


Know what data to measure. Understand the insights behind it. Know how to put it to use.
Join a hands-on Executive Working Session to identify what matters to measure, understand performance, and connect the right data to better decisions.


Join Work Excellence + EPM Strategy for an in-person, hands-on Executive Working Session, designed to help you understand your data and identify where to improve! Details below.

Thursday, October 29, 2026
8:00 AM–1:00 PM
The Ledger - Bentonville, AR
$50 Ticket (includes lunch)
Increases to $75 on October 1
Limited to 50 leaders

Tom Sonnek,
Sr. Director - Continuous Quality Improvement, Higher Education
A CLEAR PLAN FOR INCREASED PERFORMANCE
You'll begin building a data blueprint... That will identify the priorities for success

With Our Process, You Understand and Leave With:
• Identified measures the top priorities
• Defined expectations for successful performance
• Clear direction on where to focus improvement
• An understanding of the data behind
• Practical insight into Microsoft tools
• How those tools can help access and use that data
Start with one meaningful area of your work and leave with a structure you can continue building from.

Define What Matters
Clarify what successful performance looks like and identify the measures that help you understand it.

Understand Performance
Use those measures to see where performance stands, identify meaningful gaps, and determine where attention is needed.

Learn How the Data Is Built
Identify where the supporting data comes from and understand the principles that make it accurate, useful, and accessible.

Connect the Data & Tools
Explore how Microsoft tools can help you access, structure, and use your data to support meaningful performance measurement.
Reports are being created. Dashboards are being reviewed. Measures are being tracked.
Yet you still struggle to answer:
• Are we measuring what actually matters?
• What are our measures telling us about performance?
• Do we have the right data to support those measures?
• Can we access and use that data we need?
• Where are the meaningful gaps, and what deserves our attention?
You need a structured way to determine what matters most to measure, understand what performance is telling you, and access the data that supports it—so you can identify where to focus improvement.
1
You have reports, dashboards, and measures, but it’s not always clear what performance is telling you or what deserves attention.
2
Too many measures—or measures without clear targets and context—make it difficult to focus on the critical few that reveal the health of the work.
3
Critical information isn’t always available when decisions need to be made, slowing response and making it harder to act with confidence.

Work Excellence
Learn how to identify what matters to measure, understand performance, and determine where to focus improvement.

EPM Strategy
Understand the principles behind the data development that supports your measures and how Microsoft tools can help you access, structure, and use it.
Know what you need to measure. Understand the data behind it. Know how to put it to use.
EPM Strategy Events
Knowledgeable instructors demonstrating real business scenarios.
I learned so many new things about PowerBI and have gained confidence with using the tool as a result.
[I liked the] General overview of the process and steps to go from data to dashboard.
The presentation contained a lot of practical knowledge.

Work Excellence Events
[I liked] Being able to discuss the process with real life examples.
I feel this provides a great way to process and focus my work.
I walked away with a lot of good information to work on.
Excellent information presented in a non-confrontational, thought provoking manner.



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