Building KPI For Organization Success

2 Days Workshop

Introduction

The primary goal of this workshop is to help senior managers, managers & professionals to design, implement & monitor KPI for organization success. Real-current success story cases will be analyzed and scenario solutions will be discussed within the workshop.

Course Objectives                                                                                                                                   
By the end of this course you will be able to:

  • Understand how to write Appraisal Form 

  • Understand the Principles Of KPI Concepts

  • Actual Setting Departmental KPI Metrics

  • Identify Barriers to Achievement of KPI & Its Action Plan 

  • Guideline on Implementing KPI

  • Designing the Scoring Mechanism for performance management

  • Learn Tracking KPI Using Excel

  • Learn KPI Success Story 

  • Appling KPI Implementation Checklist

  • Build Linking Activities to Vision and Strategy to achieve company success 

Methodology

Lecture, Case Study, Video & Group Discussion. 

Who Should Attend

Entrepreneurs, Senior Management, Accountant, Managers, Bankers, Business Managers, Marketing Managers, Supervisors, Executives and All Professionals Who Are Interested In formulation of Appraisal Form & KPI Implementation  

Special Feature

Please bring your laptop along 

Programmed Outline

Day 1

Module 1: Reasons for Appraisals

  • Compensation "Pay for Performance"

  • Job Performance Improvements

  • Feedback to Subordinates

  • Documentation for Decisions

  • Goal Setting - Later Evaluation

  • Promotion Decisions

  • Identify Training Needs

  • HR Planning

Module 2: Appraisal Training Programs Needs

  • Explain Objectives

  • Review the Instrument

  • Define the Performance Standards

  • Understand Typical Subjective Errors

  • Teach Interviewing Skills

Module 3: Scheduling the Performance Appraisal

  • Preparing for the Review for the Performance Appraisal

  • Appraisal Interviews

  • Tell-and-Listen Interviews

  • The Problem-Solving Interview

  • Appraisal Methods

  • Measuring Performance

Module 4: Setting Departmental KPI Metrics

  • Projects 

  • Property Management (Office & Shopping Mall Operation)

  • Corporate Strategy & Research

  • Marketing & Corporate Communication

  • Investment

  • HR & Administration

  • Finance

  • Procurement

  • IT

  • Legal & Corporate Governance

  • Hotel operation

Principles of KPI 

  • SMART, 

  • CREAM,

  • 5S

  • Baseline

  • Metrics

Module 5: Implementing KPI

  • Marking Criteria’s

  • Define weightage 

  • Measurement Unit 

  • Designing Performance standards

Designing the Scoring Mechanism for Performance Management

  • Scoring Scheme

  • Bonus – no of months

  • Linking KPI to Bonus & Increment

  • Weightage distribution – Senior management, middle management, Executive/Non-executive

Tracking KPI Using Excel

  • conditional formatting

  • icon sets

  • value-key in

  • type-number

  • manage rules

  • edit rules


Day 2: 

Module 6: KPI Implementation Checklist (Decision Making Framework)

  • Issues

  • KPI

  • Champion

  • Monitoring

  • Action plan

Module 7: KPI Project (Part 1)

  • Process Inputs Checklist

  • Development Timeline

  • Team Formation Checklist

  • Strategic Themes Checklist

Module 7: Measurement Definition (Part 2)

  • Define a measurement for each strategic objective:

  • Define the sources for the measurement:

  • Define how the measurement is derived and reported

Module 8: KPI Project (Part 3)

  • Target Checklist

  • Example: Implementation Plan for Entire Organization

Module 9: Where to Go from Here (Part 4)

  • Formulation of KPI metrics

  • Departmental head Review

  • head will present to Management (form a task force)

  • Integration of group KPI

  • Submit to HR for group compilation

  • COO will Table it to Board

  • Town hall meeting (management & staff)

  • Simulation & KPI review (familiarization)

  • Target targets for implementation progress

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Dr Steven Liew is a fellow member of the Chartered Institute of Management Accountants, UK and is a Chartered Accountant by profession. He has an Asia Pacific Executive MBA (for senior executives) from the National University of Singapore and a PhD in international finance with Rushmore University of USA. 

Dr Liew had worked in private sector companies, ranging from family-run businesses to professionally manage multi-national corporations in South Asia and the ASEAN region. He has accumulated more than 28 years working experience in senior financial & operational management positions spearheading the profitability and growth of companies. He has worked for the MBF Finance & its related group of companies over the 10 years period. Steven has successfully developed some KPI Frameworks & tools used for KPI Implementation and now actively imparting his skills.

He is a registered Trainer with the Government Human Resources Development Berhad (Pembangunan Sumber Manusia Berhad). 

Dr Steven Liew had conducted various seminars for corporate clientele including Association of Credit Management Malaysia, Chartered Institute of Management Accountants, Malaysia Institute of Management, Malaysia Institute of Accountants, Institute of Bank Bank Malaysia, Nestle,  IQPC Worldwide Pte Ltd , Singapore,  Lexis Nexis,, Proton Edar Malaysia , Brunei Investment Agency, Small Medium Industries Development Corporation , Ministry of Development, Brunei , BICPA Asean Management, Brunei,   Risda Group Of Companies,  Sales & Marketing Training  Forum, Sri Lanka, Giant Retail Sdn Bhd,  Telekom Brunei & Ministry of Foreign Affairs, Malaysia, Sabah Electricity Sdn Bhd,  Bank Islam Brunei Darussalam. Continental Tyres, Sime Darby Bhd ,Sony Malaysia Sdn Bhd , Perodua Sdn Bhd & Credit Guarantee Corporation (M) Bhd; Fujixerox, UDA Holdings, SPNB, Diners Club, Elk Desa Capital Bhd, Antah Schindler UCSI , Engtex group Bhd & Ministry of Finance

He is currently providing management consultancy and training specializing in KPI Implementation , Risks Management In Trade Financing , Fast closing monthly, leadership, Strategic Planning, Sales Management,  budgeting, accounting, finance, Cost reduction, credit management & loan recovery. 

Testimonial From Past Participants

“With KPI implementation, I find it so easy to monitor the staff performance now & also create an action plan to overcome the barriers to KPI. Thanks to Dr Steven Liew practical yet step by step approach” –Senior Manager (Sales & Marketing)

 “What enlightened me most is the importance and methods of Decision making, importance of KPI in an organisation, doing adjustments to gain profit. I also learned how to use excel tools for forecasting sales, cost & profitability” The skills gained will be utilised in many ways especially in doing yearly budget and using KPI to measure the employee’s performance” Penolong Pengurus Lapangan Terbang, Civil Aviation Department

“The tools shared are very useful & the whole program meet the objectives”: Pengurus, NAFAS

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