Designing and Using KPI's and Performance Dashboard

Why Should You Attend:

Designing, developing and supporting an effective reporting system of leading and lagging KPIs (Key Performance Indicators) is complicated. Information needed by senior management is different and less granular than that needed by the line manager, and the producers. The technical aspects of pulling the right information from the mountains of data at the right time can be overwhelming. We can help demystify this puzzle and put your team on the track to smooth sailing. Join us and accelerate your team’s understanding and effectiveness in designing, implementing and monitoring critical KPIs using powerful performance dashboards. Learn how to tailor your dashboards to perfectly fit the needs of your C-suite, middle managers, and line and field personnel.

Areas Covered in the Webinar:

In just ninety minutes you will gain the following insights:

• Learn the three applications of KPI dashboards
• Assess your organizational and technical readiness
• How to align your dashboard architecture to its application
• How to create an effective KPI team – identify the key participants
• How to establish a well-managed roll-out methodology
• How to ensure the final product is an effective strategic leadership tool
• What to measure: operational versus financial measures
• How balanced scorecards fit into the KPI development plan
• How to use process analysis to improve your KPI measures
• How to ensure your KPI dashboard will be successful – the action plan
• Examples of effective KPI dashboards
• References to rich resources to help you develop your KPI dashboards

Who Will Benefit:

• C-Suite
• Strategic Planners
• CFOs
• IT Managers
• Compliance Officers
• Information Reporting Officers
• Controllers
• Accounting Managers
• Risk Managers
• Compliance Officers
• Compliance Managers

Miles Hutchinson
President, Sales Tax Advisors Inc

Miles Hutchinson is a CGMA and experienced businessman. He has been an auditor with PriceWaterhouseCoopers and the Chief Financial Officer of a $1 billion real estate development company. Miles is a professional speaker and consultant who has presented over 2,700 seminars and training sessions on a myriad of business and financial topics, like financial analysis and modeling, accounting, strategic planning, and compliance with the Sarbanes-Oxley Act. He is recognized as an expert in payroll and sales & use tax as well as financial modeling & analysis, business strategy and communications.

He is the author of several useful accounting and tax tools available at www.soxpolicies.com and www.salestaxadvisors.com. His clients include, Abbott Labs, Bank of America, Boston Scientific, Citicorp, Corning, the FBI, the FDA, the Federal Reserve, GE, Pfizer, Siemens, US Marine Corps, and the US Army.

Topic Background:

We need our leaders to be effective in deploying our resources and guiding our operations to reach our goals in the most effective way. We need everyone to understand our mission and strategy so we can be sure we are all pulling together in the right direction. How well do our dashboard reporting tools support your strategic mission and goals? Are they right timed and properly designed for the users? How many reporting layers do we need? How should our KPIs be delivered? Who should have access? The data is there. Getting it into the right hands when it is most needed is the challenge.

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