Corporate Portofolio

CORPORATE
PORTFOLIO
TKI-0130 NOVEMBER 2016 20 PAGES
+61 3 9028 2223office@kpiinstitute.orgwww.kpiinstitute.org

Corporate Portfolio Table of Contents
www.kpiinstitute.orgPage 2
Table of Contents
OVERVIEW 03
17
18
19
04PILLARS
MEMBERSHIPS
SMARTKPIS.COM
CLIENTS
06
WHY CHOOSE
THE KPI INSTITUTE
RESEARCH STUDIES 06
ADVISORY SERVICES 10
CERTIFIED TRAINING COURSES
PERFORMANCE CENTERS
PERFORMANCE LABS
09
08
08
TEMPLATES 06
CASE STUDIES 15
PUBLICATIONS 07
COMISSIONED RESEARCH 07
REPOSITORY OF EXAMPLES 08

Corporate Portfolio Overview
office@kpiinstitute.org Page 3
Overview
Who we are
The KPI Institute is considered today the global authority on Key
PerformanceIndicators(KPIs)researchandeducation.Itoperates
research programs in 12 practice domains ranging from strategy
and KPIs to employee performance and from customer service
to innovation performance. Insights are disseminated through
a variety of publications, subscriptions services and through a
knowledge platform available to registered members. Support in
deploying these insights in practice is offered globally through
training and advisory services.
Success that’s built on remarkable value
Multinationals, government agencies, academic institutions,
non-profit organizations and individuals all turn to us for insights
and performance improvement solutions. Therefore, we’re
committed to building powerful products, delivering exceptional
services, providing best practice resources and growing avibrant
user community.
THE KPI INSTITUTE AT A GLANCE
2004
4
80+
12+
6
31
250+
13
5,000+
Year of establishment
Offices around the globe:
Australia, Malaysia,
Romania, United Arab Emirates
Staff members
Years spent on researching
KPI best practices
Continents on which we
delivered training courses
Countries where we delivered
educational programs
Research reports
published to date
Global partner
organisations
Professionals trained

Corporate Portfolio Pillars
Pillars
RESEARCH
We offer a comprehensive research portfolio in the field of business performance, in order to transform
the way performance is managed in organizations. Our portfolio consists in both secondary research and
primary research studies.
NETWORK
We offer access to a wide Professional Learning
Community characterized by a powerful collaboration
between individuals and organizations, whose goal is
to improve business and personal performance as
well as promote best practices, valuable resources
and continuous learning.
PUBLICATIONS
The Publications pillar offers its readership a
comprehensive collection of continuously updated
magazines, reports, dictionaries and research studies.
The collection starts with Performance Magazine,
goes to Performance Management: State of the
discipline report series, and ends with the more
technical publications.
LEARNING
Our ambition is to provide learning
solutions forprofessionals interested in
business performance competencies
development. Therefore, we create
innovative, effective and engaging
learning experiences that combine
face-to-face and online programs to
support professionals’ education from
business to personal performance.
Depending on the functional area
or industry, our clients can access an
engaging portfolio encompassing a
variety of webinars and a number of
39 training courses.
Considering today’s dynamic business environment, our
purpose is to enable professionals to adapt fast, effectively
implement innovative business practices and support
business growth. Supporting worldwide clients for the past 12
years allowed The KPI Institute to gather valuable experience
in the field of performance management. As a result, through
innovation, continuous improvement and our persistent focus on
graspingrevolutionaryconceptsandtoolsguidedTheKPIInstitute
towards establishing a complex knowledge center encompassing
ten pillars that say everything about what we stand for.
Research
Events Benchmarking Awards Consulting Solutions
Learning Publications Network Certifications

