and                 proudly present ...           NEW!                                                                    ...
NETWORK WITH VP’S,                                                                                                        ...
PRE-CONFERENCE WORKSHOPSTuesday, November 13th, 2012 A              7:15am Registration | 8:00am – 10:00am              21...
MAIN CONFERENCE DAY 1Wednesday, November 14, 20127:45	    Registration & Coffee8:45	    Welcoming Remarks	        Michelle...
MAIN CONFERENCE DAY 1 (continued)    Wednesday, November 14, 2012                        PERFORMANCE MANAGEMENT           ...
MAIN CONFERENCE DAY 2Thursday, November 15, 20127:35	    Registration & Coffee8:35	    Welcoming Remarks from the Chairper...
MAIN CONFERENCE DAY 2 (continued)    Thursday, November 15, 2012                       PERFORMANCE MANAGEMENT             ...
Actuate – The BIRT Company™ Actuate founded and co-leads the BIRT open source                             project, which i...
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Performance Strategy & Change Management Brochure 11 13 2012

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Performance Strategy & Change Management Brochure 11 13 2012

  1. 1. and proudly present ... NEW! Additional Track and Change Management Focused Topics Just on Board! Strategic Partner: Transform your Organization - from Vision to a High Performance Culture BENCHMARK YOUR NOVEMBER 13-15, 2012 | NEW ORLEANS, LA SYSTEMS AGAINST THESE LEADING ORGANIZATIONSKEY TOPICS COVERVED : & INDUSTRY EXPERTSCreate your own personalized conference agenda by selecting among our featuredplenary and break out session topics: Michael E. Raynor Innovation Portfolio Leader, – Creating a strategic line of sight – Strategy mapping Strategy, Brand & Innovation, – Methods to sustain change – Meaningful performance DELOITTE SERVICES, LP – Combining Change & Performance measures of results Ed Martinez, CMA, MBA, VP- Shared methods and tools – Leading your employees Services, THE WENDY’S COMPANY through Change – Management & employee buy-in – Increased ROI using performance Dorothy E. Swanson – Strengthening your strategic scorecards & dashboards Chief Financial Officer for Johnson focus & performance Space Center, NASA – Influencing customer-facing & – Building the desire for Change customer-contributing processes Elaine Furlow – Building & enhancing your – Exploring performance Director Strategy & Planning, AARP balance scorecard analytics processes Elle Ringham – Establishing a strategy – Creating the perfect action plan Group Vice President deployment process – Accelerating Change SUNTRUST BANK Douglas C. Bean DON’T MISS OUR KEYNOTE SESSIONS: Chief Operating Officer, ERIC November 14th: The Innovator’s Manifesto MOWER AND ASSOCIATES November 15th: Stage One Metrics and Analytics: Lesley Bachleitner Hazleton Integrated Performance Framework Chief Financial Offi cer FREEFLIGHT SYSTEMS “This experience has given us a new confidence in the practice Susan Hill, Director, Strategic of aligning mission, vision, values, and strategy to move an Planning and Analysis Group, Center for Strategic Planning, CENTERS organization forward.” FOR MEDICARE AND MEDICAID – University of Minnesota. SERVICES (CMS) Frank Mruk SMPENHANCE YOUR LEARNING BY ATTENDING OUR FStratPS, Assoc. Dean, BusinessPRE-CONFERENCE WORKSHOPS and Strategic Planning, NEW YORK INSTITUTE OF TECHNOLOGY A 21st Century Balanced Scorecard Systems Michelle Brown Vice President of Corporate Performance Improvement B Change Management in an Exponential World UNIVERSAL AMERICAN Developing and Using Leading Indicators Jerry Stigall C and Outcome Measures Director, Organization Development, Strategy, & Policy, DOUGLAS COUNTY GOVERNMENT The Neurobiology of Change: D Working with the Brain, Instead of Against It Monica R. Allen Performance & Evaluation Manager, Office of Management andSponsored by: Media Partners: Budget, MECKLENBURG COUNTY MANAGER’S OFFICEwww.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  2. 