Course Information

Building an Effective KPI System

Guide participants in translating strategic objectives into KPIs with clear criteria, formulas, data sources, and monitoring mechanisms.

Instructor facilitating communication skills for a corporate management team

Actual classroom session at Masterskills

Instructor presenting during a training session

Participants taking part in a training activity

Discussion during a corporate training program

Overview of an on-site corporate training class

Instructor guiding participants through practical exercises

Group activity during the training program

Group photo of participants at the end of the course

Table of Contents

Course Overview
Learning Objectives
Target Participants
Course Outline
Training Methodology
Class Information
Materials & Certification
Faculty
Masterskills Corporate Profile
Selected Clients

1. Course Overview

A KPI system creates value only when it measures critical results and supports management action. Too many KPIs, inadequate data sources, weak strategic alignment, or inappropriate weightings can encourage compliance behavior and distort team priorities.

The course “Building an Effective KPI System” guides participants in cascading objectives from corporate level to functions and positions; designing indicators, formulas, data sources, measurement frequency, weightings, and performance thresholds; and using dashboards, review meetings, and performance feedback.

Participants practice building an objective tree and KPI scorecard for a specific unit or position. The outcome provides a more transparent measurement basis, enables earlier detection of variances, and supports data-driven system improvement.

2. Learning Objectives

Distinguish KPIs from objectives, targets, tasks, and routine operational measures.
Cascade strategic objectives into measurable results at functional and position levels.
Design KPIs with clear definitions, formulas, data sources, and measurement frequencies.
Set appropriate weightings, target thresholds, and scoring methods.
Organize KPI monitoring, reporting, review meetings, and results feedback.
Identify outdated indicators and develop a KPI system improvement plan.

3. Target Participants

Leaders and Executive Team MembersThose who need to link strategy with the enterprise-wide performance measurement system.
Functional Directors and Department HeadsThose responsible for developing, assigning, and monitoring unit KPIs.
Performance Management and Compensation & Benefits PersonnelThose designing KPI templates, policies, and management processes.
Planning and Data Analysis SpecialistsThose providing data and reports and supporting performance reviews.

4. Course Outline

PART 01Foundations of Enterprise KPI Systems

The concept of KPIs in performance management.
The role of KPIs in business management.
Differences among KPIs, objectives, targets, and tasks.
The alignment among strategy, functions, and individuals.
Principles for measuring critical results with KPIs.
A KPI-based performance management model.
Scenario: numerous KPIs that fail to drive results.
Practice assessing the current KPI system.

PART 02Translating Strategy into Measurable Objectives

Clarify corporate strategic objectives.
Cascade objectives to functional departments.
Identify the key results to be achieved.
Align objectives vertically and horizontally.
Apply the Balanced Scorecard to define objective categories.
Check alignment between objectives and resources.
Example: translating strategy into KPI objectives.
Practice building an enterprise objective tree.

PART 03Designing High-Quality KPIs

Identify indicators that measure the results requiring management attention.
Distinguish leading and lagging indicators.
Establish clear KPI calculation formulas.
Define data sources and measurement frequency.
Avoid indicators that drive behavior away from the intended objective.
SMART criteria in KPI design.
Scenario: a KPI that is easy to measure but not important.
Practice developing KPIs for a position.

PART 04Allocating KPIs and Performance Weightings

Allocate KPIs according to roles at each level.
Assign weightings based on priority.
Balance financial and operational KPIs.
Balance individual KPIs with team collaboration measures.
Set target, achievement, and overachievement thresholds.
The process for agreeing KPIs with the person responsible.
Scenario: an employee objects to assigned KPIs.
Practice developing a weighted KPI scorecard.

PART 05KPI Monitoring, Reporting, and Evaluation

Establish weekly, monthly, and quarterly monitoring cycles.
Build clear and visual KPI dashboards.
Analyze variances between planned and actual performance.
Conduct periodic performance review meetings.
Provide data-based performance feedback.
A process for adjusting KPIs when circumstances change.
Scenario: KPI deviation discovered only at period end.
Practice preparing a KPI monitoring report.

PART 06Maintaining and Improving the KPI System

Link KPIs with evaluation, rewards, and development.
Maintain fairness and transparency.
Review KPIs that no longer reflect operational reality.
Train managers to use KPIs effectively.
Build a results-oriented work culture.
Improve the KPI system through periodic feedback.
Scenario: KPIs create pressure without motivation.
Practice developing a KPI implementation plan.

5. Training Methodology

Classes are delivered in small, learner-centered groups. Instructors provide concise input, then facilitate discussions, scenario-based practice, feedback, and reflection so participants can translate knowledge into practical workplace behaviors.

Group Discussions Individual Exercises Group Presentations Brainstorming Techniques Guided Practice with the Instructor Experiential Projects In-Class Activities Role-Playing Activities Class Presentations

6. Class Information

Expected Start Date	Schedule	Class Hours	Location	Tuition Fee	Register
To Be Announced	Saturday – Sunday	08:30 – 16:30	Ho Chi Minh City	VND 4,500,000	Register
To Be Announced	Monday – Thursday	18:00 – 21:30	Hanoi	VND 4,500,000	Register

10% discount for registration at least 15 days in advance, groups of three or more participants, or returning clients.Reserve a Seat

Note: The schedule above is provisional and may be adjusted based on enrollment, class arrangements, and the actual training plan. Masterskills will confirm the official schedule with participants before the course begins.

Duration: 2 days / 4 sessions; maximum 35 participants per class.
Ho Chi Minh City: 224 Dien Bien Phu Street, Ban Co Ward, Ho Chi Minh City.
Hanoi: 51 Le Dai Hanh Street, Hai Ba Trung Ward, Hanoi.
Corporate in-house training: Delivered at the client's office or factory; pricing depends on the design scope, location, and class size.
Additional costs: Instructor travel and accommodation costs are determined by the delivery location, where applicable.

7. Learning Materials & Certification

Participants receive proprietary course materials developed by Masterskills, practical handouts, self-assessment forms, and reference materials aligned with real business situations.

Proprietary Course MaterialsStandardized content updated in line with the course objectives.

Practical ToolsChecklists, handouts, feedback templates, and individual action plans.Explore the Toolkit

Course Completion Certificate

Participants who meet the attendance and practical requirements receive a Masterskills certificate of program completion.

8. Faculty

Masterskills instructors and experts bring practical management, consulting, and training experience relevant to the program content.

MBA Dao Hoai Bac - Human Resources Management & KPI–BSC Expert

MBA. Đào Hoài Bắc

Human resources management and KPI–BSC expert specializing in performance management, KPIs, BSC, corporate culture, and management systems.

MBA La Kien My - Human Resources Management & Organizational Leadership Expert

MBA. La Kiến Mỹ

Human resources management and organizational leadership expert specializing in workforce planning, performance, motivation, and succession development.

View Faculty Profiles

9. Masterskills Corporate Profile

View Profile

An overview of Masterskills' training capabilities, areas of expertise, delivery methodology, and experience partnering with organizations.

Client feedback after attending a Masterskills course

Client Testimonials

“The Building an Effective KPI System course offers practical content, workplace-relevant exercises, and clear facilitation. The instructor helps participants use appropriate tools, analyze situations, and develop solutions they can apply after the program.”

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