...
STEP 3: Using the tick boxes on the top of the page, you can define if the KPI will be 'ACTIVE', 'ARCHIVED' and 'CONFIDENTIAL'.
Active | For the KPI to be active, the Active tick box must be ticked. If not, this KPI will not appear in standard reports and in the EIS area. |
Archived | Use the Archive tick box to help you identify if the KPI is no longer in use. Archived KPIs also do not appear in reports or the EIS area. |
Confidential | The Confidential tick box will only be displayed if this functionality is activated by your System Administrator. Ticking will mean that this KPI will only be visible to its Reporting Officer, Responsible Officer, System Administrator, or users assigned with the security role “Confidential”. |
...
KPI Performance Calculations
Calculation Method | Description | Formula |
|---|---|---|
Less is Better |
| If (Target = 0) If (Actual <= 0) then 100 Else 0 If ( Target > 0 1 – (Actual/Target) + 1 Else Actual/Target |
More is Better |
| If (Target = 0) If (Actual >= 0) then 100 Else 0 Else Actual/Target |
Goal Post |
| If Actual < LB then: (Actual/LB) If Actual > UP then: LB-(Actual – UB)/LB
UB (Upper Boundary) = Target +(Target*Variance/100) LB (Lower Boundary) = Target - (Target*Variance/100) |
...
YTD will always show beginning of the financial year to Date To chosen, regardless of Date From selected.
Example 1: - YTD KPI; Period - Monthly, Aggregation - Cumulative.
Month | Target | Actual |
|---|---|---|
July | 10 | 5 |
August | 30 | 3 |
September | 20 | 4 |
October | 10 | 3 |
November | 20 | 20 |
...
Period will always show the period Date From and Date To.
Example 2: Period KPI; Period - Monthly, Aggregation - Cumulative.
Month | Target | Actual |
|---|---|---|
July | 10 | 5 |
Aug | 30 | 3 |
September | 20 | 4 |
October | 10 | 3 |
November | 20 | 20 |
If Date From = 1/8/08 and Date To = 30/11/08, the calculation would be just for those months (August + September+ October+ November).
Rolling is a time period for the KPI for when it cumulates or averages, e.g. 5 month cumulative KPI would display as follows:
Period 6 shows the sum of period 2 to period 6 (5 periods).
Period | Target | Variance | Actual | Rolling 5 months Actual |
|---|---|---|---|---|
1 | 100 | 10 | 91 | 91 |
2 | 100 | 10 | 61 | 152 |
3 | 110 | 10 | 92 | 244 |
4 | 111 | 10 | 100 | 344 |
5 | 120 | 10 | 150 | 494 |
6 | 100 | 10 | 120 | 523 |
7 | 180 | 10 | 60 | 522 |
8 | 50 | 10 | 70 | 500 |
9 | 90 | 10 | 90 | 490 |
10 | 100 | 10 | 100 | 440 |
11 | 100 | 10 | 87 | 407 |
12 | 100 | 10 | 95 | 442 |
13 | 98 | 10 | 92 | 464 |
14 | 97 | 10 | 95 | 469 |
15 | 96 | 10 | 97 | 466 |
...
STEP 11: Select a responsible officer from the drop-down list provided.
You can also select a Reporting Officer who will have access to update the actual values of the KPI such as a Personal Assistant.STEP 12: Add a relevant document.
STEP 13: Custodian and Data source fields can be used to record the bodies which own the data or where the data has come from respectively.
STEP 14: You can link a KPI to an Agency as per the list of Agencies established by your administrator.
STEP 15: Choose the KPI category between Efficiency, Effectiveness, and Workload.
STEP 16: Choose the time frame of either lead or lag that is best suited to your KPI.
...
STEP 17: Select one of three input types;
Input: indicators of whatever the organisation uses to produce outputs.
Outcome: indicators of the results achieved from the services provided.
Output: indicators of service, quality, timeliness, and cost in management and delivery of services
STEP 18: Select a KPI Type. Selection must be made very carefully as it cannot be changed after the record has been saved. The options are Normal, Trend or Calculated. The latter option is an optional feature which can be activated by CAMMS if requested as part of your Scoping Day. Similarly, make a selection between Single and Rollup from the choices below. For more information on how each of these selections determines your KPI's functionality and graphing mechanisms refer the relevant topics below:
Rollup KPIs
Trend KPIs
Calculated KPIs
...