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  • 1. August 23 – 25, 2010 Washington, DC Balanced Scorecard 2010 Communicate Balanced Scorecard Performance Effectively Define, Develop a Clear Strategic Vision Implement a strategic vision that provides meaning and context to your Implement Balanced Scorecard program and Advance Create a Framework for Measurement Define measurements that can be cascaded throughout your organization Strategy Streamline Strategic Planning with Strategy Mapping to Achieve Develop strategic initiatives to ensure smooth Balanced Scorecard execution Organizational Identify the Next Steps after Balanced Scorecard Implementation Learn how to evaluate and modify Balanced Scorecard initiatives after the Goals initial implementation In Association with: Earn up to 18 CPE Credits
  • 2. pre-conference workshop Balanced Scorecard 2010 August 23, 2010 8:30 Workshop Registration & Continental Breakfast 9:00 Workshop A: Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a Strategy-Aligned Balanced Scorecard Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the execution of strategy. This workshop includes hands-on exercises that will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. Learn the basics of Balanced Scorecard design and deployment while gaining insights into the potential pitfalls and hurdles to successful implementation. Discover the best practices in the latest BSC advancements to accelerate your results towards a strategy-aligned organization. Develop a solid understanding of key BSC concepts and misconceptions Learn how to use established tools and templates to help accelerate your results Discover a roadmap for the journey to developing, deploying and cascading strategy maps and scorecards Bob Paladino ASMI Senior Fellow, Founder, Bob Paladino and Associates 12:00 Lunch Break 1:00 Workshop B: Business Intelligence Fundamentals (BI): Implementing BI to Enable a Strategy- Aligned Balanced Scorecard This workshop is designed to help you understand the purpose and power of BSC and BI alignment in supporting optimal business performance management. The workshop will introduce you to the area of BI and will provide examples of how leading companies have developed BI capabilities that have resulted in measurable business performance improvement. Most importantly, this interactive session will provide you with the knowledge you need to understand the relationships between the BSC and BI and how alignment can provide opportunities to improve your current business performance management program. Develop a solid understanding of key BI concepts and misconceptions Support improved business performance with Business Intelligence Understand the business risks of uncoordinated Balanced Scorecard and Business Intelligence programs Bill Collins Director of Business Solutions, DecisionPath 4:00 Workshops Adjourn who should attend Chief Executive Officers Chief Financial Officers Program Analysts Chief Operating Officers Directors Budget Officers 2
  • 3. day one Balanced Scorecard 2010 August 24, 2010 8:30 Conference Registration & Continental Breakfast 9:00 Keynote Address: Create a Strategic Plan for Change Management As a champion of Balanced Scorecard implementation, it’s important to develop a strategy that will withstand resistance from employees and executives, and ensure a smooth transition into enhanced process improvement practices. During this Keynote Address, you will learn to: Understand the importance of change management when developing and implementing a BSC system Use change management strategies to assess workforce culture and readiness to change Create a systematic plan for implementing change Bob Paladino ASMI Senior Fellow, Founder, Bob Paladino and Associates 10:00 Break & Refreshments 10:15 Strategy Mapping: Bridge the Gap between Strategy and Execution Align organizational objectives through mapping to accomplish effective strategic planning Identify key strategic goals for accomplishing results Guide users through the process of developing strategic initiatives Chris Walter VP of Sales Operations, MarketSource, Inc 11:15 Report and Monitor your Balanced Scorecard Performance Supervise the overall function of the BSC to guarantee strategic success and execution Manage the BSC as an effective tool used to carry out planned processes to achieve long term goals Track and monitor the progress seen as a result of implementing the BSC Carrie McFadden Strategy and Performance Management, Federal Reserve Bank of Cleveland 12:15 Lunch Break top five reasons to attend Transform Implement Identify Link Garner the Balanced the BSC to Make Measures that Performance Company- Scorecard from your Organization Accurately Measures to Wide Buy-In Theory to Practice Strategy-Focused Evaluate Specific Financial and for Successful Job Functions Business Processes Implementation 3
