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Insights and Ideas to Transform Federal Program Management

Insights and Ideas to Transform Federal Program Management

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    • Presented by: Balanced Scorecard Certification Balanced Scorecard Certification Take One, Two or All Three Step-by-Step Courses to Help You Develop a Hall-of-Fame Caliber Program and Enable You and Your Team to Achieve World-class Results Featuring Three Interactive Courses: Course 1: March 19-20, 2009 Course 2: April 23-24, 2009 Course 3: May 14-15, 2009 Build a Strategy Map and Align and Motivate Using the Manage Strategically Using the Balanced Scorecard Balanced Scorecard Balanced Scorecard Create clearly defined end outcome Learn how to use organizational goals Implement budget-performance goals and develop strategies to meet and objectives to develop appropriate integration to ensure resources are being used and allocated effectively organizational objectives performance measures In Association with: www.PerformanceWeb.org/Scorecard 1 www.PerformanceWeb.org 1
    • Balanced Scorecard Certification Course 1: March 19–20, 2009 Who Build a Strategy Map and Balanced Scorecard This step-by-step course will help you launch or refresh your BSC program to learn how Should Attend: to translate strategy into operational terms; create a strategy map; design a scorecard; identify measures, targets and initiatives; get executive buy-in; or build on an existing scorecard initiative. • Chief Executive Officers Course 2: April 23–24, 2009 • Chief Operating Officers Align and Motivate Using the Balanced Scorecard • Chief Financial Officers This step-by-step course helps you roll out your BSC program enterprise-wide to core and • Directors support units with vital links to rewards and recognition. It reviews organizational alignment methods, personal scorecards, communicating across the organization, strategic job families, • Program Analysts and linking rewards and incentive compensation. • Budget Officers Course 3: May 14–15, 2009 Manage Strategically Using the Balanced Scorecard Reasons This step-by-step course will help you manage strategically using the BSC to make faster, better decisions. It defines strategy management, leadership involvement in the change process, sustaining the process over time, the new management meeting, reporting the to Attend: link between planning and budgeting with strategy, and links to Six Sigma and knowledge management. 1. Practical, Hall-of-Fame, award- Trainer’s Bio winning training 2. Learn from a seasoned executive and proven implementer Bob Paladino Balanced Scorecard Hall of Fame Winner 3. Participate in group exercises and networking opportunities Balanced Scorecard Hall of Fame winner and former Crown Castle executive Bob Paladino, CPA, designed these “step-by-step” course 4. Create reusable deliverables from his direct experiences and from leading Kaplan and Norton’s 5. Identify measures, targets and consulting division. He and his teams have developed hundreds of initiatives, links to compensation strategy maps and balanced scorecards, and have worked with 10 and more Balanced Scorecard Hall of Fame and 12 Best Practice Performance Management partner companies. Paladino’s book, Five Key Principles of Corporate 6. Develop BSC meeting reports, Performance Management, recently ranked No. 1 in sales out of more than 800 new links to Six Sigma and knowledge business titles by barnesandnoble.com. management 7. Learn about commercial, government and nonprofit cases 2 www.PerformanceWeb.org 2
    • Balanced Scorecard Certification Day 1: March 19, 2009 Course One: Build a Strategy Map and Balanced Scorecard Step-by-Step Strategic Map 8:30 1:30 Registration and Continental Breakfast Breakout Exercise: Step-By-Step Strategy Map Build a Hall of Fame strategy map. The Harvard Business School case 9:00 study on Crown Castle International provides the background and Welcome and Overview context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, and put it to practical Learn best practices common to Hall of Fame, Malcolm Baldrige, use! AQPC, and Sterling award winners. 3:30 Refreshment Break 9:00 Key Strategy Map/Balanced Scorecard Concepts 3:45 Learn how award-winning companies link strategy maps and BSCs Breakout Exercise: Strategy Map Presentations to key CPM processes, forming integrated performance management systems to drive outsized results. Discover how the BSC solves the The groups present their progress, allowing you to learn from and challenge of strategy implementation. Learn basic terminology, the network with four perspectives, importance of cause and effect linkages, the fellow participants. development process and the standard project timetable. 4:30 11:00 Recap of Day One Refreshment Break 5:00 11:15 Day 1 Adjourns Strategic Planning and Strategy Mapping Understand how to identify and select successful BSC design teams. Learn to build a winning strategy map by developing an interview guide, defining strategic themes, identifying objectives, and developing cause and effect relationships among objectives. Learn pitfalls to avoid. 12:30 Networking Lunch 3 www.PerformanceWeb.org 3
