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  • 1. Drive Performance and Profits with Proven Business Measures, Metrics and Analytics MAY 3–5, 2010 | ORLANDO, FL Earn Up to 20 CPE credits FEATURING TWELVE COMPREHENSIVE TRACKS: Strategy Execution | Link Lean Six Sigma Methods to Strategy Budget Performance | Measure, Monitor and Manage Performance | Workforce Measures and Metrics Maximize Lean Six Sigma Tools | Performance Management Systems | Manage Business Intelligence Essentials of Customer Management | Business Intelligence Essentials: Build an Effective BI Team Develop a Strong Corporate Leadership Strategy | Improve the Customer Experience Utilize Performance Management to Improve Operational Efficiencies, Reduce Costs, Increase Profitability and Strengthen Financial Stability www.ThePerformanceConference.com 1
  • 2. WHAT IS THE PERFORMANCE CONFERENCE? Business executives from across the country will gather to explore ways to overcome challenges in business performance and discover the latest innovations in performance management, process improvement, customer experience and business intelligence at the annual Performance Conference. Led by speakers from the upper echelons of performance-based companies and organizations, The Performance Conference will focus on performance management systems, measures and metrics, employee performance and customer experience. Join best-in-class performance management and business analytics professionals at The Performance Conference 2010 to drive results and improve organizational performance and profitability. Who Will Be at The Performance Conference? TITLE • C-Level Executives • Vice Presidents • Managers • Presidents • Directors • Analysts … and anyone involved in the planning, development and management of organizational performance FUNCTION • Strategic Planning • Marketing/Research/ • Project and Program • Information Technology Product Development Management • Customer Management • Corporate Development • Human Resources • Business Analytics • Sales/Business • Operations • Finance Development INDUSTRY • Financial Services • Technology and • Education • Retail/Consumer Goods Telecommunications • Automotive and • Healthcare and • Travel, Hospitality and Transportation Pharmaceuticals Entertainment • Energy and Utilities • Industrial Manufacturing Achieve Your Enterprise Objectives through Comprehensive Performance Management 2 Follow us at twitter.com/PerformanceCon
  • 3. LETTER FROM THE DIRECTOR Dear Colleague: In today’s economic environment, organizations are faced with turbulent, diverse issues — an STAY uncertain market place, smaller and tighter budgets, wavering consumer confidence and decreased profitability. To face these challenges, organizations have heightened their focus on performance CONNECTED... management to optimize financial and operational performance. Most organizations have developed ways to best cope with the current economic conditions through budget cuts, workforce initiatives and innovation efforts. However, organizations must do more to Get the latest stay competitive. They must leverage new performance management systems and develop effective business intelligence programs to improve the bottom line. updates and news for The Performance To help you respond to the evolving economy and to advance your organization’s performance, you are invited to join us at Performance Conference 2010, May 3–5, 2010 in Orlando, FL. Conference by: At this national event, increase your responsiveness to the business challenges and trends of today. Learn how to execute strategies that align with corporate goals and drive performance across all key business functions, including finance, HR, operations and more. Experts in the field will discuss FOLLOWING US various performance management strategies and best practices in business analytics. They will provide solutions that offer valuable information and data such as predictive indicators to increase ON TWITTER: sales, reduce costs, improve profitability and identify new leads for more business opportunities. @PerformanceCon Leaders in performance management will be on hand for The Performance Conference 2010. Join them and you will emerge with powerful lessons and tools for driving real and immediate performance improvements in your organization through measures, metrics and business analytics. JOINING THE GROUP I look forward to seeing you in Orlando! ASMI: The Performance Conference on LinkedIn Best Regards, BECOMING A FAN Amanda Ward of ASMI: The Director Performance American Strategic Management Institute Conference on Facebook www.ThePerformanceConference.com 3
  • 4. AGENDA AT-A-GLANCE Pre-Conference Seminars: Monday, May 3, 2010 8:00 Pre-Conference Seminar Registration & Continental Breakfast 9:00 SEMINAR A: SEMINAR B: Business Analytics Fundamentals: SEMINAR C: Balanced Scorecard Fundamentals: Build and Effective Use of Data and Information to Lean Six Sigma White Belt Certification Design Your Scorecard Drive Positive Business Performance 4:00 Seminars Adjourn Day One: Tuesday, May 4, 2010 7:30 Conference Registration, Continental Breakfast & Exhibit Hall 8:00 Welcome Address & Opening Remarks by Chairperson 8:15 KEYNOTE ADDRESS: Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals TRACK A: TRACK B: TRACK C: Strategy Execution Optimize Budget Performance Link Lean Six Sigma Methods to Strategy 9:00 Become a Strategy Focused Organization Identify Key Business Drivers in the Build Key Infrastructure to Successfully Budgeting Process Deploy Your Lean Six Sigma Initiative 10:00 Networking Break & Exhibit Hall 10:30 Utilize Performance Management to Turn Improve Your Rolling Forecast Practices Streamline Business Processes for Cost Strategy into Action Reduction through Lean Six Sigma 11:30 Strategy Mapping: Bridge the Gap Between Develop Accurate Budget Analysis with