Corporate Portfolio Pillars
SOLUTIONS
Any performance management system implementation requires an appropriate software solution
to enable data gathering, analysis and reporting. Given our knowledge of the field, we support
organizations in selecting and deploying the right software solutions for their context.
CONSULTING
The KPI Institute professional advisers assists
both public and private organization in adopting a
systemic approach to performance management.
We provide end-to-end performance cycle solutions
starting with the assessment of current state of
organizational maturity in measuring, reporting
and managing performance, and continuing with
customized interventions.
BENCHMARKING
Our benchmarking studies provide professionals
insights into their industries’ best practices. What
differentiates our benchmarking initiatives, are the
networking events associated and the entire learning
experience created around the study.
This way benchmarking involves a fast and objective
organizational performance state assessment in
comparisonwiththeindustrycompetitors,emphasizing
the strengths, weaknesses and providing professionals
with the best solutions of developing projects,
improving processes and maturing performance.
EVENTS
Our conferences, forums and executive meetings
reaching globally represent a great learning and
sharing platform for best practices, new trends and
developments and successful case studies that can
improve both yours understand and the performance
of your organization.
AWARDS
The KPI Institute’s Awards Program
appreciatesandsupportsprofessionals
in increasing their personal brand
and gaining awareness for their
organization. Our League of
Professionals is based on individuals
who have excelled in driving
business value. We offer an internal
ranking system, surveys, nominated
awards and annual awards through
several categories.
CERTIFICATION
We recognize the expertise and
competencies demonstrated on two
levelsofcertification:Professionaland
Practitioner. The Professional level is
designed to expand knowledge and
it demonstrates your understanding
of the fundamentals in an area of
expertise, while the Practitioner level
is an advanced level of certification
that shows experience, applied
knowledge and developed skills.

Corporate Portfolio Why choose the KPI Institute
Why choose
The KPI Institute
RESEARCH STUDIES
We’re raising the bar on what you should expect from a research institute. Thousands of professionals trust us for delivering
powerful, comprehensive solutions that meet their unique business needs.
PERFORMANCE
CENTERS
PERFORMANCE
LABS
RESEARCH
STUDIES
TEMPLATES
Scorecards
Representing catalogues of the KPIs grouped in the four perspectives of the Balanced Scorecard that describe and
assess the performance of the organization. Dashboards illustrating a repository of the most relevant KPIs used at
organizational level, that reflect the department’s contribution to the overall organizational performance.
Dashboards
IllustratingarepositoryofthemostrelevantKPIsusedatorganizationallevel,thatreflectthedepartment’scontribution
to the overall organizational performance.
Employee Performance Templates
Incorporating key tools that will help managers, employees and human resource professional encourage, track
and follow up on the individual performance plan.
Toolkits
Comprising customizable and adaptable templates pre-populatedwith relevant data. Each toolkit can be edited
to match specific industries and functional areas at any organizational level.
CERTIFIED
TRAINING
COURSES
ADVISORY
SERVICES

COMISSIONED RESEARCH
PUBLICATIONS
Environmental Scan
Comprising research reports useful to executive managers throughout the strategic planning process
and to investors who are looking to reach new markets.
Market Scan
Covering secondary research reports that offer insights in terms of market dynamics and trends,
competitors, similar products or services comparisons.
Contextual Research
Encompassing research reports meeting a wide range of requirements related to The KPI Institute’s
expertise on any of its 12 practice domains.
Multiple Series: Top 25 KPIs Reports, KPI Dictionaries, Compendium
Comprehensive research portfolio in the field of business performance, in order to transform the way
performance is managed in organizations.
Magazines
Dedicated to strategy, performance, key trends and providing a broad range of articles, news, interviews,
editorials and multimedia content.
Posters
Combining informative and inspiring infographics that offer valuable insights on how to boost performance
and remain relevant in today’s market.

REPOSITORY OF EXAMPLES
Strategy Expo
Online platform containing a catalogue that illustrates the use of organizational mission, vision and value
drivers’ statements used by organizations from around the world.
Performance Expo
Online platform for integrating performance management knowledge, at strategic, operational and individual
levels.
Balanced Scorecard Review
Comprehensive online resource dedicated to the Balanced Scorecard and containing a review of its use around
the world in various industries and companies.
smartKPIs.com
Online platform dedicated to performance measurement, hosting a large database of documented KPI
examples that cover a wide spectrum of contexts.
TKI eLearning
Educational platform that provides learning solutions to professionals interested in capability development, in
a fast-paced business environment.
Performance Magazine
Integrated Performance Management resources’ platform offering expert inputs, extensive analyses, wide-
ranging materials, engaging videos and inspiring editorials.
PERFORMANCE CENTERS
PERFORMANCE LABS
The KPI Institute Performance Centers represent a valuable communication channel through which all research findings,
events, news and advisory support are disseminated.
The KPI Institute’s Labs are dedicated to specific functional areas and enable the development of a community of
professionals to whom we can easily provide relevant research findings or advisory support to elevate their performance
management practices.

