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Balanced Scorecard 2009

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  1. 1. Balanced Balanced Scorecard 2009 Earn up to 15 CPE Credits Scorecard 2009 Define, Implement and Advance Organizational Strategy with the Balanced Scorecard You Will Learn to Align Your Organization and Employees to Overall Strategy Create a strategy-focused organization that links resources to results Link Planning and Budgeting to Your Balanced Scorecard Remain strategy-oriented while developing and maintaining a budget within the BSC framework Tie Performance Incentives to Balanced Scorecard Objectives Establish a positive relationship between BSC performance and human capital output Develop a Balanced Scorecard Strategy Create a strategy map that provides the framework for organizational development and strategic execution March 17–18, 2009 | Washington, DC Optional Pre-Conference Workshop March 16, 2009
  2. 2. Balanced Scorecard 2009 Pre-Conference Workshops: Monday, March 16, 2009 Pre-Conference Seminars are hands-on, 9:00 Workshop A: interactive sessions with specially designed Who exercises and projects that have immediate Balanced Scorecard Fundamentals for application. With this full day application session, Commercial Enterprises: Implement a you will enhance your training experience by Strategy-Aligned Balanced Scorecard establishing a reference point of knowledge, Understanding the fundamentals of the Balanced Should Attend? language and methodologies for the rest of the Scorecard (BSC) methodology is critical to event. This seminar will dive deep into strategic maximizing the execution of strategy. This workshop, planning and financial management to help including hands-on exercises, will help you learn •CEOs improve your expertise and gain knowledge of how to integrate proven BSC tools and techniques practical tools to implement from field experts. to achieve breakthrough results. Learn the basics •CFOs Enrollment space is limited, so registered today to of Balanced Scorecard design and deployment reserve your place. while gaining insights into the potential pitfalls and •Performance Measurement hurdles to successful implementation. Discover the Analysts and Planners best practices in the latest BSC advancements to 8:30 accelerate your results towards a strategy-aligned •Human Resource Workshop Registration & Continental Breakfast organization. Completion of this workshop will help you translate BSC theory into concrete results for Professionals your organization. •Program Evaluators • Develop a solid understanding of key BSC concepts and misconceptions •Program Managers • Learn 25 Hall of Fame best practices and valuable lessons – and pitfalls to avoid •Scorecard Managers • Learn how to use established tools and templates •Internal Auditors to help accelerate your results • Discover a roadmap for the journey to developing, •Budget Directors and deploying and cascading strategy maps and scorecards Managers Bob Paladino •Project Managers President Bob Paladino & Associates
  3. 3. Balanced Scorecard 2009 Pre-Conference Workshops: Continued 12:00 Lunch Break Top Five 1:00 Workshop B: Workshop C: Balanced Scorecard Fundamentals for Business Intelligence Fundamentals: Government: Conveying Transparency and Implementing BI to Enable a Strategy-Aligned Reasons to Attend Results to Taxpayers Balanced Scorecard The fundamentals of the Balanced Scorecard include This workshop is designed to help you understand 1. Transform the BSC from a combination of planning, creating, defining, and the purpose and power of BSC and BI alignment developing strategy. Learn how to identify the correct in supporting optimal business performance theory to practice measures and targets to get an optimal return on your management. The workshop will introduce you efforts. This workshop, including hands-on exercises, to the area of BI and will provide examples of how 2. Learn metrics and will help you learn how to integrate proven BSC tools leading companies have developed BI capabilities that measures from proven and techniques to achieve breakthrough results that have resulted in measurable business performance cater to government and non-profit organizations. improvement. Most importantly, this interactive industry leaders session will provide you with the knowledge you need • Define strategic themes to form a base for your to understand the relationships between the BSC 3. Implement the BSC to Balanced Scorecard strategy and BI and how alignment can provide opportunities • Identify perspectives and desired outcomes for make your organization to improve your current business performance your plan management program. strategy-focused • Review successful strategy maps for Government • Develop a solid understanding of key BI concepts Enterprises 4. Align your budget process and misconceptions • Develop strategic initiatives • Support improved business performance with with your strategy Bob Paladino Business Intelligence President 5. Make strategy a core • Learn best practices and success stories Bob Paladino & Associates • Understand the business risks of uncoordinated competency Balanced Scorecard and Business Intelligence programs Nancy Williams VP of Business Intelligence and Data Warehousing DecisionPath 4:00 Workshops Adjourn