2. NETWORK WITH VP’S, LEAD, DIRECTORS, SPECIALISTS AND MANAGERS RESPONSIBLE FOR: • Performance • Strategic Planning • Business Planning Dear Colleague, • Corporate Performance IQPC and Balanced Scorecard Institute are proud to present the Strategic Performance & Change • Strategy Execution Management conference to help enhance executive strategy and enable change within your • Change Capability organization. Join us as we analyze proven performance and change management strategies that • Talent Management cultivate a productive and motivated workforce and facilitate an improved operational system while • Change Management increasing your bottom line. • Change Strategy The distinguished speaker faculty will be presenting their own case studies focusing on • Project Management performance and change management while providing you with advice on how to overcome your • Program Management biggest challenges and improve your systems. Don’t have a system in place? Improving your • Change & Innovation current system? Changing systems? Then this is the place for you! • Change Integration • Communication The program has been designed to provide you with several beneficial learning opportunities from leading performance and change management experts through workshops, keynotes, case studies • Organizational and panel discussion presentations. It provides a means to improve organizational performance by Effectiveness linking and aligning individual, team and organizational objectives and results. • Human Resource Operations Strategic Performance & Change Management is the ideal platform for you to learn about: • Financial Planning & Analysis • Improving strategic focus and performance • Business Analysis & • Increasing productivity and financial performance Planning • Communicating and sustaining changes • Accelerating the organization’s ability to absorb change • Market Research • Aligning employee work to the strategy of the organization • Forecasting • Improving your business operations • Operations • Establishing effective strategic and operational performance metrics • Implementing successful balanced scorecard methodologies • Monitoring organizational performance against strategic goals “Comprehensive, connecting and Join industry leaders in New Orleans as they identify the factors that will assist you in designing, complementing to what we implementing and reviewing your performance and change management systems. are doing in our organization ST SEE both in long term and short d the MU We look forward to seeing you in New Orleans! P.S. Atten kshops rence wor term strategic planning pre-confe challenge s to address designed ct ionable and strategy in action.” up with a and come Claudia Rubino Howard Rohm s! solution IFFCO GROUP . See page 3 Program Director Co-founder, President and CEO IQPC The Balanced Scorecard Institute ABOUT THE BALANCED SCORECARD INSTITUTE The Balanced Scorecard Institute, a Strategy Management Group company, provides training, certification and consulting services to commercial, government, and non-profit organizations in applying best practices in balanced scorecard, strategic performance management and Visit the Resource Center measurement, and transformation and change management. for interviews, articles, and Products and services include public and on-site courses, facilitation and consulting services, and information and tools research papers from BSI used by executives, managers and analysts to transform their organizations into “performance excellence” organizations. and others including: The Institute also provides, through the balancedscorecard.org website, a resource to obtain information, ideas and Using the Balanced Scorecard best practices based on lessons learned from extensive experience in building strategic management and performance measurement systems using the award-winning Nine Steps to SuccessTM balanced scorecard methodology. to Align Your Organization www.balancedscorecard.org Strategy Based Balanced ScorecardsSPONSORSHIP AND EXHIBITION OPPORTUNITIES for Technology CompaniesSponsorships and exhibits are excellent opportunities for your company to showcase its products Themes of Confusionand services to high-level, targeted decision makers attending the Strategic Performance & ChangeManagement conference. IQPC helps companies like yours achieve important sales, marketing and Build Innovation into Your Strategybranding objectives by setting aside a limited number of event sponsorships and exhibit spaces – all ofwhich are tailored to assist your organization in creating a platform to maximize its exposure at the event. Evidence of a Mature Scorecard:For more information on sponsoring or exhibiting at this or upcoming events, please contact Simon The Power of AlignmentCopcutt at 1 (212) 885-2771 or Simon.Copcutt@iqpc.com.2 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  3. 