StrategyandBusinessPlanningProfessional
KPIProfessionalandPractitioner
PerformanceManagementProfessional
EmployeePerformanceManagementProfessional
BenchmarkingProfessional
DataAnalysisProfessional
DataVisualizationProfessional
CustomerServicePerformanceProfessional
SupplierPerformanceProfessional
PersonalPerformanceProfessional
InnovationPerformanceProfessional
BalancedScorecardManagementSystemProfessional
With more than elevenyears ofexperience in Performance Management and a continuous motivation to boost businesses towards
superior performance, The KPI Institute has become an internationally recognized brand that provides definitive standards, clear-
cut processes and best practices for professionals, regardless of their educational background or skills.
Our certification training programs
To support and help professionals attain a solid foundation for
deploying business management systems, The KPI Institute
offers extensive preparatory educational programs. These
training courses generate value by offering first class in depth
business insights, from key concepts and methodologies, to real-
life processes, tools and techniques.
Whether you work in project, risk or process management,
logistics, sales or another role, you can find a certification
to enhance your performance through knowledge and skills
development.
Nomatterwhatyourlearningneeds—andweknowthey’re
always evolving—you can find the program that’s right for
you with The KPI Institute certification courses. Here are
justafewwaystoaccessourdevelopmentprograms.
CERTIFIED TRAINING COURSES
CHOOSE YOUR
PATH TODAY!
Attend scheduled courses
in cities around the world
Choose online, self-paced
courses with 24/7 access
Ask for private classroom courses
just for your organization

For more than 11 years, The KPI Institute has been making a difference in developing best practices in performance management
field and sustaining the rapid growth of hundreds of institutional and corporate clients. Today, The KPI Institute’s advisory team
continues this mission in offering customized services to meet every company’s performance management goals.
Details can sometimes make the difference for our clients.
A fresh perspective can offer innovative and creative
solutions that you might miss otherwise. Working with clients
worldwide and gathering extensive industry knowledge
allows us to offer our clients clear insights on how they can
create value from their business.
Working togetherwe can create long-running accomplishments
for you and your team while setting your organization on the
right path to evolve.
Your successful results validate and define our work, because
our focus revolves around clients and their needs. We go past
identifying problems and we enjoy bringing you solutions.
How we can help
Knowledge ExpansionSolutions
Our approach
There are several key success factors for ensuring that your
strategic, operational and organizational excellence initiative
maximizes enterprisevalue and accelerates growth. Ouradvisory
services focus on practical actions tailored to our clients’ unique
reality, and generally consist in:
Performance Management Audit;
Performance Management System Implementation;
In-house workshops;
Complementary Performance Management Development
Dedicated Services.
ADVISORY SERVICES
OUR PRACTICE DOMAINS
StrategyandBusinessPlanning
Performance Measurement
Performance Management
Employee Performance
Balanced Scorecard System
Data Visualization
Data Analysis
Benchmarking
Innovation Performance
Customer Service
Supplier Performance
Personal Performance

Today’scomplex,dynamic,lesspredictablemarketcallsforadifferentkindofstrategyandbusinessplanning.
Our tailored solutions focus on your company’s unique identity and position in the market, assessing the
current state of business and shaping the desired long-term evolution. We go beyond traditional business
planning to foster innovation and deliver sustainable competitive advantage.
We help organizations to improve their current Performance Measurement System and develop a state of
artPerformanceMeasurementArchitecturethatnotonlyfacilitatesthecontributionsofeachorganizational
area, but also transparently delivers added value for the business.
Performancemanagementcanbeimplementedatallorganizationallevels.Startingbymappingtheindividual
and departmental processes, then focusing on the interconnection between several departments and in
the end approaching a holistic processual perspective over the entire organization, we offer a collection of
services aimed at ensuring superior results.
Strategy and Business Audit;
Strategy and Business Maturity Model;
Strategy and Business Workshops.
Ourstrategyconsultingexpertiseincludes:
Ourintegratedsolutionsinclude:
Webringourdepthofexperienceinthefollowingareas:
EXPERTISE AREAS
STRATEGY AND BUSINESS PLANNING
PERFORMANCE MEASUREMENT
PERFORMANCE MANAGEMENT
Performance Measurement Audit;
Performance Measurement
Maturity Model;
Performance Management Audit
Performance Management MaturityModel
Process Mapping and Optimization
KPI Review;
Performance Management
System Implementation.
Performance Reporting Assistance
Project Tracking Solutions
Performance Management Workshop

