KPI Tree Masterclass

(Course and Materials in English)


Choosing a small selection of meaningful KPIs can be difficult, time-consuming and very emotive. The KPI Tree approach, the ‘heart of the ROKS method’, was developed by Bernie to enable a structured, visual and repeatable method for developing a suite of KPIs that link directly and visually to your organisation’s strategic objectives. In this workshop you are taken through the fundamental principles of KPI Trees, the ‘4Cs’ method for building them and the practicalities of building them.

Who is it for?

Performance measurement, BI/MI can CI professionals who need to: • Design and select KPIs • Facilitate others in creating KPIs • Link KPIs to strategic objectives

Course outline

  • The ROKS approach, and where KPI Trees fit
  • Getting your strategy ready for KPI selection
  • KPI Tree basics
  • Pitfalls and how to use the ’4Cs’ to break your objectives down. •
  • Link types – which to use and how they can prevent a business catastrophe
  • Getting the KPI Tree levels right (with card game) – so you don’t go in circles
  • Multiple interactive examples, building up gradually in complexity
  • The practical tools and techniques for building your own KPI Trees – software and techniques
  • The opportunity to make a start on your own KPI Tree, with input from Bernie
    Ten sample KPI Trees for reference and re-use (exclusive to this workshop)
    How to ‘Shortlist’ KPIs generated using KPI Trees
    How to build bullet-proof definitions for your final KPI selection
    Setting up and running KPI Tree workshops in your organisation – practical guide and checklists


Full day

Course capacity



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.


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