  4. 4. Balanced Scorecard 2009 Day One: Tuesday, March 17, 2009 8:30 11:15 2:30 Communicate Strategy both Vertically and Conference Registration & Continental Breakfast Break & Refreshments Horizontally Within Your Organization 2:45 9:00 • Create, administer and execute a comprehensive Manage Your Organization through Keynote Address: Leadership’s Role in communication plan to help execute your BSC Strategic Themes Managing and Implementing Balanced strategy Scorecard Initiatives • Break down a strategy map into strategic themes, • Cascade appropriate communication activities that linking internal processes to customers and Execution of the Balanced Scorecard may depend on focus on strategy through human resource’s role in shareholders the entire organization buying in; however, leadership the BSC remains critical to the BSC endeavor. It is not enough • Use strategic themes to simplify your vision into • Develop a strategy-focused workforce by aligning to simply wish to be a strategy-focused organization manageable targets employees, values and strategy of the organization – it needs support from above. • Identify what themes best describe your Bob Paladino • Learn the role leadership plays in translating vision organization’s strategy President and mission into organizational strategy Bob Paladino & Associates Bill Barberg • Develop a strategy that centers on the values and President core competencies of your organization Insight Information, Inc. 12:00 Lunch Break 10:00 4:15 Strategy Mapping: Bridge the Gap between Day One Adjourns 1:00 Strategy and Execution Develop Key Measures and Metrics for the • Align organizational objectives through mapping to Balanced Scorecard accomplish effective strategic planning • Understand the difference between metrics and • Identify key strategic goals and useful measures for KPIs, and how to choose which metrics should be accomplishing results published on a scorecard • Guide users through the process of developing • Design useful measures for gauging business strategic initiatives and measures strategy and meaningful metrics for tracking success • Leverage performance objectives to provide context Geoff Gruson Executive Director that gives operational scorecards more meaning Police Sector Council Dr. Cindy Loe Superintendent 11:00 Fulton County Schools Break & Refreshments Julia Bernath President Fulton County Board of Education
  5. 5. Balanced Scorecard 2009 Day Two: Wednesday, March 18, 2009 8:30 12:00 2:45 Build Your Scorecard: Working towards an Office Continental Breakfast Lunch Break of Strategy Management 1:00 9:00 • Learn the necessary steps involved in creating a Communicate Strategy and Plan for Change Keynote Address: Lessons Learned from strategic management office to increase the opportunity Balanced Scorecard Implementation • Understand the importance of change management for success of a strategy-focused organization when developing and implementing a BSC system Hear first hand the experiences, challenges and • Understand how such an office can improve roadblocks faced by someone who has already • Use change management strategies to assess organizational strategy formulation, execution, implemented and maintained Balanced Scorecard workforce culture and readiness alignment and communication practices within their own organization. to change • Integrate leading methods including the Balanced • Identify tools necessary for executing a successful • Garner buy-in from executives and employees during Scorecard into an overall business plan using the BSC initiative the decision making process OSM as the charter watchdog for strategic success • Harness the confidence to introduce new strategy Josh Stalker Vic Nisita into your own organization Strategic Management Program Manager Sr. Director, Strategy Realization Lockheed Martin Merck & Co Kent Smith Manager, Strategic Business Planning US Postal Service 2:30 4:15 Break & Refreshments Conference Adjourns 10:30 Break & Refreshments 10:45 Report and Monitor Your Balanced Scorecard Performance “I learned a lot of information that helped • Supervise the overall function of the BSC to guarantee strategic success and execution to clarify the Balanced Scorecard” • Manage the BSC as an effective tool used to carry out planned processes to achieve long term goals • Track and monitor the progress seen as a result of Bibi Persaud, Director, Sun Life Financial implementing the BSC Bill Barberg President Insight Information, Inc.
