Role-Based Programme
RB1094

AI for Performance Management & MIS

KPI Intelligence, Management Reporting & Decision Support

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop practical AI capabilities for performance monitoring, KPI analysis, MIS reporting, and management decision support.
  • Apply AI to analyse targets, actuals, trends, variances, exceptions, operational drivers, and business-performance gaps.
  • Use AI to improve monthly and quarterly management reporting, commentary, dashboard interpretation, and executive summaries.
  • Strengthen performance-review processes through structured root-cause questions, action tracking, scenario analysis, and decision support.
  • Apply responsible AI practices related to data accuracy, confidentiality, assumptions, financial interpretation, governance, and human validation.

Tools covered

Generative AI AssistantsSpreadsheet AnalysisData InterpretationKPI AnalysisVariance AnalysisMIS ReportingExecutive SummarisationDashboard InterpretationScenario AnalysisPresentation ToolsKnowledge Assistants

Who should attend

  • Performance Management Professionals
  • MIS Managers
  • MIS Executives
  • Business Performance Managers
  • Business Analysts
  • Management Reporting Professionals
  • Strategy & Planning Professionals
  • FP&A Professionals
  • Business Planning Managers
  • Performance Analysts
  • Operations Analysts
  • Business Intelligence Professionals
  • Corporate Planning Teams
  • Functional Performance Managers
  • Management Review Professionals

Prerequisites & Participant Readiness

  • Experience in performance management, MIS, business analysis, reporting, planning, or finance
  • Familiarity with KPIs, targets, actuals, management reports, and spreadsheet-based analysis
  • Basic familiarity with Generative AI tools is recommended
  • Ability to interpret structured business data and reports
  • No programming knowledge required

TOC Modules

Concepts
  • Understanding Generative AI, reasoning models, AI assistants, and analytical support
  • Exploring AI applications across KPI analysis, MIS reporting, commentary, and decision support
  • Understanding how AI differs from dashboards, business intelligence, analytics, and spreadsheet tools
  • Recognising hallucinations, incomplete context, calculation risks, and model limitations
Practical activities
  • Mapping Performance Management and MIS activities to AI applications
  • Identifying high-value AI use cases across reporting cycles
  • Comparing traditional and AI-assisted MIS workflows

Scenarios

Monthly Performance Review & Management Action Plan

KPI Data → Target vs Actual → Variance Analysis → Trend Review → Root-Cause Questions → Management Commentary → Priority Actions → Executive MIS

Participants use AI to analyse a simulated monthly performance dataset, identify material deviations, prepare management commentary, and develop an executive-ready MIS report with priority actions.

Performance Deterioration & Forward Outlook

Historical Performance → Emerging Trends → KPI Exceptions → Driver Analysis → Scenario Testing → Forecast Impact → Corrective Actions → Leadership Review

Participants use AI to evaluate deteriorating business performance, test possible future scenarios, identify intervention priorities, and prepare a structured performance outlook for management review.

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