Certificate in Strategy Planning Maturity Assessment

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A micro-certification is a niche course targeting the development of one skill or competency. These training courses offered by The KPI Institute are different from its Certifications Programs from several perspectives: there are no pre-course and post-course assignments, the course duration is shorter, there is no Certification Exam.

This micro-certification course explores the essential elements of developing a strategy planning framework in organizations and assessing its complexity using a maturity model.

The maturity assessment methodology presented is the proprietary knowledge of The KPI Institute and Global Performance Audit Unit, built on 10+ years of research and practical experience in strategy formulation.

Professionals enrolled in this course have the opportunity to access one-time and free of charge the full assessment tool - Strategy Planning Maturity Model Framework v2.0 - and gain practical experience in identifying the strengths and weaknesses of organizational practices and formulating improvement recommendations in 6 key areas:

* Organizational Identity
* Strategy Formulation
* Strategy Articulation
* Strategy Alignment
* Strategy Review
* Strategy Governance & Communication


The course has short quizzes after each module which enables the participant to monitor the ongoing progress in acquiring new knowledge and skills. At the end of the program, there is a final learning assessment test for the evaluation of competencies. The micro-certificate is granted if the participant completes all course activities and if the minimum score for the final test is achieved. The final learning assessment test can be taken 3 times in case of failure to register the minimum result of 70% correct answers.

Module 1.1 - Strategy Planning Essentials

  • The Performance Management Framework
  • Organizational Identity
  • Strategy Formulation
  • Strategic Planning Models
  • Objectives, KPIs, and Initiatives
  • Strategy Alignment
  • Strategy Governance & Communication

Module 1.2 - Performance Culture Essentials

  • Communication, leadership & buy-in
  • Innovation & engagement
  • Learning & knowledge sharing
  • Happiness & well being
  • Governance & system integration

Module 2 - Performance Management System (PMS) Audit

  • Key Terminology
  • Audit Typology
  • Audit Principles
  • The Role of PMS Audit
  • Governance
  • Audit Objectives, Scope and Criteria
  • The PMS Audit as a Project
  • The PMS Audit as a Process

Module 3 - Maturity Assessment Methodology

  • What are Maturity Models?
  • Integrated Performance Management Maturity Model
  • Assessment Methdology
  • Maturity levels:
  • Strategic Planning Maturity Levels
  • Performance Culture Maturity Levels

Module 4 - Evidence-based Assessment

  • Data Collection for Evidence-based Assessment
  • Documents Presentation - Strategy Planning
  • Documents Presentation - Performance Measurement
  • Documents Presentation - Performance Improvement
  • Documents Presentation - Performance Culture
  • Documents Presentation - General Management Tools
  • Documents Sampling
  • Documentation Tutorial

Module 5 - Perception-based Assessment

  • Data Collection through Survey
  • Data Analysis for Survey Results
  • GPA Unit Online Platform for Assessment - Tutorial

Module 6 - Interviews

  • Interview Guide Development
  • Conducting Interviews

Module 7 - Data Analysis

  • Data Consolidation: Documents, Survey, and Interviews
  • Final Maturity Score Interpretation
  • Data Interpretation Case Study

Module 8 - Audit Outputs

  • Audit Outputs and Communication
  • Audit Report Structure
  • Audit Conclusions and Recommendations
  • Roadmap for Continuous Improvement

Module 9 - Course review

  • Course review

Cristina Mihailoaie

Business Unit Manager - Research Division

The KPI Institute

Cristina is a subject matter expert with 10 years of experience in strategy and performance management. Her expertise in building on research background, that investigated the challenges and solutions to optimize management practices in organizations and develop sound frameworks. She was involved in and coordinated more than 100 research reports related to KPI usage and performance measurement. She was a key contributor to the Integrated Performance Maturity Framework, the proprietary tool of The KPI Institute and GPA Unit for evaluating the maturity of organizations. Her activity also included the development of customized assessment frameworks for government entities, personalized strategy maps, scorecards, and dashboards from companies in oil&gas, manufacturing, telecommunications, finance, and banking.