3. PRE-CONFERENCE WORKSHOPSTuesday, November 13th, 2012 A 7:15am Registration | 8:00am – 10:00am 21st Century Balanced Scorecard Systems Historically, balanced scorecard systems have been defined How you will Benefit: by the performance measures that make up the final • Build your scorecard system starting with the strategic scorecard. Today, these systems are much more robust and are elements you already have used to align an organization around the strategies that define the • Turn your measurement-focused, balanced scorecard into a organization’s vision and mission. This workshop will teach you how to strategic performance management scorecard build your system from the strategic components that already exist in • Learn the critical elements that define a successful scorecard system your organization. Learn how a “21st century” scorecard system can • Learn how to align an organization – people, strategy and help improve organization performance, alignment and both individual vision – using a scorecard system and corporate accountability. This is a “how-to” workshop, developed Your Workshop Leader: and presented by the people who transformed scorecarding from Howard Rohm simple performance measurement to integrated strategic planning Co-Founder, The Balanced Scorecard Institute and management -- the Balanced Scorecard Institute. Creator, Nine Steps to Success™ Balanced Scorecard Framework B 10:00am Registration | 10:15am – 12:15pm (Lunch to be served during this session) Change Management in an Exponential World Today’s digital revolution is completely redefining the How you will Benefit: fundamental principles and practices of management. A • Discover the new skills-set for successfully managing change 19th century linear management model is no longer sustainable in a more complex, hyper-connected world in a 21st century exponential world. Recently the scientific world • Understand the five fundamental disciplines that drive was astonished when, in only ten days, a disparate group of extraordinary performance online student gamers used their collective intelligence to solve • Learn how you can quickly collate your organization’s a molecular puzzle that had baffled professorial experts for over collective intelligence to define the right strategy and build a decade. When organizations have the processes to collate their employee buy-in. collective wisdom, they quickly learn that nobody is smarter or faster • Leave with a tool that will enable you to use the full diversity of than everybody. They also learn that leveraging collective intelligence knowledge within your organization to stay ahead of the pace is the key to managing change and achieving extraordinary of change performance. In this highly interactive session, you and your fellow Your Workshop Leader: participants will aggregate your own collective knowledge to quickly Rod Collins solve a difficult problem. And you will discover how you can turn this Owner rich asset into a competitive advantage by creating a smarter, faster Wiki-Management, LLC organization that easily moves at the pace of accelerating change. C 12:15pm Registration | 12:30pm – 2:30pm Identifying the Right Measures to Drive Performance Whether you’re building a balanced scorecard for your • Understanding the difference among input, process (lead organization’s strategic management or a leaner KPI (key measures), output, intermediate outcome and end outcome performance indicator) scorecard, developing the right number measures (lag measures) and combination of performance measures is not only essential, it • Develop strategic outcome and output –focused performance is often the most challenging part of any scorecard work. Using measures Stacey Barr’s performance measure design model and the Logic • Target and threshold setting Model, you will learn how to focus your energy and effort to Your Workshop Leader: “Measure what matters,” as Stacey Barr often says, without over Jerry Stigall burdening scorecards with too many measures that “don’t matter.” Director, Organization Development, Strategy, & Policy How you will Benefit: Douglas County Government • Effectively translating organization, departmental and employee strategy into measurable results D 2:30pm Registration | 2:45pm – 4:45pm The Neurobiology of Change: Working with the Brain, Instead of Against It Neuroscience has made great strides in the past two How you will Benefit: decades, providing a number of useful insights for leaders • Learn how resistance to change is “hard wired” into our brains looking to drive change among employees, customers and other • Understand what Neuroscience tells us about what enables stakeholders. The structure and function of the brain has a great change deal to do with what people are able/not able to do – individually • Discover how to create an organizational learning environment and collectively. This workshop will take a practical approach to that fosters adaptability, resilience, and better collaboration some of the key barriers and enablers, with some refreshing stories • Develop three practical steps you can use tomorrow about how they were discovered. Your experience will conclude Your Workshop Leader: with a review of Do’s and Don’ts, and an opportunity to ask specific Marsha Shenk questions and applications to participants’ enterprises. Founder The BestWork® People3 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  4. 