Training Module
Objectives & Performance Foundations
Define, measure & govern management system objectives and KPIs with clarity and consistency
Training module overview
Organizations frequently establish objectives and KPIs to meet governance or certification requirements, yet often find them difficult to integrate into daily management. This leads to objectives becoming mere statements, KPIs lacking clear ownership, and inconsistent definitions across teams, which hinders reliable comparison and decision-making.
This training module offers a disciplined framework for developing objectives and designing Key Performance Indicators that are aligned, unambiguous, and governable. Participants will gain the ability to ensure objective clarity, indicator quality, and practical ownership models, transforming measurement into a tool for informed action rather than a superficial reporting exercise.
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…
are responsible for defining or overseeing objectives and KPIs.
want objectives to guide decisions rather than remain slogans.
struggle with vague objectives or overloaded KPI sets.
face unclear ownership or inconsistent KPI definitions.
need objectives and KPIs that remain usable over time.
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 small, well-governed set of well-aligned objectives and KPIs.
have no mandate or interest in shaping objectives or measurement.
need detailed performance management or incentive system design.
expect ready-made KPI catalogues or dashboard metrics.
Agenda
What objectives and KPIs are for and what they are not
Objective setting in practice
From objective to KPI
KPI quality and behavioural effects
KPI definition discipline
KPI governance and ownership
Harmonising objectives and KPIs across standards and functions
Case-based workshop
Show detailed agenda...
Learning outcomes
Key outcomes
Write clear objectives with appropriate specificity and ownership
Derive relevant and actionable KPIs from objectives
Establish KPI ownership and review roles for sustained usability
Additional capabilities
Distinguish objectives, targets, measures, indicators, and monitoring activities
Select appropriate leading and lagging indicators for various objectives
Produce unambiguous KPI definitions including scope, units, and calculation rules
Harmonise objective and KPI definitions across integrated management systems
Additional benefits
Learning materials
Slide deck
Participant workbook
Templates & tools
Practical, reusable artefacts to apply the module directly to your organisation.
Objective and KPI management process including key role definitions
Objective definition template
KPI definition template
KPI governance matrix
Objective & KPI register template
Confirmation
Certificate of completion
Module ID
HAM-AG-C-08
Discipline
ISO clause
6: Planning
Domains
Audience
Manager
Languages
English
Delivery
Live virtual
Duration
7 h
List price
CHF 550
Excl. VAT. VAT may apply depending on customer location and status.
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 organisational roles. No prior standard-specific knowledge is required.
Helpful background includes:
Basic understanding of how objectives are used in management and governance routines
Familiarity with core organisational processes and accountability structures
Preparatory modules
Supporting modules (optional)
Helpful if you want to deepen related skills, but not required to participate effectively.