    • Balanced Scorecard Certification Day 2: March 20, 2009 Course One: Build a Strategy Map and Balanced Scorecard Step-by-Step Balanced Scorecard 1:00 8:30 Continental Breakfast Breakout Exercise: Step-By-Step Strategic Initiative Map 9:00 Using the Hall of Fame Crown Castle International case, map the Identify Measures strategic initiatives to the objectives of the BSC. This exercise applies to all types of organizations. Learn to assign measures to each objective on the BSC to track performance against objectives. Understand the categories and types of measures, and the criteria to use when selecting measures. Discuss 2:15 the challenges presented by measures development. Refreshment Break 2:30 9:30 Getting to First Report Breakout Exercise: Step-By-Step Measurement Case Study Learn to construct your first BSC meeting agenda and report. Learn what works and what doesn’t from an experienced executive. Help Develop measures for objectives on the strategy map created for Hall your organization learn what the BSC does and doesn’t do to drive of Fame winner Crown Castle International. results and avoid costly setbacks. 10:15 3:15 Refreshment Break Becoming a Strategy-Focused Organization 10:30 Learn to apply the components of your BSC to become a strategy focused organization. Understand the road map ahead and how Set Measure Targets to integrate the BSC with other CPM methods. Learn from the Learn to set targets for established measures to communicate the need for organizations featured in Five Key Principles of Corporate performance changes. Identify steps for setting targets, what targets should Performance Management. include, and how to gain acceptance for aggressive targets. Learn to grade or score gaps between target and actual performance levels. 3:45 Recap and Review 11:00 Inventory and Prioritize Initiatives 4:00 Training Concludes Align programs and projects to the BSC. Map strategic initiatives to ensure your organization is spending time and money on actions and programs that achieve the strategy. Learn to inventory, map, prioritize and align your initiatives. 12:00 Networking Luncheon Organized discussions feature topics of interest, including public sector scorecards and software tools. Learn to make strategy execution a core competency by building a Center of Excellence. 4 www.PerformanceWeb.org 4
    • Balanced Scorecard Certification Day 1: April 23, 2009 Course Two: Align and Motivate Using the Balanced Scorecard Step-by-Step Align 8:30 1:30 Registration and Continental Breakfast Breakout Exercise: Step-By-Step Vertical Alignment Build a set of Hall of Fame strategy map objectives. The Harvard 9:00 Business School case study on Crown Castle International provides Welcome and Overview the background and context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, Learn best practices common to Hall of Fame, Malcolm Baldrige, and put it to practical use! AQPC, and Sterling award winners. 3:30 9:30 Refreshment Break Key Vertical and Horizontal Alignment Concepts Learn how award-winning companies align their strategy maps and 3:45 BSCs both horizontally and vertically, forming integrated performance Breakout Exercise: Alignment Presentations management systems to drive outsized results. Discover how the BSC solves the challenge of strategy implementation. Learn alignment The groups present their progress, allowing you to learn from and techniques pioneered by successful enterprises. network with fellow participants. 11:00 4:30 Refreshment Break Recap of Day One 12:00 5:00 Day 1 Adjourns Key Alignment With Support Service Concepts Learn to align support service strategies in finance, human resources, legal and information technology to the enterprise strategy map. Learn to build an integrated set of linked and aligned strategy maps and BSCs. Learn pitfalls to avoid. 12:30 Networking Lunch 5 www.PerformanceWeb.org 5
    • Balanced Scorecard Certification Day 2: April 24, 2009 Course Two: Align and Motivate Using the Balanced Scorecard Step-by-Step Motivate 8:30 12:00 Continental Breakfast Networking Luncheon Organized discussions feature topics of interest, including public sector 9:00 scorecards and software tools. Learn to make strategy execution a Understanding Communications and Its Impact on core competency by building a Center of Excellence. Motivation 1:00 Learn to design a communications plan to address culture change issues in your organization. Include key plan elements, including Breakout Exercise: Step-By-Step Personal Scorecards messages, audiences, frequency and media. Using the Hall of Fame Crown Castle International case, create personal scorecards for you and your team. This exercise applies to all 9:30 types of organizations. Breakout Exercise: Step-By-Step Communications Plan 2:15 Develop the communications plan for Hall of Fame winner Crown Refreshment Break Castle International and understand the unique cultural characteristics that drove its design. Get hands-on experience in one of the most overlooked aspects of BSC program success. 2:30 Breakout Exercise: Personal Scorecard Presentations 10:15 The groups present their progress, allowing you to learn from and Refreshment Break network with fellow participants. 10:30 3:15 Cascade Organization Scorecards to Personal Becoming a Strategy-Focused Organization Scorecards Learn to apply the components of your BSC to become a strategy Learn to cascade objectives and measures to teams and individuals focused organization. Understand the road map ahead and how to drive real, sustainable results. Learn to identify strategic job families to integrate the BSC with other CPM methods. Learn from the and see plans for their development. organizations featured in Five Key Principles of Corporate Performance Management. 11:00 Link Personal Scorecards to Rewards and Recognition 3:45 Recap and Review Understand the facets of compensation and recognition linked to the BSC. Align teams and individual rewards and recognition to help 4:00 achieve your organization’s strategy. Training Concludes 6 www.PerformanceWeb.org 6
