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Designing Effective KPIs for Managers & Consultants
Rating: 4.7 out of 5(5 ratings)
119 students

Designing Effective KPIs for Managers & Consultants

A fast, practical guide to building effective KPIs for any business, with real examples and crisis-time application.
Created byAli Mahmoud
Last updated 6/2026
English
English

What you'll learn

  • Designing KPIs during crisis times
  • Redefining business objectives during crisis times
  • Developing new work methodologies and tools to keep up with new global trends
  • Setting performance measuring criteria for employees depending on new work conditions

Course content

2 sections • 14 lectures • 44m total length

  • Introduction1:55

    • What you’ll learn.

    • Course requirements.

    • Who this course is for.

    • Content summary.

  • What is KPI?2:33

    Define the most impactful metrics for your business and present them as key performance indicators: quantifiable measurements that gauge long-term performance to monitor progress and guide decisions.

  • What are KPIs' benefits for businesses?3:27

    Learn how KPIs differ from goals and how six benefits (transparency around performance, accountability, informed decision-making, measurable targets, pattern analysis, and integrated data) drive crisis-time business performance.

  • SMART KPIs4:15

    Design SMART key performance indicators that are specific, measurable, achievable, relevant, and time-bound, and align them with organizational goals while monitoring progress and adjusting as needed.

  • Financial KPIs2:25

    Design and monitor financial KPIs through dashboard reporting to track expenses, sales, profit, and cash flow, using top metrics such as gross and net profit margins, liquidity, and efficiency ratios.

  • Manufacturing KPIs2:40

    Design manufacturing KPIs to monitor, analyze, and optimize production across quantity, quality, and cost. Track top metrics like OEE, TEEP, downtime, defect density, on-time delivery, and revenue per employee.

  • Retail KPIs2:51
  • Logistics KPIs1:30
  • Procurement KPIs2:20

    Identify procurement KPIs as measurable values to monitor quantity, quality, cost, timing, and sourcing, covering 15 metrics like compliance rate, lead time, and spend under management.

  • Sales KPIs2:30

    Design sales kpis to track growth and revenue using a dashboard that highlights gross and net profit margins, revenue, prospecting activity, customer retention, and churn rate.

  • HR KPIs3:20
  • CS KPIs4:00

    Design and measure customer service KPIs such as first response time (FRT), customer retention rate, CSAT, and first contact resolution (FCR) to optimize support performance and achieve objectives.

  • Quiz
  • KPIs Project

Requirements

  • Basic understanding of Key performance indicators
  • Basic understanding of Microsoft Excel

Description

Want KPIs that actually drive performance, not just numbers on a dashboard?

This practical, fast-paced course shows you how to design Key Performance Indicators (KPIs) that connect to real business goals across every major function. Whether you're a manager, consultant, analyst, or business owner, you'll learn a repeatable method for building SMART KPIs you can apply immediately.

No filler, no heavy theory, just the core skills you need to measure what matters.


What you'll learn

What a KPI really is, and how good KPIs differ from vanity metrics

How to build SMART KPIs step by step

Ready-to-use KPI examples for Finance, Manufacturing, Retail, Logistics, Procurement, Sales, HR, and Customer Service

How to redesign KPIs when business conditions change, or a crisis hits

18 practical steps for setting KPIs under pressure, plus 17 high-impact crisis KPIs


Why this course

It's designed to be completed in one short sitting and turned into action the same day. Every concept is tied to practical examples you can adapt to your own organization and Excel.


Who this course is for

Managers, team leaders, business owners, management consultants, business and performance analysts, project managers, and anyone responsible for measuring or improving performance.


Requirements

A basic familiarity with business operations and Microsoft Excel. No prior KPI experience needed.


Enroll now and start building KPIs that move the business forward.


Topics that we will discuss:

  1. What is a KPI?

  2. What are KPIs' benefits for businesses?

  3. Examples of KPIs for each business function

  4. How to set KPIs - Practical session

  5. Why should we redefine business KPIs in crisis times?

  6. Environmental Scanning from a strategic perspective

  7. Review and evaluate business objectives

  8. Redesign organization chart, why, and how?

  9. Review business processes, workflows, and SOPs

  10. Conduct a job analysis for critical positions based on new market requirements

  11. Develop new KPIs based on the new criteria

  12. Add preventive actions through the KPI system

  13. KPIs and CSR

  14. KPIs and CSF

  15. How to implement new changes

  16. Implementation challenges, and how to deal with them

  17. Why should we evaluate business performance?

  18. Evaluation tools (MBO, OKR, and BSC)

  19. All businesses are suffering (Fact)

Copyrights acknowledgment:

  • Pictures of dashboards are from (datapine)

  • Videos, Icons, and Pictures are from the following resources:

    - pixabay
    - pexels
    - unsplash
    - stocksnap

Who this course is for:

  • Business Leaders
  • Management Consultants
  • Managers
  • Project Managers
  • Entrepreneurs
  • Business Professionals
  • Business Analysts
  • Directors
  • Controllers

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