KPI Checklists

The best guidance for establishing, maintaining and adjust KPI dashboard. Checklist is very useful for almost cases and conformity to all industry sectors.

Very useful information just in the knick of time. When I first began helping organizations identify KPIs, this book was a great asset. Packed with very practical tips and templates, KPI Checklists should be one of the first 3 additions to any KPI Analyst's book shelf! For example, Bernie's simple diagrams (e.g. the KPI shortlisting matrix that plots importance vs availability) helped me coach business leaders and made the process of prioritizing KPIs easy to visualize. And, classifying KPIs into the important but not available quadrant as "aspirational" led quite nicely to my work with Objectives and Key Results (OKRs). For example, some of our aspirational metrics led us to create the key result: "obtain a baseline of the aspirational metric by the end of Q4" so we could agree to make progress with certain KPIs that could not easily be currently tracked. Bernie's approach can quickly be customized to meet your situation. For example, the KPI Definition checklist included 13 or so fields such as KPI Name, Frequency of update, Measurement intent, Person responsible for target setting, Units of measure, etc... I ended up using almost all these fields plus adding a few custom fields such as "Business Unit" that were required for my client. My clients have found the KPI definition worksheet particularly useful both (1) when defning the initial set of KPIs and (2) as a tool that they required managers populate when requesting a new KPI be included in the company's performance dashboard. The discipline that this KPI definition template brought going forward within the organization reduced the quantity of KPI requests while increasing the quality of these requests. The thoughtful templates and approaches outlined in the book can help create a metrics-drivein culture in an organization. Bernie includes short links that let the reader access electronic versions for most templates included in the book. Access to these templates make the book quite practical for anyone working with KPIs.

Need more input

The author had some valid points throughout the book. However, as I begin reading further within the text, it appeared to be focused more on the Technology field. Additionally, there were some good suggestions made within the text that can be applied to various situations.

Very useful, handson, well explained. A little self-advertising here and there, but not to a disturbing level.

Really good book at tactical ways to improve understanding of KPIs.

Es un libro muy práctico y aplicable en la vida diaria por todos los consejos que emite. Va llevando de la mano al lector, paso por paso para iniciar o mejorar un sistema de KPI’s e cualquier empresa. Muy recomendable.

This is a useful book for tying different concepts together for KPI production. Concepts adopted from Lean and tools such process mapping makes it clear how one can pursue the task of developing KPIs.

very practical book. the method can directly be used.

Leggere per capire. Finalmente.

This book is very helpful! It provides a comprehensive overview of an end to end process for the design, creation and roll out of KPIs, report production and dashboard design. It includes lots of clear, simple checklists to prompt you with various considerations, including some that might otherwise be overlooked. The book is easy to follow with examples, tips and pitfalls clearly indicated throughout. Given the book includes guidance on the roll out of your KPIs, it also includes information that some people might consider "IT related", however this is not particularly detailed or technical and is included more to provide a non-IT reader with information regarding the wider implementation considerations. The book contains a link to additional resources that nicely supplement the book. I had no issues in downloading the full set which include templates and samples for your own use. At the start of the book, there is a specific section that states how the author defines a KPI, with the word "key" implying that it is really important and that KPI, metric and measure are used interchangeably in the book. In a world of overused acronyms, I found this an extremely helpful definition that framed the rest of the book nicely - It was actually reading that specific section on the KINDLE "look Inside" sample (on the Amazon website) that prompted me to purchase a copy. If in doubt, I would encourage others to do the same... Alternatively, if you're looking for a practical guide to help you create and implement KPIs in your organisation, you could just buy it!

Simples, prático e objetivo. Bom guia de referência ou introdução ao tema.

It all gradually starts to make more sense towards the end of the book. well documented and detailed. It is a good starting point to foundationally scale up any business. I definately recommend.