Integrate Design for Six Sigma to Achieve Strategy and Execution Inaccurate Data Operational Excellence 12:30 Networking Luncheon & Exhibit Hall TRACK D: TRACK E: TRACK F: Measure, Monitor and Manage Performance Workforce Measures and Metrics Maximize Lean Six Sigma Tools 1:15 Measure What Matters: Identify the Leverage Workforce Planning and Integrate Six Sigma Methodologies Right Measures for Corporate Performance with Effective Measures into Project Management to Performance Management Identify Opportunities 2:00 Monitor and Report Key Metrics for Link HR Initiatives to Business Outcomes Lean Tools: Understand Value Stream Improved Performance, Decision-Making through Workforce Analytics Mapping, 5S, and Kaizen and Transparency 2:45 Networking Break & Exhibit Hall INTERACTIVE SESSIONS 3:15 Cascade the Balanced Scorecard throughout Improve Profitability with Cost Leadership Use Voice of the Customer (VOC) Your Organization Techniques to Gain a Competitive Advantage 4:30 Exhibit Hall Hours & Networking Cocktail Reception 5:30 Adjourn Top 10 Reasons to Attend 1 MANAGE Economic Challenges and Trends 2 DEVISE Measures and Metrics that Align with Your 3 PERFECT Your Performance Reporting 4 CREATE a Customer- Centric Culture in Your Organization 5 INCREASE Growth and Innovation within Your Division with Enhanced Organizational Goals Performance 4 Follow us at twitter.com/PerformanceCon
  • 5. AGENDA CONTINUED Day Two: Wednesday, May 5, 2010 7:30 Continental Breakfast & Exhibit Hall 8:00 Opening Remarks By Chairperson 8:10 KEYNOTE ADDRESS: An Integrated Approach to Change and Performance Management 9:00 KEYNOTE ADDRESS: Harness Innovation to Drive Business Growth 10:00 Networking Break & Exhibits TRACK G: TRACK H: TRACK I: Performance Management Systems Effectively Manage Business Intelligence Essentials of Customer Management 10:30 Build a Corporate Performance Design Integrated Business Metrics to Create Your Own Culture of Service Management Framework in Your Maximize Performance to Ensure Buy-In, Sustainability, and Organization Ultimately, Results 11:30 Manage for Results Using the Design a Dashboard for Immediate Insight Monitor and Leverage Customer Data Balanced Scorecard into Performance to Assess the Customer Experience and Make Improvements 12:30 Networking Luncheon & Exhibit Hall TRACK J: Business Intelligence Essentials: Build an TRACK K: TRACK L: Effective BI Team Develop a Strong Corporate Leadership Strategy Improve the Customer Experience 1:30 Roles and Responsibilities within a Business Leadership Essentials: Leading with Connect the Customer and Employee Intelligence Team Confidence Experience to Increase Results 2:00 Business Intelligence Technology Leadership Skills for Implementing Change Drive Profitability with an Effective Initiatives Customer-Focused Online Experience 2:45 Networking Luncheon & Exhibit Hall INTERACTIVE SESSIONS 3:00 Align Reporting and Information Assess Your BI Maturity: Take BI to the Project Management: Develop Management with Performance Next Level Project Management Skills with the Latest Methodologies 3:45 CHAIRPERSON’S CLOSING REMARKS: Develop and Capitalize on Your Performance Management System 4:15 Adjourn “Succinct and no-nonsense practical examples of strategic success.” IOANNIS MELENIKIOTIS Director, Business Planning & Development, Alliance One International Bank 6 PLAN and Implement Lean Six Sigma Methodologies 7 UNDERSTAND Business Analytics to Drive Strategy 8 UTILIZE Customer Insight to Drive Innovation 9MEASURE and Improve Employee Engagement 10 DESIGN Integrated Business Intelligence to Maximize Performance Improve Profitability www.ThePerformanceConference.com 5
  • 6. PRE-CONFERENCE SEMINARS Monday, May 3, 2010 Pre-Conference Seminars are hands-on, interactive sessions with specially designed exercises and projects that have immediate application. With these full-day application sessions, you will enhance your training experience by establishing a reference point of knowledge, language and methodologies for the rest of the event. These sessions will dive deep into Balanced Scorecard, Business Analytics and Lean Six Sigma to help improve your expertise and gain knowledge of practical tools to implement from field experts. CHOOSE SEMINAR A, B, OR C: 8:00 Pre-Conference Seminar Registration & Continental Breakfast 9:00–4:00, with a Networking Luncheon 12:00–1:00 SEMINAR A Balanced Scorecard Fundamentals: Build and Design Your Scorecard Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the execution of strategy. This seminar, including hands-on exercises, 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. Completion of this seminar will help you translate BSC theory into concrete results for your organization. During this seminar, you will: • 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 • Hear best practices from organizations that achieved Balanced Scorecard Hall of Fame status 6 Follow us at twitter.com/PerformanceCon
  • 7. PRE-CONFERENCE SEMINARS Monday, May 3, 2010 9:00–4:00, with a Networking Luncheon 12:00–1:00 SEMINAR B: SEMINAR C: Business Analytics Fundamentals: Lean Six Sigma White Belt Certification Effective Use of Data and Information to Drive Eliminating waste as a strategy for improving organizational Positive Business Performance performance is one of the key factors in any Lean Six Sigma Business Analytics continue to play an integral part initiative. Our intensive White Belt Certification program is a in making accurate and informed business decisions. basic course allowing executives to understand the underlying This interactive seminar promotes common concepts, concepts, methods and tools needed for Lean Six Sigma skills and language of business analytics. It will focus deployment. These individuals will gain a solid understanding on effective use of data that drives informed business of the Lean Six Sigma