Cristina has conducted more than 10 performance management system audits as a lead subject matter expert, supporting organizations in improving their strategy, performance measurement, and employee performance management processes and tools.

Furthermore, she has been in a management position for the past 5 years, dealing directly with the challenges of planning and executing strategy in the agile business industry, such as research and training.

Her teaching skills are recognized by a Master Trainer certificate provided by Association for Talent Development, USA, and complemented by over 1,000 hours of client workshops, open training courses, and conference presentations.


  • Ensure you have the right tools, processes, and people in the right place for your Strategic Planning process.
  • Identify the weaknesses of your current Strategic Planning Framework and learn how to shift to the next maturity level.
  • Maximize the added value generated by your Strategic Planning by elevating current practices to best practices.
  • Conduct a one-time free assessment using The KPI Institute and GPA Unit's methodology for an organization of your choice.
  • A dedicated module on Performance Culture is offered as part of this course.

Strategic Planning - Design an effective strategy formulation process.
Project Management - Organize and lead a framework assessment initiative.
Maturity Model Assessment - Conduct an evaluation using a maturity model blueprint.

How can I use my micro-certificates to obtain the Certified Performance Management Systems Audit Professional Diploma?

Any professional who has obtained a micro-certificate from The KPI Institute for one or more courses listed below in the last 12 months is eligible for the bridging program.

1-Certificate in Strategy Planning Maturity Assessment.

2-Certificate in Performance Measurement Maturity Assessment.

3-Certificate in Performance Improvement Maturity Assessment.

4-Certificate in Employee Performance Management Maturity Assessment.

The bridging program enables learners to get certified as Performance Management Systems Audit Professionals without going through the entire curriculum of the Certified Performance Management Systems Audit Professionals as some of the content has already been covered in the micro-certifications obtained. In addition to skipping parts of the training content, the learners also enjoy a discounted fee from the total cost of the certification.

For a customized bridging roadmap and additional details, please contact: [email protected]


What is the difference between the face-to-face course and the online course?

The course structure is the same, regardless of the delivery method. However, the autonomy given by the self-paced instruction is balanced by the lack of live interaction with the facilitator and other participants while attending.


What are the prerequisites for taking a course?

There are no prerequisites required.


Who should I contact if I have questions throughout the course?

You can communicate with your instructor through the eLearning forum or by email. You are highly encouraged to use these modes of communication.


How do I register for an online course?

You can register for an online course the same way you would register for any training course organized by The KPI Institute.

If you enroll through The KPI Institute Marketplace, after paying the course fee, you will receive a confirmation email containing the instructions and the credentials to access your online course.

If you enroll by fax or telephone, you will also receive your confirmation and instructions by email.


Where and how can I access the e-learning content? Are there any limitations?

Once you register with us for a course by paying the course fee, you can have 24/7 access to the e-learning content on our website. An automated course purchase confirmation email from our side will guide you through the process.

How can I download course materials?

Downloadable course materials are available on our eLearning Platform. These include course slides, assignment templates, and supplemental documents that will help you brush up or dive deeper into concepts within that course. However, video presentations are not available for download.

What kind of computer equipment do I need to take an online course?

Operating Systems: Windows 7 and newer, Mac OSX 10.6 and newer, Linux - ChromeOS.

Browsers: You must update to the newest version of whatever browser you are using. We recommend using Chrome, Firefox, or Safari, beta versions of browsers are not supported and Internet Explorer is problematic. Please make sure that your web browser has JavaScript and cookies enabled.

Who do I contact for technical support?

If you are experiencing technical difficulties, contact our Customer Service team: [email protected] or +61 3 9028 2223

Contact us if you would like to attend this course or partner in organizing it in your local market:

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