Course overview
Unlock the power of data to drive value creation across your portfolio. This practical course explores how KPIs and board reporting can be used to enhance strategic decision-making and operational performance. Delegates will learn how to identify meaningful metrics, structure effective board packs, and communicate insights that support growth and governance.
Key topics include
- The importance of effective board reporting
- Insight and data
- Key features of a board pack – what does good look like?
- Elevator dashboards
- Board constituents
- KPIs
- CEO
- CFO
- Sales
- Human Capital
- Review of delegates’ own board packs
What will delegates take away?
- Understand What Good Looks Like
Learn the key components of effective board packs and how to present data that drives strategic discussion. - Master KPI Selection
Identify and apply meaningful metrics across functions to support performance tracking and decision-making. - Build Impactful Dashboards
Discover how to create elevator dashboards that highlight critical insights clearly and concisely. - Apply Learnings to Real Work
Review and refine your own board materials with expert guidance.
Benefits to employers
- Enhanced Board Communication
Equip your team to deliver clearer, more strategic reporting that supports effective governance and decision-making. - Stronger Portfolio Oversight
Improve visibility across portfolio companies through consistent, high-quality KPI frameworks. - Time-Saving Reporting Practices
Streamline board pack preparation and reduce time spent on low-value reporting. - Professional Development
Support the growth of investment and portfolio professionals with practical, board-level training.
FAQs about this course
What should I expect on the day?
Please arrive with plenty of time to register. Breakfast will be provided along with lunch and refreshments, with a drinks reception at the end of day 1. The course will kick off with introductions followed by content from multiple speakers as per the agenda.
What’s the dress code?
Smart casual.
What should I bring with me?
You may wish to bring something to work on/ to take notes such as a laptop or iPad (we will provide note pads and pens).
Will materials be shared with delegates?
Yes, all materials, including slides and case studies, will be shared with delegates.
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.
In 2005, Jon joined LDC to focus on performance improvement in its portfolio companies. Over his 15-year private equity career Jon has gained significant experience in a wide range of value creating activities and has particular expertise in driving change through complex integrations, IT implementation programmes, as well as 100-day planning initiatives.
Jon was born in Middlesbrough and because he believes the team chooses you, is a long-suffering Boro fan. He is also an ardent Yorkshire Cricket Club follower and enjoys running and tennis. When not trying to keep in shape, Jon likes to spend time with his three daughters.
CPD accreditation
This course is CPD accredited by the CPD Certification Service for 12 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.
