Certified KPI Practitioner Brochure

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Certified KPI Practitioner

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Acknowledging excellence in managing with KPIs

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The KPI . office@kpiinstitute.org . +61 3 9670 TheInstitute KPI Institute . office@kpiinstitute.org .. www.smartkpis.com www.smartkpis.com . +61 3 9670 2979 2979

Summary Certification Programs RT I F I E D

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Certification Criteria

Optional: Attend Certified KPI Practitioner Course for preparation

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Prerequisite: Obtain KPI Professional Certification

Submit application portfolio with required work samples for assessment

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Assessors review your application portfolio within two weeks from the submission date

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Certification Benefits process Step

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Receive customized feedback, your KPI Practitioner Certificate and optional Letter of Acknowledgement to employer by mail

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3 About The KPI Institute

Express your interest by filling in the Application Form and emailing it to office@kpiinstitute.com

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Receive acknowledgement of receipt for Application Form

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Process payment of certification fee

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Receive acknowledgement of receipt for payment

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Send your application portfolio as email attachment to office@kpiinstitute.com or upload all documents at web address provided in the acknowledgement of receipt

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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 www.smartKPIs.com, 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: DD Documented 7,000+ KPIs from 15 functional areas and 24 industries; DD Reviewed 1,000+ performance reports from 125 countries; DD Referenced 20,000+ resources (books, articles, performance reports) as part of the documentation process; DD Developed over 20 KPI Dashboards and Balanced Scorecards.

With the insights gained, The KPI Institute: DD Assisted over 5,000 organizations in finding solutions for their KPI needs; DD Trained over 500 participants in 20 countries on how to work rigorously with KPIs. The main activities of The Institute include: DD Research 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; DD 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.

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Certification Programs Level 1 - KPI Professional Certification DD Recognizes a person’s knowledge in deploying and using KPIs in accordance with The KPI Institute’s Key Performance Indicators Management Framework DD Preparatory course attendance is mandatory DD Examination at end of course DD Pre-requisite for certification: course attendance

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Level 2 - KPI Practitioner Certification DD Recognizes a person’s practical experience in deploying and using KPIs in accordance with The KPI Institute’s Key Performance Indicators Management Framework DD Preparatory course attendance is optional DD Online assessment of application portfolio DD Pre-requisite for certification: KPI Professional Certification obtained

Preparatory courses KPI Professional Certification

KPI Practitioner 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.

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 Participants will be pre-tested by using a multiple choice questionnaire at the beginning of each session. On Day 3, delegates can opt in to attend a final test to obtain the Certified KPI Professional certification from The KPI Institute.

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.

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Optional: Attend Certified KPI Practitioner Course for preparation Step

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Prerequisite: Obtain KPI Professional Certification

Submit application portfolio with required work samples for assessment

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Assessors review your application portfolio within two weeks from the submission date

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Receive customized feedback, your KPI Practitioner Certificate and optional Letter of Acknowledgement to employer by mail

Certification process DD The certification process requires the submission of an application portfolio. DD Confidentiality is strictly maintained and all submitted documents are solely The application portfolio contains a set of 20 documents (see Application used for the purpose of assessing an applicant’s ability to deploy and use Portfolio section for details); KPIs in accordance with The KPI Institute’s Key Performance Indicators Management Framework; DD Application portfolios are assessed based on criteria established for each of the 20 documents that must be submitted; criteria are listed in the Application DD All documents should refer to the same project and should be developed in Assessment Guide; an aligned manner, so that information provided in one document does not conflict with the information provided in another. The required documents DD For each submitted document, an applicant can receive a maximum of 25 follow the flow of a typical KPI project and so should the documents that you points, totaling a maximum of 500 points for the entire portfolio. In order to are including in the application portfolio; 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.

DD All application documents must be submitted in English.

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Benefits DD Formal recognition - Be among the first performance management DD Objective assessment - Get your work reviewed and develop a more practitioners to receive a distinction that complements your current realistic understanding of your level of practical knowledge regarding the certification as a Certified KPI Professional; KPI framework management; DD Customized feedback - Keep current with best practices and obtain DD Premium subscription to smartKPIs.com - Receive a 6 months confidential feedback from our assessors on your application portfolio; complimentary Premium subscription to smartKPIs.com KPI library.

DD Professional portfolio - Develop a collection of 20 performance management DD Certificate sent by mail - Receive your certification diploma in original documents that will become your professional portfolio to demonstrate by mail and an optional letter of acknowledgement customized for your competencies on the topic and enable you to differentiate among peers; employer.

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Obtain right to use the official Certified KPI Practitioner logo in promoting your performance management skills.

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Certification Criteria For certification DD Posses a KPI Professional Certification; DD 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 3 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.

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Application Portfolio 1.

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Business case KPI project plan Stakeholder RACI matrix Primary and secondary data sources list KPI selection for expo Value flow analysis Balancing KPIs

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Scorecard Dashboard KPI documentation form Change log Custodian list / tracking Commentary around scorecard Commentary around dashboard Commentary around KPI

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KPI reporting meeting documents Initiative portfolio linked to KPIs Initiative documentation form Lessons learned log Assessment based on Performance Measurement Maturity Model (PMMM)

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Step

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Express your interest by filling in the Application Form and emailing it to office@kpiinstitute.com

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Receive acknowledgement of receipt for Application Form

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Process payment of certification fee

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Receive acknowledgement of receipt for payment

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Send your application portfolio as email attachment to office@kpiinstitute.com or upload all documents at web address provided in the acknowledgement of receipt

Registration 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 DD Option 1: $425 for applicants who register within 3 months from the date of obtaining the Certified KPI Professional certification DD Option 2: $350 for applicants who have completed the Certified KPI Practitioner preparation course Reassessment 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 Recertification fee: $300 for KPI Practitioner Certified professionals who decide to renew their certification validity (every 3 years).

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Life.lab Building 198 Harbour Esplanade, Suite 606 Melbourne Docklands, VIC 3008, Australia T: +61 3 9670 2979 M: +61 42 456 8088 E: office@kpiinstitute.org W: www.smartkpis.com 11