Gain the skills and knowledge to run effective KPI progress meetings. This practical course outlines techniques to plan, structure and deliver a meeting for the best outcome. You will learn the basics of facilitation to engage participants, how to help them analyse current business performance and develop ideas for improvement.

CPD: 4 hours

Full Programme

Facilitation and planning meetings

  • What is business facilitation?
  • What is a KPI progress meeting?
  • What are the principles of good facilitation?
  • What are the skills of a good facilitator?
  • How do you structure a KPI progress meeting?
  • How do you build trust in meetings?

Performance analysis and improvement ideas

  • What should be on the agenda for a KPI progress meeting?
  • Which KPIs should you discuss?
  • What tools can you use to measure performance?
  • How do you set improvement goals in your meetings?
  • How do you generate ideas for performance improvement?
  • How do you encourage everybody to contribute their ideas?

Improvement plans and change acceptance

  • How do you refine improvement ideas?
  • How do you strengthen selected ideas?
  • How do you prepare an improvement plan?
  • How do you get people on board with change?
  • How do you monitor the progress of your improvement plan?

Facilitating improvement over time

  • How do KPI progress meetings fit into an organisation's structure?
  • How do you monitor the outputs of KPI progress meetings?
  • How can you ensure good conduct in meetings?
  • How do you give feedback in meetings?
  • How do you keep up momentum?
  • How do you evaluate and improve KPI progress meetings?

Course leader

Ross Maynard is a Fellow of the Chartered Institute of Management Accountants. He has worked as a consultant and trainer for over 20 years, specialising in process improvement and lean for finance teams. He has presented at lean conferences in the UK, Australia, Italy and Denmark and has written many articles and blogs on process improvement.

Booking information

Course price

£75 + VAT (Non-members)

The Chartered Governance Institute UK & Ireland Members and Students get a discount of 10% with the code ICSA101 

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