicators and Optimisation Training Course, you will gain practical tools and a resource kit to implement measurement systems efficiently. The course focuses on linking strategy to operational activities and building a sustainable performance culture. You will leave with the knowledge to deploy effective performance measurement systems that drive accountability, improve results, and support continuous improvement.

Why Choose Key Performance Indicators and Optimisation
Course Goals

What are the Goals?

By the end of this Key Performance Indicators and Optimisation Training Course, participants will be able to:

  • Realize the benefits of utilizing an effective Performance Measurement System
  • Understand the concept of Strategy and Strategy Execution
  • Deploy a successful methodology for developing and implementing performance metrics
  • Address the human factors involved in implementing a performance measurement system
  • Design and develop Dashboards and Scorecards in Excel
  • Evaluate and select success factors/CSFs and performance measures/KRIs/KPIs

Participants will also be able to connect strategy to operational activities, build balanced scorecards, and apply best practices to drive performance improvement across the organization. The training focuses on developing measurable, actionable indicators that support decision-making and improve performance outcomes.

Who is this Training Course for?

This Key Performance Indicators and Optimisation Training Course is ideal for professionals who are responsible for performance measurement, strategic planning, and operational improvement. It is particularly beneficial for:

  • Personnel involved in developing and implementing performance measures
  • Advisors, planners, and specialists developing scorecards and dashboards
  • Functional, line, and operational managers
  • Process improvement and quality managers
  • Project managers and PMO staff

This course is also suited for anyone who needs to understand how to link strategy with execution through measurable indicators. Whether you are setting up a measurement system or upgrading an existing one, this course provides the skills and tools required to drive organizational performance.

Learning Approach

How will this Training Course be Presented?

This Key Performance Indicators and Optimisation Training Course is delivered using proven adult learning techniques designed to maximize understanding and retention. The training includes interactive discussions, delegate engagement, topic-based videos, case studies, and practical exercises.

Participants will benefit from hands-on sessions that reinforce key concepts and allow real-time application. The course format encourages active participation and provides opportunities for collaborative learning and problem-solving.

Training methods include:

  • Interactive lectures and group discussions
  • Real-life case studies and performance measurement scenarios
  • Hands-on Excel exercises for dashboards and scorecards
  • Practical workshops and exercises for developing KPIs and CSFs

At the end of the course, participants will be able to confidently apply performance measurement tools and techniques in their workplace.

The Course Content

Understanding the Current Situation and the Need for Change

  • What is Performance Measurements and Management
  • The need for performance measurement
  • Current methods of measurement and common failings
  • Characteristics of good measures
  • Defining Strategy and how to translate it into action and Execution
  • Barriers and Success Factors related to Strategy Execution 

Driving the Mission statement/aims into the Organization through Success Factors

  • Building a Strategy Focused Organization (SFO)
  • Balanced Scorecard and the Performance Metrics – The 4 Perspectives
  • Examples of Specific Metrics – Financial Perspective
  • Defining Critical Success Factors
  • Characteristics of Key Performance Indicators
  • Organization Excellence

Planning to Implement Performance Measurement

  • Foundation for Successful Management – The Best Practice Model
  • How to develop and Standardize Performance Metrics
  • Examples of Specific Performance Metrics – Customer Perspective
  • The 6 phase model for implementing a successful Performance Measurement System
  • Implementation Phase 1: Gaining management commitment and selecting a winning team 

Developing and Implementing Success Factors and Performance Measurements

  • Identifying and managing human factors in performance measurement
  • Implementing Phase 2: Planning for Success – Strategic Business Planning Framework
  • Examples of Specific Performance Metrics – Process Perspective
  • Implementation Phase 3: Clarifying the success factors and measurements using Balanced Scorecard and Strategy Maps 
  • Implementation Phase 4: Performance Contracts Framework
  • Using Excel to Develop a Balanced Scorecard for your organization and to obtain the final score
  • Examples of Specific Performance Metrics – Learning and Growth Perspective 

Full Day Workshop on the Design and Development of Scorecards and Dashboards using “EXCEL”

  • Excel: Advanced features and skills for Dashboards and Scorecards including the following
  • Introduction and Dashboard Discussion
    • Implementing Phase 5: Finalizing Metrics and Developing a Reporting System
    • Excel hands-on Exercise – Develop a Dashboard
  • Excel hands-on Exercise – Develop a BSC
  • Implementing Phase 6: Maintenance and Embedding the System
  • Review and wrap up
Recognition

Certificate

  • • Wallstreet Development Academy Certificate of Completion for delegates who attend and complete the training course.
Collaborations

In Partnership With

Anderson Copex Coventry