Training Module
Training Module
Monitoring & Measurement Foundations
Learn the fundamentals of measurement methods, data quality checks, and measurement registers for consistent performance data.
Understand
Implement
Manage
Audit
Training module overview
Many organisations have KPIs and reports, but the underlying measurement practice is inconsistent: definitions drift, sources conflict, calculations are unclear, and results cannot be reproduced. This creates friction in operations and weakens confidence in performance reporting.
This module focuses on the practical design of monitoring and measurement activities: how to define methods, run a simple workflow from collection to validation, and maintain a measurement register that stays usable. It is deliberately limited to measurement design and data reliability (not KPI design, risk methods, or performance interpretation).
Many organisations have KPIs and reports, but the underlying measurement practice is inconsistent: definitions drift, sources conflict, calculations are unclear, and results cannot be reproduced. This creates friction in operations and weakens confidence in performance reporting.
This module focuses on the practical design of monitoring and measurement activities: how to define methods, run a simple workflow from collection to validation, and maintain a measurement register that stays usable. It is deliberately limited to measurement design and data reliability (not KPI design, risk methods, or performance interpretation).
Target audience
Management system implementers and coordinators
Process owners and operations managers
Data owners responsible for operational reporting inputs
Quality, information security, environmental, and HSE managers
Leaders and PMO roles who rely on trustworthy performance data
Management system implementers and coordinators
Process owners and operations managers
Data owners responsible for operational reporting inputs
Quality, information security, environmental, and HSE managers
Leaders and PMO roles who rely on trustworthy performance data
Agenda
What monitoring and measurement covers in a management system
Monitoring/measurement as an operational activity (not “reporting for audits”)
Typical failure modes: unclear definitions, unclear methods, weak ownership
Operationalising existing objectives and KPIs into measurement tasks
From KPI statement to a defined measurement activity
Minimum specification: source, collection method, calculation, unit/format
Defining measurement methods and acceptance criteria
Frequency, responsibilities, and hand-offs
Data quality criteria and acceptable tolerance/error ranges
Designing the measurement workflow
Collection → calculation → validation → documentation
Versioning of definitions and calculations to keep results reproducible
Data quality checks that work in practice
Plausibility, completeness, and consistency checks
Common issues: duplicates, partial coverage, stale data, human error
Evidence trail and traceability (lightweight and usable)
What to capture so it can be explained later
Traceability from source → calculation → reported value
Manual vs. automated measurement
When spreadsheets are acceptable and how to control them
Automation considerations: transparency, calculation logic, version drift
Building and maintaining a monitoring & measurement register
Essential fields and a maintainable structure
Review cycle, ownership, and keeping the register current
Workshop (case-based, collaborative)
Using a provided case: define one measurement method and workflow
Build a register entry and a practical validation checklist
What monitoring and measurement covers in a management system
Monitoring/measurement as an operational activity (not “reporting for audits”)
Typical failure modes: unclear definitions, unclear methods, weak ownership
Operationalising existing objectives and KPIs into measurement tasks
From KPI statement to a defined measurement activity
Minimum specification: source, collection method, calculation, unit/format
Defining measurement methods and acceptance criteria
Frequency, responsibilities, and hand-offs
Data quality criteria and acceptable tolerance/error ranges
Designing the measurement workflow
Collection → calculation → validation → documentation
Versioning of definitions and calculations to keep results reproducible
Data quality checks that work in practice
Plausibility, completeness, and consistency checks
Common issues: duplicates, partial coverage, stale data, human error
Evidence trail and traceability (lightweight and usable)
What to capture so it can be explained later
Traceability from source → calculation → reported value
Manual vs. automated measurement
When spreadsheets are acceptable and how to control them
Automation considerations: transparency, calculation logic, version drift
Building and maintaining a monitoring & measurement register
Essential fields and a maintainable structure
Review cycle, ownership, and keeping the register current
Workshop (case-based, collaborative)
Using a provided case: define one measurement method and workflow
Build a register entry and a practical validation checklist
Course ID:
HAM-MMF-1
Audience:
Manager
Domain:
Agnostic
Available in:
English
Duration:
7 h
List price:
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
What you get
Learning outcomes
Define a measurement method for an existing KPI or monitoring need, including source, calculation, frequency, and responsibility
Specify practical data quality criteria and tolerances appropriate to the measurement method
Design a simple, repeatable workflow from collection through validation and documentation
Identify and address common data reliability issues (definition drift, duplicates, missing coverage, stale values)
Establish a traceable evidence trail from source data to reported value without overengineering
Decide when manual collection is acceptable and what minimum controls are needed
Build and maintain a structured monitoring & measurement register that remains usable over time
Define a measurement method for an existing KPI or monitoring need, including source, calculation, frequency, and responsibility
Specify practical data quality criteria and tolerances appropriate to the measurement method
Design a simple, repeatable workflow from collection through validation and documentation
Identify and address common data reliability issues (definition drift, duplicates, missing coverage, stale values)
Establish a traceable evidence trail from source data to reported value without overengineering
Decide when manual collection is acceptable and what minimum controls are needed
Build and maintain a structured monitoring & measurement register that remains usable over time
Learning materials
Slide deck
Participant workbook
Certificate of completion
Slide deck
Participant workbook
Certificate of completion
Templates & tools
Monitoring & measurement register
KPI measurement method sheet
Data quality checklist
Validation & plausibility check template
Measurement frequency planning worksheet
Measurement evidence sheet (simple & structured)
Monitoring & measurement register
KPI measurement method sheet
Data quality checklist
Validation & plausibility check template
Measurement frequency planning worksheet
Measurement evidence sheet (simple & structured)
Prerequisites
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 their organisation
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 their organisation
Strongly recommended preparatory modules
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Objectives & Performance Foundations: Objective Setting and KPI Design
Learn the fundamentals of objective setting, KPI definition, and KPI governance for management systems
7 h
Helpful preparatory modules
The modules below prepare for an optimal learning experience – but are not strictly necessary for participants to follow.
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
System Foundations: Context, Stakeholders, and System Boundaries
Understand organisational context, stakeholders, and system boundaries
7 h
Continuous learning
Follow-up modules
Follow-up modules
After completion of this module, the following modules are ideal to further deepen the participant's competence.
After completion of this module, the following modules are ideal to further deepen the participant's competence.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.
Ready to achieve mastery?
Bring ISO requirements into everyday practice to reduce avoidable issues and strengthen the trust of your customers and stakeholders.