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  1. 1. July 16 –17, 2009 Washington, DC Optional Pre-Conference Balanced Scorecard Workshop July 15, 2009 2009 Execute Strategy Efficiently and Effectively with the Balanced Scorecard You Will Learn to: Develop a Balanced Scorecard Strategy Create a strategy map that provides the framework for organizational development and strategic execution Align Your Organization and Employees to Overall Strategy Create a strategy-focused organization that links resources to results Tie Performance Incentives to Balanced Scorecard Objectives Establish a positive relationship between BSC performance and human capital output Link Planning and Budgeting to Your Balanced Scorecard Remain strategy-oriented while developing and maintaining a budget within the BSC framework Earn up to 15 CPE Credits In Association with: Gain Insight, Improve Agility and Drive Performance with the Balanced Scorecard
  2. 2. Agenda at-a-Glance Balanced Scorecard 2009 Pre-Conference Workshops: Wednesday, July 15, 2009 8:30 Workshop Registration & Continental Breakfast 9:00 Workshop A: Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a Strategy-Aligned Balanced Scorecard 12:00 Lunch Break 1:00 Workshop B: Balanced Scorecard Workshop C: Business Intelligence Fundamentals for Government: Conveying Fundamentals: Implementing BI to Enable a Transparency and Results to Taxpayers Strategy-Aligned Balanced Scorecard 4:00 Workshops Adjourn Day One: Thursday, July 16, 2009 8:30 Conference Registration & Continental Breakfast 9:00 Keynote Address: Leadership’s Role in Managing and Implementing Balanced Scorecard Initiatives 10:00 Strategy Mapping: Bridge the Gap between Strategy and Execution 11:00 Break & Refreshments 11:15 Communicate Strategy both Vertically and Horizontally Within Your Organization 12:00 Lunch Break 1:00 Develop Key Measures and Metrics for the Balanced Scorecard 2:30 Break & Refreshments 2:45 Manage Your Organization through Strategic Themes 4:15 Day One Adjourns Day Two: Friday, July 17, 2009 8:30 Continental Breakfast 9:00 Keynote Address: Lessons Learned from Balanced Scorecard Implementation 10:30 Break & Refreshments 10:45 Use BSC to Achieve Organizational Excellence 12:00 Lunch Break 1:00 Communicate Strategy and Plan for Change 2:30 Break & Refreshments 2:45 Build Your Scorecard: Working towards an Office of Strategy Management 4:15 Conference Adjourns Define, Implement and Advance Organizational Strategy Page 2
  3. 3. Workshops Wednesday, July 15, 2009 Balanced Scorecard 2009 8:30 Pre-conference workshops Workshop Registration are hands-on, interactive sessions with specially 9:00 designed exercises Workshop A Balanced Scorecard Fundamentals for Commercial Enterprises: and projects that have Implement a Strategy-Aligned Balanced Scorecard immediate application. Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to With this full day maximizing the execution of strategy. This workshop, including hands-on exercises, will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. application session, you Learn the basics of Balanced Scorecard design and deployment while gaining insights into will enhance your training 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 experience by establishing organization. Completion of this workshop will help you translate BSC theory into concrete a reference point of results for your organization. knowledge, language Develop a solid understanding of key BSC concepts and misconceptions and methodologies for 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 the rest of the event. maps and scorecards This workshop will dive Bob Paladino deep into strategic Senior Fellow, ASMI President, Bob Paladino & Associates planning to help improve your expertise and gain 12:00 knowledge of practical Lunch Break tools to implement from field experts. Enrollment space is limited, so register today to reserve your place. Who Should Attend? CEOs, CFOs, COOs Scorecard Managers Performance Measurement Strategy and Business Planning Analysts and Planners Managers Human Resource Professionals Internal Auditors Program Evaluators Budget Directors and Managers Program Managers Project Managers Page 3
  4. 4. Workshops, Continued Wednesday, July 15, 2009 Balanced Scorecard 2009 1:00 “Great content Workshop B Workshop C Balanced Scorecard Business Intelligence Fundamentals: at a great pace.” Fundamentals for Government: Implementing BI to Enable a Strategy- James Rancourt, Conveying Transparency and Aligned Balanced Scorecard President, Polymer Solutions Results to Taxpayers This workshop is designed to help you The fundamentals of the Balanced Scorecard understand the purpose and power of BSC include a combination of planning, creating, and BI alignment in supporting optimal defining, and developing strategy. Learn business performance management. The how to identify the correct measures and workshop will introduce you to the area of targets to get an optimal return on your BI and will provide examples of how leading efforts. This