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KPI Black Belt - Static gateway
Start here - Pre-flight check
Welcome message (0:28)
Materials Download - Step 1 and Step 2 (Strategy and Engagement)
Materials download - Introduction, ROKS Step 1 and 2
Notes - Introduction, ROKS Step 1 and Step 2
Learning objectives and introduction
Black Belt Programme learning objectives (2:31)
Introducing your tutor and how to get help (3:15)
Why measure things and what is a KPI? (5:51)
Speed tour of the ROKS approach (19:28)
Module quiz
ROKS Step 1: Strategy definition
Clear strategy - Why strategy matters (6:12)
Clear strategy - Cutting through the nonsense using the Big 6 (8:37)
Clear strategy - example and template (6:08)
The Big 6 Cheat Sheet (0:56)
Testing our strategic objectives for woolly words and other problems (5:13)
Strategy for mission-based organisations (5:36)
Pre-flight strategy - checklist (1:16)
Running a KPI strategy definition workshop - checklist (2:17)
Step 1 recap (0:44)
Module quiz
Assignment
ROKS Step 2: Team engagement
Why engagement matters (5:33)
What drives engagement and the challenges of change (4:11)
Challenge 1: Identifying who needs to be involved (11:09)
Challenge 2: Engaging the team as early as possible (0:44)
Challenge 3: Assessing the right level and type of involvement (7:46)
Challenge 4: Dealing with resistance, hostility and concerns (10:13)
Step 2 recap (1:19)
Module quiz
Materials Download - Step 3 (KPI Tree Design)
Materials download - Introduction, ROKS Step 3 - full pack
Notes - Step 3 (KPI Trees)
ROKS Step 3: Longlisting using KPI Trees
Learning objectives (2:14)
Why KPI Trees are critical to KPI development (5:23)
KPI Tree build walk-through (9:32)
KPI Tree basics (15:30)
A structured approach to building KPI Trees (1:00)
The 4Cs method - Chunk (18:21)
The 4Cs method - Chat (6:18)
The 4Cs method - Check (7:31)
The 4Cs method - Connect (5:23)
Advanced 4C methods: Traits and special KPI cases (9:02)
Web marketing KPI Tree build demo (12:59)
KPI Tree drawing tools overview (5:07)
Visio KPI Tree build demo (4:06)
OmniGraffle KPI Tree build demo (4:31)
PowerPoint KPI Tree build demo (3:21)
Drawing KPI Trees: The practicalities (4:41)
Running a successful KPI Tree workshop (2:51)
Advanced: Using OKRs and KPI Trees together (10:55)
Step 3 recap (2:02)
Module quiz
Assignment
Materials Download - Step 3a [Advanced]: KPI Tree Library, Step 4 and Step 5
ROKS Step 3a Materials Download - KPI Tree library PDFs
ROKS Step 4 Materials Download - full pack
ROKS Step 5 Materials Download - full pack
Notes Step 4 (Shortlisting) and Step 5 (Definition)
ROKS Step 3a [Advanced]: KPI Tree Library
KPI Tree library (9:14)
ROKS Step 4: Shortlisting
Learning objectives (1:16)
The Shortlisting matrix (9:59)
Calibration (1:42)
The Shortlisting spreadsheet template - explainer and demo (4:11)
Sifting questions (3:13)
Chaos Coffee Calibration and Shortlisting example (3:09)
Advanced: Running a Shortlisting workshop (2:25)
Learning objectives recap (1:36)
Module quiz
ROKS Step 5: KPI Definition
Learning objectives and introduction (2:40)
Why KPI definition is career-critical (4:32)
ROKS KPI Canvas walkthrough (13:19)
Fine tuning our KPI Definitions (4:38)
Introducing the Excel KPI definition tracker template (5:41)
Running a KPI Definition workshop (1:39)
Learning objectives recap (0:20)
Module quiz
Assignment
ROKS Step 5 [Advanced]
Average types when to use which (4:13)
Count, percentage or ratio? (6:34)
Recap (0:54)
ROKS Step 5 [Advanced]: KPI Bootcamp Definition Library
KPI Bootcamp Definition Manual (2:52)
Materials Download Pack - Step 5 (Target and Incentive Diagnostics)
Materials download - Step 5 (Targets and Incentives Diagnostic) - full pack
Notes - Step 5 (Targets and Incentives Diagnostic)
Step 5 [Advanced]: When and why targets and incentives go wrong
Learning objectives (10:08)
The problem with targets (9:51)
Learning from failure - Introduction (0:53)
Case study: Chronic complaint (10:12)
Case study: Family friendly motoring (3:35)
Case study: Mutual fund madness (3:27)
Case study: Broken banking (6:18)
Case study: Medical mayhem (5:12)
Case study: A-grade abundance (4:46)
Case study: Shizzle systems (3:02)
Introducing the ROKET-DS diagnostic (7:49)
Module quiz
Assignment
Materials Download Pack - Step 5 (Target Design)
Materials download - Step 5 (Targets Design) - full pack
Notes - Step 5 (Targets Design)
Step 5 [Advanced]: Designing targets and Key Results that work
Target method and intro and Step 0 (12:22)
Target method Step 1 (4:18)
