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  1. 1. Performance Management Training Forum 2010 Corporate Performance Management Training Forum 2010 Earn up to 12 “Step by Step Training Series” to CPE credits! Learn Implementation Skills Leverage January 20 – 21, 2010 | Arlington, VA Strategy- Build a Strategy Map – Step by Step Apply best practices “hands on” to build your organization strategy map or Based build the map for a Hall of Fame Winner case study Learn skills and key design considerations for the Financial, Customer, Process and People Perspectives Measures 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 an lagging, efficiency and effectiveness Balanced Scorecard Results measures Build an Strategic Initiative Map to manage the portfolio of projects In Association with: www.ASMIweb.com/Performance 1 www.ASMIweb.com/Performance
  2. 2. day one Performance Management Training Forum 2010 January 20, 2010 8:30 10:45 Registration & Continental Breakfast Key Strategy Map and Balanced Scorecard Concepts Understand the structure of themes, 8:30 strategy maps and Balanced Scorecards Welcome and Overview of Corporate Review several Hall of Fame Award Performance Management Winning examples Learn about the Five Key Principles of CPM through case studies of award winning organizations. 11:15 Review a best practice self scoring Build a Strategy Map, one Perspective diagnostic to see how your organization at a Time compares to the best in class, review gaps Review key design considerations for the Financial, Customer, Process and People Perspectives 9:30 Coaching, Facilitation and Team work Understand key differences among commercial, government and not for profit (includes table exercise) strategy maps, what works and what does Learn about pitfalls to avoid in rolling out a not work for each successful program Understand tips and techniques in coaching, facilitation and managing BSC 12:15 programs to accelerate your results Lunch Break 10:30 Break and Refreshments 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. day one Performance Management Training Forum 2010 January 20, 2010 1:15 4:15 Breakout Exercise: “Step by Step” Build Recap of Day One / Complete a Strategy Map Evaluations Apply best practices “hands on” to build Score the Step by Step Balanced Scorecard your organization strategy map or build the training program map for a Hall of Fame Winner case study. Understand key differences between commercial, government and not for profit 4:30 strategy maps, leverage best practices and Adjourn avoid pitfalls 3:15 Break and Refreshments 3:30 Breakout Exercise Presentations Share your newly developed strategy map or case study results Receive feedback from a globally recognized thought leader and BSC expert to advance your program 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. day three Performance Management Training Forum 2010 January 21, 2010 8:00 1:00 Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build a Strategic Initiative Map Build an Strategic Initiative Map to manage 8:30 the portfolio of projects Identify Balanced Scorecard Measures Align and prioritize key projects to drive Prioritize key objectives that serve as the strategic results foundation for measures and initiatives Identify leading an lagging measures, efficiency and effectiveness measures 2:00 Break and Refreshments 9:00 Breakout Exercise: “Step by Step” Build 2:30 a Balanced Scorecard Getting to the First Balanced Build a BSC for your company or the Hall of Scorecard Report Fame case study Learn best practices on how to establish Designate your leading and lagging a Strategy Focused Organization meeting measures to align with your strategy map agenda to manage your business Understand how to conduct, facilitate an SFO meeting to build a high performing 10:00 organization Break and Refreshments 3:15 10:30 Becoming a Strategy Focused Set Measure Targets Organization Understand best practices in target setting Build on the two day learning by and links to the strategic plan understanding the implementation Learn how and when to apply the “four” plan, proven path taken by BSC Hall of target setting methods Fame winners Gain insight into cascading the BSC throughout your organization as you plan 11:00 your next steps and roadmap Inventory and Prioritize Initiatives and Projects Recognize the strategic importance of a 3:45 well defined portfolio of initiatives Recap of Day Two / Complete Understand how to align key projects Evaluations to drive your strategic objectives and Score the Step by Step Balanced Scorecard scorecard measure results training program 12:00 4:00 Lunch Break Forum Adjourn 4 www.ASMIweb.com/Performance
  5. 5. training Performance Management Training Forum 2010 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 her at Blake.Zach@PerformanceInstutite.org trainer bio: Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard, 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. Drawing from this extensive experience, he has authored the best-selling book in which he synthesizes the best practices in the Corporate Performance Management (CPM) field: “Five Key Principles of Corporate Performance Management” recently #1 CPM book on Amazon and Barnes & Noble. He donates all royalties to the United Flight 93 Memorial; the crash site is near his home in PA. 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. Corporate Performance $1399 Management Training Forum The Performance Institute Training Center 1515 N. Courthouse Road, Sixth Floor Arlington, VA 22201 For information on group discounts, please contact Blake Humble at 858-866-9352 or email A limited number of rooms have been reserved him at Blake.Humble@ASMIweb.com at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $233 until December 21, 2009. Please call the hotel directly for reservations Cancellation Policy and reference code Performance Management For live events: ASMI will provide a full refund less $399 administration Training Forum. The hotel is conveniently located fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. three blocks from the Rosslyn Metro station. Registrants who fail to attend and do not cancel prior to the event will be Please ask the hotel about a complimentary charged the entire registration fee. shuttle that is also available for your convenience. All the cancellation requests need to be made online. Your confirmation email contains links to modify or cancel registrations. Please note that the Arlington Rosslyn Courtyard by Marriott cancellation is not final until you receive a written confirmation. 1533 Clarendon Blvd. Payment must be secured prior to the conference. If payment is not Arlington, VA 22209 received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your 703-528-2222 participation at the event. www.courtyardarlingtonrosslyn.com Quality Assurance The American Strategic Management Institute strives to provide you with CPE Credits the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, Delivery Method: Group-live please write your comments on the evaluation form provided upon your Program Level: Basic arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 Prerequisites: None business days after the end of the training to: Advanced Preparation: None The American Strategic Management Institute Corporate Headquarters: CPE Credits: 6 Credits for Each Day of Quality Assurance Training, 12 for the full two day Forum 805 15th Street, NW, 3rd Floor The American Strategic Management Institute (ASMI) is registered Washington, DC 20005 with the National Association of State Boards of Accountancy We will evaluate individual complaints in a context of collective comments (NASBA) as a sponsor of continuing professional education on the from the event. National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Note: As speakers are confirmed six months before the event, some Complaints regarding sponsors may be addressed to the National speaker changes or topic changes may occur in the program. The Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. American Strategic Management Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. If for any reason The American Strategic Management Institute decides to cancel this conference The American Strategic Management accepts Exhibiting & Sponsorship no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. To learn more about exhibiting and sponsorships Discounts at Performance Management Training Forum 2010 All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. please contact Blake Humble 858-866-9352 or email Any discounts offered whether by ASMI (including team discounts) must her at Blake.Humble@ASMIweb.com. also require payment at the time of registration. All discount offers cannot be combined with any other offer. Discounts cannot be applied retroactively 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 Priority Code: B310-WEB www.ASMIweb.com 7