Strategic Planning - KPI Planning
Course ID: 261123 0101 341ESH
Course Dates : 23/11/2026 Course Duration : 5 Studying Day/s Course Location: London, United Kingdom
Language: Bilingual
Course Category: Professional and CPD Training Programs
Course Subcategories:
Business Decision Making Corporate Strategy Operational Excellence Performance Management Strategic Management
Course Certified By: ESHub CPD & LondonUni - Executive Management Training
* Professional Training and CPD Programs
Leading to:
Executive Diploma Certificate
Leading to:
Executive Mini Masters Certificate
Leading to
Executive Masters Certificate
Certification Will Be Issued:
From London, United Kingdom
Course Fees:
VAT varies by course location and participant nationality.
Pay in Full Now
Introduction
Organizations win when strategy is translated into measurable action. This course demystifies KPI planning and equips leaders to create, align, and govern performance measures that drive strategic outcomes. Through a mix of frameworks, hands-on templates, and practical governance best practices, participants will leave able to plan KPIs that focus teams, improve decision-making, and accelerate results.
Objectives
1. Define KPIs that map directly to strategic objectives and business outcomes.
2. Specify targets, data sources, calculation rules, and owners for each KPI.
3. Build a simple scorecard and dashboard for regular monitoring and reporting.
4. Establish review cadence, governance roles, and escalation criteria for KPI management.
5. Translate KPI trends into clear, actionable recommendations and course corrections.
2. Specify targets, data sources, calculation rules, and owners for each KPI.
3. Build a simple scorecard and dashboard for regular monitoring and reporting.
4. Establish review cadence, governance roles, and escalation criteria for KPI management.
5. Translate KPI trends into clear, actionable recommendations and course corrections.
Who Should Attend
Strategy and Planning Managers
Business Unit Heads and Directors
Performance Management or Reporting Leads
PMO Managers and Portfolio Analysts
Finance Business Partners and FP&A Managers
Training Method
• Pre-assessment
• Live group instruction
• Use of real-world examples, case studies and exercises
• Interactive participation and discussion
• Power point presentation, LCD and flip chart
• Group activities and tests
• Post-assessment
If Applicable:
• Each participant receives a 7” Tablet containing a copy of the presentation, slides and handouts
Program Support
This program is supported by:
* Interactive discussions
* Role-play
* Case studies and highlight the techniques available to the participants.
Course Agenda
Daily Schedule (Monday to Friday)
- 09:00 AM – 10:30 AM Technical Session 1
- 10:30 AM – 12:00 PM Technical Session 2
- 12:00 PM – 01:00 PM Technical Session 3
- 01:00 PM – 02:00 PM Lunch Break (If Applicable)
- Participants are expected to engage in guided self-study, reading, or personal reflection on the day’s content. This contributes toward the CPD accreditation and deepens conceptual understanding.
- 02:00 PM – 04:00 PM Self-Study & Reflection
Please Note:
- All training sessions are conducted from Monday to Friday, following the standard working week observed in the United Kingdom and European Union. Saturday and Sunday are official weekends and are not counted as part of the course duration.
- Coffee and refreshments are available on a floating basis throughout the morning. Participants may help themselves at their convenience to ensure an uninterrupted learning experience Provided if applicable and subject to course delivery arrangements.
- Lunch Provided if applicable and subject to course delivery arrangements.
Week 1
Day 1
KPI Planning Fundamentals
- Understanding the role of KPIs in strategic management
- Linking KPIs with organisational objectives
- Identifying characteristics of effective KPIs
Strategic Objective Alignment
- Translating strategy into measurable outcomes
- Connecting business priorities with performance measures
- Establishing clear measurement focus
KPI Selection Principles
- Identifying meaningful performance indicators
- Avoiding ineffective or misleading measures
- Selecting KPIs that support decision-making
Day 2
KPI Definition and Design
- Defining KPI purpose and measurement approach
- Establishing calculation methods
- Documenting KPI requirements
Targets and Performance Expectations
- Setting realistic and meaningful targets
- Understanding baseline performance
- Supporting accountability through clear expectations
Data Sources and Ownership
- Identifying reliable data sources
- Defining KPI ownership responsibilities
- Establishing data quality requirements
Day 3
Scorecard Development
- Designing strategic performance scorecards
- Organising KPIs by business priorities
- Supporting management visibility
Dashboard Design
- Creating practical KPI dashboards
- Presenting performance information clearly
- Improving monitoring and reporting
KPI Reporting Practices
- Establishing reporting structures
- Communicating KPI results effectively
- Supporting informed decisions
Day 4
KPI Governance
- Establishing KPI management processes
- Defining review responsibilities
- Creating escalation criteria
Performance Review Cadence
- Designing regular KPI review routines
- Analysing performance trends
- Supporting continuous improvement
KPI-Based Decision Making
- Translating KPI results into actions
- Identifying improvement opportunities
- Supporting strategic adjustments
Day 5
KPI Planning Application
- Applying KPI planning methods to workplace scenarios
- Developing practical KPI frameworks
- Improving performance management capability
Strategic Performance Improvement
- Using KPI insights for course correction
- Strengthening organisational accountability
- Supporting strategic execution
Review and Action Planning
- Reviewing strategic planning KPI planning tools and frameworks
- Preparing a personal implementation or development plan
- Course review, feedback and implementation planning
