Events 2019-01-15T16:16:05+00:00

KPI Tree Masterclass Workshop

Date: 28th February 2019

Location: Imperial Wharf, London

Duration: 1 day

Price: £600 + VAT per delegate


A one-day session applying the unique and powerful KPI design method, the ‘Results Orientated KPI System’ (ROKS) to KPI selection and design. The session covers the first five steps of the method (Strategy to KPI Definition), with a special focus on the selection of the right KPIs using KPI Trees approach – the heart of the ROKS method and a critical business skill for anyone who needs to select KPIs.

Who’s it for

Anyone who has a clear strategy, or set of strategic objectives, and needs a structured, visual method for turning that strategy into action through well-chosen KPIs. The session is highly practical, mixing hands-on group exercises with the option to apply the techniques to the participants own materials in the session (we will give guidance in advance of the workshop on what will be needed if you want to work on your own strategic objectives). In those KPI Tree exercises you will work through a series of carefully designed group exercises to learn the basic principles of KPI Trees.

By the end of the day, you will understand how to apply the ROKS approach to your strategy to build a KPI Tree, shortlist your longlist of KPIs (from the KPI Tree) and define them using the ROKS KPI Canvas toolkit.

What’s covered

  • Getting your strategy ready for KPI selection
  • Engaging the right people in your KPI programme
  • KPI Trees
    • How the four levels work
    • Link types
    • Common pitfalls, mistakes and how to avoid them
  • Practical KPI Tree exercises
  • Start your first KPI Tree (option to start developing your own KPI Tree)
  • Shortlisting – a simple method to stop your team drowning in KPIs
  • Practical Shortlisting exercise KPI Definition – an introduction and exercise
  • Wrap-up and closing discussion

What’s included

  • 6 hours of expert training and facilitation from the creator of the ROKS, Bernie Smith
  • A complimentary copy of his concise guide to ROKS – ‘KPI Checklists’
  • Bound, custom design notes and exercise book
  • Lunch (?)

Note: Building a full business KPI Tree will typically take 6-8 hours of workshop time, spread over three sessions. In this workshop, you will have the opportunity to start your own KPI Tree, but you will need to allow extra time after the session to fully develop and complete it.

Click here to register