Bernie

Free template: ROKS KPI Shortlisting Template

By Bernie | January 22, 2021

Introducing the ROKS KPI Shortlisting Template The ROKS KPI Shortlisting template gives you a visual way of ranking your KPIs on both Importance and Ease of Measurement. Print this out poster-sized to use with Post-its in a workshop Here is what a the template looks like: You can download a nice crisp, print-ready, PDF here……

Downloads for Spanish KPI Checklists book

By Bernie | January 18, 2021

KPI Checklists: Página de Descargas Gratuitas Solo para asegurarnos de que no eres un ‘bot’, te vamos a pedir que te registres usando tu correo electrónico. Por favor, completa la siguiente casilla y tendrás acceso a las descargas gratuitas en unos segundos. Bernie & Pere

Teradata article on KPIs featuring ROKS KPI Definition method

ROKS in the wild…

By Bernie | December 7, 2019

Teradata like the ROKS KPI Canvas… It looks like Dan Simerlink, of Teradata Business Value Consulting, read KPI Checklists and really liked the KPI definition template I shared, check out page 8 of his PDF white-paper below. Click on the image to download the original PDF.

Guy looking another, similar looking, rocket. Simile for duplicate strategy

Your strategic objectives are probably not unique. That’s a good thing

By Bernie | November 27, 2019

It’s always said that there are two things that everyone thinks they possess – good driving ability and a sense of humour. I’d like to add one more to that list – thinking ‘their business is unique’. After a frightening number of hours running KPI selection workshops, I realised I had a problem. To build…

Ultimate Performance Index Guide

By Bernie | October 21, 2018

Why you need a ‘Performance Index’… It’s a pretty common situation. You decide to try and fit all your measures on one A4/foolscap side. After lots of haggling, and increasing use of small font sizes, you can just about squeeze everything on one page (if you have good eyesight). You show it to the executive…

Are you making these five classic dashboard design mistakes?

By Bernie | September 19, 2018

Mistake 1: Using pie charts (or their trendy cousin) Pie charts get used a lot more than they should. The main reasons for this seem to be… They are easy to understand (good reason) You can make 2 data points look impressive and take up a lot of dashboard space (bad reason) They look a…

How to avoid this common Excel disaster…

By Bernie | September 11, 2018

On 4 January 2010, in the Marriott hotel in Atlanta, two giants in the world of economics, Prof Carmen Reinhart and former chief economist of the International Monetary Fund, Ken Rogoff, were presenting their research paper, ‘Growth in a Time of Debt’. Their message from their research turned the heads of global leaders and pushed…

Did an Excel mistake cripple the world economy?

By Bernie | September 6, 2018

On 4 January 2010, in the Marriott hotel in Atlanta, two giants in the world of economics, Prof Carmen Reinhart and former chief economist of the International Monetary Fund, Ken Rogoff, were presenting their research paper, ‘Growth in a Time of Debt’. The headline message was clear and head-turning… When the size of the country’s…

The worst Excel user ever?

By Bernie | September 4, 2018

At the start of my career, I worked with someone who used to moan ALL the time about how terrible Excel was. After weeks of complaints, I decided to see if I could help, just to stop the complaining. I sat down next to him and quickly discovered he was using the ‘shapes and lines’…

How to interview stakeholders

Interviewing KPI Stakeholders and Subject Matter Experts

By Bernie | August 21, 2018

It is usually best to have a mixture of semi-structured interviews and stakeholder workshops. A semi-structured interview is one where you ask open questions and then listen carefully to the answers. When I conduct an interview I include: Introductions About you (the interviewer), who you are and why you are here. What your objectives are,…