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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
Clear strategy - Cutting through the nonsense using the Big 6
Complete and Continue