Knowledge Performance Indicators (KPIs) for SMEs

4.7 (3)

Ross Maynard

Ideas2Action Process Excellence Ltd

  • CPA
  • CMA
  • CPA(Canada)
  • CIA

Before starting this self study program, please go through the instructional document.


  • Concepts in Performance Measurement6 mins
  • Presenting Performance Data10 mins
  • Introduction to Customer KPIs13 mins
  • Customer KPIs Part16 mins
  • Employee KPIs36 mins
  • Operational KPIs45 mins
  • Financial KPIs61 mins
  • Monitoring and Managing Performance75 mins

Course Description

This course is aimed at managers, accountants and finance staff working in small and medium sized businesses. 

There are many possible performance measures available to business managers – literally hundreds – and it can be difficult to select ones that are going to work for the business.

This course is designed to help. In it I present performance measures that work for small and medium sized businesses. The emphasis is on KPIs that are easy to measure, easy to understand and which provide valuable information about the performance of the business.

There are 27 KPIs presented in this course split into four areas of the business:

  • Customer focused KPIs
  • Employee focused KPIs
  • KPIs of operational performance
  • KPIs of financial performance

As a manager of a small or medium-sized business, this course will help you to:

  • Understand which KPIs work best, and are simplest to implement, in a small or medium-sized business
  • Build a simple framework of KPIs that will present information on the performance of the most important aspects of the business
  • Establish a straightforward method of monitoring and reporting data that focuses attention on improvement
  • Interpret the results of the measures, and take action accordingly, while identifying and filtering out false alarms
  • Develop confidence in performance analysis and use it effectively in the management and improvement of the business

Learning Objectives

  • To recognize we measure performance and why it is important ?
  • To identify what makes a good measure?
  • To identify different ways of presenting performance data
  • To identify various customer focused KPIs for SMEs
  • To identify various Employee KPIs for SMEs

Who Should Attend?

  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Accounting Practice Owners
  • Senior Accountant
  • Accounts Director
  • Entrepreneurial Accountant
  • Accounting Managers
  • Staff of Accounting Firm