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KRA and KPI Template
Prepared by Dr. Babu Balakrishnan - drbabu.in
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HOW TO USE THIS TEMPLATE
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1A KRA (Key Result Area) is an area the role is accountable for.
A KPI is the measure that tells you how well that area is being handled.
Line output is a KRA. Units per shift, rejection rate and downtime are its KPIs.
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2Fill one sheet per role. Do not use one sheet for the whole company.
Two people with the same designation may need different result areas.
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3Aim for 4 to 6 result areas per role. If you exceed 8, the role is not yet defined.
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4Only use measures the role can actually influence.
If someone can have an excellent month and still score badly because of a decision
made three departments away, the measure is wrong.
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5Only use measures you can source from records you ALREADY keep.
A measure that needs a new register will stop being collected by month three.
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6Set measures in pairs. Output without a quality counterweight produces rework.
Quality without a throughput counterweight produces missed dispatches.
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7Concentrate weightage. Eight items at 5 percent each changes nobody behaviour.
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8Do not link to pay in the first cycle. Run one cycle, correct what the data
exposes, then connect outcomes to reward.
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CHECKLIST BEFORE YOU FINALISE ANY ROLE
Can the role actually move this measure?
Does the data already exist somewhere?
Would two different managers score it the same way?
What behaviour does this measure invite?
Can I trace this result area back to a business goal?
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More detail: https://drbabu.in/kra-kpi-design/
PK l l xl/worksheets/sheet2.xml
Production Supervisor - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1Line outputDelivery commitments depend on itUnits per shift against planShift production sheet
2Line qualityOutput without a quality counterweight creates reworkIn-process rejection rate percentInspection log
3Equipment availabilityDowntime is the hidden cost of outputUnplanned downtime hoursDowntime book
4Manning and capabilityAbsence and skill gaps stop the lineShift manning vs roster; skill matrix coverageAttendance; skill matrix
5SafetyNon negotiable and individually attributableReportable incidents; PPE observationsSafety register
6Cost disciplineScrap and consumables are controllableScrap and consumable cost vs standardStores issue register
TOTAL100
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xl/worksheets/sheet3.xml
Welder - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1Workmanship qualityDirectly controlled by the roleWeld rejections as percent of joints presentedInspection log
2ReworkShows quality cost, not just quality rateRework hours as percent of hours bookedJob cards
3Throughput to standardBalances the quality measuresJob cards closed within standard timeJob cards
4Material disciplineConsumables are individually controllableConsumable usage vs issued quantityStores issue register
5Safe practiceHot work carries real riskPPE and hot work permit complianceSafety observation register
TOTAL100
PK I[w xl/worksheets/sheet4.xml
Quality Inspector - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1Detection reliabilityMeasure escapes, not defects foundEscapes found at next stage or by customerCustomer complaints; next stage log
2DocumentationRecords are the deliverableInspection records completed within shiftInspection log
3Escalation disciplineSpeed of escalation limits damageNCRs raised and closed within standardNCR register
4Instrument reliabilityBad gauges invalidate everythingCalibration schedule adherenceCalibration register
TOTAL100
PK ] xl/worksheets/sheet5.xml
Field Sales Executive - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1RevenuePrimary outcome measureValue achieved against targetSales MIS
2CoverageActivity that leads the outcomeProductive calls as percent of planned callsBeat plan / DSR
3CollectionsRevenue is not revenue until collectedOutstanding beyond agreed credit daysReceivables ageing
4New businessPrevents living off the existing baseNew accounts activated and repeat orderingSales MIS
5Market informationCheap and genuinely usefulCompetitor and price feedback submittedCRM / DSR
TOTAL100
PK Ϫ xl/worksheets/sheet6.xml
Accounts and Collections - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1Ledger accuracyEverything downstream depends on itReconciliations closed by working day standardClosing checklist
2Receivables healthWorking capital impactDays sales outstandingReceivables ageing
3Statutory timelinessPenalties are avoidableFilings completed on due dateCompliance calendar
4Audit readinessReduces year end firefightingAudit observations closed within cycleAudit tracker
TOTAL100
PK 8N xl/worksheets/sheet7.xml
HR and Admin Manager - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1Staffing continuityVacancies stop workTime to fill vs agreed standardRecruitment tracker
2RetentionEarly attrition signals selection or induction gapsFirst year attrition percentHRIS / payroll
3Capability buildingTraining happens or it does notTraining days delivered vs planTraining calendar
4Statutory complianceRegisters must be currentRegisters current; returns filed on dateCompliance calendar
5Internal serviceHR is a service functionResponse time to employee queriesQuery log / helpdesk
TOTAL100
PK 6 xl/worksheets/sheet8.xml
Blank Template - KRA and KPI Sheet
Role holder:Reporting manager:Period:
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#Key Result AreaWhy it mattersKey Performance IndicatorSource of data (existing record)Target / StandardWeightage %
1
2
3
4
5
6
TOTAL100
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