This document provides information about a Balanced Scorecard workshop being held on July 15-17, 2009 in Washington, DC. The workshop includes optional pre-conference workshops on July 15th focusing on implementing balanced scorecards for commercial and government enterprises. The main conference on July 16-17th will provide sessions on developing strategy maps, communicating strategy, key performance measures, and managing organizational performance using balanced scorecards. Attendees can earn up to 15 CPE credits. In-house training and other upcoming events focusing on performance measurement are also advertised.
The document describes an upcoming conference on implementing strategy using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC and include workshops and presentations on developing strategy maps, aligning organizations and employees with strategy, linking planning and budgeting to the Balanced Scorecard, and achieving organizational excellence through the Balanced Scorecard. The agenda provides details on the workshop and presentation topics and speakers over the course of the two-day conference.
This document provides an agenda for a two-day conference on implementing the Balanced Scorecard methodology. The conference includes keynote speeches, workshops, and sessions on developing strategy maps, communicating strategy, managing performance, and building an effective Balanced Scorecard. There are optional pre-conference workshops on implementing the Balanced Scorecard for commercial and government enterprises. Attendees can earn up to 15 CPE credits.
This document provides an agenda for a two-day conference on implementing a balanced scorecard approach. The conference includes pre-conference workshops on July 15th that focus on balanced scorecard fundamentals for commercial and government enterprises. The main conference takes place on July 16th-17th and features keynote speeches, sessions on developing strategy maps and measures, communicating strategy, and reporting scorecard performance. Attendees can earn up to 15 CPE credits. Sponsorship opportunities and in-house training options are also advertised.
The document describes a conference on implementing strategy using the Balanced Scorecard methodology. The conference includes two optional pre-conference workshops on July 15th that provide fundamentals on using the Balanced Scorecard for commercial enterprises and implementing business intelligence to enable a strategy-aligned Balanced Scorecard. The main conference then takes place on July 16-17 and focuses on developing strategy maps and key measures, managing organizations through strategic themes, communicating strategy, and building an Office of Strategy Management using the Balanced Scorecard.
This document provides information about a conference on executing strategy efficiently and effectively using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC, and will include workshops on July 15 and the main conference on July 16-17. Attendees will learn how to develop a Balanced Scorecard strategy, align their organization to strategy, and link performance incentives, planning and budgeting to the Balanced Scorecard. Speakers will discuss topics such as developing strategy maps, key measures and metrics, managing through strategic themes, and lessons learned from Balanced Scorecard implementation.
This document provides information about a conference on executing strategy efficiently and effectively using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC, and will include workshops on July 15 and the main conference on July 16-17. Attendees will learn how to develop a Balanced Scorecard strategy, align their organization to strategy, and link performance incentives, planning and budgeting to the Balanced Scorecard. Speakers will discuss topics such as developing strategy maps, key measures and metrics, managing through strategic themes, and lessons learned from Balanced Scorecard implementation.
The document provides information about the Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits over the three day event. The forum will provide step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Sessions will include hands-on exercises and presentations of participant work. Topics will cover strategic planning, performance measurement, project management, and becoming a strategy focused organization.
The document describes a conference on implementing the Balanced Scorecard strategy tool. It provides details on pre-conference workshops on March 16, 2009 that will provide hands-on exercises for developing Balanced Scorecards. Workshop A will focus on implementation for commercial enterprises, teaching fundamentals and best practices. Workshop B will focus on conveying transparency and results to taxpayers for government organizations. The document encourages attendees to register and lists who should attend, such as CEOs, CFOs, and performance analysts.
The document describes an upcoming conference on implementing strategy using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC and include workshops and presentations on developing strategy maps, aligning organizations and employees with strategy, linking planning and budgeting to the Balanced Scorecard, and achieving organizational excellence through the Balanced Scorecard. The agenda provides details on the workshop and presentation topics and speakers over the course of the two-day conference.
This document provides an agenda for a two-day conference on implementing the Balanced Scorecard methodology. The conference includes keynote speeches, workshops, and sessions on developing strategy maps, communicating strategy, managing performance, and building an effective Balanced Scorecard. There are optional pre-conference workshops on implementing the Balanced Scorecard for commercial and government enterprises. Attendees can earn up to 15 CPE credits.