workshop, including hands- companies have developed BI capabilities on exercises, will help you learn how to that have resulted in measurable business integrate proven BSC tools and techniques performance improvement. Most importantly, to achieve breakthrough results that cater to this interactive session will provide you with government and non-profit organizations. the knowledge you need to understand the relationships between the BSC and BI and Define strategic themes to form a base for how alignment can provide opportunities to your Balanced Scorecard strategy improve your current business performance Identify perspectives and desired outcomes management program. for your plan Develop a solid understanding of key BI Review successful strategy maps for concepts and misconceptions: Government Enterprises Support improved business performance Develop strategic initiatives with Business Intelligence Bob Paladino Learn best practices and success stories Senior Fellow, ASMI President, Bob Paladino & Associates Understand the business risks of uncoordinated Balanced Scorecard and Business Intelligence programs Bill Collins 4:00 Director of Business Solutions Workshops Adjourn Decision Path Top Five Reasons to Attend: 1. Transform the BSC from theory to practice 2. Learn metrics and measures from proven industry leaders 3. Implement the BSC to make your organization strategy-focused 4. Align your budget process with your strategy 5. Make strategy a core competency Page 4
  5. 5. Day One Thursday, July 16, 2009 Balanced Scorecard 2009 8:30 Conference Registration & Continental Breakfast “I learned a lot of 9:00 information that Keynote Address Leadership’s Role in Managing and Implementing Balanced helped to clarify Scorecard Initiatives Execution of the Balanced Scorecard may depend on the entire organization buying in; the Balanced however, leadership remains critical to the BSC endeavor. It is not enough to simply wish to be a strategy-focused organization – it needs support from above. Scorecard.” Learn the role leadership plays in translating vision and mission into organizational strategy Bibi Persaud Develop a strategy that centers on the values and core competencies of your organization Director, Sun Life Financial Howard Rohm President Balanced Scorecard Institute 10:00 Strategy Mapping: Bridge the Gap between Strategy and Execution Align organizational objectives through mapping to accomplish effective strategic planning Identify key strategic goals and useful measures for accomplishing results Guide users through the process of developing strategic initiatives and measures Bob Paladino Senior Fellow, ASMI President, Bob Paladino & Associates 11:00 Break & Refreshments 11:15 Communicate Strategy both Vertically and Horizontally Within Your Organization Create, administer and execute a comprehensive communication plan to help execute your BSC strategy Cascade appropriate communication activities that focus on strategy through human resource’s role in the BSC Develop a strategy-focused workforce by aligning employees, values and strategy of the organization Chris Walters VP of Sales Operations MarketSource, Inc. Page 5
  6. 6. Day One, Continued Thursday, July 16, 2009 Balanced Scorecard 2009 Integrate 12:00 Lunch Break your Balanced 1:00 Scorecard with Manage Your Organization through Strategic Themes Break down a strategy map into strategic themes, linking internal processes to customers and shareholders Mission-Aligned Use strategic themes to simplify your vision into manageable targets Identify what themes best describe your organization’s strategy Performance Bill Barberg President Measures Insight Information, Inc. 2:30 Break & Refreshments 2:45 Develop Key Measures and Metrics for the Balanced Scorecard Understand the difference between metrics and KPIs, and how to choose which metrics should be published on a scorecard Design useful measures for gauging business strategy and meaningful metrics for tracking success Leverage performance objectives to provide context that gives operational scorecards more meaning Bill Barberg President Insight Information, Inc. 4:15 Day One Adjourns Page 6
  7. 7. Day Two Friday, July 17, 2009 Balanced Scorecard 2009 8:30 Continental Breakfast “Great speakers, 9:00 very engaging, Keynote Address Lessons Learned from Balanced Scorecard Implementation lots of real life Hear first hand the experiences, challenges and roadblocks faced by someone who has already implemented and maintained Balanced Scorecard practices within their examples and own organization. complex topics Identify tools necessary for executing a successful BSC initiative Harness the confidence to introduce new strategy into your own organization were made Kent Smith Manager, Strategic Business Planning simple.” United States Postal Service Christine Phillips, 10:30 Human Resources, Newfoundland Labrador Liquor Corporation Break & Refreshments 10:45 Use the BSC to Achieve Organizational Excellence Learn the seven key components and the framework for achieving Organizational Excellence Understand how the BSC contributes to Organizational Excellence Assess your organization against Organizational Excellence criteria and factor the gaps into your BSC build Jeff Parks Founder/President Performance Breakthroughs, Inc. 12:00 Lunch Break 1:00 Communicate Strategy and Plan for Change Understand the importance of change management when developing and implementing a BSC system Use change management strategies to assess workforce culture and readiness to change Garner buy-in from executives and employees during the decision making process Amy Ellison Vice President, Human Resources SPHR Page 7
