[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-254291-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-254291-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","developing-key-performance-indicators-tool-kpi-development-guide","Developing Key Performance Indicators Tool - KPI开发流程指南","","The tool provides a structured approach to developing key performance indicators (KPIs) that track progress toward organizational strategic goals. It begins with creating a clear aim statement, then moves to drafting KPIs and identifying critical success factors (CSFs) that enable strategy execution. It explains how to design actionable, realistic, and measurable KPIs and how to connect CSFs and KPIs through a KPI tree visualization. A case study illustrates the practical application across the presented methods.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/developing-key-performance-indicators-tool-kpi-development-guide/254291/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/developing-key-performance-indicators-tool-kpi-development-guide/254291.png","ImageObject",442,249,{"name":42,"@type":43},"Oliver Hayes","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-27","2026-09-13",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",12,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What is an aim statement, and what role does it play in the KPI development process?","Question",{"text":63,"@type":64},"An aim statement is a clear, explicit summary of what the organization hopes to achieve over a given time and why it matters. It guides KPI work by defining what success looks like for the initiative while keeping focus on the overall vision.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How do critical success factors (CSFs) and KPIs relate to each other?",{"text":68,"@type":64},"CSFs represent the processes or elements required to achieve the strategy, while KPIs measure whether those CSF conditions are being met. Together, CSFs and KPIs support a successful strategy by linking execution to measurable performance.",{"name":70,"@type":61,"acceptedAnswer":71},"What characteristics should a good KPI have?",{"text":72,"@type":64},"A good KPI should be aligned with organizational strategy and outcomes, actionable with defined steps and metrics, realistic by starting small, and measurable with clear questions about desired results and timelines.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},254291,1791748519,{"code":4,"msg":82,"data":83},"success",[84,88,92,97,102,107,112,117,122],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":55,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":140,"read_time":30},687207020761,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Developing Key Performance Indicators Tool  \nThis tool details the process of developing key performance indicators (KPIs) to help your organization track progress towards your strategic goals. The tool walks through the process of creating am aim statement to articulate your overall organizational goals, drafting KPIs and building out a KPI tree, and using plan-study-do-act (PDSA) cycles to make small incremental tests of change. The case study at the end of the tool provides a descriptive example of what using each of  \nthese tools looks like in action.  \nAIM STATEMENT  \nAn aim statement is a clear, explicit summary of what you hope to achieve over a given time and the reason why that change is important. The aim statement guides your work by establishing what success looks like for your initiative. It states the areas in which the program will work toward the vision, but it does not list all activities that the program will engage. Your aim statement is the “north star” of your project, the overall vision that you can return to throughout the implementation of your work to ensure that you are on track to achieve your desired change.  \nAIM STATEMENT TEMPLATE:  \nWe aim to (WHAT ARE YOU TRYING TO ACCOMPLISH?) because (WHY IT IS IMPORTANT?) with/for (WHOIS THE PRIORITY POPULATION YOUR PROGRAM SEEKS TO IMPACT?) by (WHAT IS THE TIME-FRAME FOR THE PROJECT?).  \nExample: We aim to increase the percentage of adolescents in our jurisdiction who receive an  \nannual adolescent well-visit because all adolescents deserve to be able to access critical  \npreventative care regardless of their race or socioeconomic status. To do this, we will partner  \nwith 5 priority school districts who serve the target adolescent population to implement  \nstrategies by the end of the 2023-24 school year.  \nCheck out this video to learn more about drafting an aim statement.  \nDraft your Aim Statement in the table below:  \n\n| Aim Statement |\n| --- |\n| We aim to   because   with   by  . |\n\nKEY PERFORMANCE INDICATORS & CRITICAL SUCCESS FACTORS  \nWhile Aim Statements can help you define what success looks like at a higher level, key performance indicators can help you track progress towards specific strategic goals.  \nKey performance indicators (KPIs) are qualifiable measures of performance over time for a specific objective. Typically, KPIs are tied to a larger strategic organizational goal. For example, if you work foryour state’s maternal and child health bureau and one for your strategic goals this year is to increase your coordination with your state’s Medicaid office, a KPIs for this goal might be the number of Medicaid referrals coming into your agency. Just like there are process and outcome focused evaluations, there are also process oriented and results/outcome oriented KPIs.  \nA good KPI should be realistic, straightforward, and easy to measure. A KPI should be:  \n• Aligned: A KPI should be with the overall organizational strategy and outcomes. The overarching aims and goals should be what informs your KPIs.  \n• Actionable: Once you’ve set your KPI, you need to outline the steps you’ll take to reach it and the metrics you’ll measure along the way.  \n•  Realistic: Start small. Big, lofty KPIs—while they might look good on paper—aren’t doing you or your team any favors if they’re unrealistic from the get-go.  \n•  Measurable: When you set KPIs, ask yourself: What are you trying to achieve? What is the desired result? What’s the timeline? Remember to add: How am I going to measure my KPIs?  \nBefore you develop your KPIs, you will first want to identify your critical success factors. While a KPI measures your effectiveness at achieving a strategic goal, a critical success factor (CSF) is the process that you need in order to achieve your strategy. Critical success factors are the elements necessary for a strategy to be successful.  \nCritical success factors + Key performance indicators = Successful strategy  \n1. CSF: Process/Elements needed to achieve goa","cbCaihlpuU1FJYMM","https://ap.wps.com/l/cbCaihlpuU1FJYMM","pdf",585985,8,"English","# AIM STATEMENT\n## AIM STATEMENT TEMPLATE\n# KEY PERFORMANCE INDICATORS & CRITICAL SUCCESS FACTORS\n## Critical success factors + Key performance indicators\n## Drafting table for CSFs, KPIs, and data to collect\n# KEY PERFORMANCE INDICATOR (KPI) TREE\n## Uses of a KPI Tree\n# CASE STUDY: Postpartum Visits","[{\"question\":\"What is an aim statement, and what role does it play in the KPI development process?\",\"answer\":\"An aim statement is a clear, explicit summary of what the organization hopes to achieve over a given time and why it matters. It guides KPI work by defining what success looks like for the initiative while keeping focus on the overall vision.\"},{\"question\":\"How do critical success factors (CSFs) and KPIs relate to each other?\",\"answer\":\"CSFs represent the processes or elements required to achieve the strategy, while KPIs measure whether those CSF conditions are being met. Together, CSFs and KPIs support a successful strategy by linking execution to measurable performance.\"},{\"question\":\"What characteristics should a good KPI have?\",\"answer\":\"A good KPI should be aligned with organizational strategy and outcomes, actionable with defined steps and metrics, realistic by starting small, and measurable with clear questions about desired results and timelines.\"}]","Developing Key Performance Indicators Tool - KPI开发流程指南 | PDF",1789277487]