    • Balanced Scorecard Certification Day 1: May 14, 2009 Course Three: Manage Strategically Using the Balanced Scorecard Step-by-Step Manage Strategically 8:30 1:30 Registration and Continental Breakfast Breakout Exercise: Step-By-Step Management Meeting Build a Hall of Fame strategy map. The Harvard Business School 9:00 case study on Crown Castle International provides the background Welcome and Overview and context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, and put Learn best practices common to Hall of Fame, Malcolm Baldrige, it to practical use! AQPC, and Sterling award winners. 3:30 9:30 Refreshment Break Office of Strategy Management Learn how award-winning organizations have established 3:45 Office of Strategy Management functions to centralize expertise Breakout Exercise: Meeting Solutions Presentations for BSC programs. The groups present their progress, allowing you to learn from and network with fellow participants. 10:00 Balanced Scorecard Reporting Systems 4:30 Learn how award-winning companies link strategy maps and BSCs Recap of Day One to key CPM processes forming integrated performance management systems to drive outsized results. Understand key functional 5:00 requirements your system should be capable of performing. Discover Day 1 Adjourns how this office solves the challenge of strategy implementation. 11:00 Refreshment Break 11:15 “Great session! Very informative, loved Strategic Review Meetings the case studies.” Learn how to manage with your BSC. Say goodbye to dreary meetings focusing on profit and loss statements. Say hello to meetings focusing on strategic and operation issues covering the four Gayle Jones, The Berry Company perspectives: finance, customer/constituent, process and people. Learn pitfalls to avoid. 12:30 Networking Lunch 7 www.PerformanceWeb.org 7
    • Balanced Scorecard Certification Day 2: May 15, 2009 Course Three: Manage Strategically Using the Balanced Scorecard Step-by-Step Manage Strategically 8:30 1:00 Continental Breakfast Breakout Exercise: Step-By-Step Process Improvement Using the Hall of Fame Crown Castle International case, solve a 9:00 problem using the DMAIC methodology. Learn tools and templates you Planning and Budgeting and the Scorecard; Initiative can bring home to your organization. This exercise applies to all types Management of organizations. Learn how the strategy and planning and budgeting processes fit 2:15 together. Understand the difference between strategic and operational Refreshment Break initiatives. 2:30 9:45 Knowledge Management Breakout Exercise: Step-By-Step BSC-Based Budget Learn key knowledge management concepts and how they enable Develop a budget using real budget guidelines. Include funding for significant BSC results. Learn from actual examples the best practices strategic initiatives created for Hall of Fame winner Crown Castle (Crown Gems) from Hall of Fame winning Crown Castle International. International. Map strategic initiatives to ensure your organization is spending time and money on actions and programs that achieve the strategy. 3:15 Becoming A Strategy-Focused Organization 10:15 Learn to apply the components of your BSC to become a strategy Refreshment Break focused organization. Understand the road map ahead and how to integrate the BSC with other CPM methods. Learn from the 10:30 organizations featured in Five Key Principles of Corporate Process Improvement and the Balanced Scorecard Performance Management. Learn the DMAIC problem solving method pioneered by Motorola, a 3:45 training partner for Crown Castle International. Study the templates Recap and Review and tools used by Crown Black and Green Belts for problem solving. 4:00 12:00 Training Concludes Refreshment Break Organized discussions feature topics of interest, including public sector scorecards and software tools. Learn to make strategy execution a core competency by building a Center of Excellence. 8 www.PerformanceWeb.org 8
    • Balanced Scorecard Certification In-House Training Become a Certified Government One of the more popular vehicles for accessing the Institute’s educational offerings is the Performance Manager 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 Performance Institute will To ensure professional success, you must create an intimate training atmosphere that maximizes knowledge transfer to enhance the continually expand your skills and education. talent within your organization. The bar has been raised in government agencies and organizations, and managers Customization: want to hire, promote and work with the most skilled individuals possible. 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, To address this need, The Institute offers The Performance Institute’s subject matter experts will work with you and your team to a Certificate in Government Performance examine your programs and determine your exact areas of need. The identification of real Management. Completing a certification life examples will create a learning atmosphere that resonates with participants while at program is easy. Just attend the three “core” the same time providing immediate return on your training investment. Using interactive courses and an additional three “elective” exercises that employ actual projects or scenarios from your organization, instructors can courses based on the topics that meet your address specific challenges and align the curriculum of each session to your objectives. agency’s unique needs. The skills you acquire While the majority of on-site trainings are focused on smaller groups, The Performance will then be used to complete a “capstone institute also has the ability to accommodate organizational-wide training initiatives. project” on a particular issue that you and Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of our department