Course overview
Our KPI & Board Reporting course will help you understand how data, insight and KPIs are fundamental to enhanced value creation and discover best practice and core components of an informative board pack.
View the course agenda
Key topics include
- The importance of data and insight in board decision making
- The importance of data and KPIs in understanding the health of a business
- How to construct an elevator dashboard
- How a board pack contributes to better board decision making
- Reviewing key elements of your board pack and more
What will delegates take away?
- An understanding of how data and KPIs underpin value creation activities
- The key constituents of an elevator dashboard and board pack
- Be motivated to improve the board reporting for the investee companies they work with
Course Director
Jon Andrew
Jon works alongside investment teams to support operational value creation within investee companies. He shares best practice across the portfolio supporting management teams as they develop growth strategies and helps them monitor performance.
After gaining a degree in Molecular Biology & Biochemistry at Durham University, Jon qualified as a chartered accountant with PwC and held roles within the Training, Transaction Services and Consulting teams. During this time, Jon designed and rolled out PwC’s inaugural Due Diligence Training Programme across Europe in 1997.
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CPD accreditation
This course is CPD accredited by the CPD Certification Service for 6 hours. By attending this course, you will receive a digital certificate from Diplomasafe. This certificate allows you to share and save your new CPD accredited qualification on LinkedIn, adding instantly verifiable credentials and strengthening your professional profile.
Further information
Course frequency
Once a year
Alternative date
November 2025
Audience
Directors who attend board meetings either as lead or shadow a board member
Group size
20 - 25 people