methodology and how it can be applied decisions and results in enhanced organizational and to various projects. Attendees will learn how to utilize the key departmental performance. You will learn from case tools and techniques needed for a Lean Six Sigma deployment. studies and best practices in the field to understand the Each attendee will be required to take a 30-minute role and trends of business analytics today. In addition, examination at the conclusion of the course to ensure they this session describes how useful analysis can assist have a working knowledge of the information provided. your organization in the transformation into a high During this seminar, you will: performing and successful business. • Understand the history and background of Lean Six Sigma During this seminar you will: • Learn how to develop a project charter • Learn the fundamentals of business and data analysis • Evaluate the core concepts of Lean and Six Sigma • Identify common business measurement, metrics • Maximize your understanding of the Lean Six Sigma concepts and performance indicators methodology (focus on DMAIC – Define, Measure, • Discover applications of business analytics Analyze, Improve, Control) • Recognize meaningful patterns, trends and exceptions • Learn how to identify non-value added steps in in business data your process • Utilize visual analysis techniques to interpret data • Develop skills needed to manage the culture change • Understand how to use data properly to effectively measure, analyze, improve and control performance • Evaluate Voice of the Customer (VOC) techniques • Examine the Cost of Poor Quality (CPQ) • Learn key data collection strategies • Receive basic statistics, graphical analysis and Statistical Process Control (SPC) training 4:00 Workshops Adjourn www.ThePerformanceConference.com 7
  • 8. DAY ONE Tuesday, May 4, 2010 7:30 Registration, Exhibits & Continental Breakfast 8:00 Welcome Address and Opening Remarks by Chairperson 8:15 KEYNOTE ADDRESS Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals Today, the majority of organizations, both large and small, continue to battle the economy. Implementing and improving a performance management system is the key to success in overcoming economic challenges, but the intricacies of implementation and improvement can be intimidating and often overwhelming. This keynote address will discuss the turbulent marketplace that many organizations are facing, and how to effectively align performance with organizational strategy in an uncertain economy. “The diversity of opinions all converged on the same common problem: How best to drive results with business performance management and measures? The Performance Conference highlights different theories, techniques and tools to establish a process-oriented performance management system.” FRANK FALZON Director of Customer Business Planning & Analysis MasterCard International Incorporated 8 Follow us at twitter.com/PerformanceCon
  • 9. TRACK OVERVIEWS TRACK A: STRATEGY EXECUTION Formulating strategy can be easy. Executing strategy throughout the entire organization is much more difficult. Without effective execution, no business strategy can succeed. Unfortunately, most managers know far more about developing strategy than about executing it, making it challenging to overcome political and organizational obstacles. Learn how to excel in strategy execution by creating sustainable value for employees, customers and shareholders, as well as define key organizational capabilities and apply a balanced approach to business systems. TRACK B: OPTIMIZE BUDGET PERFORMANCE In many organizations, the budgeting process is a burdensome necessity. Too often, budget processes for optimizing business performance are viewed as untraditional rather than powerful tools to increase profit and better align business strategies to outcomes. Organizations must utilize their budgets to strategically deploy and allocate financial resources as well as establish targets and business drivers. Discover how to implement the right budgeting methods to not only reduce budget cycle-time, but to also enhance results. TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction, process speed and process quality. High-performing organizations are constantly working to improve the quality of their work while speeding up the process and positively affecting the bottom line. Develop process improvement best practices and benchmarks to improve your company’s processes. TRACK D: MEASURE, MONITOR AND MANAGE PERFORMANCE Executives and managers continually struggle with finding the “right measures” to produce higher levels of growth and performance. Most measures focus on identifying the results that increase shareholder value. However, continual research shows that this has little value if not translated into variables that drive results. This transforms the traditional work of creating a balanced scorecard to one that builds an integrated framework of key “value-creating performance indicators.” Dive into the intricacies facing decision-makers struggling to manage, innovate and transform organizational performance. TRACK E: WORKFORCE MEASURES AND METRICS When there is a clear line of sight between activities and enterprise-wide goals and strategies, employee improvement thrives. As leaders, it is your job to create an environment where employees can find their strengths and maximize their contribution to the business. By developing an effective talent management system and productive succession plan, your organization’s productivity and performance potential can grow exponentially. Identify strategies executives and managers can use to find the right workforce measures and metrics. TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS Once you’ve grasped an understanding of the underlying concepts, methods and tools needed for Lean Six Sigma deployment, it becomes important to learn how to make the most of these resources. Discover how each Six Sigma tool can be applied to various projects within your organization, as well as ways to utilize the strengths of your process improvement team to best use those tools. www.ThePerformanceConference.com 9
