B310 Web


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B310 Web

  1. 1. Performance Management Training Forum 2010 Corporate Performance Management Training Forum 2010 Earn up to 18 “Step by Step Training Series” to CPE credits! Learn Implementation Skills Leverage January 20 – 22, 2010 | Arlington, VA Strategy- Build a Strategy Map – Step by Step Apply best practices “hands on” to build your organization strategy map or build Based the map for a Hall of Fame Winner case study Learn skills and key design considerations for the Financial, Customer, Process Measures and People Perspectives Understand key differences between commercial, government and not for profit strategy maps, leverage best practices and avoid pitfalls to Improve Build a Balanced Scorecard & Initiative Map – Step by Step Bottom Line Build a Balanced Scorecard for your company or the Hall of Fame case study Identify leading and lagging, efficienct and effective Balanced Results Scorecard measures Build a Strategic Initiative Map to manage the portfolio of projects Performance Reporting Learn how to deliver the correct kind of information using the right tools to improve decision making Incorporate reporting techniques that allow for enhanced reach, receptivity, transparency and clarity In Association with: www.ASMIweb.com/Performance 1 www.ASMIweb.com/Performance
  2. 2. Performance Management Training Forum 2010 day one January 20, 2010 8:30 12:15 Registration & Continental Breakfast Lunch Break 8:30 1:15 Welcome and Overview of Corporate Breakout Exercise: “Step by Step” Build a Performance Management Strategy Map Learn about the Five Key Principles of CPM through Apply best practices “hands on” to build your case studies of award winning organizations. organization strategy map or build the map for a Review a best practice self scoring diagnostic to Hall of Fame Winner case study. see how your organization compares to the best Understand key differences between in class, review gaps commercial, government and not for profit strategy maps, leverage best practices and avoid 9:30 pitfalls Coaching, Facilitation and Team work (includes table exercise) 3:15 Break and Refreshments Learn about pitfalls to avoid in rolling out a successful program 3:30 Understand tips and techniques in coaching, Breakout Exercise Presentations facilitation and managing BSC programs to Share your newly developed strategy map or accelerate your results case study results 10:30 Receive feedback from a globally recognized Break and Refreshments thought leader and BSC expert to advance your program 10:45 Key Strategy Map and Balanced Scorecard 4:15 Concepts Recap of Day One / Complete Evaluations Understand the structure of themes, strategy Score the Step by Step Balanced Scorecard maps and Balanced Scorecards training program Review several Hall of Fame Award Winning examples 4:30 Adjourn 11:15 Build a Strategy Map, one Perspective at a Time Review key design considerations for the Financial, Customer, Process and People Perspectives Understand key differences among commercial, government and not for profit strategy maps, what works and what does not work for each who should attend: Strategic Planners Program Analysts Directors of Performance Reporting Project Managers Performance Analysts Project Support Staff Budget Managers 2 www.ASMIweb.com/Performance
  3. 3. Performance Management Training Forum 2010 day two January 21, 2010 8:00 1:00 Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build a Strategic Initiative Map 8:30 Build an Strategic Initiative Map to manage the Identify Balanced Scorecard Measures portfolio of projects Prioritize key objectives that serve as the Align and prioritize key projects to drive strategic foundation for measures and initiatives results Identify leading an lagging measures, efficiency and effectiveness measures 2:00 Break and Refreshments 9:00 Breakout Exercise: “Step by Step” Build a 2:30 Balanced Scorecard Getting to the First Balanced Build a BSC for your company or the Hall of Fame Scorecard Report case study Learn best practices on how to establish a Designate your leading and lagging measures to Strategy Focused Organization meeting agenda align with your strategy map to manage your business Understand how to conduct, facilitate an SFO 10:00 meeting to build a high performing organization Break and Refreshments 3:15 10:30 Becoming a Strategy Focused Organization Set Measure Targets Build on the two day learning by understanding Understand best practices in target setting and the implementation links to the strategic plan plan, proven path taken by BSC Hall of Fame Learn how and when to apply the “four” target winners setting methods Gain insight into cascading the BSC throughout your organization as you plan your next steps and 11:00 roadmap Inventory and Prioritize Initiatives and Projects 3:45 Recognize the strategic importance of a well Recap of Day Two / Complete Evaluations defined portfolio of initiatives Score the Step by Step Balanced Scorecard Understand how to align key projects to drive training program your strategic objectives and scorecard measure results 4:00 Adjourn 12:00 Lunch Break top five reasons to attend: Build a strategic Identify key Maximize Build strategy Discover the five framework performance project team maps through key principles linked to your indicators and use efficiency through hands-on of corporate organization’s them to improve improved exercises performance specific goals results communication management and development www.ASMIweb.com/Performance 3
  4. 4. Performance Management Training Forum 2010 day three January 22, 2010 8:30 1:00 Registration and Continental Breakfast Communicating and Reporting Performance Metrics 9:00 Effectively communicate agency performance Performance Reporting 101 initiatives to decision makers Further your knowledge of dashboards, Create dynamic reports that drive scorecards and analytical reporting decision-making Learn about key business intelligence concepts 2:00 and new strategic data sources Break and Refreshments 10:30 2:15 Break and Refreshments Managing Performance Data Identify technological solutions to make the 10:45 performance reporting process smoother Communicating Strategy throughout the Successfully manage your performance data Organization using information systems Generate different drill-downs needed for different types of users 3:15 Share experiences on uses of reporting and Maximize Performance Management communication tools Success in Your Organization Evaluate the future of performance management 11:15 in your organization Reporting Needs throughout the BSC Address issues or concerns with implementation Lifecycle and maintaining your performance Recap the balanced scorecard lifecycle and management framework acknowledge when and what information is crucial at various stages 4:00 Identify where necessary information can be Forum Adjourns located and how to manipulate it to succeed in maintaining your balanced scorecard 12:00 Lunch Break trainer bio: Bob Paladino is the Founder and Managing Partner of his firm, Bob Paladino and Associates, LLC, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard (BSC), Knowledge Management and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries. While an executive, Mr. Paladino led a successful BSC program that won the coveted BSC Hall of Fame award. He also authored the best-selling book, “Five Key Principles of Corporate Performance Management”, in which he synthesizes best-practices in the Corporate Performance Management (CPM) field. Mr. Paladino donates all royalties from his book to the United Flight 93 memorial, which is near his home in PA. He will be giving away copies of his best-selling book to all Performance Management Training Forum 2010 attendees. 4 www.ASMIweb.com/Performance
