Who this course is for...
This course has been carefully designed for people who...
- Want to implement their KPIs rapidly, with pre-built definitions and tools
- Need their KPIs to be tailored to their business
- Like a structured, logical approach
If you manage a small business, this approach should be perfect for you.
This is a 'do it yourself' kit, but you can easily get access to premium support time from our team if you need some practical support.
Confession of a small business owner...
I founded my KPI consulting business, Made to Measure KPIs, in 2007. It is a business focused entirely on coming up with meaningful performance measures for all kinds of organisations, from global banks, food manufacturers through to churches. I have spoken at international conferences and written books on KPIs, but for a long, long time I didn’t measure anything in my own business: nothing at all. I was like the cobbler whose children went barefoot. I worked with a wide range of brand-name businesses, helping them put the right performance measures in place, but had almost nothing written down about how my own business was performing, or even what its objectives were.
What I did have was a long list of things that I felt I should be doing swirling around my head. My days were filled with the simple goals of making money and growing the business. All the time, there was one nagging, guilty thought... ‘I really should measure more things in my business’.
Eventually, I realised this situation was stupid and embarrassing. It was time to sort out my own KPIs. This course and the ROKS Express methodology are the product of that journey. I hope you can join me on KPI Bootcamp and transform your business into the one you always dreamed of.
Bernie
Founder: Made To Measure KPIs And KPI Academy
Course objectives
Choose the right KPIs for your business
Understand the best way to choose and deploy the right KPIs for your small-medium sized business or organisation. Choose from a library of pre-defined KPIs to give you a huge time-saving head-start.
Design easy-to-understand dashboards and reports
Gives you the tools, templates and skills to build your own fully-working KPI system by the end of the course. Excel toolkit included.
Spot common KPI traps and deal with them
Be aware of the common KPI risks and pitfalls and the best strategies to deal with them. Ten of the most common problems are covered along with strategies to deal with them.
What's included with KPI Bootcamp
High-quality KPI training
5 hours 15 minutes of high-quality KPI training, all delivered by best-selling KPI author, speaker and trainer, Bernie Smith. The training is split into bite-sized chunks, so you can easily progress at your own pace.
Complete KPI Definitions Manual
The KPI Definitions Manual is a PDF download with 412 full KPI definitions, clearly explained and illustrated with worked examples. The definitions are carefully organised in line with the ROKS Express 'Traits' approach, clearly explained in the course, making finding the relevant KPIs quick and easy. This eBook is exclusive to our online courses. Check out these sample pages...
Clear, consistent KPI definitions...
More complex KPIs are defined with worked examples...
The manual: part of a carefully designed system
Having all your foundation KPIs in one carefully designed source avoids the common problems that come from 'mix and match' approaches (for example: Googling, using existing KPI and competitor performance measures)...
- Differences in terminology and structure
- Overlapping KPI scopes
- Incorrect definitions
- Gaps and omissions
- Confusion
This is a book you will keep going back to as your business grows and evolves.
Crystal-clear templates and printable cheatsheets
Quick-reference cheatsheets, templates and tools are included for you to download. Here's the full list...
Full list of included books and templates
Cheatsheets
- ROKS Express Process Cheatsheet
- Dashboard Design Cheatsheet
- Report Design Checklist
- Brilliant Excel Dashboards: Build and Prototype Cheatsheets
KPI Bootcamp printable template pack - 13 templates
- First-draft Objectives Template
- Detailed Objectives Template
- Custom Objectives Template
- Business Traits Survey
- Sector-specific KPIs Template
- Process-specific KPIs Template
- Mandatory KPIs
- Manual Longlist Form
- KPI Shortlisting Matrix
- General Purpose Log Sheet
- KPI Use Planner (Meetings)
- Sample Implementation Plan
- Implementation Plan Template
ROKS KPI Canvas template
- Printable PDF version
- Excel 'visual' version for population
- Complete with worked case-study example
