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Bernie Smith
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KPI Checklists: Practical guide to implementing KPIs and performance measures, over 50 checklists included. Kindle Edition

by Bernie Smith (Author) Format: Kindle Edition
4.2 out of 5 stars 443 ratings
Are you trying to devise, implement or fix KPIs? This book is for people who:

• Have the task of creating new KPIs for their organisation.
• Have been asked to improve or enhance existing KPIs.
• Need help implementing a measurement system.

Using brief explanations and practical checklists, this book will help you deliver meaningful measures that work, create reports that support decision-making and deploy the tools you need to engage the rest of your organisation.

This book will help you:
• Avoid strategy pitfalls when choosing KPIs.
• Turn your strategy into practical measures quickly.
• Decide which measures to ignore.
• Design reports with buy-in.
• Develop laser-sharp KPI definitions.
• Implement your measures, reports and dashboards.

Over fifty checklists are included to take you through a structured KPI implementations process step by step. The book also includes download links for free instant access to all the templates used.
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  1. Print length
    166 pages
  2. Language
    English
  3. Publication date
    November 8, 2013
  4. File size
    14.5 MB
  5. Page Flip
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  6. Word Wise
    Enabled
  7. Enhanced typesetting
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Editorial Reviews

Review

The author picked a brilliant format for this book using checklists. Not a single word of waste, just jam packed with exactly what you need to do, how and when you should do it in order to launch or a improve a system of continual improvement in your business. He starts the book with a wide funnel of WHY use a checklist, WHAT do you want to improve, HOW are you going to change, etc. Next he moves on to how to conduct a workshop to determine KPI's, who to invite, what to do, and even gives you the templates and why you should use them. No stone is left unturned as he moves on to what roadblocks typically come up along with possible solutions. I especially appreciated the attention to detail regarding data gathering steps and the typical issues of getting data for your KPI's (and how to solve them). He even goes into a checklist of how to construct the KPI dashboard itself. This book has spoiled me in that I will now expect other "how to" books to be as easy to follow and condensed as this one. Job well done.

James B.

I loved this book. Very clear, simple and easy way to fully implement a KPI system. The book applied lean principles and didn't leave out the need to assess, improve and manage the data that comprises the KPIs. Simply outstanding!

Marcus Jennings

KPI Checklists surprised me in the best of ways. The first surprise was the style. The writing style is conversational, clear and easy to understand. The author uses lots of example and analogies to break the concepts down into really clear explanations. One great analogy was equating lagging measures to 'Looking through the rear windscreen' of your car and leading measures as the 'Front windscreen'. Put in these terms the value of leading measures when 'Driving your business' becomes obvious. The examples and anecdotes cover a wide range of industries and help keep it engaging and relevant.
The second surprise is how much value you get for the modest price, not huge numbers of pages, but an approach that really takes you from strategy through to KPI design and implementation in a practical 'how to' style. It really is a master class in KPI and measure design.

Don P.

Product details

  • ASIN ‏ : ‎ B00GKMOIKK
  • Publisher ‏ : ‎ Metric Press
  • Publication date ‏ : ‎ November 8, 2013
  • Edition ‏ : ‎ 1st
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 14.5 MB
  • Screen Reader ‏ : ‎ Supported
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Not Enabled
  • Word Wise ‏ : ‎ Enabled
  • Print length ‏ : ‎ 166 pages
  • ISBN-13 ‏ : ‎ 978-1910047019
  • Page Flip ‏ : ‎ Enabled
  • Customer Reviews:
    4.2 out of 5 stars 443 ratings

About the author

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Bernie Smith

Bernie Smith

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Bernie coaches businesses to develop meaningful KPIs and present their management information in the clearest possible way to support good decision making.

Frustrated by the random way in which performance measures are often chosen and implemented, Bernie set up Made to Measure KPIs in 2007. The goal was to develop simple, structured and repeatable ways to create KPIs that normal humans could design and use to improve businesses.

Using the experience (and scars) of working with a huge variety of organisations over his consulting career, Bernie has boiled that experience down into simple, sensible and practical advice on performance measurement. His books aim to share that expertise in a down to earth and conversational style.