  8. 8. Day Two, Continued Friday, July 17, 2009 Balanced Scorecard 2009 2:30 Explore Break & Refreshments Goal-Oriented 2:45 Measures that Working Group: Build an Effective Strategy Map for Your Balanced Scorecard Learn the necessary steps involved in creating a strategic map to increase the opportunity for success of a strategy-focused organization Communicate Understand how such a map can improve organizational strategy formulation, execution, alignment and communication Success to Integrate leading methods including the Balanced Scorecard into an overall business plan through an effective strategy map Stakeholders Chris Walters VP of Sales Operations MarketSource, Inc. 4:15 Conference Adjourns Sponsorship Opportunities: As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solution providers. The Institute offers four different pre-designed sponsorship packages: Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Jessica Ward at 703-894-0920 x 215 or Page 8
  9. 9. In-House Training Balanced Scorecard 2009 One of the more popular vehicles for accessing The American Strategic Management Institute’s (ASMI) 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, ASMI’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, ASMI 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 Contracting Performance Measurement Performance Reporting Project Management Program Evaluation Lean Six Sigma Administrative Management Workforce Management Change Management Budgeting and Forecasting Balanced Scorecard For more information about in-house training options available to you, please contact Jennifer Mueller at 703-894-0920 x 217 or email her at Page 9
  10. 10. Upcoming Events Balanced Scorecard 2009 The Performance Conference May 4-7, 2009 | Orlando, FL Measures, Metrics and Management Systems to Improve Organizational Performance and Profitability Featuring Ten Comprehensive Tracks: Measures and Metrics for Performance Management Measure and Improve Employee Performance Link Lean Six Sigma Methods to Strategy Foster and Promote a Performance Culture Maximize Lean Six Sigma Tools Apply Metrics to Manage Performance Effectively Manage Business Intelligence Essentials for Customer Management Incorporate Effective Business Analytics Improve the Customer Experience For more information, visit Rolling Forecasts 2009 August 5-6, 2009 | Washington, DC Develop and Implement a Rolling Forecast to Improve Relevance, Understand Risk and Increase Profitability Design an Effective Rolling Forecast to Drive Financial Performance Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy Align and Integrate Rolling Forecasts into Your Strategic Plan Manage the Transition to Rolling Forecasts For more information, visit Page 10
  11. 11. Logistics & Registration Balanced Scorecard 2009 Venue and Hotel Balanced Scorecard 2009 will be held at the American Strategic Management Institute’s Training Center in Arlington, VA, just one block Registration Form east of the Courthouse stop on the Orange Line of the DC Metro. A public parking garage is located inside of the building for $10/day. To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Continental breakfast, refreshments and lunch will be provided for Visit delegates on each day. The Performance Institute Training Center Yes! Register me for Balanced Scorecard 2009 1515 N. Courthouse Rd., Suite 600 Add the Workshop A Arlington, VA 22201 Add the Workshop B 703-894-0920 Add the Workshop C Please call me. I am interested in a special Group Discount for my team A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $165.00 until June 19, 2009. Please call the hotel directly and reference code Delegate Information “Balanced Scorecard” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that Name Title is also available for your convenience. Arlington Rosslyn Courtyard by Marriott Organization Dept. 1533 Clarendon Blvd. Arlington, VA 22209 Phone: 703-528-2222 / 1-800-321-2211 Address Hotel and travel costs are not included in the conference tuition. City Tuition & Group Discounts The tuition rate for attending the Lean Six Sigma Yellow Belt State Zip Certification is as follows: Early Bird Rate* Regular Rate Telephone Fax Conference Only $ 1,699 $1,799 Workshop Half-Day --- $399 Email Workshop Full-Day --- $599 *For the Early Bird Rate, Register by May 11, 2009. Payment Information For more information on group discounts for Balanced Scorecard Check