- An Excel tabular form of the ROKS KPI Canvas for convenient definition management of multiple KPIs
Course Curriculum
- Welcome to KPI Bootcamp (2:26)
- KPI Bootcamp learning objectives (1:38)
- Course mechanics (0:47)
- Your first download (0:11)
- Introducing Bernie (3:28)
- Getting help (0:28)
- Why measure things at all? (3:36)
- What is a KPI? (1:01)
- The problem this course is here to solve (1:56)
- Thought experiment (2:52)
- ROKS Express introduction and overview (1:11)
- Introduction quiz
- Introducing 'Step 1: Goals check' (0:57)
- Introducing 'Chaos Coffee' - our case study, and our Printable Template Pack download (1:15)
- A word of warning on strategy (3:10)
- The strategy 'Big 6' (3:40)
- Goals check - Step 1a - Chaos Coffee example (0:48)
- Step 1a - Exercise (0:32)
- The Detailed Objectives Template (4:35)
- Exercise: Your detailed business objectives (0:21)
- Some important strategy tests (3:44)
- Quiz: Spot the Woolly Words exercise
- When the Big 6 are not enough (3:00)
- Exercise: Your custom business objectives (0:35)
- Step 1c: Pre-flight objectives checklist (1:53)
- Recap: Step 1 Goals Check (0:26)
- Step 1: Unit quiz
- Introducing 'Step 2: Drafting your list of ready-to-go KPIs' (1:57)
- Business traits (5:41)
- Homework: Identifying the business traits of your business (0:15)
- Step 2b: Review KPI families (0:42)
- Homework: Choose your Ready-to-Go KPIs (1:04)
- Selecting KPIs using your KPI Shortlisting spreadsheet (0:54)
- Obvious, but important, KPIs (0:13)
- Sector-specific KPIs (1:54)
- Process-specific KPIs (4:56)
- Sector and Process KPI examples - Chaos Coffee (1:32)
- Homework Part 1: Identify your Sector-specific KPIs (0:21)
- Homework Part 2: Identify your Process KPIs (0:27)
- Using process to predict (3:25)
- Mandatory KPIs (0:21)
- Homework: Identify your Mandatory KPIs (0:38)
- Homework: Pulling your KPI longlist together (0:30)
- Step 2 Draft list of 'Ready-to-go' KPIs - recap (0:37)
- Step 2: Unit Quiz
- Introducing 'Step 3: Shortlisting your KPIs' (1:25)
- Step 3a: Using the Sifting questions (2:49)
- Homework: Using the Sifting questions (0:31)
- Step 3b: Using the Shortlisting questions (4:50)
- Homework: Scoring the Shortlisting questions (0:56)
- Chaos Coffee Shortlisting scoring example (0:10)
- Step 3c: Choose your final KPIs (0:14)
- Homework: Deciding on your final KPI selection (1:24)
- Chaos Coffee ‘Aspire’ List (0:30)
- Recap Step 3: Shortlisting (0:31)
- Step 3: Unit Quiz
- Introducing 'Step 4: Tuning your KPI definitions' (0:59)
- The problem with words… (8:04)
- Step 4a: Tune KPI definitions (11:50)
- Homework: Using the ROKS KPI Canvas (0:44)
- Example: Chaos Coffee KPI definition (3:27)
- Fine-tuning your definitions (6:24)
- Averages: When to use each type (4:24)
- Count, Percentage or Ratio? (5:58)
- Setting targets (7:18)
- How to make targets effective (5:08)
- Recap - Step 4: Tune KPI Definitions (0:34)
- Step 4: Unit Quiz
- Introducing 'Step 5: Dashboard and report build' (1:19)
- Step 5a: Decide how you will use your KPIs (5:45)
- Homework: KPI Use Planner (0:13)
- Bonus section: Making the most of the reader’s brain (4:23)
- Principles of Dashboard Design (0:53)
- Exercise: Encoding methods (0:35)
- More encoding types (5:51)
- Step 5a: Design principles Quiz
- Choosing your dashboarding tool (4:20)
- Step 5b: The Brilliant Excel Dashboard Kit (2:22)
- The Prototype method (big video download attached - be patient when downloading!) (3:48)
- The Build method (big video download attached - be patient when downloading!) (5:17)
- Making reporting a process (1:42)
- Recap - Step 5: Dashboard and Report Build (0:26)
- Introducing 'Step 6: Go live' (0:46)
- Planning your KPI design and rollout (1:07)
- Step 6a: Start collecting data and reporting (4:10)
- Step 6b: Start using KPIs (4:06)
- Forming good KPI habits (8:49)
- Step 6c: Go live (0:19)
- Common Problem 1: Forgetting to collect or review your KPIs (2:00)
- Common Problem 2: Talking about the same stuff every review (3:20)
- Common Problem 3: Meetings go off-track (1:47)
- Common Problem 4: KPI errors (2:46)
- Common Problem 5: Toxic ‘targets’ culture (1:31)
- Common Problem 6: Lots of cutting/pasting during production (3:17)
- Common Problem 7: Angry culture of opinion and shouting (1:42)
- Common Problem 8: Information overload (2:05)
- Common Problem 9: Figures bouncing all over the place (1:40)
- If a measure isn’t working for you… (1:59)
- Using KPIs to drive improvement (3:38)
- Recap - Step 6: Go Live (0:39)
- Step 6 : Unit quiz
- Getting over the hump - getting going (2:35)
- Collecting your KPI Bootcamp certificate
- Just one last thing....