Weoffercustomizedconsulting,implementation,andtrainingservicesthatcanhelpyoubettermanageand
develop your most valuable resource – your people. The service comprises a set of key actions designed to
align the employees’ contribution to departmental and organizational strategic directions.
If you want to improve your current level of performance using a clear and concise tool-set, the Balanced
Scorecard is the answer. We are here to support you in this Performance Management journey, by
developing and implementing the Balanced Scorecard System down to employee level.
We consider data to be one of the most compelling forms of content. Our services provide the backbone
for a powerful set of tools that can transform large amounts of data into effective and efficient visual
representations that raise awareness, build commitment and ensure clear understanding.
State of Employee Performance;
Maturity Model;
Employee Performance Management
System Implementation;
Balanced Scorecard Management
System Audit;
Balanced Scorecard Maturity Model;
Balanced Scorecard Management
System Implementation;
Data Visualization Audit;
Data Visualization Standards Deployment;
KPIs selection for Individual Level;
Organizational Alignment;
Organizational Competencies and
Behaviors Catalogue Development.
Balanced Scorecard
Architecture Workshop;
BSC Architecture.
Data Visualization Workshops.
Wehelpclientsachievesustainedemployeeperformancegrowththrough:
Ourintegratedsolutionsinclude:
Ourdedicatedadvisoryteamprovidesthefollowingservicestoclients:
EMPLOYEE PERFORMANCE
BALANCED SCORECARD SYSTEM
DATA VISUALIZATION

The ultimate goal of data analysis is to provide valuable information that helps professionals better
understand the market and their business, so that more relevant strategic plans are built and better
decisions are made on a daily basis. Our consultancy service on data analysis is meant to retrieve essential
information from the client’s data sets and make it accessible to his stakeholders.
A successful benchmarking service implies high commitment from all stakeholders, willingness to share
practices, learning from different approaches, the ability to communicate and flexibility to implement
improvement initiatives. Our services aim at leveraging performance by gathering and analyzing the best
practices of measuring performance across different industries.
Innovation is one of the most popular acts in business, but one of the hardest to pull off. Our Internal
Innovation Framework is the practical executive framework trusted by clients to enable organization-
wide product innovation excellence. The innovation system is focused on exploring opportunities, industry
perspectives and emerging trends, analysis of the core internal competencies, as well as consumer insights
and needs.
Data Analysis and Interpretation;
Statistical Modeling;
Interference, Prediction and Optimization;
Benchmarking Audit;
Benchmarking Architecture;
State of Organizational Innovation Audit;
Innovation System Implementation;
Data Cleaning and Exploration;
Monitoring and Evaluation
of Statistical Models.
Benchmarking Workshops.
Innovation Research;
Innovation Workshops Facilitation.
Wehelporganizationstoeffectivelyusethedataattheirfingertipsthrough:
Webringafullrangeofexperienceandexpertstohelpcompanieswith:
Ouradvisoryteamisspecializedinthefollowingkeyareas:
DATA ANALYSIS
BENCHMARKING
INNOVATION PERFORMANCE

