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Key Performance Indicators Update

Exam Questions: 50
Course Level: Basic
Pages: 252 | Content: 246, Supplemental: 6
NASBA Area of Study: Management Services
Not Acceptable for: Enrolled Agents
Version: 7825

Key Performance Indicators (KPIs) help define and measure the organizational goals which are fundamental to an organization's current and future success. This course will provide a model for simplifying the complex areas of KPIs and help organizations avoid common mistakes and hazards. This course has been updated from our previous KPI course (#7330) to include a more concise KPI methodology with clear implementation guidance, original insights on how other areas of performance management can be corrected, and new in-depth case studies. PLEASE NOTE: Not acceptable for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • The Great KPI Misunderstanding
  • The Myths of Performance Measurement
  • Background to the Winning KPI Methodology
  • Leading and Selling the Change
  • Getting the CEO and Senior Management Committed to the Change
  • Up-Skill In-House Resources to Manage the KPI Project
  • Finding Your Organization's Critical Success Factors
  • Characteristics of Meaningful Measures
  • Designing and Refining Measures
  • Reporting Performance Measures
  • Ongoing Support and Refinement of KPIs and CSFs
  • Implementation Case Studies and Lessons
Objectives
  • To identify the purpose of different performance indicators
  • To recognize how measures can successfully deliver
  • To identify the stages of the Winning KPI Methodology
  • To identify good tools for sales presentations
  • To recognize why senior management must commit to the KPI process
  • To identify characteristics of a successful in-house KPI team
  • To identify the benefits of understanding critical success factors
  • To recognize the downfall of over-relying on financial measures
  • To identify how key performance indicators are categorized
  • To identify the rules of reporting
  • To recognize which tasks need to be performed when facilitating the ongoing support of KPIs and CSFs
  • To identify the steps of the PuMP Methodology

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.