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  1. 1. Performance Management Training Forum 2010 Earn up to 18 CPE credits! Performance Management Training Forum 2010 “Step by Step Training Series” to Learn Implementation Skills Leverage January 20 – 22, 2010 | Arlington, VA Strategy- Build a Strategy Map – Step by Step  Apply best practices “hands on” to build your organization strategy map or build the map for a Hall of Fame Winner case study Based  Learn skills and key design considerations for the Financial, Customer, Process and People Perspectives Measures  Understand key differences between commercial, government and not for profit strategy maps, leverage best practices and avoid pitfalls to Improve Build a Balanced Scorecard & Initiative Map – Step by Step Bottom Line  Build a Balanced Scorecard for your company or the Hall of Fame case study  Identify leading an lagging, efficiency and effectiveness Balanced Results Scorecard measures  Build an Strategic Initiative Map to manage the portfolio of projects Performance Reporting  Learn how to deliver the correct kind of information using the right tools to improve decision making  Incorporate reporting techniques that allow for enhanced reach, receptivity, In Association with: transparency and clarity www.ASMIweb.com/Performance 1 www.ASMIweb.com/Performance
  2. 2.  Performance Management Training Forum 2010 day one January 20, 2010 8:30 12:15 Registration & Continental Breakfast Lunch Break 8:30 1:15 Welcome and Overview of Performance Breakout Exercise: “Step by Step” Build a Management 2010 Strategy Map  Learn about the Five Key Principles of CPM through  Apply best practices “hands on” to build your case studies of award winning organizations. organization strategy map or build the map for a  Review a best practice self scoring diagnostic to Hall of Fame Winner case study. see how your organization compares to the best  Understand key differences between in class, review gaps commercial, government and not for profit strategy maps, leverage best practices and avoid 9:30 pitfalls Coaching, Facilitation and Team work (includes table exercise) 3:15 Break and Refreshments  Learn about pitfalls to avoid in rolling out a successful program 3:30  Understand tips and techniques in coaching, Breakout Exercise Presentations facilitation and managing BSC programs to  Share your newly developed strategy map or accelerate your results case study results 10:30  Receive feedback from a globally recognized Break and Refreshments thought leader and BSC expert to advance your program 10:45 Key Strategy Map and Balanced Scorecard 4:15 Concepts Recap of Day One / Complete Evaluations  Understand the structure of themes, strategy  Score the Step by Step Balanced Scorecard maps and Balanced Scorecards training program  Review several Hall of Fame Award Winning examples 4:30 Adjourn 11:15 Build a Strategy Map, one Perspective at a Time  Review key design considerations for the Financial, Customer, Process and People Perspectives  Understand key differences among commercial, government and not for profit strategy maps, what works and what does not work for each who should attend:  Strategic Planners  Program Analysts  Directors of Performance Reporting  Project Managers  Performance Analysts  Project Support Staff  Budget Managers 2 www.ASMIweb.com/Performance
  3. 3.  Performance Management Training Forum 2010 day two January 21, 2010 8:00 1:00 Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build a Strategic Initiative Map 8:30  Build an Strategic Initiative Map to manage the Identify Balanced Scorecard Measures portfolio of projects  Prioritize key objectives that serve as the  Align and prioritize key projects to drive strategic foundation for measures and initiatives results  Identify leading an lagging measures, efficiency and effectiveness measures 2:00 Break and Refreshments 9:00 Breakout Exercise: “Step by Step” Build a 2:30 Balanced Scorecard Getting to the First Balanced  Build a BSC for your company or the Hall of Fame Scorecard Report case study  Learn best practices on how to establish a  Designate your leading and lagging measures to Strategy Focused Organization meeting agenda align with your strategy map to manage your business  Understand how to conduct, facilitate an SFO 10:00 meeting to build a high performing organization Break and Refreshments 3:15 10:30 Becoming a Strategy Focused Organization Set Measure Targets  Build on the two day learning by understanding  Understand best practices in target setting and the implementation links to the strategic plan plan, proven path taken by BSC Hall of Fame  Learn how and when to apply the “four” target winners setting methods  Gain insight into cascading the BSC throughout your organization as you plan your next steps and 11:00 roadmap Inventory and Prioritize Initiatives and Projects 3:45  Recognize the strategic importance of a well Recap of Day Two / Complete Evaluations defined portfolio of initiatives  Score the Step by Step Balanced Scorecard  Understand how to align key projects to drive training program your strategic objectives and scorecard measure results 4:00 Adjourn 12:00 Lunch Break top five reasons to attend: Build a strategic Identify key Maximize Build strategy Discover the five framework performance project team maps through key principles linked to your indicators and use efficiency through hands-on of performance organization’s them to improve improved exercises management specific goals results communication and development www.ASMIweb.com/Performance 3
  4. 4.  Performance Management Training Forum 2010 day three January 22, 2010 8:30 2:00 Registration and Continental Breakfast Break and Refreshments 9:00 2:15 Performance Reporting 101 Managing Performance Data  Further your knowledge of dashboards,  Identify technological solutions to make the scorecards and analytical reporting performance reporting process smoother  Learn about key business intelligence concepts  Successfully manage your performance data and new strategic data sources using information systems 10:30 3:15 Break and Refreshments Maximize Performance Management Success in Your Organization 10:45  Evaluate the future of performance management Communicating Strategy throughout the in your organization Organization  Address issues or concerns with implementation  Generate different drill-downs needed for and maintaining your performance different types of users management framework  Share experiences on uses of reporting and communication tools 4:00 Forum Adjourns 11:15 Reporting Needs throughout the BSC Lifecycle  Recap the balanced scorecard lifecycle and acknowledge when and what information is crucial at various stages  Identify where necessary information can be located and how to manipulate it to succeed in maintaining your balanced scorecard 12:00 Lunch Break 1:00 Communicating and Reporting Performance Metrics  Effectively communicate agency performance initiatives to decision makers  Create dynamic reports that drive decision-making 4 www.ASMIweb.com/Performance
