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Workshop

Operational Planning & KPIs with AI

Turn strategy into an executable plan with measurable KPIs — use AI to draft, refine, and challenge your operating priorities.

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Two business professionals discussing KPI diagrams at a whiteboard in a modern office with natural light.
Duration 4 hours
Language English
Level Beginner
Prerequisites None required

The course at a glance

Build skills you can put to work.

This vendor-neutral, hands-on workshop shows you how to turn strategy into an operating plan your team can execute and measure. You will define clear objectives and priorities, tie 5–7 KPIs to real workflows with owners, and set up a monthly management review routine. Throughout, you will use AI to draft, challenge, and refine the plan — while keeping human oversight and measurable outcomes at the center. You will leave with a one-page operating plan, a set of KPIs with owners, a 90-day priority list, and a management review agenda, all ready for immediate use.

Course objective

Help participants leave able to develop an annual operating plan with clear objectives and priorities, define 5–7 KPIs tied to real workflows with owners, establish a monthly management review routine, and apply AI responsibly to draft, refine, and challenge the plan.

Who is this course for?

Owners, executives, general managers, and department leaders at organizations with 10 or more employees. No prior AI experience is required; basic familiarity with business planning is assumed.

What we'll cover

Key topics

    Annual operating plan structure: objectives, priorities, and 90-day focus
    KPIs tied to real workflows, with owners, targets, and measurement methods
    Monthly management review routine with a structured agenda
    Using AI to draft, challenge, and refine the operating plan
    Applying AI responsibly: autonomy levels for assistance, human review points, and documenting assumptions
    From plan to execution: aligning team actions with strategic priorities

What you'll take away

Learning outcomes

    Develop an annual operating plan with clear objectives, priorities, and 90-day action items, using AI to draft and refine content
    Define 5–7 KPIs tied to real workflows, with owners, targets, and measurement methods, using AI to identify and validate metrics
    Establish a monthly management review routine with a structured agenda, using AI to generate templates and summaries
    Apply AI responsibly in planning: set autonomy levels for AI assistance, define human review points, and document assumptions

Before you join

Come prepared

Materials & tools

No specific materials or tools are required.

Prerequisites

No prerequisites are required for this course.

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