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KPI Bootcamp: Rapid KPI Selection and Implementation
Materials - Complete pack download
Materials download - Full pack
Introduction
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
Step 1: Goals Check
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
Step 2: Drafting your list of 'Ready-to-go' KPIs
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
Step 3: Shortlisting your KPIs
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
Step 4: Tuning your KPI definitions
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
Step 5: Dashboard report and build
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)
Step 6: Go live
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....
Recap - Step 5: Dashboard and Report Build
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