Target method Step 2 (7:46)
Target method Step 3 (4:09)
Target method Step 4 (4:47)
Target method Step 5 (3:13)
Target method Step 6 (1:40)
Target method Step 7 (11:27)
Target method Step 8 (8:05)
Target method Step 9 (3:20)
Target recap and introduction to the Canvas (4:21)
Module quiz
Assignment
Materials Download Pack - Step 5 (Incentive Design)
Materials download - Step 5 (Incentives Design) - full pack
Notes - Materials download - Step 5 (Incentive Design)
Step 5 [Advanced]: Incentive design method
Incentives and motivation (11:03)
Incentive method intro and Step 10 (1:29)
Shizzle Systems case study (24:16)
Gamification (1:27)
Incentive method Step 11 (0:49)
Incentive method Step 12 (1:36)
Incentive method Step 13 (1:47)
Incentive method Step 14 (1:00)
Incentive canvas (0:56)
Incentive and full method recap (2:36)
Words of caution (7:23)
Running a workshop (6:01)
Wrap-up (9:35)
Module quiz
Assignment
Materials Download Pack - Step 6 (Report and Dashboard Design)
Materials download - Step 6 (Report and Dashboard Design) - Full Pack
Notes - Step 6 (Report and Dashboard Design)
ROKS Step 6: Prototype - Designing effective dashboards and reports
Learning objectives (6:01)
Design fundamentals (11:58)
Visual encoding (4:32)
Encoding in charts (12:00)
Chart design choice (12:36)
Tidy tables (8:55)
Compelling commentary (7:54)
Pattern recognition (6:04)
Logical layouts (12:07)
Visual design checklist (2:47)
Design standards (5:01)
Learning objectives recap (2:59)
Module quiz
Module assignment
Basic end-to-end case study, applying steps 1-6 of the ROKS method
ROKS case study introduction (13:24)
ROKS case study assignment download
Materials download pack - Step 7 (Go live)
Materials download - Step 7 (Go live) - Full Pack
Notes- Step 7 (Go live)
ROKS Step 7: Go Live
Learning objectives (2:12)
Introduction to the five steps of buy-in (1:44)
Building go live buy-in (13:34)
Collecting data (9:47)
Analysis options (11:25)
Common problems (18:14)
Handover and sustainability (9:15)
Learning objectives recap (1:47)
Module quiz
ROKS Step 7: Go Live [Process Measurement]
Learning objectives (1:12)
Improvement cycles (5:12)
Process measurement (15:21)
KPIs and meetings (7:43)
Mapping and speeding up reporting processes (16:04)
Learning objectives recap (2:01)
Module quiz
Module assignment
Materials download pack - Index KPI Design
Materials download - Index KPI Design - Full pack
Notes - Index KPI Design
Index KPIs - Simple KPIs for complex situations
Learning objectives (2:15)
What is an Index KPI? (7:29)
What makes a good Index KPI? (6:28)
Introducing the EPIK design method for Index KPIs (1:13)
EPIK method Step 1 (1:47)
EPIK method Step 2 (3:27)
EPIK method Step 3 (3:36)
EPIK method Step 4 (12:46)
EPIK method Step 5 (3:12)
EPIK method Step 6 (4:57)
EPIK method Step 7 (5:58)
Introducing the EPIK Toolkit (4:32)
EPIK Toolkit - Building our first mini index (13:12)
EPIK Toolkit - Building the last three mini indexes (15:01)
EPIK Toolkit - Scenario testing (5:38)
Wrap-up (2:52)
Learning objectives recap (1:01)
Module quiz
Module assignment
Materials download pack - Smart Charts
Materials download pack - Smart Charts - Full pack
Notes - Smart Charts
Smart Charts - Separating signal from noise
Learning objectives (1:09)
The common methods for analysing trends (9:11)
WHY common methods of trending suck for decision making (12:18)
Introducing Smart Charts - Deficit Case Study (15:57)
Some extra things to consider with Smart Charts (3:01)
How to respond to the rules and when to recalculate (6:28)
Which types of data we can use Smart Charts with (1:58)
Learning objectives recap (2:57)
Module quiz
Module assignment
Materials download pack - Measuring the 'Impossible'
Materials download pack - Measuring the 'Impossible' - Full pack
Notes - Measuring the 'Impossible'
Measuring the ‘Impossible’
Learning objectives and introduction (3:10)
Transfer Turmoil (2:37)
Holmes Method Step 1 (4:56)
Holmes Method Step 1 - Practical example (3:26)
Holmes Method Step 2 (5:29)
Holmes Method Step 2 - Practical examples (9:15)
Holmes Method Step 3 (5:31)
Holmes Method Step 3 - Practical example (4:06)
Holmes Method recap (3:52)
Transfer Turmoil - Resolution (3:49)
Learning objectives recap (0:34)
Module quiz
Module assignment
Complete course notes
Full course notes set download
End of course wrap-up
Trophy and badge details
ROKS Pro Profile Details
KPI Black Belts Group
Course feedback form
Black Belt Project
Project support and review meetings
Speed tour of the ROKS approach
Complete and Continue