Metrics Management Series

Overview

Metrics Management is a four-part series that answers the measurement, accountability, and performance of our strategies and financials.      

The titles include:

• Metrics Management – Linking Strategy to Performance

Description –
Organizations often fail not because strategy is flawed, but because performance is measured poorly. This session focuses on the critical link between strategy, measurement, and execution. Participants will explore why there is no “perfect” metric, how strategy fails due to weak measurement, and how financial and non-financial metrics work together to drive performance. The session emphasizes aligning metrics with mission, strategy, and organizational priorities using practical frameworks such as the Balanced Scorecard. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

• Metrics Management – Selecting the Right KPIs

Description –
Choosing the wrong metrics can create noise, confusion, and unintended behavior. This session helps CPAs and CFOs identify and select meaningful KPIs that align with strategy and are understood by users. Participants will learn how to balance financial and operational metrics, tailor KPIs to responsibility centers, and think like customers when designing performance measures. The session emphasizes simplicity, relevance, and usability over volume and complexity. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

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• Metrics Management – Measuring Performance in the Real World

Description –
Designing metrics is only half the challenge—making them work in practice is where most organizations struggle. This session focuses on applying metrics in real-world environments, including responsibility centers, profit centers, and service organizations. Participants will explore output measurements, controllable versus non-controllable costs, cost allocation challenges, and benchmarking. Case discussions illustrate how better information leads to better decisions and improved performance. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

• Metrics Management – Dashboards, Performance Tools, and Open-Book Management

Description –
Metrics only add value when they are communicated clearly and used consistently. This session focuses on dashboards, performance management tools, and open-book management as ways to turn metrics into action. Participants will learn how dashboards support decision-making, why many reporting projects fail, and how transparency and trust improve performance. The session emphasizes visualization, communication, and using metrics to answer the most important management questions. Humorous videos will be incorporated to drive home some key points and keep things entertaining.

Highlights

• Why strategy succeeds or fails based on measurement
• The relationship between mission, strategy, and metrics
• Financial versus non-financial performance measures
• What makes a KPI meaningful and actionable
• Balancing financial, customer, operational, and learning metrics
• Selecting metrics at the responsibility-center level
• Measuring performance using output and unit-based metrics
• Identifying what truly “causes work”
• Business Performance Management (BPM) concepts and tools
• Designing effective dashboards and scorecards

Prerequisites

None

Designed For

Executives and Business Leaders

Objectives

• Integrate Multi-Dimensional Performance Frameworks
• Diagnose Measurement Misalignment
• Design Strategy-Aligned Metrics
• Balance Financial & Operations Metrics
• Think like Customers
• Explore Measurements
• Hear case discussions
• Learning how dashboards work
• Explore Management Tools

Preparation

None

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).