4. MAIN CONFERENCE DAY 1Wednesday, November 14, 20127:45 Registration & Coffee8:45 Welcoming Remarks Michelle Thomas Deputy Mayor of Operations, City of New Orleans8:50 Opening Remarks from the Chairperson9:00 KEYNOTE: THE INNOVATOR’S MANIFESTO Is there such a thing as a “science” of innovation? You wouldn’t know it by listening to how most people talk about it: an irreducibly creative act, in which the embrace and even the encouragement of failure is a precondition of success. Worse, the term has been debased through overuse, so much that any change, however trivial, tries to bask in the halo of what once was a key driver of long-term competitive success. It’s time to fix that. Dr. Michael E. Raynor’s ground-breaking research demonstrates that it is possible to improve our predictive accuracy when it comes to identifying and commercializing innovations. Drawing on the results reported in his 2011 book The Innovator’s Manifesto, Raynor will describe the characteristics of innovations that are systematically more successful and explain how you can use this knowledge to turn your innovation efforts from an art, to a science. Michael E. Raynor Innovation Portfolio Leader, Strategy, Brand & Innovation Deloitte Services, LP10:00 CREATE A STRATEGIC LINE OF SIGHT: LINKING ORGANIZATION MISSION AND VISION TO INDIVIDUAL PERFORMANCE In today’s increasingly complex organizational structures, escalating numbers of executives and senior managers are encountering the same issues. Once strategies, plans and objectives are conceptualized and created at the top, they need to be translated into the language of depart- ments and individual performance. Challenging issues arise as the strategies, plans and objectives make their way down each successive level within the organization – in many cases, in an increasingly unclear fashion. This session will focus on building a management system that com- municates with clarity throughout the organization, assuring that original strategy, plans and objectives are clearly understood. Topics include: • Integrating strategic planning and strategic management into a seamless, holistic system • Empowering every employee to understand and contribute towards the vision, mission and strategies of their organization • Providing concise, timely information that helps management see and understand what needs to be done and where to focus • Best practices in establishing a strategic line of sight, building individual and organizational accountability and employee buy-in Howard Rohm Co-Founder, President and CEO The Balanced Scorecard Institute10:45 Morning Networking & Refreshment Break11:30 EFFECTIVELY COMBINING CHANGE AND PERFORMANCE MANAGEMENT METHODS & TOOLS Change management is a necessary component for any organizational performance improvement process to succeed. There are clear ben- efits to utilizing aspects of performance management within a change management program and vice versa. Supporting programs such as Six Sigma, Business Process Reengineering, Total Quality Management, Organizational Development, Restructuring and continuous process improvement can also be incorporated to achieve a higher level of success. This session will focus on: • Key benefits of combining change and performance management methods and tools • Discussing proven areas of success • Determining the “when, where and how” • Tools to help strategic planning and management professionals achieve results Elle Ringham Group Vice President SunTrust Bank12:15 Networking Luncheon TRACK SESSION BEGINS TRACK A TRACK B PERFORMANCE MANAGEMENT CHANGE MANAGEMENT1:15 CASE STUDY: STRENGTHENING YOUR STRATEGIC FOCUS & CASE STUDY: HOLISTIC CHANGE MANAGEMENT: PERFORMANCE ENABLING A COMPANY TO EFFECTIVELY CHANGE • Transforming the Dashboard into a more strategic • Review the overall process: define, engage, deploy, ensure tool • Define: Create the logic • Driving performance to best increase strategic • Engage: Capture the hearts and minds success • Deploy: Take to the masses • Determining the right objectives to help achieve • Ensure: Secure the improvements your goals • Combining the concepts of Balanced Scorecard, Project • Communication and tools to sharpen strategic focus Management and traditional Change Management • The strategic intent role of the Enterprise • Creating better opportunities for sustaining successful Strategy Group efforts for improvement Elaine Furlow Douglas C. Bean Director Strategy & Planning Chief Operating Officer AARP Eric Mower and Associates4 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  5. 