Checklist to assessing your progress with performance measures checklist
|Knowledge of the critical success factors||Is it covered?|
|1. Senior management have a common understanding of the organization’s success factors.||o Yes o No|
|2. The organization has identified the critical success factors.||o Yes o No|
|3. The critical success factors have been communicated to all staff and are impacting positively on the setting of daily priorities.||o Yes o No|
|Existing KPI implementation||Is it covered?|
|1. Teams have been trained in designing measures.||o Yes o No|
|2. The KPI team vet all measures before they are approved.||o Yes o No|
|3. The KPIs were implemented based around a methodology such as a Balanced Scorecard, PuMP, Winning KPIs.||o Yes o No|
|4. Teams have selected measures from an approved list of measures.||o Yes o No|
|5. Measures have been derived from the identified critical success factors.||o Yes o No|
|6. There is an awareness that not all measures are KPIs.||o Yes o No|
|7. There are no more than 100 measures in the organization.||o Yes o No|
|How KPIs are operating|
|1. Measures are carefully vetted to ensure they promote appropriate action and all those measures that are damaging performance are removed.||o Yes o No|
|2. There is a mix of past, current and future measures||o Yes o No|
|3. The performance measures reporting follows best practice graphical presentation rules.||o Yes o No|
|4. There are less than 10 KPIs in the organization and these are monitored frequently 24/7, daily, or weekly.||o Yes o No|
|5. KPIs are not linked to pay; performance with KPIs is deemed as a given e.g., seen as a “ticket to the game.”||o Yes o No|
Under 5: A complete visit to performance measurement is in order. This book and accompanying download materials will assist you to sell the change and commence the project.
Between 5 to 10: Some good progress has been made. This book will assist you with improvements.
Over 10: You should write a case study and I will feature it.
Source: Extracted from
Key Performance Indicators – developing, implementing and using winning KPIs (4th Edition)