  • 4. day one Balanced Scorecard 2010 August 24, 2010 1:15 Develop Key Measures and Metrics for the Balanced Scorecard Understand the difference between Operational metrics and Strategic KPIs, and how to choose which to publish on a scorecard Leverage clarity on strategic objectives to provide context that gives measures more meaning and impact Learn practical tips for developing, defining, and deploying leading indicators and measures that drive performance Bill Barberg President and Founder, Insightformation, Inc. 2:15 Break and Refreshments 2:30 Best Practices for the Learning Growth Perspective: Measure and Align People, Systems and Culture Learn how innovative “soft” measures can have more power and impact than traditional “hard” measures Enhance focus and alignment by identifying “Strategic Job Families” Boost the “Horsepower” of employee motivation through innovative measures and management practices Bill Barberg President and Founder, Insightformation, Inc. 3:30 Day One Adjourns “Implementing a Balanced Scorecard provides a comprehensive and consistent approach to managing for results...” – JOHN M., MECKLENBURG COUNTY GENERAL MANAGER 4
  • 5. day two Balanced Scorecard 2010 August 25, 2010 8:30 Continental Breakfast 9:00 Keynote Address: Cascade the Balanced Scorecard throughout Your Organization The Balanced Scorecard is a company-wide initiative that can be successful only when everyone in the organization is active in its execution. When each employee knows what part they play in improving organizational performance, they can work towards set goals. During this Keynote Address, you will learn to: Create and administer a comprehensive communication plan to help execute your BSC strategy Cascade appropriate communication activities that focus on strategy through human resource’s role in the BSC Develop a strategy-focused workforce by aligning employees, values and strategy of the organization Amy Ellison Vice President, Human Resources, Delta Dental of Kansas, Inc. 10:00 Break & Refreshments 10:15 Use the BSC to Achieve Organizational Excellence Learn the seven key components and the framework for achieving Organizataionl Excellence Understand how the BSC contributes to Organizational Excellence Assess your organization against Organizational Excellence criteria and factor the gaps into your BSC build Jeff Parks Founder/President Performance Breakthroughs, Inc. 12:15 Lunch Break 1:00 Understand the Role of Leadership in Managing and Implementing Balanced Scorecard Initiatives Learn the role leadership plays in translating vision and mission into organizational strategy Develop a strategy that centers on the values and core competencies of your organization Turn leaders into champions of BSC initiatives to ensure improvement continues over time Amy Ellison Vice President, Human Resources, Delta Dental of Kansas, Inc. 5
  • 6. day two Balanced Scorecard 2010 August 25, 2010 2:00 Break & Refreshments 2:15 Manage Your Organization through Strategic Themes Break down a strategy map into strategic themes, linking internal processes to customers and shareholders Use strategic themes to simplify your vision into manageable targets Identify what themes best describe your organization’s strategy Terry Brown Partner, ParCon Consulting, LLC 3:15 Next Steps in Balanced Scorecard Implementation Learn how to analyze collected data to make informed decisions Maintain the BSC initiatives when leaders leave and employee positions change Identify when measures and practices need to be revised or reoriented to remain aligned with overall strategy Terry Brown Partner, ParCon Consulting, LLC 4:15 Conference Adjourns 6
  • 7. Balanced Scorecard 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 organization- 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 organization-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 Workforce Management Program Evaluation Performance Measurement Budgeting and Forecasting Administrative Management Project Management Contracting Change Management Lean Six Sigma Performance Reporting Balanced Scorecard For more information about in-house training options available to you, please contact Jennifer Mueller at 202-739-9619 or email her at “A performance measurement system such as the Balanced Scorecard allows an agency to align its strategic activities to the strategic plan.” – PAUL A., BSC INSTITUTE 7