are facing, which will up to 300 participants per day. then be evaluated by an expert member of our staff. Areas of Expertise: Benefits of Certification: On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: Advance Your Career Strategic Planning Meet New Certification Requirements Performance Measurement Customize a Program to Fit Your Needs Project Management For more information about certification, Lean Six Sigma please contact Damian Wingate at 703- 894-0481 or email him at Wingate@ Workforce Management PerformanceWeb.org Performance-Based Budgeting Performance-Based Contracting Performance Reporting Program Evaluation Administrative Management Leadership and Change For more information about in-house training options available to you, please contact Mark Bryan at 703-894-0481 x 225 or email him at Bryan@PerformanceWeb.org. 9 www.PerformanceWeb.org 9
    • Balanced Scorecard Certification Logistics & Registration What VENUE & HOTEL Each course in the Balanced Scorecard Certification Program will be held at The You Will Receive: Performance Institute’s Training Center in Arlington, VA. A continental breakfast will be provided each morning. The Performance Institute 1515 North Courthouse Rd., Suite 600 Arlington, VA 22201 In addition to an unparalleled learning experience, 703-894-0481 you’ll receive these exclusive course materials based A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard on hundreds of implementations: by Marriott at the prevailing rate of $209.00. Please call the hotel directly and reference code “Balanced Scorecard Certification” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro • BSC Practitioners Guidebooks containing hundreds station. Please ask the hotel about a complimentary shuttle that is also available for your convenience. of pages of examples Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Arlington, VA 22209 • BSC Practitioners Breakout Cases to re-use with Phone: 703-528-2222 your teams Phone: 1-800-321-2211 http://www.CourtyardArlingtonRosslyn.com • Harvard Business School’s best-selling book by TUITION & GROUP DISCOUNTS Kaplan and Norton The tuition rate for attending is: Regular Rate • Wiley & Sons’ best-selling $1995 One Course book by Bob Paladino, Five $5400 Certification Program—All Three Courses Key Principles of Corporate * Register for all three courses and pay just $5,400—a savings of $585 Performance Management For more information on group discounts for the Balanced Scorecard Certification training, please contact Damian Wingate or email him at • Harvard Business School’s in- Wingate@performanceweb.org. depth Crown Castle International CPE CREDIT Hall of Fame Case Study Delivery Method: Group-live Program Level: Beginner • SFO Best Practice Assessment Prerequisites: None Advanced Preparation: None CPE Credits: 6 per day The Performance Institute is registered with the National 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 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org CANCELLATIONS QUALITY ASSURANCE AND The Performance Institute (PI) strives to provide you with the most productive and effective educational 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 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: Tara Shuert, VP of Education Services, PI, 1515 N. Courthouse Road, Suite 600, Arlington, VA 22201. We will evaluate individual complaints in a context of collective comments from the event. A $150 service fee will be charged on cancellations received less than three weeks from the date of the event. A credit memo will also be sent reflective of that amount, which can be used for a future conference. If you do not cancel your registration before the day of the event, you will be charged for the full conference amount. As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Perfor- mance 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 Performance Institute decides to cancel this conference, The Performance Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. 10 www.PerformanceWeb.org 10
    • Balanced Scorecard Certification Upcoming Events REGISTRATION 1. ONLINE at www.PerformanceWeb.org 2. VIA FAX to 703-894-0482 Government Performance Management 3. VIA PHONE to 703-894-0481 4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor Arlington, VA 22201 February 23-27, 2009 | Washington, DC Yes! Register me for all three courses Three Interactive Courses Yes! Register me for the following course(s), please check: Course 1: Strategic Planning Course One Course Two Course Three Course 2: Performance Measurement Please call me. I am interested in a special Group Discount Course 3: Performance-Based Budgeting for my team Delegate Information City and County Performance Summit Name Title April 1-2, 2009 | Las Vegas, NV Office Organization www.CityandCounty.org Address State Management Excellence City State Zip April 1-2, 2009 | Washington, DC Telephone Fax www.StateExcellence.org Email Covering the latest innovations in: Strategic Accountability, Financial Insight, Transformational Leadership, Budget management, Strategic Human Resources, IT Governance and Payment Information Green Government. Training Form/Purchase Order Check (accepted by mail only) Credit Card Government Performance Credit Card Number Expiration Date Budgeting Week Name on Card 3 Digit Card verification # June 22-26, 2009 | Washington, DC Course 1: Navigate the Complicated Budget Process Billing Zip Code Course 2: Activity-Based Cost Management Please make checks payable to: The Performance Institute Course 3: Performance-Based Budgeting in Government Note: 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. Priority Code: P737-WEB 11 www.PerformanceWeb.org 11