KPI Checklists Paperback – November 13, 2016

Very useful information just in the knick of time.When I first began helping organizations identify KPIs, this book was a great asset. Packed with very practical tips and templates, KPI Checklists should be one of the first 3 additions to any KPI Analyst's book shelf!For example, Bernie's simple diagrams (e.g. the KPI shortlisting matrix that plots importance vs availability) helped me coach business leaders and made the process of prioritizing KPIs easy to visualize. And, classifying KPIs into the important but not available quadrant as "aspirational" led quite nicely to my work with Objectives and Key Results (OKRs).For example, some of our aspirational metrics led us to create the key result: "obtain a baseline of the aspirational metric by the end of Q4" so we could agree to make progress with certain KPIs that could not easily be currently tracked.Bernie's approach can quickly be customized to meet your situation. For example, the KPI Definition checklist included 13 or so fields such as KPI Name, Frequency of update, Measurement intent, Person responsible for target setting, Units of measure, etc...I ended up using almost all these fields plus adding a few custom fields such as "Business Unit" that were required for my client. My clients have found the KPI definition worksheet particularly useful both (1) when defning the initial set of KPIs and (2) as a tool that they required managers populate when requesting a new KPI be included in the company's performance dashboard.The discipline that this KPI definition template brought going forward within the organization reduced the quantity of KPI requests while increasing the quality of these requests. The thoughtful templates and approaches outlined in the book can help create a metrics-drivein culture in an organization.Bernie includes short links that let the reader access electronic versions for most templates included in the book. Access to these templates make the book quite practical for anyone working with KPIs.

Es un libro muy práctico y aplicable en la vida diaria por todos los consejos que emite.Va llevando de la mano al lector, paso por paso para iniciar o mejorar un sistema de KPI’s e cualquier empresa.Muy recomendable.

This is a useful book for tying different concepts together for KPI production. Concepts adopted from Lean and tools such process mapping makes it clear how one can pursue the task of developing KPIs.

The author had some valid points throughout the book. However, as I begin reading further within the text, it appeared to be focused more on the Technology field. Additionally, there were some good suggestions made within the text that can be applied to various situations.

The best guidance for establishing, maintaining and adjust KPI dashboard. Checklist is very useful for almost cases and conformity to all industry sectors.

After reading a number of other books on this same subject, I found Smith's approach refreshingly pragmatic. His recommendations seem like a perfect fit for the needs of my organization.

Very useful, handson, well explained. A little self-advertising here and there, but not to a disturbing level.

The book is helpful, I'm disappointed to find that the templates offered are located at a broken link - so if you're expecting to use any of the worksheets or checklists promised - you're out luck!