  • 10. DAY ONE CONTINUED Tuesday, May 4, 2010 CHOOSE TRACK A, B, OR C: 9:00 TRACK A: STRATEGY EXECUTION TRACK B: OPTIMIZE BUDGET PERFORMANCE TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Become a Strategy-Focused Identify Key Business Drivers in Build Key Infrastructure to Organization the Budgeting Process Successfully Deploy Your Lean Six • Learn the necessary steps in • Identify key business drivers that Sigma Initiative creating a strategy to increase link to financial measures • Lay the foundation for a the opportunity for success in a • Define and test drivers with successful and effective Lean Six strategy-focused organization measures of financial and business Sigma initiative • Identify ways to improve performance • Examine the resources and organizational strategy • Align forecasts, plans and results requirements for deploying Lean formulation, execution, alignment in an actionable framework Six Sigma and how to align those and communication resources to your mission and end- • Discover how to drive a outcome goals performance culture that • Identify key tools used to ensures the success of key accomplish organizational strategic initiatives objectives through process improvement projects 10:00 Networking Break & Exhibit Hall 10:30 TRACK A: STRATEGY EXECUTION TRACK B: OPTIMIZE BUDGET PERFORMANCE TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Utilize Performance Management Improve Your Rolling Streamline Business Processes to Turn Strategy into Action Forecast Practices for Cost Reduction though Lean • Create and communicate a strong • Discover different methods used Six Sigma focus on strategic priorities to in establishing a rolling forecast • Streamline business processes boost productivity and achieve approach to budgeting within your organization to reduce organizational goals • Showcase rolling forecasts as a costs and provide efficient delivery • Gain a better understanding of useful tool for further fueling goals of services the flow of processes to pinpoint and performance • Identify Lean Six Sigma roadblocks and oversights • Find ways to implement a strategies that generate a reduction • Learn how to implement company-wide initiative on a new in cycle time, while increasing a successful performance budgeting process quality and dramatically management strategy that improving cost savings transcends all levels of • Eliminate waste to streamline and the organization accelerate end-to-end business process execution 10 Follow us at twitter.com/PerformanceCon
  • 11. DAY ONE CONTINUED Tuesday, May 4, 2010 11:30 TRACK A: STRATEGY EXECUTION TRACK B: OPTIMIZE BUDGET PERFORMANCE TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Strategy Mapping: Bridge Develop Accurate Budget Integrate Design for Six the Gap between Strategy Analysis with Inaccurate Data Sigma (DFSS) to Achieve and Execution • Learn how to create accurate Operational Excellence • Align organizational objectives forecasts with less-than-perfect data • Transform from a DMAIC system through mapping to accomplish • Understand common challenges to DFLSS to improve quality and effective strategic planning such as data collection problems decrease variation • Identify key strategic goals and and data storage issues • Implement a DFLSS framework useful measures to produce results • Develop strategies to reduce with tools and techniques required • Guide colleagues through the the likelihood of bad data being to increase value to your business process of developing strategic generated and customers initiatives and measures • Overcome barriers to Lean Six Sigma implementation and engage project leaders for ensuring enhanced results 12:30 Networking Luncheon & Exhibit Hall CHOOSE TRACK D, E, OR F: 1:15 TRACK D: MEASURE, MONITOR AND TRACK E: WORKFORCE MEASURES AND METRICS TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS MANAGE PERFORMANCE Leverage Workforce Planning and Integrate Six Sigma Methodologies Measure What Matters: Identify Performance with Effective Measures into Project Management to the Right Measures for Corporate • Identify best practices in HR metrics Identify Opportunities Performance Management and analytics to maximize your • Combine project management with Six • Select a set of measures that highlights organization’s ROI Sigma practices to enhance results and the information necessary for informed • Harness the potential of human capital streamline business processes decision making to achieve organizational missions • Integrate Lean Six Sigma and project • Develop metrics that allow employees and goals management to strengthen your to link their activities and outputs to • Reduce costs and improve satisfaction organizational strategy overall corporate objectives and goals throughout all of your HR functions • Apply measurement tools to evaluate • Define the link between corporate how the project met or missed the goals and major operational service objectives perspectives www.ThePerformanceConference.com 11
