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KPI Tree Tools and Templates

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    KPI Tree tool and template options

    KPI Tree on LCD screen

    KPI Tree drawing tools

    One of the powerful features of KPI Trees is that they make it quick and simple to understand complex business relationships, visually. There is a clear visual standard, developed by Bernie Smith when he created the KPI Tree methodology, and a common question is 'What tools and templates can I use to create KPI Trees?'.

    Whichever tool you choose, there are certain features that make drawing KPI Trees much simpler and quicker.

    What to look for in a KPI Tree diagramming tool

    • Vector based (essential)
    • Support for object 'handles' and 'connectors' (essential)
    • Layer support (not essential, but very useful)
    • Artboards (for exporting a section of a complex tree, not essentail but very useful)
    • PDF export (helpful when your stakeholders do not have access to the drawing too you are using)

    Recommended KPI Tree tools

    Microsoft Visio Logo

    Visio (Windows users)

    Visio is the grand-daddy of vector diagramming tools. It is powerful, stable and flexible. If you have a big complex KPI Tree library to build and manage, have a Windows environment and don't need cloud collaboration, then it's the go-to choice.

    Pros

    • Powerful and fast, even with very large KPI Trees.
    • Available to many corporate users in standard app catalogue.
    • Secure and private.

    Cons

    • Requires Visio to edit the KPI Trees.
    • Fairly steep learning curve.
    • Cloud version of Visio does not support the features required to draw KPI Tree diagrams effectively and cloud collaboration not possible for desktop app.

    OmniGraffle logo

    Omnigraffle (MacOS users)

    OmniGraffle is a very mature Mac alternative to Visio. It is powerful, stable and flexible. If you have a big complex KPI Tree library to build and manage, have a MacOS/OSX environment and don't need cloud collaboration, then it's the go-to choice.

    Pros

    • Powerful and fast, even with very large KPI Trees.
    • Supports layers, allowing the use of guide-lines overlays, making organisation and management simpler
    • Supports Art Boards (Pro version) - enabling selective export of sections of the KPI Tree

    Cons

    • Requires OmniGraffle to edit the KPI Trees.
    • Fairly steep learning curve.
    • Pricey for the Pro version.
    • No cloud collaboration.

    PowerPoint Logo

    PowerPoint (all platforms, simple KPI Trees only)

    PowerPoint is hugely widespread, easy to use and surprisingly flexible. It can make a useful 'quick and dirty' tool for building and sharing simple KPI Trees.

    Pros

    • Most business users have PowerPoint already.
    • Most users know how to edit PowerPoint diagrams
    • Supports 'object handles' and connector snapping - means that connectors route automatically.

    Cons

    • You can rapidly run out of space, even on moderately complex KPI Trees
    • Does not support multiple handles on objects, making connector management tricky
    • Does not support layers or artboards.

    Conclusion. PowerPoint makes a solid starter tool, but you will rapidly outgrow it's capabilities.

    You can download our KPI Tree PPT PPTX file for free by registering here....

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    KPI Tree PowerPoint Template
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    FREE DOWNLOAD
    KPI Tree PowerPoint Template

    Miro logo

    Miro (all platforms)

    Miro is a collaborative cloud based 'infinite whiteboard'. For collaborative online KPI Tree building workshops it is hard to do beat. Miro is a powerful and mature collaborative platform, so has a number of extra benefits such as video chat, voting and presentation modes.

    Pros

    • Cloud based, allows live collaboration
    • Simple to use
    • Good performance, even with very large trees.
    • Reasonable monthly pricing
    • Cloud, desktop and mobile app support (app requires live internet connection)

    Cons

    • Some limitations on the shape of objects, so does not fully conform to the KPI Tree visual standard
    • Has had some service outage issues in the past
    • Does not support layers
    • Some issues with connectors behaving erratically
    • Board import only supported on paid-for plans

     

     

    KPI Tree templates

    For a complete bundle of Visio, OmniGraffle, PowerPoint and Miro templates, check out the KPI Tree Starter Pack...