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
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