Certified KPI Practitioner

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1 T I F I E D E C Certified KPI Practitioner FAMEWOK Acknowledging excellence in managing with KPIs KP I P E PEFOMANCE INDICATOS AC T I T I O N The KPI. office@kpiinstitute.org TheInstitute KPI Institute. office@kpiinstitute.org

2 Summary About The KPI Institute About Certification Programs 4 Certification Programs KP K I CET IFIED PEFOMANCE INDICATOS FAMEWOK PO AL N FESSIONA Preparatory courses KP K I CET IFIED PEFOMANCE INDICATOS FAMEWOK PA AC ACTITIONE 4 5 Preparatory courses 5 6 Certification process Certification process Benefits Certification Criteria 7 Benefits Optional: Attend Certified KPI Practitioner Course for preparation Prerequisite: Obtain KPI Professional Certification 1 Submit application portfolio with required work samples for assessment 2 Assessors review your application portfolio within two weeks from the submission date eceive customized feedback, your KPI Practitioner Certificate and optional Letter of Acknowledgement to employer by mail 8 Certification Criteria 9 Application Portfolio 10 egistration Process Application Portfolio 6 7 egistration Process 1 Express your interest by filling in the Application Form and ing it to office@kpiinstitute.com 2 eceive acknowledgement of receipt for Application Form Process payment of certification fee 4 eceive acknowledgement of receipt for payment 5 Send your application portfolio as attachment to office@kpiinstitute.com or upload all documents at web address provided in the acknowledgement of receipt 8 Contact 11 Contact

3 About The KPI Institute The KPI Institute is the global authority on Key Performance Indicators (KPIs) research and education, providing through its publications and training courses insights on how to measure and learn with KPIs. It developed the first KPI Management Framework and operates the result of a research program dedicated to documenting and cataloguing how KPIs are used in practice. Over the last three years, the team at The KPI Institute: D Documented 7,000+ KPIs from 15 functional areas and 24 industries; D eviewed 1,000+ performance reports from 125 countries; D eferenced 20,000+ resources (books, articles, performance reports) as part of the documentation process; D Developed over 20 KPI Dashboards and Balanced Scorecards. With the insights gained, The KPI Institute: D Assisted over 5,000 organizations in finding solutions for their KPI needs; D Trained over 500 participants in 20 countries on how to work rigorously with KPIs. The main activities of The Institute include: D esearch and Publications - contributing to the development of the performance management discipline by actively researching and publishing articles and reports on performance management topics in both academic and practitioner publications; D Education - delivering performance management training to improve the understanding of performance at conceptual level and develop technical skills in related processes/systems, from KPI selection to Balanced Scorecard implementations.

4 CET IFIED PEFOMANCE INDICATOS CET IFIED PEFOMANCE INDICATOS KP K I FAMEWOK PO AL N FESSIONA KP K I FAMEWOK PA AC ACTITIONE Certification Programs Level 1 - KPI Professional Certification D ecognizes a person s knowledge in deploying and using KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework D Preparatory course attendance is mandatory D Examination at end of course D Pre-requisite for certification: course attendance D D D D Level 2 - KPI Practitioner Certification ecognizes a person s practical experience in deploying and using KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework Preparatory course attendance is optional Online assessment of application portfolio Pre-requisite for certification: KPI Professional Certification obtained 4

5 Preparatory courses KPI Professional Certification Overview The three-day course trains participants in how to establish and work with KPIs and offers them the opportunity to get certified on the ability to deploy and use KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework, the main body of knowledge on the rigorous use of KPIs in business. Assessment Participants will be pre-tested by using a multiple choice questionnaire at the beginning of each session. On Day, delegates can opt in to attend a final test to obtain the Certified KPI Professional certification from The KPI Institute. KPI Practitioner Certification Overview The two-day course trains participants in how to deploy and use the KPI Management Framework, according with the institute KPI Practitioner Certification standards. It focuses on practical exercises, which account for 90 percent of the course s time, the remaining time being dedicated to review relevant theoretical concepts. Assessment Independent from the course, participants can opt in to obtain their KPI Practitioner Certification by following the steps highlighted in the Certification Process section. Contact us at office@kpiinstitute.org for the next available courses or for the option to schedule an in-house training delivery. 5

