IIBA Endorsed Certificate in Key Performance Indicators (KPIs)
- Derive KPIs from strategic objectives using a balanced scorecard or strategy map logic.
- Differentiate KPIs, key result indicators and operational performance measures.
- Write a complete KPI definition sheet with formula, data source, frequency, owner and polarity.
- Set targets and tolerance thresholds using baselines, benchmarks and trend analysis.
- Design a dashboard that presents KPIs clearly for management review.
- Audit an existing KPI set and remove or redesign indicators that drive the wrong behaviour.
- Performance Measurement Foundations
- Purpose of measurement and common pitfalls
- KPIs, key result indicators and operational metrics
- Leading and lagging indicators
- Linking KPIs to Strategy
- Strategy maps and balanced scorecard perspectives
- Selecting critical success factors
- Avoiding vanity and activity metrics
- Designing and Defining KPIs
- KPI definition sheets and data dictionaries
- Formulas, units, frequency and polarity
- Data sources, quality and ownership
- Targets and Benchmarks
- Baselines and trend analysis
- Internal and external benchmarking
- Stretch targets and tolerance thresholds
- Dashboards and Reporting
- Dashboard design principles and visual best practice
- Traffic-light logic and exception reporting
- Self-service reporting tools
- Using KPIs to Drive Improvement
- Performance review meetings and action tracking
- Gaming, unintended consequences and behaviour
- Reviewing and refreshing the KPI portfolio
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Program Professional Framework
IIBA Endorsed Certificate in Key Performance Indicators (KPIs)
Program Overview
Many organizations track hundreds of indicators yet still struggle to know whether strategy is working. This program shows how to design, implement and use KPIs that genuinely inform decisions: deriving indicators from strategic objectives, distinguishing KPIs from operational metrics, balancing leading and lagging measures, writing KPI definitions with formulas, data sources and owners, setting targets and thresholds, and building dashboards and review routines. Examples come from Gulf government performance frameworks, banking, energy and service organizations, and participants redesign an indicator set for their own unit.
Learning Outcomes
- ✓Derive KPIs from strategic objectives using a balanced scorecard or strategy map logic.
- ✓Differentiate KPIs, key result indicators and operational performance measures.
- ✓Write a complete KPI definition sheet with formula, data source, frequency, owner and polarity.
- ✓Set targets and tolerance thresholds using baselines, benchmarks and trend analysis.
- ✓Design a dashboard that presents KPIs clearly for management review.
- ✓Audit an existing KPI set and remove or redesign indicators that drive the wrong behaviour.
Target Audience
- Strategy and performance management office staff
- Business analysts and data reporting specialists
- Department managers who own performance targets
- Quality and excellence professionals
Detailed Program Modules
01Performance Measurement Foundations
- Purpose of measurement and common pitfalls
- KPIs, key result indicators and operational metrics
- Leading and lagging indicators
02Linking KPIs to Strategy
- Strategy maps and balanced scorecard perspectives
- Selecting critical success factors
- Avoiding vanity and activity metrics
03Designing and Defining KPIs
- KPI definition sheets and data dictionaries
- Formulas, units, frequency and polarity
- Data sources, quality and ownership
04Targets and Benchmarks
- Baselines and trend analysis
- Internal and external benchmarking
- Stretch targets and tolerance thresholds
05Dashboards and Reporting
- Dashboard design principles and visual best practice
- Traffic-light logic and exception reporting
- Self-service reporting tools
06Using KPIs to Drive Improvement
- Performance review meetings and action tracking
- Gaming, unintended consequences and behaviour
- Reviewing and refreshing the KPI portfolio
Training Methodology
Applied Project & Assessment
Applied Project
Participants audit the current indicators of their unit, redesign a set of six to eight KPIs aligned with strategic objectives, complete definition sheets with targets and owners, and mock up a management dashboard with a monthly review agenda.
Assessment
Short diagnostic at the start, practical tasks linked to each learning outcome, and evaluation of the applied project against published criteria.


