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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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
What you'll take away
Learning outcomes
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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