5. MAIN CONFERENCE DAY 1 (continued) Wednesday, November 14, 2012 PERFORMANCE MANAGEMENT CHANGE MANAGEMENT2:00 CASE STUDY: STRATEGY DYNAMICS AND RAPID PACE CASE STUDY: LEADING YOUR EMPLOYEES THROUGH CHANGE INNOVATION • Addressing employee fears and concerns A Dynamic Model of the strategy process takes into • Ensuring good communication from the top down consideration that strategic planning is dynamic, partially • When should you delegate? Control the information you planned and partially unplanned. Design Thinking refers to the give by using managers who know their staff and know how methods and processes of creating innovative solutions for ill- best to communicate defined problems. This session will explore the intersection of • Enabling and encouraging employee feedback and questions Strategy Dynamics and Rapid Pace Innovation: • Do you have the right coaching skills? • The evolution of strategy models and design thinking • Keeping a balance between individual needs and the overall • Overcoming time compression diseconomies needs of the organization. • Causal ambiguity and capabilities Dorothy E. Swanson • The systemic meta view Chief Financial Officer for Johnson Space Center Frank Mruk NASA Associate Dean New York Institute of Technology2:45 Afternoon Networking & Refreshment Break3:45 CASE STUDY: BUILDING AND ENHANCING YOUR BALANCED METHODS TO SUSTAIN THE CHANGE: MEASUREMENT SYSTEMS, SCORECARD REWARDS AND REINFORCEMENT • Starting with the elements you have • Once change has been implemented and initially embraced, • Understanding the critical elements of a best practice how do you sustain that feeling? scorecard system • What are the key measurements to focus on? • Developing meaningful strategic and operational • How do you ensure your rewards and reinforcement system performance measures are motivating your employees? • Prioritizing and managing strategic initiatives • How much communication with employees is required for • Overcoming implementation and sustainability adequate feedback? challenges Lee Lopez, Director, Strategic Performance and Management Defense Finance and Accounting Service (DFAS)4:30 PANEL DISCUSSION: MANAGEMENT & EMPLOYEE BUY-IN: THE BASES FOR PROJECT SUCCESS AND EFFECTIVE MANAGEMENT • Step by step approach to ensuring management and employee buy-in • Building stakeholder engagement in an environment that is resistant to change • Fostering a culture of continuous improvement from the top down and ensuring leadership buy-in • Ensuring clear communication • Addressing the major pitfalls and challenges Moderator: Alan Fell International Senior Associate The Balanced Scorecard Institute Panelists: Michelle Brown Vice President of Corporate Performance Improvement Universal American Dorothy E. Swanson Chief Financial Officer for Johnson Space Center NASA Douglas C. Bean Chief Operating Officer Eric Mower and Associates Susan Hill Director, Strategic Planning and Analysis Group Center for Strategic Planning, “It was a wonderful experience Centers for Medicare & Medicaid Services (CMS) sharing ideas with other practitioners5:15 Close of Main Summit Day One of the BSC from other corporate5:45 Cocktail Reception organizations.” - Uganda Revenue Authority5 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  6. 6. MAIN CONFERENCE DAY 2Thursday, November 15, 20127:35 Registration & Coffee8:35 Welcoming Remarks from the Chairperson8:45 KEYNOTE: STAGE ONE METRICS AND ANALYTICS: INTEGRATED PERFORMANCE FRAMEWORK BENCHMARKING FOR THE SUCCESS OF YOUR SERVICE DELIVERY MODEL As finance and accounting professionals, we use metrics for basic operational reporting of financial results. Many companies and organizations have expanded performance focus to include other critical areas that drive high performance, beyond just financial results. The balanced focus on performance areas such as customer service, innovation, employee engagement and financial results helps an organization achieve optimal overall results. This also helps create an ongoing integrated culture of excellence. Our expert speaker will share key insights on how to build the key performance indicators that are included in an effective Balanced Scorecard , as well as the underlying metrics that drive favorable results. In this session, a case study will be presented and you will learn: • How to create a simple and easy to understand mission statement • The steps in building a High Performance Culture • How to develop and maintain a Balanced Scorecard for a shared services start-up with KPIs and metrics and link it to compensation • How to integrate end to end processes via a partnership model • Communication vehicles to converse with senior management, employees, customers