KPI Checklists: Practical guide to implementing KPIs and performance measures, over 50 checklists included

by Bernie Smith

Overview

Are you trying to devise, implement or fix KPIs?

This book is for people who:

• Have the task of creating new KPIs for their organisation.
• Have been asked to improve or enhance existing KPIs.
• Need help implementing a measurement system.

Using brief explanations and practical checklists, this book will help you deliver meaningful measures that work, create reports that support decision-making and deploy the tools you need to engage the rest of your organisation.

This book will help you:

• Avoid strategy pitfalls when choosing KPIs.
• Turn your strategy into practical measures quickly.
• Decide which measures to ignore.
• Design reports with buy-in.
• Develop laser-sharp KPI definitions.
• Implement your measures, reports and dashboards.

Over fifty checklists are included to take you through a structured KPI implementations process step by step. The book also includes download links for free instant access to all the templates used.

Product Details

ISBN-13:	9781910047040
Publisher:	Metric Press
Publication date:	04/08/2018
Pages:	194
Product dimensions:	5.83(w) x 8.27(h) x 0.50(d)

Table of Contents

Acknowledgements

Introduction

• Who this book is for
• What is a KPI?
• Why use checklists?

Agree what you are trying to achieve

• Is your strategy fit for purpose?
• What is the difference between a strategic objective and a mission statement?

Engage stakeholders and assess your situation

• Build a communications plan
• Identify stakeholder types and groups

Use KPI Trees to create a ‘longlist’ of measures

• What is a KPI Tree?
• Why use a KPI Tree?
• How to build a KPI Tree

Develop the measures ‘shortlist’

• The shortlisting method

Define KPIs and meeting inputs

• Define your KPIs
• Set up meetings that work

Prototype your dashboards and reports

• Why prototype?
• How to prototype dashboards and reports

Roll out your KPIs, reports and dashboards

• Get buy-in

How to deal with existing data and its problems

• Typical data problems and solutions
• Speed up data collection using SMED
• More Lean methods that can improve KPI production

Collect data

• What are your technology options?

Analyse data

• Find the right analysis tool in a fast-moving field
• Manage risk using FMEA
• Issue a first production version of your report

Map KPI production

• Build maps of your KPI production process
• Agree a Service Level Agreement

Deal with problems

• Common reporting problems
• KPIs and the improvement cycle

Hand over to ‘business as usual’ team

Sustain your new KPIs

• Typical issues with established KPI systems

Appendix

• More on meetings
• Use meetings for decision-making
• Assess meeting relevancy
• Meeting rules

Bibliography

Index

Editorial Reviews

The author picked a brilliant format for this book using checklists. Not a single word of waste, just jam packed with exactly what you need to do, how and when you should do it in order to launch or a improve a system of continual improvement in your business. He starts the book with a wide funnel of WHY use a checklist, WHAT do you want to improve, HOW are you going to change, etc. Next he moves on to how to conduct a workshop to determine KPI's, who to invite, what to do, and even gives you the templates and why you should use them. No stone is left unturned as he moves on to what roadblocks typically come up along with possible solutions. I especially appreciated the attention to detail regarding data gathering steps and the typical issues of getting data for your KPI's (and how to solve them). He even goes into a checklist of how to construct the KPI dashboard itself. This book has spoiled me in that I will now expect other "how to" books to be as easy to follow and condensed as this one. Job well done.

James B.

I loved this book. Very clear, simple and easy way to fully implement a KPI system. The book applied lean principles and didn't leave out the need to assess, improve and manage the data that comprises the KPIs. Simply outstanding!

Marcus Jennings

KPI Checklists surprised me in the best of ways. The first surprise was the style. The writing style is conversational, clear and easy to understand. The author uses lots of example and analogies to break the concepts down into really clear explanations. One great analogy was equating lagging measures to ‘Looking through the rear windscreen’ of your car and leading measures as the ‘Front windscreen’. Put in these terms the value of leading measures when ‘Driving your business’ becomes obvious. The examples and anecdotes cover a wide range of industries and help keep it engaging and relevant.

The second surprise is how much value you get for the modest price, not huge numbers of pages, but an approach that really takes you from strategy through to KPI design and implementation in a practical ‘how to’ style. It really is a master class in KPI and measure design.

Don P.

From the Publisher