Goal Setting Process and KPIs Workshop

Duration: 2 days

Setting direction and leading in a VUCA world, that is Volatile, Uncertain, Complex, and Ambiguous, presents a challenging environment in which leaders must align employees with the critical and important business priorities, towards the company’s Vision and Strategy.

In this two-day hands-on workshop, participants will have the opportunity to learn how to breakdown the company’ strategic goals to departmental, team and individual level, identify and set the corresponding Performance Indicators (PIs, KPIs) and monitor performance in a goal driven environment.

Who It’s for

This program is designed for managers, supervisors and team leaders, who are called to manage and monitor the performance of their department and/or team through specific goals and KPIs.


Learning Objectives

By the end of the workshop, the participants will be able to:

  • Realize the impact of leading through numbers
  • Master the Goal Setting Process using Job Aids and Templates
  • Set S.M.A.R.T. goals and define Performance Indicators (PIs & KPIs) to facilitate execution and monitoring
  • Learn how to Review, Monitor and Optimize goals and KPIs
  • Achieve cross-departmental alignment, collaboration and calibration of goals
  • Learn how to develop Action Plans
  • Get your team involved in the process and achieve ownership and commitment

 Our Methodology

The training method is a hands-on interactive workshop. The philosophy is to ‘Learn by doing’, using Experiential and Active Learning Techniques. Participants will learn the techniques and work on practical examples, with Job Aids and Templates. Finally, they will apply the new knowledge and skills in practice as a process, working on examples of their own company’s strategy, goals, KPIs and action plans.

Job Aids:

  • Job Aid 1: Understanding Types of Goals
  • Job Aid 2: Preventive or Reactive Goals
  • Job Aid 3: Goals Breakdown and PIs Template (Excel Sheet)
  • Job Aid 4: Goals Validation Checklist
  • Job Aid 5: Performance Indicators Validation Checklist

Day 1

 Setting Direction and Leading in a VUCA World (volatility, uncertainty, complexity, and ambiguity)

  • The power of “Why?” and how to achieve the strategy alignment
  • Achieving Strategy alignment: Defining and Communicating Vision, Mission, Values and Strategy to inspire action and achieve engagement
  • Achieving Horizontal Strategic Alignment: Cross-departmental Collaboration & Contribution
    • Facilitating Strategy Execution based on interdepartmental Collaboration
    • Systems Thinking and Connectedness
  • Communicating the Vision, Strategy, Goals and KPIs and inspire action

 Goal Setting Process and Tools

  • Using the goal-setting process to align with your Strategy (Vision, Mission, Values, Strategic Goals)
  • Goal Setting Process (Workshop + Job Aids)
    • Alignment: Linking Strategy to Departmental Objectives / KPIs
    • Alignment: Cross-departmental / Team alignment
    • Setting S.M.A.R.T. Objectives
    • Developing the Performance Indicators (PIs & KPIs)

Day 2

Developing Action Plans

  • Breaking down goals to actions
  • Resource Leveling
  • Checking Dependencies

Reviewing, Monitoring and Optimizing Goals and KPIs

  • Learn how to review and improve goals and KPIs
  • Developing a “rhythm” of monitoring and empowering execution
  • Calibrating and Optimizing goals cross-departmentally

 Achieving team’s ownership and commitment

  • Involving your team
  • Inspiring and communicating Vision and Strategy
  • Creating a goal driven culture