Training Module
Monitoring & Measurement
Design and run monitoring activities and measurement methods to generate reliable performance data for evaluation and improvement
Training module overview
Many organizations struggle with performance data that is inconsistent, difficult to compare, or unreliable, leading to suboptimal decisions and ineffective management systems.
This module addresses these challenges by offering a disciplined foundation for monitoring activities, measurement methods, data quality checks, and measurement registers. Participants will learn when ongoing monitoring is needed, how specific measurements should be defined, how robust data quality controls are applied, and how systematic registers keep data generation reproducible. The focus is on practical application, enabling participants to ensure performance data is consistent, explainable, and maintainable, thereby supporting informed decision-making without delving into complex statistical analysis.
Applicable environments
This module is applicable across a wide range of management systems and organisational contexts. The concepts are not tied to a specific ISO standard and are used wherever organisations need clear, workable processes, defined ownership, and embedded controls.
It is commonly applied in quality, information security, environmental, and other ISO-based management systems, as well as in non-certified environments that require structured, auditable operations.
Target audience
Management system implementers and coordinators
Executives and department heads accountable for management system performance
Those responsible for processes, policies, assets, risks, and controls related to a management system
Auditors seeking insights into management-side best practice (not audit technique)
Management consultants working with management system design, governance, or improvement
Decision support
Is this module for you?
It is a good fit if you…
rely on KPIs or reports but question their reliability.
struggle with inconsistent definitions, sources, or calculations.
experience debates about numbers instead of decisions.
need measurement results that are explainable and repeatable.
want monitoring that holds up over time, not ad-hoc reporting.
If most of the points above apply, this module is likely a good fit.
It may not be the best fit if you…
already operate a stable, trusted, and consistently applied measurement system.
have no mandate or interest in shaping how data is collected or validated.
need KPI design, performance interpretation, or analytics tooling.
are looking for automation or BI solutions rather than measurement foundations.
Agenda
What monitoring and measurement each cover in a management system
Turning existing objectives and KPIs into monitoring and measurement tasks
Defining measurement methods and data quality criteria
Designing the measurement workflow
Data quality checks that work in practice
Evidence trail and traceability
Manual versus automated measurement
Building and maintaining a monitoring and measurement register
Case-based workshop
Show detailed agenda...
Learning outcomes
Key outcomes
Define suitable measurement methods for different types of performance data and the monitoring activities around them
Implement data quality checks to ensure reliability and accuracy of measurement results
Establish and maintain registers that keep monitoring and measurement activities consistent and traceable
Additional capabilities
Distinguish between monitoring activities, measurement methods, and different types of performance data in relation to management system objectives
Develop a systematic approach to data collection and validation for informed decision-making
Identify and address common pitfalls in monitoring and measurement, such as data overload or inconsistent reporting
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Measurement and monitoring process including key role definitions
Monitoring and measurement register
KPI measurement method sheet
Measurement planning template
Confirmation
Certificate of completion
Delivery & learning format
Virtual live teaching
This module is delivered live, with a strong focus on discussion, practical application, and direct interaction with the instructor.
Sessions work through realistic examples, clarify concepts in context, and apply methods directly to participants’ organisational realities.
Custom delivery options
For organisations with specific constraints or learning objectives, the module can be adapted in format or scope, including in-house delivery and contextualised case material.
For an optimal learning experience
Preparation guidance
This module is designed as part of a modular training approach. Topics are deliberately distributed across modules and are not repeated in full, in order to avoid unnecessary redundancy. Each module is self-contained and can be taken on its own. Where prior knowledge or experience is helpful, this is indicated below so you can decide whether any preparation is useful for you.
Assumed background
This module assumes general familiarity with management system concepts and how objectives and KPIs are used in organisational reporting. Participants do not need prior standard-specific clause knowledge.
Helpful background includes:
Basic understanding of processes, roles, and operational reporting routines
Familiarity with common performance measures used in your organisation
Preparatory modules
Foundational modules (depending on background)
Useful if you are new to the underlying concepts or want a shared baseline before attending this module.
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