  • 8. Balanced Scorecard 2010 Logistics & Registration VENUE AND HOTEL: CPE CREDITS: Balanced Scorecard 2010 will be held at Delivery Method: Group-live The Performance Institute Conference Center Program Level: Basic in Arlington, VA, just one block east of the Prerequisites: None Advanced Preparation: None Courthouse Metro stop on the Orange Line. A CPE Credits: 18 Credits public parking garage is located just inside of the building for $10/day. The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Conference Address: Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State The Performance Institute Conference Center boards of accountancy have final authority on the acceptance 1515 N. Courthouse Road, Suite 600 of individual courses for CPE credit. Complaints regarding Arlington, VA 22201 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. 877-992-9522 Website: A limited number of rooms have been reserved at QUALITY ASSURANCE the Arlington Rosslyn Courtyard by Marriott at the ASMI strives to provide you with the most productive and prevailing rate of $170 until July 23, 2010. Please effective educational experience possible. If after completing call the hotel directly and reference code “Balanced the course you feel there is some way we can improve, please Scorecard” when making reservations to get the write your comments on the evaluation form provided upon discounted rate. The hotel is conveniently located your arrival. Should you feel dissatisfied with your learning three blocks from the Rosslyn Metro station. Please experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end ask the hotel about a complimentary shuttle that is of the training to: ASMI: Corporate Headquarters; 805 15th also available for your convenience. Street NW, 3rd Floor; Washington, D.C. 20005 Arlington Rosslyn Courtyard by Marriott Note: As speakers are confirmed six months before the 1533 Clarendon Blvd., Arlington, VA 22209 event, some speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, Phone: 703-528-2222 / 1-800-321-2211 but will work to ensure a comparable speaker is located to participate in the program. If for any reason ASMI decides to cancel this conference, TUITION & GROUP DISCOUNTS: ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, The tuition rate for attending Balanced sponsors and guests. Scorecard 2010 is as follows: DISCOUNTS Offerings *Early Bird Rate Regular Rate • All ‘Early Bird’ Discounts must require payment at time of Full Conference $1699 $1799 registration and before the cut-off date in order to receive Half-Day $399 any discount. Workshop Only • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time Full-Day $599 of registration. Workshop Only • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively *For the Early Bird Rate, Register by April 19, 2010 For more information on Group Discounts for Payment must be secured prior to the conference. If payment Balanced Scorecard 2010, please contact is not received by the conference start date, a method of payment must be presented at the time of registration in Paul Rogers at 858-737-4122 or email him at order to guarantee your participation at the event. 8
  • 9. Balanced Scorecard 2010 Logistics & Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 Registration Form Yes! Register me for Balanced Scorecard 2010 Yes! Register me for the half day workshop Yes! Register me for the full day workshop 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: ASMI 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: B316-WEB 9
  • 10. ASMI’s vision In this challenging economic landscape, organizations must develop and execute innovative strategies to survive and thrive. Performance and process improvement methodologies give managers the tools they need to run leaner, more efficient businesses. The mission of the American Strategic Management Institute (ASMI) is to connect business leaders with best-in-class practices and training to address management challenges and improve results. ASMI has grown into one of the nation’s most innovative training providers, combining market research and industry insight to deliver experiences and tools to inspire leaders and grow businesses. Through virtual sessions, national summits, training programs and consulting services, ASMI brings together leaders to share insights, ideas and actions to transform organizations. Areas of Focus: Performance Management: Using business analytics to drive strategy Process Improvement: Leaning processes for efficiency and quality improvement Financial Management: Budgeting and forecasting for better decision-making Project Management: Managing projects to deliver results on time, within scope and in budget Leadership Development: Building leadership skills to manage in times of change and conflict Services: Virtual Training Briefings 90-minute training sessions for the latest tools and techniques to deliver results. National Summits National events allowing business leaders to share best practices and strategies for success. Training Programs Methodology-based training modules in management competencies, offered publicly or custom-designed for your organization Consulting Services Field experts who can bring bold change to your workforce, planning processes. ASMI Corporate Headquarters 805 15th Street, NW, 3rd Floor Washington, DC 20005 Ph: 877-992-9522 Fax: 866-234-0680