Bernie lives in Sheffield, UK, with his wife and two children and some underused exercise equipment.

Customer reviews

4.2 out of 5 stars
443 global ratings

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Top reviews from the United States

  • Ariana Amini
    5.0 out of 5 stars KPI Checklists should be one of the first 3 additions to any KPI Analyst's book shelf
    Reviewed in the United States on September 30, 2014
    Verified Purchase
    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.
    22 people found this helpful
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  • badiola
    5.0 out of 5 stars KPI’S check listos
    Reviewed in the United States on August 16, 2018
    Verified Purchase
    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.
    One person found this helpful
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  • Kindle Customer
    4.0 out of 5 stars Useful book
    Reviewed in the United States on November 24, 2020
    Verified Purchase
    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.
    2 people found this helpful
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  • Chaze Patrick
    3.0 out of 5 stars Relevant to IT Field
    Reviewed in the United States on April 1, 2018
    Verified Purchase
    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.
    7 people found this helpful
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  • Kindle Customer
    5.0 out of 5 stars Best guidance for establishing KPI system
    Reviewed in the United States on August 30, 2018
    Verified Purchase
    The best guidance for establishing, maintaining and adjust KPI dashboard. Checklist is very useful for almost cases and conformity to all industry sectors.
    2 people found this helpful
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  • Amazon Customer
    5.0 out of 5 stars A very pragmatic approach to creating KPIs that work
    Reviewed in the United States on January 4, 2015
    Verified Purchase
    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.
    6 people found this helpful
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  • Julia Szucs
    5.0 out of 5 stars Pragmatic
    Reviewed in the United States on June 10, 2018
    Verified Purchase
    Very useful, handson, well explained. A little self-advertising here and there, but not to a disturbing level.
    One person found this helpful
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  • SGC
    2.0 out of 5 stars No access to the worksheets or checklists promised in the book!
    Reviewed in the United States on December 21, 2019
    Verified Purchase
    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!
    19 people found this helpful
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Top reviews from other countries

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  • Dino
    5.0 out of 5 stars practical book
    Reviewed in Germany on November 26, 2019
    Verified Purchase
    very practical book. the method can directly be used.
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  • John Sanquerin
    5.0 out of 5 stars Must have
    Reviewed in Italy on March 5, 2025
    Verified Purchase
    Leggere per capire. Finalmente.
    Report
  • James (UK)
    5.0 out of 5 stars A well structured, practical guide with a checklist approach
    Reviewed in the United Kingdom on August 15, 2021
    Verified Purchase
    This book is very helpful! It provides a comprehensive overview of an end to end process for the design, creation and roll out of KPIs, report production and dashboard design.

    It includes lots of clear, simple checklists to prompt you with various considerations, including some that might otherwise be overlooked.

    The book is easy to follow with examples, tips and pitfalls clearly indicated throughout.

    Given the book includes guidance on the roll out of your KPIs, it also includes information that some people might consider "IT related", however this is not particularly detailed or technical and is included more to provide a non-IT reader with information regarding the wider implementation considerations.

    The book contains a link to additional resources that nicely supplement the book. I had no issues in downloading the full set which include templates and samples for your own use.

    At the start of the book, there is a specific section that states how the author defines a KPI, with the word "key" implying that it is really important and that KPI, metric and measure are used interchangeably in the book.

    In a world of overused acronyms, I found this an extremely helpful definition that framed the rest of the book nicely - It was actually reading that specific section on the KINDLE "look Inside" sample (on the Amazon website) that prompted me to purchase a copy. If in doubt, I would encourage others to do the same...

    Alternatively, if you're looking for a practical guide to help you create and implement KPIs in your organisation, you could just buy it!
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  • Luciano De F. Borges
    5.0 out of 5 stars Medindo performances
    Reviewed in Brazil on May 27, 2021
    Verified Purchase
    Simples, prático e objetivo. Bom guia de referência ou introdução ao tema.
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  • Ola Adebero
    5.0 out of 5 stars It gave me what I was looking for
    Reviewed in Canada on January 7, 2022
    Verified Purchase
    It all gradually starts to make more sense towards the end of the book. well documented and detailed. It is a good starting point to foundationally scale up any business. I definately recommend.
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