To discuss how our team can help your business achieve true results, please contact us using the following information:
+61 3 9028 2223 office@kpiinstitute.org
Customers are the source of real growth. Our dedicated analysts combine in-depth customer insights
with practical expertise to help our clients improving their internal customer service performance
management architecture.
Every organization works with several suppliers and our approach offers a new perspective that
allows you to proactively manage your supplier performance by extending your own performance
management system.
Reaching above organizational limits and mastering performance-related tools is essential for improving
individual performance. That’s why the importance and benefits of measuring and managing performance
within organizations are broadly recognized and supported.
Customer Service Audit;
Customer Service Performance
Management System Implementation;
Customer Service Workshops;
State of Supplier Performance;
Maturity Model;
Personal Performance Essentials;
Customer Service KPIs Selection;
Customer Service
Performance Reporting;
Mystery Client Services.
Supply Chain Performance Workshop;
System Implementation.
Personal Time Management Workshop.
Wehelpourclientsaddresskeybusinesssituationsthrough:
Webringourexpertisetoallelementsofthesupplierperformance,including:
Wehelpclientsmakecriticaldecisionsrelatedtopersonalperformancethrough:
CUSTOMER SERVICE
SUPPLIER PERFORMANCE
PERSONAL PERFORMANCE
HOW CAN WE HELP YOU?

“Professionalism, patience in explaining to stakeholders
andpassionwaremajorcontributingfactorstothesuccess
oftheproject.”
“The materials presented were very useful and they
helped me to better understand KPIs aspects: how to be
created, applied, used by pushing the team forward for the
maximumperformance”
“I was very happy and lucky to be one of the participants
in this project. I have read a lot about KPIs from different
sources,butIcouldn’tarrangemythinkingaboutthemand
this project helped me understand the benefits of KPIS in a
simpleway.””
“Excellent program for understanding KPIs, useful for
organizationandindividuals”
Technology Manager,
National Australia Bank,
Australia
Raw Materials Sales Manager,
ARASCO Feed,
Saudi Arabia
Project Manager,
King Saud University Medical City,
Saudi Arabia
Production Head,
Salalah Methanol Company,
Oman
Strategy Planning
Performance Management System Implementation
Performance and Productivity Measurement
Performance Management Audit
Balanced Scorecard Implementation
Australia
Ghana
Indonesia
Malaysia
Agriculture
Education & Training
Financial Services
Government Agency
Healthcare
IntergovernmentalOrganization
IT & Telecommunication
Manufacturing
Oil & Gas/Resources
Postal Services
RealEstateDevelopment
State Government
Nigeria
Oman
Romania
Saudi Arabia
Sweden
United Arab Emirates
United States ofAmerica
Governmental
Private
ConsultingProjectsImplemented
Sector
28.57%
23.81%
19.05%
14.29%
14.29%
57.89%
42.11%
Countries
WithinIndustries
CASE STUDIES
Implementing change with impact
We work on-site with clients to help them move
beyond recommendations —to achieve long-term
improvement and measurable, bottom-line results.
We help transform processes, optimize management
practices, and in particular, build a sound performance
improvement architecture across the organization.
What we do

Recent examples of how we work with our clients to help them navigate complex business issues and achieve high
performance.
SMC has invited The KPI Institute to facilitate training and workshop sessions for KPI selection with each department as
part of their initiative to develop an integrated performance management system across the entire organization. The project
took place in four stages over 16 months’ period with 3 onsite interventions
FIRS has invited The KPI Institute to facilitate a performance management implementation program aimed at providing an
interactive approach to strategic formulation and design. The advisory program consisted of three modules, specifically
created to facilitate strategic review, recalibration and alignment through the use of KPIs.
ADRPBF has invited the KPI Institute to provide guidance to improve their existing Performance Management System. The
KPI Management Framework recommended by the KPI Institute embeds 10 years of research in the field of KPIs and relies
on best practices applicable to both private and public business environments.
NAB has invited The KPI Institute to support the Balanced Scorecard implementation at corporate level, part of the Value
Based Management implementation. The project was aimed at establishing enterprise and divisional KPI scorecards used by
the senior management of the Retail, Business and Wealth management divisions of the Bank.
KSUMC has invited the KPI Institute to develop and implement an integrated performance management system based on
the Balanced Scorecard Concept. The project involves 5 stages over 5 month’s period with several onsite interventions.
Improving the current Performance Management Architecture
Developing a five-year strategic plan and driving engagement into strategy execution
Developing and implementing an Individual Performance Management System
Implementing a Balanced Scorecard Based Performance Management System
Developing and implementing an integrated Performance Management System Framework
Industry: Resources
Industry: Governmental
Industry: Healthcare
Company: Salalah Methanol Company LLC
Company: Federal Inland Revenue Service
Company: Abu Dhabi Retirement Pensions and Benefits Fund
Company: The National Australia Bank
Company: King Saud University Medical City
Country: Oman
Country: Nigeria
Country: UAE
Country: Australia
Country: Saudi Arabia

