Operational KPIs and Process Improvement Training Course

Duration 5 days 10 modules · 33 contact hours
Level Intermediate Certificate on completion
Who attends Operations Managers, Continuous Improvement Managers and others
Fee from USD 1,100 KSh 95,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-QP-049

Before you join: Participants should have experience working with operational reports, service measures, quality data or process performance information.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Operational teams are often measured by large numbers of disconnected metrics: monthly cost reports, service-level dashboards, quality defects, throughput figures and customer complaints. Managers can see that performance is off target but cannot reliably identify where the process is failing, which measures matter most, or whether an improvement has produced a lasting result. Poorly designed KPIs can also reward local optimisation, conceal bottlenecks and encourage workarounds that increase risk, rework or customer delay.

This course equips participants to build an operational performance system that connects strategic objectives with process measures, frontline management and structured improvement work. Participants learn to define useful KPIs, establish clear data definitions, set targets, build KPI trees and run effective performance reviews. They apply process mapping, SIPOC, value stream mapping, Pareto analysis, root cause analysis, Lean methods, statistical process control and DMAIC to diagnose productivity, quality, capacity and service problems.

Teaching combines concise instructor briefings with cases drawn from service operations, manufacturing, logistics, banking and public services. Participants interpret operational data, test KPI designs, map processes, investigate performance gaps and make improvement decisions through facilitated group work and simulations. Each participant develops a practical operational KPI and process improvement pack for a selected work area, including a KPI tree, metric dictionary, process analysis, improvement charter and control plan.

The course is suited to managers and specialists responsible for operational performance, service delivery, quality, productivity or continuous improvement. It is particularly valuable where leaders need stronger daily management routines and evidence-based methods for converting performance data into measurable process gains.

What you will be able to do

  • Design KPI trees linking strategic objectives, process drivers and operational measures
  • Define operational metrics using clear formulas, data sources, owners and review rules
  • Build performance dashboards that distinguish leading, lagging and diagnostic indicators
  • Map end-to-end processes using SIPOC and value stream mapping techniques
  • Diagnose performance gaps using Pareto analysis, stratification and root cause methods
  • Apply Lean flow methods to reduce delay, rework, handoffs and operational waste
  • Use statistical process control charts to assess process stability and variation
  • Produce an improvement charter and control plan for a priority operational problem

Benefits of attending

For you

  • Create KPIs that expose process drivers rather than merely report outcomes
  • Lead more focused performance reviews with clear actions and accountable owners
  • Identify bottlenecks, waste and rework using structured process analysis
  • Make evidence-based improvement recommendations supported by operational data
  • Build a reusable improvement pack for an immediate workplace priority

For your organisation

  • Fewer disconnected measures and clearer accountability for operational performance
  • Earlier detection of service failures, quality losses and capacity constraints
  • Reduced rework, waiting time and non-value-adding process activity
  • More consistent improvement project selection based on measurable performance gaps
  • Stronger controls that sustain gains after improvement initiatives close

Course modules

10 modules over 5 days

Participants can structure an operational performance system that connects objectives, process drivers, measures and accountability.

  • Operating model links customer promises, process outputs, capacity and controls
  • CTQ requirements translated into measurable service, quality, cost and delivery measures
  • Outcome, output, process and input measures distinguished using KPI trees
  • Balanced Scorecard perspectives adapted for frontline operational performance management
  • Leading indicators separated from lagging results and diagnostic measures
  • Metric ownership, review cadence and escalation paths assigned through RACI
  • Goodhart’s law risks identified before targets drive unintended behaviour

Participants can specify reliable operational KPIs with consistent definitions, targets and ownership.

  • SMART metric specifications define purpose, formula, unit, source and owner
  • Numerator and denominator rules prevent inconsistent rate and ratio reporting
  • Operational definitions distinguish valid events, exclusions, timing and population boundaries
  • Target setting combines customer requirements, baseline performance and process capability
  • Thresholds, tolerances and trigger points establish practical management responses
  • Data collection plans assign frequency, validation checks and record retention
  • Metric dictionaries document calculation logic for repeatable reporting and auditability

Participants can assess operational data quality and conduct focused KPI review conversations.

  • Data quality dimensions assess accuracy, completeness, timeliness, consistency and uniqueness
  • Run charts reveal shifts, trends, cycles and unusual operational patterns
  • Dashboards prioritise exceptions, trends, targets and drill-down diagnostic measures
  • Visual management boards show daily priorities, constraints, actions and ownership
  • Performance review agendas separate reporting, diagnosis, decisions and follow-up
  • Red-amber-green status rules avoid subjective escalation and unmanaged exceptions
  • Action logs capture countermeasures, deadlines, evidence and effectiveness checks

Participants can map an operational process and identify requirements affecting quality, speed and cost.

  • SIPOC defines suppliers, inputs, process boundaries, outputs and customer groups
  • Swimlane maps expose handoffs, approvals, queues and unclear responsibility
  • Process steps classified as value-adding, necessary non-value-adding or waste
  • Customer journey requirements translated into measurable process critical-to-quality characteristics
  • Service blueprints connect customer touchpoints with visible and backstage activities
  • Failure points identified at interfaces between teams, systems and external partners
  • Current-state maps establish scope before measurement and improvement decisions

Participants can quantify flow losses and identify productivity constraints within an end-to-end process.

  • Value stream maps measure cycle time, waiting time, inventory and information flow
  • Takt time compares customer demand with available production or service capacity
  • Little’s Law relates work-in-progress, throughput and average flow time
  • Capacity analysis distinguishes resource utilisation from effective process throughput
  • Bottleneck identification examines constrained resources, queues and downstream starvation
  • Spaghetti diagrams reveal unnecessary movement, transport and workplace layout losses
  • Future-state design prioritises flow, pull signals and simplified handoffs

Participants can investigate recurring operational problems and define evidence-based corrective actions.