Purchase Order / Training Form Credit Card 2009 please contact Paul Rogers at 858-866-9386 or email him at Credit Card Number CPE Credits Delivery Method: Group-live Program Level: Beginner Prerequisites: None Advanced Prep: None Expiration Date Verification no. CPE Credits: 3 for each pre-conference workshop, 12 for the conference The American Strategic Management Institute (ASMI) is registered with the National Name on Card Billing Zip 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. Please make checks payable to: The Performance Institute Priority Code: B275-WEB Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: Cancellation Policy Quality Assurance For live events: ASMI will provide a full refund less $399 administration ASMI strives to provide you with the most productive and effective is not responsible for speaker changes, but will work to ensure a fee for cancellations four weeks before the event. If cancellation occurs educational experience possible. If after completing the course you comparable speaker is located to participate in the program. within two weeks prior to conference start date, no refund will be issued. feel there is some way we can improve, please write your comments If for any reason ASMI decides to cancel this conference, ASMI Registrants who fail to attend and do not cancel prior to the event will be on the evaluation form provided upon your arrival. Should you feel accepts no responsibility for covering airfare, hotel or other costs charged the entire registration fee. dissatisfied with your learning experience and wish to request a credit incurred by registrants, including delegates, sponsors and guests. or refund, please submit it in writing no later than 10 business days All the cancellation requests need to be made online. Your confirmation after the end of the training to: Discounts email contains links to modify or cancel registrations. Please note that • All ‘Early Bird’ Discounts must require payment at time of registration the cancellation is not final until you receive a written confirmation. ASMI: Quality Assurance and before the cut-off date in order to receive any discount. 1515 N. Courthouse Road, Suite 600 Payment must be secured prior to the conference. If payment is not • Any discounts offered whether by ASMI (including team discounts) Arlington, VA 22201 received by the conference start date, a method of payment must must also require payment at the time of registration. be presented at the time of registration in order to guarantee your Note: As speakers are confirmed six months before the event, some • All discount offers cannot be combined with any other offer. participation at the event. speaker changes or topic changes may occur in the program. ASMI • Discounts cannot be applied retroactively
  12. 12. About ASMI The American Strategic Management Institute (ASMI) is the nation’s leading authority on measurement and management methodologies for improving individual and organizational performance. ASMI’s mission is to identify, study and disseminate the leading strategic management and performance measurement practices pioneered by best-in-class organizations. Through national conferences, in-house training programs, consulting services and on-going research, ASMI helps organizations access cutting-edge expertise in planning, implementing and evaluating business strategies to address their management challenges and improve organizational results. Methodology ASMI gathers and disseminates comprehensive methodologies specifi cally constructed to address today’s complex managerial realities. Through a collection of industry best practices, input from experts in the field and applicable case studies, ASMI has the knowledge and specialized methodologies to help both you and your organization achieve results. Conferences ASMI’s national conferences provide forums for networking and information exchange among experts in their fi elds. Choose from a variety of national events addressing the current and pressing challenges in performance management, human capital management, financial management, project management, process improvement and marketing. Each event brings together experts to share best practices, topical scenarios and personal experiences. Training All of ASMI’s publicly offered courses can be adapted for your office, department or company. In-house training provides a customized, cost-effective vehicle for educating your staff with a hands-on forum facilitating both team building and project planning. Our in-house training programs are focused on performance measurement, strategic communications, process improvement, strategic planning and change management. Consulting In some cases, personal consultation is more useful and cost-effective than an in-house training session. These consultation projects are designed to maximize the efficiency and profi tability of a company or department by training a few key executives or directors. 1515 N. Courthouse Rd., Suite 600 Arlington, VA 22201 Ph: 703-894-0920 Fax: 703-894-0482