  5. 5.  Performance Management Training Forum 2010 training In House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for a small group or for an organizational-wide initiative, the advanced learning methods employed by the Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. While many training providers will offer you some variation of their standard training, the Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also has the ability to accommodate |organizational-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas:  Strategic Planning  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 Blake Zach at 877-992-9521 or email him at Blake.Zach@PerformanceInstutite.org trainer bio: Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard, Knowledge Management, and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries. Drawing from this extensive experience, he has authored the best-selling book in which he synthesizes the best practices in the Corporate Performance Management (CPM) field: “Five Key Principles of Corporate Performance Management” recently #1 CPM book on Amazon and Barnes & Noble. He donates all royalties to the United Flight 93 Memorial; the crash site is near his home in PA. www.ASMIweb.com/Performance 5
  6. 6. Performance Management Training Forum 2010 Logistics & Registration Venue and Hotel: Tuition & Group Discounts: Performance Management Training Forum will be The tuition rate for attending the Performance held at The Performance Institute in Arlington, Management Training Forum 2010 is as follows: VA, just one block east of the Courthouse Metro Offerings Regular Rate stop on the Orange Line. A public parking garage is located inside of the building. First Two Days of Performance $1299 Management Training The Performance Institute Training Center 1515 N. Courthouse Road, Sixth Floor Performance Reporting $699 Arlington, VA 22201 Training Only Performance Management $1899 A limited number of rooms have been reserved Training Forum at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $233 until December 21, For information on group discounts, please 2009. Please call the hotel directly for reservations contact Dave Yerks at 858-866-9381 or email and reference code Performance Management him at Dave.Yerks@ASMIweb.com Training Forum. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary Cancellation Policy shuttle that is also available for your convenience. For live events: ASMI will provide a full refund less $399 administration fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference start date, no refund will be issued. Arlington Rosslyn Courtyard by Marriott Registrants who fail to attend and do not cancel prior to the event will be 1533 Clarendon Blvd. charged the entire registration fee. Arlington, VA 22209 All the cancellation requests need to be made online. Your confirmation 703-528-2222 email contains links to modify or cancel registrations. Please note that the cancellation is not final until you receive a written confirmation. www.courtyardarlingtonrosslyn.com Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must CPE Credits be presented at the time of registration in order to guarantee your participation at the event. Delivery Method: Group-live Program Level: Basic Quality Assurance The American Strategic Management Institute strives to provide you with Prerequisites: None the most productive and effective educational experience possible. If Advanced Preparation: None after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your CPE Credits: 6 Credits for Each Day of arrival. Should you feel dissatisfied with your learning experience and wish Training, 18 for the full three day Forum to request a credit or refund, please submit it in writing no later than 10 The American Strategic Management Institute (ASMI) is registered business days after the end of the training to: with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the The American Strategic Management Institute Corporate Headquarters: National Registry of CPE Sponsors. State boards of accountancy have Quality Assurance final authority on the acceptance of individual courses for CPE credit. 805 15th Street, NW, 3rd Floor Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN Washington, DC 20005 37219-2417.  Website: www.nasba.org. We will evaluate individual complaints in a context of collective comments from the event. Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program.  The American Strategic Management Institute is not responsible for speaker Exhibiting & Sponsorship changes, but will work to ensure a comparable speaker is located to participate in the program.  To learn more about exhibiting and sponsorships If for any reason The American Strategic Management Institute decides at Performance Management Training Forum 2010 to cancel this conference The American Strategic Management accepts please contact Blake Humble 858-866-9352 or email no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. her at Blake.Humble@ASMIweb.com. Discounts All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. All discount offers cannot be combined with any other offer. Discounts cannot be applied retroactively 6 www.ASMIweb.com
  7. 7. Performance Management Training Forum 2010 Logistics & Registration to register  Call Fax this Form to Visit 877-992-9522 866-234-0680 www.ASMIweb.com/Performance Registration Form  Yes! Register me for the Performance Management Training Forum 2010  Yes! Register me for the following one day course(s) only:  Course One Course Two Course Three  Please call me. I am interested in a special Group Discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information  Check  Purchase Order / Training Form  Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Zip Please make checks payable to: The Performance Institute Priority Code: B310-DY www.ASMIweb.com/Performance 7