  • 12. DAY ONE CONTINUED Tuesday, May 4, 2010 2:00 TRACK D: MEASURE, MONITOR AND TRACK E: WORKFORCE MEASURES AND METRICS TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS MANAGE PERFORMANCE Link HR Initiatives to Lean Tools: Understand Value Monitor and Report Key Business Outcomes through Stream Mapping, 5S and Kaizen Metrics for Improved Workforce Analytics • Understand the key tools Performance, Decision-Making • Identify top performers and and techniques of value and Transparency high potentials based on stream mapping • Understand how KPIs can help relevant metrics • Learn the principles of 5S as an identify strengths and weaknesses • Measure leadership depth approach to standardizing and in organizational performance and breadth improving quality in all • Utilize effective KPIs for more • Drive talent management business functions informed decision making decisions throughout • Evaluate best practices and lessons • Generate your KPIs into the organization learned in running Kaizen events organizational results and effectively communicate them across the organization 2:45 Networking Break & Exhibit Hall “Great speakers, great presentation—I wish my colleagues had been here too!” TRACY MCGURRAN VP of Client Services, Insurance Technologies 12 Follow us at twitter.com/PerformanceCon
  • 13. DAY ONE CONTINUED Tuesday, May 4, 2010 3:15 INTERACTIVE SESSIONS These sessions bring together experienced professionals to discuss and address issues faced in today’s competitive environment. The workflow tools sessions will expand analytical thinking to discover innovative methods to overcome challenges and capitalize on opportunities. INTERACTIVE SESSION A: INTERACTIVE SESSION B: INTERACTIVE SESSION C: Cascade the Balanced Scorecard Improve Profitability with Use Voice of the Customer throughout Your Organization Cost Leadership (VOC) Techniques to Gain a The Balanced Scorecard is a A competitive advantage in today’s Competitive Advantage company-wide initiative that can be marketplace speaks volumes of an Now more than ever, it’s important successful only when everyone in the organization’s ability to adapt and for organizations to constantly keep organization is active in its execution. succeed in a challenging economic their customer’s needs in mind and When each employee knows environment. Cost leadership is one better understand how services and what part they play in improving approach to gaining a competitive products bring value to customers. organizational performance, they can advantage. With the use of effective With spending on the decline, every work towards set goals. analytical tools, a company can organization needs to offer a product • Create, administer and execute combine data, planning and or service that stands out amongst a comprehensive communication communication to lower costs and the rest. By harnessing Voice of the plan to help execute your increase profits. Customer (VOC) techniques your BSC strategy • Implement activity-based company can ensure the purchaser is • Cascade appropriate costing and business process getting exactly what they want. communication activities that analysis to improve performance • Uncover methods to define and focus on strategy through human and productivity understand customers priorities resource’s role in the BSC • Recognize the essential elements and focus improvement efforts in • Develop a strategy-focused of a strong cost leadership strategy order to stand out amongst workforce by aligning employees, • Identify the information the competition values and strategy of the necessary to achieve cost- • Create higher levels of customer organization leadership superiority satisfaction by educating your business on Lean Six Sigma VOC principles and tools • Capture customer feedback to effectively provide the best-in-class quality product or service that surpasses the competition 4:30 Exhibit Hall Hours & Networking Cocktail Reception Immediately following the conclusion of Day One of the Performance Conference 2010, attendees and presenters are invited to attend the complimentary cocktail reception. The reception will provide attendees with the opportunity to develop new contacts, facilitating long-term relationships for the sharing of innovative ideas. 5:30 Adjourn www.ThePerformanceConference.com 13
  • 14. DAY TWO Wednesday, May 5, 2010 7:30 Continental Breakfast & Exhibits 8:00 Opening Remarks by Chairperson 8:10 KEYNOTE ADDRESS An Integrated Approach to Change and Performance Management The road to organizational high performance has hard challenges, and as difficult times have come upon organizations, leaders are faced with new, complex and daunting issues different from those of the past. Leadership skills and organizational strategies require flexibility and change. In this Keynote Address, you will learn invaluable tools and techniques to embrace transformation and to incorporate change management into your performance management system. Consider how clean conceptual contexts can help make strategic execution a core competency in your business. 9:00 KEYNOTE ADDRESS Harness Innovation to Drive Business Growth High performing organizations are achieving sustainability and redefining business success through a continuous process of innovation. With new innovative ideas arising everyday throughout organizations, leaders must take chances and make brave decisions. In this Keynote Address, you will learn to: • Create a competitive advantage to drive sustainability and growth through innovation • Incorporate innovation into your existing corporate strategy • Assess the ROI of innovation for employees, communities and stakeholders 10:00 Networking Break & Exhibit Hall 14 Follow us at twitter.com/PerformanceCon
