Designing and Using KPIs and Performance Dashboards

Duration: 90 Minutes
Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line managers and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers and line and field personnel.
KPIs and Performance Dashboards
Instructor: Miles Hutchinson
Product ID: 503131
Objectives of the Presentation
  • Learn the three applications of KPI dashboards
  • Assess your organizational and technical readiness
  • How to align your dashboard architecture to its application
  • How to create an effective KPI team - identify the key participants
  • How to establish a well-managed roll-out methodology
  • How to ensure the final product is an effective strategic leadership tool
  • What to measure: operational versus financial measures
  • How balanced scorecards fit into the KPI development plan
  • How to use process analysis to improve your KPI measures
  • How to ensure your KPI dashboard will be successful - the action plan
  • Examples of effective KPI dashboards
  • References to rich resources to help you develop your KPI dashboards
Why Should you Attend
We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How many reporting layers do we need? How should our KPIs be delivered? Who should have access? The data is there. Getting it into the right hands when it is most needed is the challenge.

Who will Benefit
  • Strategic Planners
  • CFOs
  • IT Managers
  • Compliance Officers
  • Information Reporting Officers
  • Controllers
  • Accounting Managers
  • Risk Managers
  • Compliance Officers
  • Compliance Managers
Topic Background
Organizational design improvements and technology advances have offered leadership an opportunity to provide process managers and decision makers at all levels of the organization with relevant information reporting in the form of right-timed dashboards to help them better manage and make quicker, more accurate decisions. It's time for your team to take advantage of this progress.
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  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
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  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
Miles Hutchinson is a CGMA (Chartered Global Management Accountant) and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,000 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act.

He has over 35 years of practical experience in strategic planning, analysis and reporting. He is the author of several useful reporting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army. Please visit his web sites to see how you can further benefit from his expertise.
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