  6. 6. Balanced Scorecard 2009 Post-Conference Webinars Sponsorship Create Dashboards to Measure and Develop Key Measures and Metrics for Monitor Business Performance the Balanced Scorecard Opportunities Date: March 26, 2009 Date: March 31, 2009 Time: 2:00 – 3:30 PM EST Time: 2:00 – 3:30 PM EST Performance dashboards are powerful tools designed All facets of an organization must come together to As a conference and training provider, to help gauge a business’s progress in meeting appreciate and understand the value of strategic The Performance Institute is an expert strategic objectives. Attend our performance management through the Balanced Scorecard. It in bringing together leaders to share and dashboard webinar to learn how to create a remains imperative for executives, managers, analysts, discuss best practices and innovations. We successful dashboard to drive business performance. and planners alike to develop the best measures and connect decision-makers with respected This informative session will offer insight into key corresponding metrics to link strategy to execution, solution providers. metrics used for evaluating progress as well as how to releasing the potential of the Balanced Scorecard. monitor company activity to identify and combat any The Institute offers four different During the webinar you will learn to: potential problems. pre-designed sponsorship packages: • Understand the difference between metrics and During the webinar you will learn to: KPIs, and how to choose which metrics should be Event Co-Sponsor • • Monitoring business processes and activities using published on a scorecard Session Sponsor • the correct tools • Design useful measures for gauging Luncheon Sponsor • • How to use dashboards to optimize business business strategy and meaningful metrics Exhibit Booth Sponsor • performance for tracking success • Avoid mistakes when creating a performance • Leverage performance objectives to provide context For more information on sponsorships or dashboard that gives operational scorecards to get started, contact Jessica Ward at more meaning 703-894-0481 x 215 or
  7. 7. Balanced Scorecard 2009 Logistics & Registration Hotel & Venue CPE Credit Registration Delivery Method: Group-Live Balanced Scorecard 2009 will be held at the American To Register, call 703-894-0920; Program Level: Beginner Strategic Management Institute’s Training Center in fax the form to: 703-894-0482; Arlington, VA, just one block east of the Courthouse Prerequisites: None or visit stop on the Orange Line of the DC Metro. A public Advanced Preparation: None parking garage is located inside of the building for CPE Credits: 3 for each pre-conference Yes! Register me for Balanced Scorecard 2009 $10/day. Continental breakfast, refreshments and lunch workshop, 12 for the conference Add the Pre-Conference Workshop A will be provided for delegates on each day. Add the Pre-Conference Workshop B or C (choose one) The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a Conference Address: Add the Post-Conference Webinar(s): sponsor of continuing professional education on the National Registry The Performance Institute Training Center of CPE Sponsors. State boards of accountancy have final authority on the Create Dashboards to Measure and Monitor Business Performance 1515 N. Courthouse Rd. , Suite 600 acceptance of individual courses for CPE credit. Complaints regarding Develop Key Measures and Metrics for the Balanced Scorecard sponsors may be addressed to the National Registry of CPE Sponsors, 150 Arlington, VA 22201 Fourth Avenue North, Nashville, TN 37219-2417. Website: 703-894-0920 Please call me. I’m interested in a group discount. Cancellation Policy A limited number of rooms have been reserved at For live events: ASMI will provide a full refund less $399 administration Delegate Information the Arlington Rosslyn Courtyard by Marriott at the fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. prevailing rate of $209.00 until February 16, 2009. Registrants who fail to attend and do not cancel prior to the event will be Please call the hotel directly and reference code charged the entire registration fee. “Balanced Scorecard” when making reservations to get For webinars: ASMI will provide a full refund less $50 administrative fee Name Title the discounted rate. The hotel is conveniently located for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. three blocks from the Rosslyn Metro station. Please ask Registrants who fail to attend and do not cancel prior to the meeting will the hotel about a complimentary shuttle that is also be charged the entire registration fee. Office Organization available for your convenience. All the cancellation requests need to be made online. Your confirmation email contains links to modify or cancel registrations. Please note that the Arlington Rosslyn Courtyard by Marriott cancellation is not final until you receive a written confirmation. 1533 Clarendon Blvd. Address Payment must be secured prior to the conference. If payment is not Arlington, VA 22209 received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your Phone: 703-528-2222 participation at the event. City State Zip Quality Assurance Hotel and travel costs not included in the conference tuition. ASMI 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 Telephone Fax Tuition & Group Discounts evaluation form provided upon your arrival. Should you feel dissatisfied with your learning experience and wish to request a credit or refund, The tuition rate for attending the Balanced Scorecard please submit it in writing no later than 10 business days after the end of 2009 is as follows: the training to: ASMI: Quality Assurance, 1515 N. Courthouse Road, Suite Email 600, Arlington, VA 22201 Early Bird Regular Rate Note: As speakers are confirmed six months before the event, some Payment Information speaker changes or topic changes may occur in the program. ASMI is not Conference $1699 $1799 responsible for speaker changes, but will work to ensure a comparable Training Form/Purchase Order Check Credit Card speaker is located to participate in the program. Workshop Half-Day --- $399 If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by Workshop Full-Day --- $599 registrants, including delegates, sponsors and guests. Post Conference $269 $299 Credit Card Number 3 Digit Card verification # Discounts Webinar • 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 For more information on group discounts for Balanced Name on Card Expiration Date also require payment at the time of registration. Scorecard 2009 please contact Paul Rogers at 858-866- • All discount offers cannot be combined with any other offer. 9386 or email him at • Discounts cannot be applied retroactively Billing Zip Code Priority Code: B270-WEB
  8. 8. Balanced Scorecard 2009