  • 15. TRACK OVERVIEWS TRACK G: PERFORMANCE MANAGEMENT SYSTEMS Continuous studies show that organizations typically use performance management to improve organizational results, stay focused on strategic priorities, shift focus when needed during times of rapid change and provide a culture that will attract and develop employees. Implementing, managing and utilizing a performance management system is no easy task, but it is certainly attainable, and organizations quickly see endless rewards in successful implementation. Identify best practices and techniques to effectively utilize and implement a performance management system within your organization. TRACK H: EFFECTIVELY MANAGE BUSINESS INTELLIGENCE Business Intelligence (BI) focuses on the use of information to drive effective business actions. Capturing, organizing and communicating key business requirements for your BI program requires an approach that aligns your company’s business strategy and objectives with the technical infrastructure to deliver the right management information to the right people at the right time. Learn how to use BI to execute strategy, optimize business processes and improve performance. TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Most successful organizations do not measure success based solely on internal performance, they look outward to the customer as well. By creating an environment and culture based on the customer, your business can better understand their needs and wants, which in turn drives profitability. Discover how to better identify the needs of your customer and create a strategic plan to put a greater focus on customer management. TRACK J: BUSINESS INTELLIGENCE ESSENTIALS: BUILD AN EFFECTIVE BI TEAM Business Intelligence projects struggle with a variety of issues that chronically inhibit success. Some of these issues are technical—many are not. At the core of these issues are cultural and social challenges. Is your team struggling with change, unclear roles and responsibilities or an unpredictable culture? Has your organization learned how to focus on results, create a productive environment and partner with your business customers? Regardless of your position, this track will provide you with practical tips and techniques for leading your team through these issues. TRACK K: DEVELOP A STRONG CORPORATE LEADERSHIP STRATEGY Enabling performance management within your organizations takes a collaboration of technology, strategy and leadership. Often times, the importance of the leader’s role in driving change through your teams and organizations is overlooked. Learn proven strategies to guide your organization to the next level. TRACK L: IMPROVE THE CUSTOMER EXPERIENCE Most senior business leaders agree that differentiating your product solely on the traditional physical elements of price, delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that is the purposeful management of your customer experiences. Creating memorable customer experiences can improve customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design and execute memorable customer experiences to build positive customer relationships that result in revenue growth. www.ThePerformanceConference.com 15
  • 16. DAY TWO CONTINUED Wednesday, May 5, 2010 CHOOSE TRACK G, H, OR I: 10:30 TRACK G: PERFORMANCE MANAGEMENT SYSTEMS TRACK H: EFFECTIVELY MANAGE TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Build a Corporate Performance BUSINESS INTELLIGENCE Create Your Own Culture of Management Framework in Design Integrated Business Service to Ensure Buy-In, Your Organization Metrics to Maximize Sustainability and Results • Leverage existing systems and Performance • Learn the whys (and hows) infrastructure to align performance • Determine the right metrics of building your culture objectives with corporate strategy to measure and ways to keep model organically • Achieve higher levels of efficiency them current in a continuously • Find out how detailed evaluation through effective reporting cycles changing business environment and analysis identifies gaps in and communication • Learn techniques to ensure performance and areas of strength • Gain a greater understanding of cohesion, assure consistency and • Understand the relationship current performance levels and avoid conflict among metrics between feedback, metrics, devise a roadmap for the • Understand the time and cost of analysis and improved journey ahead managing your BI team business performance 11:30 TRACK G: PERFORMANCE MANAGEMENT SYSTEMS TRACK H: EFFECTIVELY MANAGE TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Manage for Results Using the BUSINESS INTELLIGENCE Monitor and Leverage Balanced Scorecard Dashboard Design for Immediate Customer Data to Assess • Supervise the overall function of Impact and Insight Customer Experience and the BSC to guarantee strategic • Recognize and avoid the common Make Improvements success and execution pitfalls in dashboard design • Gather and gain valuable customer • Manage the BSC as an effective tool • Match your strategy and feedback and data to create more used to carry out planned processes performance goals to the metrics value for your customer to achieve long term goals in your dashboard • Discover new approaches for • Track and monitor the progress • Arrange data to communicate listening to the Voice of the seen as a result of implementing clearly, effectively and efficiently Customer to identify areas of the BSC improvement • Collect and analyze data to differentiate from client satisfaction to client loyalty 12:30 Networking Luncheon & Exhibit Hall 16 Follow us at twitter.com/PerformanceCon
  • 17. DAY TWO CONTINUED Wednesday, May 5, 2010 CHOOSE TRACK J, K, OR L: 1:15 TRACK J: BUSINESS INTELLIGENCE ESSENTIALS: TRACK K: DEVELOP STRONG CORPORATE TRACK L: IMPROVE THE CUSTOMER EXPERIENCE BUILD AN EFFECTIVE BI TEAM LEADERSHIP STRATEGIES Connect the Customer and Roles and Responsibilities within Leadership Essentials: Leading Employee Experience to a BI Team with Confidence Increase Results • Establish the necessary roles • Learn to promote cooperation • Discover the link between within a BI team and build trust within your employee engagement and • Match team member strengths organization customer experience to essential responsibilities at • Determine your personal vision • Apply practical techniques to different BI maturity levels and what you stand for as a leader create a work environment where • Work through the processes a BI • Express your leadership style employees want to give their best