and other key stakeholders • Actual high performance results that have been achieved using this performance framework! Ed Martinez CMA, MBA, VP- Shared Services The Wendy’s Company9:45 CASE STUDY: ESTABLISHING A STRATEGY DEPLOYMENT PROCESS: A BALANCING ACT BETWEEN A TOP-DOWN, BOTTOM-UP & HORIZONTAL APPROACH Through the use of strategy deployment processes which align and link business strategy and execution, organizations are striving to ensure that organization-wide performance improvement initiatives yield strategic results. This approach has the ability to drive accountability and commitment, link employee performance with compensation and facilitate prioritization. Join us in analyzing this hybrid approach that translates into line-level goals and objectives. This session will focus on: • Understanding the need for strategy deployment and its benefits • Outlining the approach to get the right stakeholders involved • Addressing unique challenges that arise as a part of the process • Defining key elements and actual steps in implementing the process • Analyzing how ideas and metrics are exchanged vertically and horizontally in an organization to drive alignment Lesley Bachleitner Hazleton Chief Financial Officer FreeFlight Systems10:30 Morning Networking & Refreshment Break11:15 CASE STUDY: STRATEGY MAPPING - VISUALLY COMMUNICATING YOUR VALUE CREATION STORY • Setting your priorities straight • Breaking down strategy into strategic objectives • Understanding how objectives are linked in cause-effect relationships • Map a strategy to tell your story • Effectively using your strategy map Jerry Stigall Director, Organization Development Strategy, & Policy, Douglas County Government Gail Perry Vice President Strategic Solutions Balanced Scorecard Institute12:00 Networking Luncheon TRACK SESSION BEGINS TRACK A TRACK B PERFORMANCE MANAGEMENT CHANGE MANAGEMENT1:00 CASE STUDY: UTILIZING THE BALANCED SCORECARD AS A CASE STUDY: SUPPORTING CHANGE THROUGH THE STRATEGY MANAGEMENT SYSTEM DEVELOPMENT OF COMPETENCY AND KNOWLEDGE • How aligning and cascading a Balanced Scorecard • Selecting training & performance building strategies that allows you to leverage input and data from each tier of fulfills organizational needs your organization • Recognizing the essential part played by talent management • How automation of your Balanced Scorecard helps to and its benefits create a Strategy Management System that allows you to • Building an internal capacity for strategy facilitation identify linkages and impacts that were unseen on paper • Enhancing strategic planning, performance measurement • Managing performance of your strategy and your and strategy management competencies and support across organization through a Strategy Management System the organization • Creating organizational change through performance Susan Hill management reviews focused on data analysis and review Director, Strategic Planning and Analysis Group of what’s important now Center for Strategic Planning Sylvia Erika Peré Centers for Medicare and Medicaid Services (CMS) Chief, Strategic Planning Division, Walter Mitton U.S. Army Medicine, Office of the Surgeon General Management Analyst, Center for Strategic Planning, Centers for Medicare and Medicaid Services (CMS) John Ritchie Strategic Management Analyst Directorate of Strategy Management, U.S. Army Medicine, Office of the Surgeon General6 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  7. 7. MAIN CONFERENCE DAY 2 (continued) Thursday, November 15, 2012 PERFORMANCE MANAGEMENT CHANGE MANAGEMENT1:45 DEVELOPING MEANINGFUL PERFORMANCE MEASURES OF CASE STUDY: HOW TO ATTAIN EFFICIENCIES & ROI USING RESULTS PERFORMANCE SCORECARDS AND DASHBOARDS • Addressing the challenges of measurement-based Organizations are increasingly looking at ways to drive higher management business performance – at the individual department level and • Translating strategy language into clear, measurable across the organization. However, the inability to effectively and desired results monitor and measure operations, establish a line of sight • Developing strategic, outcome and output focused between the overall company strategy and supporting operations, performance measures plus the lack of mechanisms that help drive improvements in • Ensuring a quality reporting system underperforming areas are often cited as the biggest impediments • Key lessons learned to achieving better business performance. Attend this session to • Major pitfalls and challenges in developing performance learn how a local utility company: measures and results • Moved beyond just monitoring the business, to creating an Monica R. Allen environment of continuous performance management that