KPI Progress Meetings

by Ross Maynard
access120 days access
cpd hours4 CPD hours

This course will enable you to:

  • Gain the skills you need to be an effective facilitator and run successful meetings
  • Set the agenda and decide on the KPIs for a meeting
  • Learn facilitation tools that you can use to help participants measure performance and come up with ideas for improvement
  • Refine and strengthen your KPIs and devise an improvement plan
  • Analyse and review performance and see whether your KPIs are working
  • Facilitate effective KPI progress meetings in the long-term

The key to successful business is to continue to improve performance. But how can you measure how your business is doing and identify areas for improvement? The answer is well-facilitated KPI progress meetings.

This course is designed to provide you with the skills and techniques you need to plan, structure and deliver effective KPI progress meetings. You'll gain an understanding of the basics of facilitation, and the key tools to use to engage participants help them analyse performance and develop ideas for improvement.

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?

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. These can be found at

Ross is author of "Successful Business Growth in a Week" published by Hodder and Stoughton in 1998.

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Verifiable CPD
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  1. Was the learning activity relevant to your career?
  2. Can you explain how you will apply the learning in the workplace?

You select courses that meet these criteria, and as you complete each course you get a CPD certificate so you can provide ACCA with the evidence that you undertook the learning activity.

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