team must follow with confidence for customers • Discuss the ROI and impact of your front-line staff on your bottom line 2:00 TRACK J: BUSINESS INTELLIGENCE ESSENTIALS: BUILD TRACK K: DEVELOP STRONG CORPORATE TRACK L: IMPROVE THE CUSTOMER EXPERIENCE AN EFFECTIVE BI TEAM LEADERSHIP STRATEGIES Drive Profitability with an Business Intelligence Technology Leadership Skills for Effective Customer-Focused • Identify essential BI tools that match Implementing Change Initiatives Online Experience your organization’s capabilities • Lead others in your company to • Leverage Web 2.0 to sustain • Transition from individual to become opportunity seekers long term business value and centralized BI platforms • Discover innovative approaches customer loyalty • Better understand the BI to growth • Align the online customer experience services model • Learn to experiment and take risks with brand to drive customer growth to lead change and business profitability • Cultivate and drive innovation from customer feedback and insight with online tools 2:45 Networking Break & Exhibit Hall www.ThePerformanceConference.com 17
  • 18. DAY TWO CONTINUED Wednesday, May 5, 2010 3:00 INTERACTIVE SESSIONS These sessions bring together experienced professionals to discuss and address issues faced in today’s competitive environment. The workflow tools sessions will expand analytical thinking to discover innovative methods to overcome challenges and capitalize on opportunities. WORKFLOW TOOLS D: WORKFLOW TOOLS E: WORKFLOW TOOLS F: Align Reporting and Information Assess Your BI Maturity: Take BI Project Management: Develop Management with Performance to the Next Level Project Management Skills with Without accurate performance Today, the role of BI has shifted the Latest Methodologies reporting, there can be no to become an integral part of any The project management process clear measure of organizational business and it is no secret that enables project managers to produce development and success. The organizations look to BI to increase project deliverables in the least alignment of reporting, and the bottom-line results. In this session, amount of time, for the lowest cost management of those information learn to assess your BI program and and with the highest quality. This systems that gather data, are essential identify growth opportunities to session teaches project managers to for informed decision making and take your program to the next level. develop specific goals, objectives and performance evaluation. • Understand the value of a deliverables to control the elements • Understand how to utilize data maturity model for selling of projects. systems to report performance for BI projects • Describe the differences between improved decision making • Identify the five stages of operations, projects and programs • Identify standards for data warehousing and • Define roles, review the necessary performance measurement analytical maturity skills of project managers and metrics and variations among • Provide stakeholders insight from identify possible competency gaps performance measurement consistent, unified data delivery • Understand the key organizational systems to obtain and analytical architecture influences that may affect a project accurate information • Learn how to overcome organizational barriers that delay reporting processes 3:45 CHAIRPERSON’S CLOSING REMARKS Develop and Capitalize on a Performance Management System This closing discussion will deliver the final words on performance management. Throughout the conference, many topics have been discussed. Theories have been formulated to support performance management. Measures and metrics have been mapped for enhanced management flexibility along with many other performance topics. This discussion will highlight in detail what these performance strategies do for organizations to prove that the effort put forth to implement a performance management system is truly worth the capital and dedication from employees. 4:15 Conference Adjourns 18 Follow us at twitter.com/PerformanceCon
  • 19. PAST ATTENDEE TESTIMONIALS “Provided Relevant, Specific and Actionable Advice—Very Helpful.” NICOLE IANTUONO Blue Shield of California “Implementing what is talked about in these conferences transitions your organization from good to great. ” DAVE LAMASCUS Arsenal Digital Solutions “I would recommend this conference to my colleagues so that they may also be exposed to new “Very timely for concepts about planning, budgeting our company’s process and forecasting.” development.” RANDI SMITH DEVONNA KEE, Budget Director, Freddie Mac Manager, Financial Planning and Analysis, Nordstrom “Provided a great combination of strategic frameworks and real-life tactical info for great lessons.” AMY SHERWOOD V.P. of Public Relations, Yum! Brands, Inc. www.ThePerformanceConference.com 19
  • 20. THE PERFORMANCE EXPO 2010 Showcasing the Latest Management Innovations Bring RESULTS Back to Your Company Moving from paperwork to an institutionalized method of performance-based management requires executives to have access to the most cutting-edge performance planning and budgeting solutions available in today’s market. At the request of conference attendees seeking leading solutions providers for their growing management challenges, The American Strategic Management Institute has teamed with leaders in the performance management industry to bring you The Performance Expo 2010. Curious about What Performance-Based Methodologies and Solutions Your Competition is Using? Network with your peers at The Performance Conference Expo 2010 EXPO HALL HOURS: and learn directly from top corporate leaders what performance May 4 –5, 2010 management solutions they consider “best-in-class.” The Performance Expo 2010 will showcase the latest solutions available for your 7:30AM – 6:00PM business. Be the first to