Extra Bonus
Complete 'Brilliant Excel Dashboards Kit"
This course includes the full 'Brilliant Excel Dashboard Kit' - normal price £299.
The template kit enables you to create profession-looking dashboard prototypes in minutes. By using the pre-built chart and commentary designs in the Prototyping Guide and Toolkit, you can be confident that the final approved designs will be perfectly compatible with the Excel Template Foundation Pack (included). This pack enables you to build fantastic, easy-to-understand working Excel dashboards at least five times quicker than building a dashboard from scratch.
The finished dashboards don't just look fantastic, they are designed from the ground-up using BlinkReporting method of chart design to give the reader the most rapid possible understanding of the information within the dashboard. The BlinkReporting approach applies cognitive-science-based design approach in an easy-to-use package. (Check out the Brilliant Excel Dashboards Manual for the inside track on this.)
Your pack includes...
The pack includes...
The Brilliant Excel Dashboard Manual
- A non-nonsense 88 page guide the theory and practice of designing and building easy-to-understand dashboards and reports.
Expertly designed Prototyping & Build Templates
- Prototyping Guide and Toolkit (PowerPoint)
- Prototyping A4 Canvas (PowerPoint)
- Prototyping A3 Canvas (PowerPoint)
- Prototyping Letter Canvas (PowerPoint)
- Prototyping Tabloid/Ledger Canvas (PowerPoint)
- And...
- Six high-quality Excel dashboard template kits (as .XLSX files*)
- Monthly Dashboard Template Foundation pack - UK date format
- Weekly Dashboard Template Foundation pack - UK date format
- Daily Dashboard Template Foundation pack - UK date format
- Monthly Dashboard Template Foundation pack - US date format
- Weekly Dashboard Template Foundation pack - US date format
- Daily Dashboard Template Foundation pack - US date format
- *All templates require Microsoft Office 2016 or later
- Includes full user guide in workbook.
Visual Report and Dashboard Design Checklist
- A simple Excel-based checklist to make sure you have covered the major design considerations on your dashboard and report designs
Brilliant Excel Dashboards 'Build' Cheatsheet
- A visual cheat-sheet covering the 'Brilliant Excel Dashboards' Build process using simple steps and easy to read instructions.
Brilliant Excel Dashboards 'Prototype' Cheatsheet
- A visual cheat-sheet covering the 'Brilliant Excel Dashboards' Prototype process using simple steps and easy to read instructions.
A lightning start, using the tool you already have: Excel
About your trainer: Bernie Smith
Bernie is a highly experienced performance measurement consultant, trainer, speaker and best-selling KPI author. Convinced that there are many lifetimes of terrible KPIs that need fixing, his mission is to share sensible, easy to understand methods with as many people as possible to improve the quality of managing information being used around the world.
His ideas have shaped the world of performance measurement and can often be seen referenced, reused and rebadged by others in the field!
Here are some of his clients...
Course Certification
When you complete your course , you will be sent a personalised and numbered 'KPI Bootcamp Professional' certificate you can use to tell others about your KPI skills.
Frequently Asked Questions
Are the videos subtitled (close captions)?
Yes, all video modules have English subtitles.
What IT do I need to take part in the course?
To take part in the sessions you will need...
- A computer (either a PC or Mac is fine)
- A decent internet connection (good enough for a stable
- PDF viewing software (for example Adobe's free Acrobat Reader, Apple's Preview or Window's PDF Reader)
Can I download the videos?
For copyright protection the videos can only be viewed through your KPI Academy account.
Does Bernie do consulting, in-house training and custom training?
Absolutely! Get in touch using https://calendly.com/bernie-smith/introductory-conversation to set up a free introductory call to explore the options.
What if I find the course is not for me?
If you decide that the course is not for you, and you have not completed more than 20% of the course, then you can contact us for a cheerful full refund of your course fees.
What certificate do I receive on graduation?
When you have graduated you will received...
- A personalised graduation certificate
- A personalised electronic badge, for use on LinkedIn, email footers and other online tools
- Your name listed on https://madetomeasurekpis.com/roks-specialists/
Am I free to use the course materials in my organisation or with clients?
We want you to use your training and course materials to succeed. However, there are some reasonable restrictions on use, these are clearly and simply laid out on this page: https://kpi.academy/p/ip-acceptable-usage