  • Pareto charts rank defect categories, delay causes and customer complaint themes
  • Stratification separates performance data by product, channel, shift and location
  • Five Whys traces symptoms toward controllable process and system causes
  • Fishbone diagrams organise potential causes across people, methods, machines and materials
  • Cause-and-effect matrices rank factors against critical customer and process requirements
  • Verification plans test suspected causes using observations, records and comparative data
  • Corrective actions distinguish containment, correction, prevention and systemic control

Participants can select Lean countermeasures that improve flow, reduce waste and stabilise execution.

  • Eight wastes identified through defects, waiting, motion, overprocessing and inventory
  • 5S controls organise work areas through sorting, setting, shining, standardising and sustaining
  • Standard work defines sequence, timing, expected output and escalation conditions
  • Kanban signals control replenishment and limit work-in-progress between process steps
  • Poka-yoke methods prevent errors through prompts, constraints and automatic checks
  • SMED principles reduce changeover losses through internal and external task separation
  • Daily management connects tiered huddles, visual boards and rapid problem escalation

Participants can distinguish common-cause variation from special-cause variation using control charts.

  • Common-cause and special-cause variation guide different management responses
  • Histograms display process distribution, spread, skewness and potential specification failures
  • Control charts distinguish natural variation from statistically unusual process signals
  • Individuals charts monitor continuous measures with single observations per period
  • p-charts track defect proportions when sample sizes vary between periods
  • Process capability compares stable process variation against specification limits
  • Control limits distinguished from customer targets and specification boundaries

Participants can frame and manage a measurable process improvement project using DMAIC.

  • DMAIC stages organise improvement work from problem definition through sustained control
  • Project charters specify problem statement, scope, goal, sponsors and team roles
  • Baseline measures establish current performance before countermeasures are introduced
  • Benefit cases quantify cost, capacity, quality, risk and customer service effects
  • Prioritisation matrices compare impact, effort, risk, urgency and implementation feasibility
  • Pilot plans define test conditions, success measures, duration and decision criteria
  • Stakeholder analysis anticipates resistance, communication needs and adoption responsibilities

Participants can create a control plan and application plan that sustain measurable process gains.

  • Control plans specify monitored characteristics, methods, frequency, owners and reactions
  • Standard operating procedures embed revised steps, controls and escalation points
  • Training matrices identify role-specific competence requirements after process changes
  • Audit checklists verify adherence to standards and effectiveness of controls
  • KPI review routines connect performance signals with corrective action governance
  • Benefits tracking compares realised results against approved improvement assumptions
  • Ninety-day application plans sequence actions, sponsors, milestones and review dates

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Operational KPI tree template
  2. KPI definition and data dictionary
  3. SIPOC and value stream mapping pack
  4. Root cause analysis toolkit
  5. DMAIC improvement charter
  6. Operational control plan template

Who should attend

  • Operations Managers — need disciplined measures and routines for service, cost and productivity control
  • Continuous Improvement Managers — need KPI evidence to select and govern improvement priorities
  • Quality Managers — need to connect defect, compliance and customer measures to process causes
  • Service Delivery Managers — need to improve timeliness, capacity and service-level performance
  • Project Managers — need operational measures to track benefits after project handover
  • Business Analysts — need practical methods for translating data into process improvement requirements

Skills and tools covered

KPI designProcess mappingPerformance analysisRoot cause analysisLean improvementStatistical process control

Tools and standards

SIPOC, Value Stream Mapping, Lean Six Sigma DMAIC, Statistical Process Control

How the course runs

Training methodology

The course uses short instructor briefings to introduce KPI architecture, process analysis and improvement methods, followed by case work using realistic operational data. Participants work in groups to interpret dashboards, map workflows, identify root causes and select countermeasures. Simulations demonstrate how variation, queues, handoffs and target choices affect operational results. Facilitated discussion compares approaches across service, production and administrative processes. Individual application planning converts the methods into a KPI and improvement pack for a current or proposed work-area issue.

Requirements and prerequisites

Participants should have experience working with operational reports, service measures, quality data or process performance information. Familiarity with basic spreadsheets, percentages, averages and charts is assumed, as participants will interpret KPI data and process measures. Experience supervising operations, supporting improvement projects or analysing business processes is helpful but not essential. No prior Lean Six Sigma certification, statistical software knowledge, advanced mathematics or programming experience is required. The course explains the required improvement methods and statistical concepts before they are applied.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should be comfortable reading operational reports and discussing process performance. Basic spreadsheet familiarity and confidence with percentages and averages are sufficient; prior Lean Six Sigma training is not required.

Bring a laptop if possible, along with an example of a process, KPI report or operational problem from your workplace. Sensitive data is not needed; anonymised figures or a descriptive example are enough.

The course is designed for operational, quality, service delivery and improvement professionals who need better measures and stronger process results. It also suits project managers and analysts supporting operational change.

This course concentrates on the practical connection between operational KPIs, daily management and process improvement. It uses selected Lean Six Sigma tools without requiring the breadth, certification structure or statistical depth of a full Lean Six Sigma programme.

You can use the templates to review an existing KPI set, clarify data definitions, map a priority process and frame an improvement project. The control plan and application plan support follow-through with managers and process owners.

Training runs from 08:30 to 16:30 each day, providing approximately 6.5 contact hours daily. Time is divided between instructor input, case analysis, group exercises, simulations and planning for a workplace application.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.