April 20, 2023


5 Total CPE Credits


KPI Bootcamp for Small Businesses

  • Instructor

    Bernie Smith

Learning Objectives

  • Simplify your strategic objectives into seven, or fewer, clear outcome statements.
  • Identify and record the key results which will show when you are moving towards your strategic objectives.
  • Apply the concept of 'Business Traits' to rapidly identify candidate KPIs for a business.
  • Shortlist the KPI candidates, based on two simple questions
  • Fine-tune the ready-made KPI definitions to perfectly fit your organisation
  • Deploy their newly defined KPIs

Major Topics

  • Why measure things?
  • The ROKS Express method
  • Goals check - identifying your business objectives and Key Results
  • Selecting your KPI candidates using the KPI Definition Manual
  • Shortlisting - Picking the very best KPIs from your KPI Candidates
  • Tuning your KPI definitions
  • Going Live

CPE Credits Available

Total CPE
Business Management & Organization

Things to Know About This Course

Course Level

  • Basic



Advanced Preparation


Intended Audience

This course has been carefully designed for small business owners or advisors who: Want to implement their KPIs rapidly, with pre-built definitions and tools Need their KPIs to be tailored to their business Like a structured, logical approach  



Register For This Event

  • ASCPA Member

    $ 159 159
  • ASCPA Non-Member

    $ 189 189
    Your Price

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