Key Performance Indicator Toolkit

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Save time, empower your teams and effectively upgrade your processes with access to this practical Key Performance Indicator Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Key Performance Indicator related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Key Performance Indicator specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Key Performance Indicator Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 997 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Key Performance Indicator improvements can be made.

Examples; 10 of the 997 standard requirements:

  1. Have key performance indicators and specifications regarding the availability of the service and project performance, as well as a system of payment deductions been identified?

  2. Do business enterprises use qualitative and quantitative indicators, including sector-specific and key performance indicators, in order to track human rights performance?

  3. What are your current levels and trends in key measures or indicators of financial performance, including aggregate measures of return and cost savings targets?

  4. How do measures of performance and key indicators established in the strategic plan help measure the success of your organization in terms of business results?

  5. When deploying an application from a development environment to a production environment, which is correct when each environment uses a separate LDAP instance?

  6. Are key performance indicators reviewed regularly to identify and correct shortfalls to drive continuous improvement in quality, safety and risk management?

  7. Is performance reviewed regularly and systematically, concentrating on key indicators as cost, productivity, the demand for services and overall output?

  8. Which KPI reflects the differing contribution of a timely and effective procurement to the overall cost performance of the client organization?

  9. What are your current levels and trends in key measures or indicators of output and service performance that are important to your customers?

  10. Can the vendor measure trading partner performance through a series of out of the box KPIs that can be presented in an executive dashboard?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Key Performance Indicator book in PDF containing 997 requirements, which criteria correspond to the criteria in...

Your Key Performance Indicator self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Key Performance Indicator Self-Assessment and Scorecard you will develop a clear picture of which Key Performance Indicator areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Key Performance Indicator Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Key Performance Indicator projects with the 62 implementation resources:

  • 62 step-by-step Key Performance Indicator Project Management Form Templates covering over 1500 Key Performance Indicator project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Scope Management Plan: Is there a scope management plan that includes how Key Performance Indicator project scope will be defined, developed, monitored, validated and controlled?

  2. Risk Register: Risk categories: what are the main categories of risks that should be addressed on this Key Performance Indicator project?

  3. Risk Data Sheet: What is the environment within which you operate (social trends, economic, community values, broad based participation, national directions etc.)?

  4. Activity Duration Estimates: What are the main processes included in Key Performance Indicator project quality management?

  5. Procurement Audit: Must the receipt of goods be approved prior to payment?

  6. Project Charter: Fit with other Products Compliments Ð Cannibalizes?

  7. WBS Dictionary: The already stated responsible for overhead performance control of related costs?

  8. Formal Acceptance: Was the Key Performance Indicator project work done on time, within budget, and according to specification?

  9. Change Management Plan: Identify the risk and assess the significance and likelihood of it occurring and plan the contingency What risks may occur upfront?

  10. Lessons Learned: How complete and timely were the materials you were provided to decide whether to proceed from one Key Performance Indicator project lifecycle phase to the next?

 
Step-by-step and complete Key Performance Indicator Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Key Performance Indicator project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Key Performance Indicator project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Key Performance Indicator project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Key Performance Indicator project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Key Performance Indicator project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Key Performance Indicator project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Key Performance Indicator project with this in-depth Key Performance Indicator Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Key Performance Indicator projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Key Performance Indicator and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Key Performance Indicator investments work better.

This Key Performance Indicator All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.