Performance & Evaluation Manager, drives informed decision-making Office of Management and Budget, • Received an ROI of $3 million by: automating their KPIs, Mecklenburg County Manager’s Office analyzing the effectiveness of corporate initiatives, reducing budgets of non-performing projects and re-allocating resources for maximum success • Created line-of-sight from the executive level to individual contributor with a dedicated Performance Management team • Is now recognized as a Performance Management Champion with their peers in the utilities industry. Gary Filan Vice President Global Sales, Performance Analytics Group Actuate2:45 Networking & Refreshment Break3:15 UNDERSTANDING PERFORMANCE ANALYTICS MOBILIZING AND MOVING FORWARD: ACCELERATING STRATEGY • Examples of how performance analytics can better EXECUTION AND CHANGE IN DYNAMIC TIMES inform decision making • Change Management case studies: key do’s and don’ts to • Choosing software tools to make performance analytics accelerate results for major strategy execution/change work for your organization – a step by step practical efforts with real-life examples and outcomes approach • Building trust during a long-term change that you know • Moving from performance data to performance where the organization is headed - personally, holistically, information to business intelligence using performance realistically and for amplification analytics • Nurturing commitment to change by lighting the fire, • Practical application of performance analytics in creating a burning platform, creating sufficient urgency, business, government, and non-profit organizations convincing yourself and others why you care about the David Wilsey change Vice President of Education & Technology • Building confidence in the change process through effective Balanced Scorecard Institute execution • Carefully choosing staff to execute clearly understood activities in a well-managed program, which in turn systematically engages others and develops a manager’s capability to foster change Supriya Desai Global Strategic Change and Transformation Leader4:00 PANEL DISCUSSION: CREATING THE PERFECT ACTION PLAN FOR YOUR ORGANIZATION Please join us for an interactive discussion where panelists help you develop an action plan for putting what you learned at the conference into action. Come to this closing session and leave the conference with a plan for building, completing or enhancing your organization’s strategic management system based on worldwide best practices. • Understanding the elements of good strategic and change management • Developing a gap analysis of your organization’s strategic and change management status • Sharing experiences in developing and implementing strategic and change management projects • Creating a tailored action plan for your organization Panelists: Michelle Brown Vice President of Corporate Performance Improvement Universal American “The most comprehensive approach Lesley B. Hazleton to integrate strategic planning with CFO FreeFlight Systems performance management.” Dan Montgomery Ed Martinez - President, Vice President, Professional Services CMA, MBA, VP- Shared Services Board of School Balanced Scorecard Institute The Wendy’s Company Superintendents4:45 Main Conference Concludes7 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com
  8. 8. Actuate – The BIRT Company™ Actuate founded and co-leads the BIRT open source project, which is used by over 1.5 million developers around the globe and serves as the foundation of the ActuateOne® platform. Applications built on ActuateOne deliver more 5 EASY WAYS TO REGISTER NOW!business and consumer insights to more people than all BI companies combined - ensuring organizations are ready forthe exponential growth of Big Data and the proliferation of touch devices. ActuateOne applications built with one BIRT Web: www.PerformanceMGMTConference.comdesign, can access and integrate any data, including unstructured sources. They provide one user experience regardlessof skill level and are supported by one platform for any cloud, hybrid, on-premise, web or touch device deployment.Headquartered in Silicon Valley, Actuate has over 5,000 customers globally in a diverse range of business areas including Email: info@iqpc.comfinancial services, technology and the public sector. For more information, visit www.BIRTPerformanceAnalytics.com. Phone: 1-800-882-8684 Spider Strategies, Inc., is an award-winning software company headquartered in Washington, DC. Spider Strategies helps corporations, government, military and non-profit organizations Fax: 646-378-6025, 24 hours a day drive market-leading performance. Founded in 2003, Spider Strategies began as a web-solutionsprovider, working with