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Free tool: Excel action list tracker template

May 23, 2013 By Bernie Leave a Comment
Action tracker screen snippet

On most projects I end up putting together an action tracker. I had a look on Google recently and couldn’t find a simple tracker template that worked well, so I designed one. It’s a little off-theme for this site, but very useful I think. Most KPI implementation work involves tracking lots of actions, so that’s [...]

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Filed Under: Tool Tagged With: action list, action log, action tracker, kpi action too, todo list

Applying 5S to dashboard and report design.

January 22, 2013 By Bernie Leave a Comment
Japanese zen garden

5S is a tool that lots of manufacturing businesses use. It’s a funny tool as it can look quite superficial unless you have been involved in a project where it has been applied properly. What people often miss is the mindset that goes along with it. When you start living and breathing 5S some quite [...]

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Filed Under: Tool Tagged With: 5S, KPI management, organise, organize, Report management, sort

How to implement your KPIs and Measures

September 5, 2011 By Bernie 1 Comment
tools_tablet_sml

There’s lots of ways of achieving any goal. Through a combination of trial and error, I’ve come up with the GET FIGURES method. The GET FIGURES method is 10 step process to take you from your initial strategic objectives through to a set of working measures. It’s a bit painful fitting the steps to a [...]

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Filed Under: Tool Tagged With: implementation, kpi, management control system, measures, rollout, tool

KPI Definition Checklist

August 25, 2011 By Bernie 13 Comments
checklist_tablet_sml

It’s all too easy to end up with poorly defined KPIs. If this happens then there may be confusion about the purpose or definition of a KPI. Confusion leads to mistrust and disuse. Use this checklist to see if each of your KPIs and measures is well defined: KPI Name: Use a “what-it-say-is-what-it-is” type name, so that it doesn’t [...]

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Filed Under: Checklist, Tool Tagged With: balance score card, BSC, checklist, definition, kpi, measure

BlinkCharts, what they are and why you need them

July 22, 2011 By Bernie Leave a Comment
Boring but useful - lots of data on a bar chart.

Most people just use the default graphs on Excel, perhaps with a colour change or two. Who says that Microsoft knows how much detail to put on your graphs? The default graphs (or charts, if you speak Microsoft English) are jam-packed with clutter. Why should you care? Every piece of clutter in a graph makes [...]

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Filed Under: Design, Tool Tagged With: blinkchart, chart, excel, graph, sparklines

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