know. Don’t Miss The Performance Conference Expo 2010 NETWORK RECEIVE MEET DEMONSTRATE with industry leaders and the latest product and with leading industry results to your key your peers - Step away solution offerings - Be a solutions providers - Reserve stakeholders - Show results from the classroom and part of the most up-to-date a time to meet one-on- to shareholders with the meet fellow executives from demonstrations and learn one with Performance most recent measurement across the nation. Witness from key solution providers Conference 2010 sponsors to capabilities and performance first hand the benefits available at the Expo receive demos and learn how management solutions they’ve received from their solutions can help your hand-picked by the implementing the solutions organization plan, budget, American Strategic provided at the Expo measure and manage more Management Institute effectively and efficiently Expect to Meet Product and Solutions Providers Ready to Exceed Management Challenges Within the theme “Measures, Metrics and Management Systems to Improve Organizational Performance and Profitability,” the Performance Conference 2010 will attract a focused group of solution providers in: • Performance Management • Process Improvement • Financial Performance and Reporting • Budgeting and Forecasting Performance • Business Intelligence and Analytics • Employee Performance and Talent Management Become a Sponsor! To learn more about sponsorship opportunities contact Meredith Mason at 202-739-9707 or Meredith.Mason@ASMIweb.com 20 Follow us at twitter.com/PerformanceCon
  • 21. IN-HOUSE TRAINING OPPORTUNITIES One of the more popular vehicles for accessing the American Strategic Management 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 your department 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 American Strategic Management 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 American Strategic Management 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 • Performance Measurement • Project Management • Lean Six Sigma • Workforce Management • Budgeting and Forecasting • Performance-Based Contracting • Performance Reporting • Program Evaluation • Administrative Management • Change Management • Balanced Scorecard For more information about in-house training options available to you, please contact Blake Zach at 202-739-9548 or email him at Blake.Zach@ASMIweb.com www.ThePerformanceConference.com 21
  • 22. LOGISTICS & REGISTRATION Venue and Hotel: CPE Credits: The Performance Conference 2010 will be held at the Hyatt DELIVERY METHOD: Group-live Regency Orlando International Airport where a limited PROGRAM LEVEL: Basic number of rooms have been reserved at the discounted rate PREREQUISITES: None of $159 until Saturday, April 3, 2010. Please contact the ADVANCED PREPARATION: None hotel at the number provided below to make reservations CPE CREDITS: 20 and be sure to use the group code American Strategic 14 for conference, 6 for pre-conference seminars Management Institute to receive the American Strategic The American Strategic Management Institute (ASMI) is registered with the National Management Institute (ASMI) discounted conference rate. Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding Hyatt Regency Orlando International Airport sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue 9300 Airport Blvd North, Nashville, TN 37219-2417. Website: www.nasba.org. Orlando, FL 32827 800-233-1234 Quality Assurance www.orlandoairport.hyatt.com ASMI strives to provide you with the most productive and effective educational Hotel Rate: $159 experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your Call in code: American Strategic Management Institute 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 business days after the end of the training to: ASMI Corporate Headquarters: Quality Assurance Tuition: 805 15th Street NW, 3rd Floor Washington, DC 20005 The tuition rates for attending The Performance Conference Note: As speakers are confirmed six months before the event, some speaker changes 2010 are: or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the Offerings Early Bird Regular program. Rate* Tuition If for any reason ASMI decides to cancel this conference, ASMI accepts no Conference Only $1699 $1799 responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Pre-Conference Seminar $499 $499 Discounts and Payment *For the Early Bird Rate, Register by March 1, 2010. • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. Group Discounts: • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively For more information on group discounts for The Payment must be secured prior to the conference. If payment is not received by Performance Conference 2010, please contact Paul Rogers at the conference start date, a method of payment must be presented at the time of 858-737-4122 or email him at Paul.Rogers@ASMIweb.com registration in order to guarantee your participation at the event. 22 Follow us at twitter.com/PerformanceCon
  • 23. REGISTRATION FORM TO REGISTER CALL FAX this Form to: VISIT 877-992-9522 866-234-0680 www.ThePerformanceConference.com Yes! Register me for The Performance Conference 2010 Yes! Register me for the Conference plus a Seminar choose one: A B C Please call me. I am interested in a special Group Discount for my team Name Title Organization Dept. Address City State Zip Telephone Fax Email Method of Payment: Check Purchase Order/Training Form Credit Card Card Number Exp. Date 3 Digit Card verification # Billing Zip Name on Card Please make checks payable to: The Performance Institute Priority Code: B900-WEB 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: _____________________ www.ThePerformanceConference.com 23
  • 24. 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 • www.ASMIweb.com

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