Role-Based Programme
RB1092

AI for Performance Management & MIS

Smarter KPI Analysis, Reporting & Management Insights

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how AI can support Performance Management and MIS activities across KPI tracking, analysis, reporting, and management reviews.
  • Explore practical AI applications for identifying trends, variances, exceptions, and performance drivers from business data.
  • Apply structured prompting techniques to generate concise MIS summaries, management insights, and performance narratives.
  • Use AI to improve productivity across recurring reports, dashboards, review meetings, and executive communication.
  • Recognise data quality, confidentiality, interpretation risk, governance, and human-review requirements when using AI for performance reporting.

Tools covered

Generative AI AssistantsData AnalysisKPI AnalysisMIS ReportingTrend & Variance AnalysisExecutive SummarisationDashboard InterpretationAI-Powered Presentation & Communication Tools

Who should attend

  • Performance Management Professionals
  • MIS Executives
  • MIS Managers
  • Business Performance Analysts
  • Management Reporting Professionals
  • Business Analysts
  • Planning & Performance Professionals
  • Strategy Analysts
  • Business Planning Professionals
  • PMO Professionals
  • Finance Business Partners
  • Operations Analysts
  • Reporting Analysts
  • Dashboard & Analytics Professionals
  • Functional Performance Managers

Prerequisites & Participant Readiness

  • Basic understanding of KPIs, business reports, or performance reviews
  • Familiarity with spreadsheets, dashboards, or MIS reports is helpful
  • Basic analytical and business-reporting skills
  • No programming or technical AI knowledge required
  • No previous AI-tool experience required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to performance management and MIS
  • Exploring AI applications across KPI tracking, reporting, analysis, and management reviews
  • Understanding the difference between AI assistance, dashboards, analytics, and managerial judgement
  • Recognising AI limitations, hallucinations, incomplete data, and unsupported conclusions
Practical activities
  • Identifying high-value AI applications across a typical MIS and performance-reporting workflow
  • Comparing a traditional reporting task with an AI-assisted approach

Scenarios

Applied scenario simulations are tailored based on the client's industry context.

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