6 Optional: Attend Certified KPI Practitioner Course for preparation Prerequisite: Obtain KPI Professional Certification 1 Submit application portfolio with required work samples for assessment 2 Assessors review your application portfolio within two weeks from the submission date eceive customized feedback, your KPI Practitioner Certificate and optional Letter of Acknowledgement to employer by mail Certification process D The certification process requires the submission of an application portfolio. The application portfolio contains a set of 20 documents (see Application Portfolio section for details); D Application portfolios are assessed based on criteria established for each of the 20 documents that must be submitted; criteria are listed in the Application Assessment Guide; D For each submitted document, an applicant can receive a maximum of 25 points, totaling a maximum of 500 points for the entire portfolio. In order to be recognized as a Certified KPI Practitioner, an applicant should obtain at least 80 percent (a minimum of 400 points) out of these 500 available. D Confidentiality is strictly maintained and all submitted documents are solely used for the purpose of assessing an applicant s ability to deploy and use KPIs in accordance with The KPI Institute s Key Performance Indicators Management Framework; D All documents should refer to the same project and should be developed in an aligned manner, so that information provided in one document does not conflict with the information provided in another. The required documents follow the flow of a typical KPI project and so should the documents that you are including in the application portfolio; D All application documents must be submitted in English. 6

7 Benefits D Formal recognition - Be among the first performance management practitioners to receive a distinction that complements your current certification as a Certified KPI Professional; D Customized feedback - Keep current with best practices and obtain confidential feedback from our assessors on your application portfolio; D Professional portfolio - Develop a collection of 20 performance management documents that will become your professional portfolio to demonstrate competencies on the topic and enable you to differentiate among peers; D Objective assessment - Get your work reviewed and develop a more realistic understanding of your level of practical knowledge regarding the KPI framework management; D Premium subscription to smartkpis.com - eceive a 6 months complimentary Premium subscription to smartkpis.com KPI library. D Certificate sent by mail - eceive your certification diploma in original by mail and an optional letter of acknowledgement customized for your employer. CETIFIED PEFOMANCE INDICATOS FAMEWOK KPI PACTITIONE Obtain right to use the official Certified KPI Practitioner logo in promoting your performance management skills. 7

8 Certification Criteria For certification D Posses a KPI Professional Certification; D Obtain a minimum of 400 out of 500 points on the assessment of your application portfolio. For recertification The KPI Practitioner Certification has a validity of years, as recognized by The KPI Institute. In order to stay updated with the latest developments and best practices in the performance management field and aligned to The KPI Institute standards the KPI Practitioner Certification is recommended to be renewed every three years. 8

9 Application Portfolio 1. Business case 2. KPI project plan. Stakeholder ACI matrix 4. Primary and secondary data sources list 5. KPI selection for expo 6. Value flow analysis 7. Balancing KPIs 8. Scorecard 9. Dashboard 10. KPI documentation form 11. Change log 12. Custodian list / tracking 1. Commentary around scorecard 14. Commentary around dashboard 15. Commentary around KPI 16. KPI reporting meeting documents 17. Initiative portfolio linked to KPIs 18. Initiative documentation form 19. Lessons learned log 20. Assessment based on Performance Measurement Maturity Model (PMMM) 9

10 Express your interest by filling in the Application Form and ing it to office@kpiinstitute.com eceive acknowledgement of receipt for Application Form Process payment of certification fee eceive acknowledgement of receipt for payment Send your application portfolio as attachment to office@kpiinstitute.com or upload all documents at web address provided in the acknowledgement of receipt egistration Process If you do not receive an acknowledgement of receipt for your Application Form within 24 hours please contact office@kpiinstitute.com. The same applies in case of not receiving an acknowledgement of payment receipt within 24 hours from your bank s estimated transfer time. Certification fees Standard certification fee: $500 D Option 1: $425 for applicants who register within months from the date of obtaining the Certified KPI Professional certification D Option 2: $50 for applicants who have completed the Certified KPI Practitioner preparation course eassessment fee: $200 for professionals whose application portfolio do not meet the 400 points requirement and need to be reviewed for the third time or more ecertification fee: $00 for KPI Practitioner Certified professionals who decide to renew their certification validity (every years). 10

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