12 March 2020
(Class and materials in English)


A one-day session applying the unique and powerful KPI design method, the ‘Results Orientated KPI System’ (ROKS) to KPI selection and design. The session covers all seven steps of the method (from Strategy to KPI Go-live). Each step is introduced, illustrated with real-world stories and anecdotes and supplemented with case studies and exercises.

Who is it for?

Anyone who wants a solid end-to-end understanding of the ROKS method. This session is ideal for managers who expect to be closely involved in a KPI implementation project but will not be directly facilitating the hands-on design and development process. No previous KPI knowledge or experience is necessary.

Course outline

Each step of the Results-Orientated KPI System (ROKS) is given a high-level introduction, explained using real-world examples, then reinforced using simple case studies and exercises. The session is highly interactive, including many group-exercises and discussions.
Here’s a summary of the seven steps of the ROKS approach…

Step 1: Strategy

How to simplify and streamline existing strategy documents into a suitable form for effective KPI selection. Learn about the most common strategy pitfalls and how to avoid them. We also cover the ‘Big 6’, an effective tool for organisations that are struggling with their strategy definition.

Step 2: Engagement

Team engagement is the biggest single factor affecting KPI success. We review the three essential elements of engagement and the most common and effective tools for managing engagement.

Step 3: Longlisting (KPI Trees)

The heart of the ROKS method is the KPI Tree methodology. KPI Trees are powerful, easy to understand and visual. They are also a learned skill. This session introduces the 4C method, which makes KPI Tree creation a structured and repeatable process. Software tools and practical design tips are covered as well. Learn how KPI Tree workshops can build engagement, agreement and highlight hidden KPI risks. Feedback shows that people derive huge insight from the KPI trees they build.

Step 4: Shortlisting

The biggest practical issue organisations face with their KPIs is too many KPIs. The shortlisting step introduces a structured, repeatable and visual method for selecting only the most appropriate KPIs. This step also enables the organisation to identify high-value KPIs that are not yet practical but might be business-changing if implemented.

Step 5: Definition

A crucial step for success, but one that is often skipped over. In this section, some of the risks are highlighted using hair-raising true stories and we introduce the ROKS KPI Canvas tool.

Step 6: Prototyping

KPIs communicate through dashboards and reports. This step introduces the visual design principles developed by the likes of Edward Tufte and Stephen Few and shows how to apply them to your reporting documents. We also cover strategies for minimising the number of design revisions and changes to report designs.

Step 7: Go-live

Nothing we do counts unless we implement. This step covers effective implementation tools and methods, the most common practical problems and strategies for tackling those issues.


A full day.

Course capacity



Email info@JUGO.nl
Location JUGO vof, Halvemaanstraat 7, 5211 VV ‘s-Hertogenbosch

Attendance Fee

The attendance fee is EUR 895 per person, plus VAT. The fee includes materials, lunch, snacks during breaks, and refreshments.


After submitting your registration form, you will receive a confirmation email and an invoice. Participation at the event requires payment in full prior to the event.


Should you be unable to attend, you are entitled to appoint a replacement guest at no additional cost. Cancellation up to thirty days before the start of the event is free of charge, but must be in writing. For later cancellations or for failing to attend the event, the participation fee remains payable in its entirety.

The organiser reserves the right to make changes to the content of the programme and to cancel the event for urgent reasons. In the event of cancellation, any attendance fees paid will be reimbursed. Other costs to participants associated with the cancellation of an event by the organiser will not be reimbursed.


All personal information will be treated in accordance with applicable data protection regulations. Personal information will be stored electronically for purposes of service provision.
Please send inquiries via email: info@JUGO.nl