Performance Measurement Workshops

Our performance measurement consulting services turn your goals into clear measures that tell the story of your impact and guide better decisions.

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Measure Progress with Confidence

Create the right KPIs

Performance measures are critical for driving success. Let Envisio take the guesswork out of developing the right performance measures for your plan or organizational goals. 

Our workshops help your team design key metrics that align with your strategic plan—so you can monitor performance, improve outcomes, tell a cohesive story, and make informed decisions.

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Our Performance Measurement Consulting Services

Gain hands-on support to create or refine measures, build staff skills, and establish a roadmap for ongoing performance tracking. Check out the key takeaways from our performance measurement services below.

Measures Review

Our coaches perform a review of your existing measures to help identify gaps or wasted effort.

Measures Development

With our coaches, create an initial set of performance measures, or build on those you already have.

Best Practices Training

Get an introduction to best practice performance measurement and analytics.

Capacity Building

Develop your team’s skills to design, track, and expand performance measures across your organization.

Data Collection Plan

Leave with up to 40 finalized measures plus a clear, tailored plan to implement and maintain them.

In-Person or Virtual

Choose remote sessions or in person. We work with your team however you your team works best.

Sample Workshop

A typical performance measurement consulting engagement blends workshops and reviews to create your key measures and build internal capacity. Sessions can be half or full days – remote or in person.

Collaborative Sessions

Facilitated sessions to develop or enhance your initial set of performance measures. Link measures to strategic goals and outcomes.

Gap Analysis

We identify missing measures and support your team in designing a set of performance measures that provides a holistic overview of your progress.

Finalize Measures

Up to 40 performance measures mapped with data sources and ownership defined.

Collection Methodology

A custom data collection plan to track and report on your new measures.

Ongoing Support

We provide supporting materials to help you revise or create new performance measures in the future.

Meet our Coaches

Our professional services team brings proven expertise in action planning, performance management, and strategy execution for public sector and mission-driven organizations.

Meghan Brodmann-Bishop

Planning and Performance Coach

Meghan Brodmann-Bishop

she/her

Planning and Performance Coach

Meghan brings over five years of experience providing business consulting, facilitation, and coaching services to community-based organizations and government departments. 

Meghan has facilitated the development of various plans and evaluation frameworks for organizations to use in assessing and demonstrating their outcomes. She brings knowledge and expertise supporting clients to communicate their impact and tell the story of how they’ve improved the communities they serve.

Rob Hines

Planning and Performance Coach

Rob Hines

he/him | they/them

Planning and Performance Coach

Rob has over a decade of experience managing client and community relationships in govtech and politics, from small villages to state agencies. 

Rob leads clients by listening to their needs and aspirations, setting realistic expectations, and identifying and implementing solutions. He believes strongly in contributing to community, sustainability, and empowerment.

Headshot photo of Angela Najab, VP of Customer Success at Envisio

Angela Najab

VP CUSTOMER SUCCESS

Angela Najab

she/her

VP CUSTOMER SUCCESS

Angela has over 15 years experience leading customer success teams in software. Much of her time has been working with the public sector, so she understands the importance of being structured yet agile, offering enablement at every step of the way, and sharing best practices from across our great community.

Angela is a graduate of McMaster University with a Bachelors in Psychology.

Workshops That Actually Work

Hear how our performance measurement workshops help organizations turn planning into meaningful, measurable progress.

  • “We did our planning this time around in two main steps. We had an external facilitator come in to help us with the big picture, making sure that our mission, vision, and goal levels were solid. And then Rob, our Customer Success Manager at Envisio, came and gave our staff a workshop to generate the actions that would best contribute to those objectives. So the upper level tiers of the plan were board-driven, and the bottom level was staff-driven.”

    Kate Mansfield

    Mackenzie Valley Environmental Impact Review Board, NT

  • “We’ve shifted from seeing Envisio as a software application that we paid a subscription to, to a strategic consulting partner. Recognizing that it’s a strategic partnership. We leveraged a lot of the knowledge that Envisio shares around how to create a good plan; how to create a living plan. On our side, we recognized that success means change management: creating awareness, desire, knowledge and results.”

    Brian Flanagan

    LEARNING & ORGANIZATIONAL DEVELOPMENT, BROWARD COUNTY, FL

Book a Consultation

Book a professional services consultation with our team. We’ll discuss your strategic goals, performance measurement needs, and operational planning challenges—then build a custom roadmap to help your organization succeed.

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