Corporate Portfolio Memberships
Memberships
TYPES OF MEMBERSHIP
82,000+
12+7,800+
250+
Community members
Years of experienceKPIs documented
Resources provided
Eventdiscount:
$100offearlybirdrate
2KPIDictionaries
2TopKPIReports
2PerformanceManagementToolkits
2Webinars
PreviewtoResearchstudies’
executivesummaries
Onlineguidanceforexploringthe
TKIknowledgeplatforms
Event discount: $100 off 2 or more
participants rate
All KPI Dictionaries
All Top KPI Reports
All Performance Management
Toolkits
All Webinars
All Research studies
Phone guidance on you knowledge
platforms
8 hours of research analyst support
8 hours of customized secondary
research
1 full certification course or
conference of your choice
All KPI Dictionaries
All Top KPI Reports
All Performance Management
Toolkits
All Webinars
All research library resources
available
Phone guidance for exploring the
TKI knowledge platforms
8 hours of research analst support
8 hours of customized secondary
research
$390/year $2,900/year $4,900/year
WHY JOIN
THE KPI INSTITUTE?
12+
Practice domains
25+
Research analysts

Corporate Portfolio smartKPIs.com
smartKPIs.com
KPIs examples covering a large
spectrum of contexts
premium documented KPIs
industries covered
functional areas
pricing plans, suitable for different
informational needs
smartkpis.com is the leading online platform for performance measurement knowledge
integration, hosting the world’s largest database of documented KPI examples available online.
20,600 7,000
25
16
4
Find the most relevant Key Performance Indicators
based on your specific needs
Set a rigorous performance measurement framework based
on a recommended format of KPI Documentation Form
Identify the most relevant Key Performance Indicators
based on your specific needs
100 KPI names
displayed
200 KPI names
viewed
300 KPI names
+ definitions viewed
500 documented
KPIs viewed
Benchmark your Key Performance Indicators against
similar industry sectors
Configure your own customized organizational,
departmental and individual scorecards and dashboards
Discover recommended resources and improve your
performance measurement knowledge
KeyFeatures
CHOOSE THE BEST SUBSCRIPTION PLAN
FOR YOUR PROFESSIONAL GROWTH
PREVIEW EXPLORER STANDARD PREMIUM

Corporate Portfolio Clients
Government Utilities
Banking Telecommunication
Aviation Oil,GasandPetrochemicals
AcademicEducation Healthcare
Clients
We have the privilege of working with some of the most well-known companies in the world and assist them in the process
of identifying issues affecting their business success, as well as working with them to shape and implement effective
performance management systems.
The following is a brieflist ofclients forwhomwe have developed customized solutions that have met theirevolving needs.

HEADQUARTERS
MELBOURNE OFFICE
Life.lab Building
198 Harbour Esplanade, Suite 606
Melbourne Docklands, VIC 3008, AU
T: +61 3 9028 2223 M: +61 4 2456 8088
office@kpiinstitute.org
EUROPEAN DIVISION
SIBIU OFFICE
Sibiu City Center
Somesului Street, No. 3
550003 - Sibiu, Romania
T: +40 3 6942 6935 M: +40 7 4706 0997
MIDDLE EAST DIVISION
DUBAI OFFICE
Regalia Business Center, 1st floor,
Office 101, Suite 11, Baysquare Building 3,
Business Bay, POBOX 213297, Dubai, UAE
T: +971 4 563 7316 M: +971 55 787 6427
SE ASIA DIVISION
KUALA LUMPUR OFFICE
Wisma UOA II
21 Jalan Pinang, Unit 11-10, 50450
Kuala Lumpur, Malaysia
T: +60 3 2742 1357 M: +60 11 3303 2135

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