📊 KPI – Indicator Design with Artificial Intelligence
- Do you have data, but lack clear decisions?
- Are you measuring many things, but not the right ones?
- Do your KPIs exist but are not used?
- Is your strategy defined but not executed?
- Would you like to design solid KPIs supported by Artificial Intelligence?
This course is designed for professionals who want to move from measuring for reporting, to measuring for decision-making.
You will learn how to define clear objectives, design effective indicators, align them with strategy, and leverage Generative AI to speed up and improve the entire measurement system.
This is not about “nice-looking dashboards”, but about KPIs that drive action, focus, and real results.
Program Content
Class 1. Welcome to the Indicator Design Course
- Course presentation and scope.
- General and specific objectives.
- Measurement as a key management skill.
- Turning data into decisions and results.
Class 2. Importance of the Measurement System
- Why measurement matters.
- The pilot analogy: critical information for decision-making.
- Paradigms and limiting beliefs about measurement.
- Measuring to manage, improve, and scale.
Class 3. Definitions: SMART Objectives
- What is an objective and why it matters.
- Relationship between objectives and indicators.
- SMART methodology applied to management.
- Designing clear and actionable objectives.
Class 4. Definitions: KPIs, Efficiency, Effectiveness, and Productivity
- What is a KPI and why it matters.
- Basic components of an indicator.
- Organizational “vital signs”.
- Performance interpretation and decision-making.
Class 5. Balanced Scorecard
- Introduction to the Balanced Scorecard.
- The four perspectives:
- Financial
- Customer / Commercial
- Internal Processes
- Learning & Growth
- Translating strategy into measurable objectives.
- From vision to execution.
Class 5.1. Interview with Robert Kaplan
- Strategic vision from the co-creator of the BSC.
- Practical insights into real-world application.
- Key reflections on strategy and measurement.
Class 5.2. Strategy Map
- What is a Strategy Map?
- Cause–effect relationships between objectives.
- Strategic alignment across perspectives.
- Visualizing strategy execution.
Class 6. Indicator Attributes and Components
- Technical components of a KPI.
- Attributes of a good indicator.
- Importance of the indicator data sheet.
- Clarity, consistency, and usefulness.
Class 7. 9-Step Indicator Design Methodology
- Structured methodology for KPI design.
- From objectives to measurement variables.
- Definition of:
- Responsibility
- Frequency
- Data sources
- Monitoring criteria
- KPIs designed for action, not decoration.
Class 8. Objectives and Indicators Procedure
- Standard implementation procedure.
- Measurement system governance.
- Management Control Committee.
- Excel template for management reporting.
- Evolution toward dashboards, BI, and AI.
Class 9. Management Report
- Structure of an effective management report.
- Performance traffic lights (green, yellow, red).
- Executive-level presentation of results.
- Practical HR case study.
Class 10. Additional Information and Indicator Examples
- Financial and non-financial KPIs.
- Practical examples and use cases.
- Support material for real implementation.
- Reference guide for application.
Class 11. Artificial Intelligence for KPI Design and Analysis
- Using AI to:
- Define objectives
- Design indicators
- Analyze results
- Recommended AI models.
- Management-focused PROMPTS.
- GPTs, GEMs, and mini-apps for KPI systems.
- Faster, smarter measurement systems.
Class 12. Conclusions
- Continuous improvement mindset.
- Data-driven decision-making.
- The role of modern professionals in management.
- Course wrap-up and next steps.
WHAT THE COURSE INCLUDES
- 3 hours of online training
- Immediate access for 3 months
- Downloadable digital materials
- Presentation
- Certificate of completion
Opinions from some of our students
“My experience in the management indicator design course at ByD Gestión Empresarial Integral with Engineer Beatriz Navas Lares was very enjoyable and interesting; it not only contributed to my growth but also strengthened my skills and knowledge. Furthermore, it is a powerful and indispensable tool for any organization to motivate the pursuit of a common goal. I recommend it to all professionals who wish to expand their skills to stand out in the job market.”
Ing. Leris Hernández
Business Consultant in Process Engineering - Venezuela
“A wide and interesting range of tools for pruning, adaptable to the needs of my area. What I liked most about the course was the concrete opportunity to apply the knowledge. It’s a real chance to improve by sharing experiences of successes and failures, without giving up on continuous improvement. I would highly recommend it; it provides a lot of concrete things to apply and work with. The next step is to organize the knowledge, the tools, and the urgent needs of each particular area.”
Lic. Matías Cluster
Human Resources in an agribusiness company - Tears of the Sun - Argentina
I completed the course: KPIs (Key Performance Indicators)
“The instructor is excellent.” I recommend the courses for their abundant materials, templates, tutorials, and ease of use.
