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course | Setting Goals & KPIs for Data-Driven Process Optimization

Join the Setting Goals &... course taught in English – Setting clear goals and Key Performance Indicators (KPIs) is essential for effective process management and…

SMCS-3320 | Setting Goals & KPIs for Data-Driven Process Optimization

Course Sector : Sales, Marketing and Customer Service

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days25/10/202629/10/2026Online$2,150 Book now
5 Days23/05/202727/05/2027Riyadh$4,250 Book now

Course Introduction

Setting clear goals and Key Performance Indicators (KPIs) is essential for effective process management and optimization.

 

This course equips participants with the skills to define measurable objectives, extract and analyze relevant data using SQL, map processes, and visualize performance using platforms like Power BI. Participants will learn how to identify bottlenecks, recommend workflow improvements or automation, and track progress against strategic goals.

 


Course objective

  • Define meaningful goals and KPIs aligned with business objectives.
  • Extract, clean, and analyze data using SQL to support KPI measurement.
  • Map processes and link KPIs to specific workflow steps.
  • Visualize performance metrics effectively using Power BI.
  • Identify bottlenecks and areas for workflow optimization or automation.
  • Monitor, report, and adjust KPIs to support continuous process improvement.

Course audience

  • Operations Managers and Supervisors
  • Business Analysts and Data Analysts
  • Process Improvement and Continuous Improvement Specialists
  • Performance Management and Strategy Professionals
  • Project Managers

Course Outline | DAY 01

Foundations of Goals and KPIs

 

  • Importance of setting goals and KPIs in business processes
  • Characteristics of effective goals and KPIs (SMART, actionable, measurable)
  • Linking organizational objectives to process-level metrics
  • Understanding performance measurement frameworks
  • Aligning goals with stakeholders’ expectations

Course Outline | Day 02

Process Mapping and KPI Alignment

 

  • Mapping key processes and identifying critical workflow steps
  • Linking KPIs to process performance and outcomes
  • Identifying leading and lagging indicators
  • Using process mapping to highlight areas for KPI measurement
  • Preparing process data for analysis

Course Outline | Day 03

Data Extraction and Analysis with SQL

 

  • Using SQL to extract relevant KPI and process data
  • Cleaning and transforming data for accurate measurement
  • Aggregating data to calculate key performance indicators
  • Identifying trends, patterns, and deviations in KPI data
  • Ensuring data integrity for reporting and decision-making

Course Outline | Day 04

Visualization of Goals and KPIs with Power BI

 

  • Principles of effective KPI visualization
  • Designing dashboards to track progress against goals
  • Using interactive charts, tables, and graphs to communicate insights
  • Highlighting bottlenecks and process inefficiencies through visualization
  • Tailoring reports for diverse stakeholders and decision-makers

 

Course Outline | Day 05

Monitoring, Optimization, and Actionable Insights

 

  • Using KPIs to identify process bottlenecks and inefficiencies
  • Recommending workflow improvements or automation opportunities
  • Monitoring performance and adjusting KPIs as needed
  • Reporting outcomes to stakeholders for informed decision-making
Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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