organizations to establish an effective web presence and build powerful additions to theirmarketing channels. In April 2004, Spider Strategies entered the Corporate Performance Management (CPM) market Mail: IQPC, 535 5th Avenue, 8th Floorwith its first off-the-shelf software product, Scoreboard. As one of the first software packages to combine scorecardtheory with modern web technology, Scoreboard continues to be tremendously successful and adopted across for-profit New York, NY 10017and not-for profit organizations. Following this success, in 2008 Spider Strategies introduced QuickScore to bring thissame technology to organizations using a Balanced Scorecard. Spider Strategies’ commitment is to create easy-to-use MAKE CHECKS PAYABLE TO: IQPCStrategy and Performance Management tools to help organizations assess key metric performance, take corrective A $99 processing charge will be assessed to all registrations not accompanied by creditactions, and collaborate on measurable improvement. www.spiderstrategies.com/tour/balanced-scorecard-software/ card payment at the time of registration. * CT residents or people employed in the state of CT must add 6% sales tax.Registration Information Details for making payment via EFT or wire transfer: JPMorgan Chase Profit, Non-Profit and Register by Register by Standard Penton Learning Systems LLC dba IQPC: 957-097239 Governmental 9/14/12 10/12/12 ABA/Routing #: 021000021 Reference: Reference: Please include the name of the attendee(s) and the event $1,499 $1,899 $2,299 number: 21005.002 All-Access Pass Includes 2 day main conference and workshops day Save $800 Save $400 Payment Policy: Payment is due in full at the time of registration and includes lunches Conference Only $999 $1,199 $1,399 and refreshments. Your registration will not be confirmed until payment is received Save $400 Save $200 and may be subject to cancellation. For IQPC’s Cancellation, Postponement and Workshop Day $549 each Substitution Policy, please visit www.iqpc.com/cancellation Special Dietary Needs: If you have a dietary restriction, please contact Customer Vendor Pricing Grid Register by Register by Standard Service at 1-800-882-8684 to discuss your specific needs. 9/14/12 10/12/12 Location and Lodging Information: All-Access Pass Includes 2 day main conference and $2,299 $2,699 $2,899 workshops day Save $600 Save $200 Conference Only $1,899 $2,099 $2,299 Save $400 Save $200 Workshop Day $549 eachAn end user is defined as a professional in profit, non-profit and governmental industries.A vendor is defined as equipment, technology or service providers.All-Access Pass includes the 2 day main conference and all workshops. Please note multiple ©2012 IQPC. All Rights Reserved. The format, design, content and arrangement of thisdiscounts cannot be combined. A $99 processing charge will be assessed to all registrations not brochure constitute a trademark of IQPC. Unauthorized reproduction will be actionableaccompanied by credit card payment at the time of registration. Call for team discounts. under the Lanham Act and common law principles.PLEASE REGISTER ME FOR:q WORKSHOP A: 21st Century Balanced Scorecard Systemsq WORKSHOP B: Change Management in an Exponential Worldq WORKSHOP C: Identifying the Right Measures to Drive Performanceq WORKSHOP D: The Neurobiology of Change: Working with the Brain, Instead of Against Itq CONFERENCE ONLY q ALL-ACCESS PASSName _______________________________________________________________________________________________Job Title_____ _________________________________________________________________________________________Organization___________________________________________________________________________________________Address____________________________________________________________________________________________City______________________________________________State/Province_______Country_________Zip/PostalCode________________Phone__________________________________________Fax_________________________________________________E-Mail_____________________________________________________________________________________________Approving Manager__________ ___________________________________________________________________________q Please keep me informed via email about this and other related events.q Check enclosed for $______________(Payable in US Dollars to IQPC)Please charge my: q AmEx q Visa q MasterCard q DiscoverCard #______________________________________________________ Exp Date:_______/________CVM Code:________q I cannot attend, but please keep me informed of all future events. Event #21005.0028 www.PerformanceMGMTConference.com | 1-800-882-8684 | Info@IQPC.com

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