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KPI Checklists - The Course
Start here - Pre-flight check
Welcome message and practicalities (1:50)
Course downloads
Full course notes set download
Checklists reference document download
Tools and templates complete download pack
Learning objectives and introduction
Learning objectives and certification (4:12)
Introducing your tutor and how to get help (5:23)
Getting into and using KPI Community (3:12)
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
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
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
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
ROKS Step 5 [Advanced]: KPI Bootcamp Definition Library
KPI Bootcamp Definition Manual (2:52)
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
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
End of course wrap-up
Wrap up and getting unstuck (5:43)
ROKS Pro web page and signoff (1:15)
Just one last thing....
Why measure things and what is a KPI?
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