  5. 5. Performance Management Training Forum 2010 training In House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for a small group or for an organizational-wide initiative, the advanced learning methods employed by the Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. While many training providers will offer you some variation of their standard training, the Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also has the ability to accommodate |organizational-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Strategic Planning Contracting Performance Measurement Performance Reporting Project Management Program Evaluation Lean Six Sigma Administrative Management Workforce Management Change Management Budgeting and Forecasting Balanced Scorecard For more information about in-house training options available to you, please contact Blake Zach at 877-992-9521 or email him at Blake.Zach@PerformanceInstutite.org trainer bio: Bill Barberg is the president of Insightformation, Inc., a management consulting and technology firm that specializes in strategy execution and alignment. Since 2001, Mr. Barberg and his firm have specialized in the Balanced Scorecard methodology and the surrounding best practices—which they call “Strategy-Aligned Management.” He speaks, trains and consults on the Balanced Scorecard at major conferences and with clients across the country and around the world. Mr. Barberg has personally worked on Balanced Scorecard projects at over 30 organizations--three of which are in the Balanced Scorecard Hall of Fame, including the Ministry of Works in Bahrain, which David Norton recently described as “world-class” and “as good as anything we have seen.” Mr. Barberg also led the design of the award-winning strategic management software system, InsightVision. www.ASMIweb.com/Performance 5
  6. 6. Performance Management Training Forum 2010 Logistics & Registration Venue and Hotel: Tuition & Group Discounts: Performance Management Training Forum will be The tuition rate for attending the Performance held at The Performance Institute in Arlington, Management Training Forum 2010 is as follows: VA, just one block east of the Courthouse Metro Offerings Regular Rate stop on the Orange Line. A public parking garage is located inside of the building. First Two Days of Corporate $1299 Performance Management The Performance Institute Training Center Training 1515 N. Courthouse Road, Sixth Floor Performance Reporting $699 Arlington, VA 22201 Training Only A limited number of rooms have been reserved Corporate Performance $1899 at the Arlington Rosslyn Courtyard by Marriott Management Training Forum at the prevailing rate of $233 until December 21, 2009. Please call the hotel directly for reservations For information on group discounts, please and reference code Performance Management contact David Yerks at 858-866-9381 or email him Training Forum. The hotel is conveniently located at David.Yerks@ASMIweb.com three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary Quality Assurance shuttle that is also available for your convenience. ASMI strives to provide you with the most productive and effective educational experience possible. If after completing the course you Arlington Rosslyn Courtyard by Marriott feel there is some way we can improve, please write your comments 1533 Clarendon Blvd. on the evaluation form provided upon your arrival. Should you feel Arlington, VA 22209 dissatisfied with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days 703-528-2222 after the end of the training to: ASMI: Corporate Headquarters; 805 www.courtyardarlingtonrosslyn.com 15th Street NW, 3rd Floor; Washington, D.C. 20005 Note: As speakers are confirmed six months before the event, some CPE Credits speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a Delivery Method: Group-live comparable speaker is located to participate in the program. Program Level: Basic If for any reason ASMI decides to cancel this conference, ASMI Prerequisites: None accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Advanced Preparation: None CPE Credits: 6 Credits for Each Day of Training, 18 for the full three day Forum Discounts and Payment The American Strategic Management Institute (ASMI) is registered • All ‘Early Bird’ Discounts must require payment at time of with the National Association of State Boards of Accountancy registration and before the cut-off date in order to receive any (NASBA) as a sponsor of continuing professional education on the discount. National Registry of CPE Sponsors. State boards of accountancy have • Any discounts offered whether by ASMI (including team discounts) final authority on the acceptance of individual courses for CPE credit. must also require payment at the time of registration. Complaints regarding sponsors may be addressed to the National • All discount offers cannot be combined with any other offer. Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN • Discounts cannot be applied retroactively 37219-2417. Website: www.nasba.org. Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event. Exhibiting & Sponsorship To learn more about exhibiting and sponsorships at Performance Management Training Forum 2010 please contact Meredith Mason at 202-739-9707 or email her at Meredith.Mason@ASMIweb.com. 6 www.ASMIweb.com
  7. 7. Performance Management Training Forum 2010 Logistics & Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 www.ASMIweb.com/Performance Registration Form Yes! Register me for the Performance Management Training Forum 2010 Yes! Register me for the following one day course(s) only: Course One Course Two Course Three Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information: Check Purchase Order / Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Zip Please make checks payable to: The Performance Institute Please make checks payable to: The Performance Institute CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: __________________________________________________________________________________________ Date: _______________________ Priority Code: B310-WEB www.ASMIweb.com 7