Determining the Critical Success Factors and KPIs – kpi templates

Determining the Critical Success Factors and KPIs – kpi templates

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KPI guides

From my experience in this area, most organizations will need to run a two day workshop attended by experienced staff from around the organization, as much of the senior management team as possible, and the chief executive officer (CEO).

The CEO needs to attend the first half day and the last session after the afternoon break on the second day. However, in CSF workshops I have delivered for organizations, many CEOs have said they regretted not being available for the whole two days.

The staff who are likely to be on the KPI team should also attend. It is important to have experienced staff (the oracles) attend this workshop, as you are trying to ascertain the organization’s success factors and then determine which ones are critical. It is not a workshop for staff new to the organization. The organization’s oracles are the individuals everyone refers you to when you need something answered (e.g., “You need to talk to Pat”).

To assist organizations in finding their CSFs, I have provided the templates I personally use when facilitating the workshop. The draft letter invitation, workshop agenda, and workshop exercises are set out in the Critical Success Factors Kit, Chapter 7 in my companion book(Key Performance Indicators: Developing, Implementing, and Using Winning KPIs, 2nd ed. (Hoboken, NJ: John Wiley & Sons, 2010).

The two-day workshop covers the following:

•  The new thinking on key performance measures, as outlined in my book.
• The agreement of the organization’s success factors, which have been gathered in Task 1: Documenting the Already Identified Success Factors.
•  How to perform relationship mapping to ascertain CSFs from the success factors.
• The identification of the organization’s CSFs through the application of the relationship-mapping process on the organization’s success factors, as outlined in my book.
• The 12-step winning KPI process, set out in my book (8-step process if less than 200 full-time employees in the organization).
• How to brainstorm performance measures from the organization’s CSFs
• How to report performance measures to staff, management, and the board.
• The commencement of brainstorming organizational and team performance measures from the CSFs.
• Presentations by each work group covering their next steps to complete their scorecard, new measures they wish to use, and existing measures they wish to discard.

What is a Key Performance Indicator (KPI)
How to Develop Key Performance Indicators (KPIs)