Role-Based Programme
RB1093

AI for Performance Management & MIS

KPI Analysis, Management Reporting & Decision Intelligence

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Performance Management and MIS across KPI tracking, variance analysis, reporting, review preparation, and decision support.
  • Apply AI to analyse business data, identify trends, exceptions, performance gaps, and potential drivers.
  • Use AI to improve MIS preparation, management summaries, dashboard commentary, and review presentations.
  • Develop practical skills for structuring KPIs, interpreting data, generating insights, and converting information into management actions.
  • Understand responsible AI use, data confidentiality, validation, bias, governance, and human accountability in performance reporting.

Tools covered

Generative AI AssistantsAI Search & ResearchSpreadsheet AnalysisData AnalysisKPI AnalysisVariance AnalysisMIS ReportingExecutive SummarisationAI-Powered Presentation Tools

Who should attend

  • Performance Management Professionals
  • MIS Managers
  • MIS Executives
  • Business Performance Managers
  • Business Analysts
  • Management Reporting Professionals
  • Strategy Professionals
  • Planning & Analysis Professionals
  • Business Planning Managers
  • PMO Professionals
  • Operations Analysts
  • Commercial Analysts
  • Functional Performance Managers
  • Management Information Professionals

Prerequisites & Participant Readiness

  • Basic understanding of KPIs, MIS, management reporting, or performance analysis
  • Familiarity with spreadsheets, reports, dashboards, or business data is helpful
  • Basic understanding of digital business tools
  • No programming or technical AI knowledge required
  • Prior AI-tool experience is helpful but not mandatory

TOC Modules

Concepts
  • Understanding Generative AI, AI assistants, and AI-assisted business analysis
  • Understanding how AI can support KPI tracking, reporting, summarisation, and performance reviews
  • Distinguishing AI assistance from traditional dashboards, BI tools, spreadsheets, and automation
  • Understanding AI limitations, hallucinations, uncertainty, and data-quality risks
Practical activities
  • Identifying MIS and performance-management activities suitable for AI assistance
  • Comparing traditional and AI-assisted approaches to a reporting task
  • Mapping AI opportunities across the performance-management cycle

Scenarios

KPI Performance to Management Action

KPI Data → Target Comparison → Variances → Trend Analysis → Possible Drivers → Priority Issues → Corrective Actions → Management Summary

Participants use AI to analyse a sample KPI report, identify material performance gaps, develop investigation questions, and prepare a concise action-oriented management summary.

Monthly MIS to Executive Review

Raw Business Data → KPI Analysis → Exceptions → Insights → Risks & Opportunities → MIS Commentary → Executive Presentation → Actions & Owners

Participants use AI to transform sample business data into a structured monthly MIS pack containing management insights, key exceptions, risks, and follow-up actions.

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