This document provides an agenda for a two-day conference on implementing a balanced scorecard approach. The conference includes pre-conference workshops on July 15th that focus on balanced scorecard fundamentals for commercial and government enterprises. The main conference takes place on July 16th-17th and features keynote speeches, sessions on developing strategy maps and measures, communicating strategy, and reporting scorecard performance. Attendees can earn up to 15 CPE credits. Sponsorship opportunities and in-house training options are also advertised.
The document describes a conference on implementing strategy using the Balanced Scorecard methodology. The conference includes two optional pre-conference workshops on July 15th that provide fundamentals on using the Balanced Scorecard for commercial enterprises and implementing business intelligence to enable a strategy-aligned Balanced Scorecard. The main conference then takes place on July 16-17 and focuses on developing strategy maps and key measures, managing organizations through strategic themes, communicating strategy, and building an Office of Strategy Management using the Balanced Scorecard.
This document provides information about a conference on executing strategy efficiently and effectively using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC, and will include workshops on July 15 and the main conference on July 16-17. Attendees will learn how to develop a Balanced Scorecard strategy, align their organization to strategy, and link performance incentives, planning and budgeting to the Balanced Scorecard. Speakers will discuss topics such as developing strategy maps, key measures and metrics, managing through strategic themes, and lessons learned from Balanced Scorecard implementation.
This document provides information about a conference on executing strategy efficiently and effectively using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC, and will include workshops on July 15 and the main conference on July 16-17. Attendees will learn how to develop a Balanced Scorecard strategy, align their organization to strategy, and link performance incentives, planning and budgeting to the Balanced Scorecard. Speakers will discuss topics such as developing strategy maps, key measures and metrics, managing through strategic themes, and lessons learned from Balanced Scorecard implementation.
The document provides information about the Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits over the three day event. The forum will provide step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Sessions will include hands-on exercises and presentations of participant work. Topics will cover strategic planning, performance measurement, project management, and becoming a strategy focused organization.
The document describes a conference on implementing the Balanced Scorecard strategy tool. It provides details on pre-conference workshops on March 16, 2009 that will provide hands-on exercises for developing Balanced Scorecards. Workshop A will focus on implementation for commercial enterprises, teaching fundamentals and best practices. Workshop B will focus on conveying transparency and results to taxpayers for government organizations. The document encourages attendees to register and lists who should attend, such as CEOs, CFOs, and performance analysts.
This document provides information about a conference on implementing and advancing strategy using the Balanced Scorecard methodology. The conference will be held on December 8-9, 2009 in Arlington, VA and includes optional pre-conference workshops on December 7. Attendees will learn how to streamline strategic planning, develop strategic initiatives, communicate performance effectively, link measures to employee performance, and identify next steps after implementation. Speakers will address topics like change management strategies, developing key measures and metrics, matching measures to job functions, and cascading the Balanced Scorecard throughout an organization.
The document summarizes a three-day training forum on corporate performance management held from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits. Day one focuses on building strategy maps and balanced scorecards through hands-on exercises. Day two covers identifying measures, setting targets, building initiative maps, and facilitating strategy-focused organization meetings. Day three is about communicating and reporting performance metrics. The forum teaches best practices for implementing performance management systems through case studies and exercises to help participants improve business results.
This 5-day training event provides 35 PDUs and focuses on teaching project management methodologies based on the PMBOK. The training will cover key aspects of initiating, planning, executing, monitoring/controlling, and closing projects based on 9 knowledge areas. Participants will learn techniques for defining requirements, creating work breakdown structures, developing schedules and budgets, managing risks and changes, and closing projects. The training is aimed at project managers, but also others involved in project work.
This document provides information about the Corporate Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. The forum will provide up to 18 CPE credits and feature step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Participants will learn skills for implementing performance management and applying strategies to improve organizational results. The agenda outlines sessions on various performance management topics each day, including strategy mapping, measure identification, reporting, and becoming a strategy-focused organization.
This document provides information about the Budgeting & Forecasting Masters 2009 conference to be held September 28-30, 2009 in Philadelphia, PA. The conference will focus on improving budgeting and forecasting techniques and will provide up to 15 CPE credits. Sessions over the two and a half day event will address topics such as developing accurate forecasts with imperfect data, driver-based budgeting, risk assessment in forecasting, and streamlining organizational forecasting processes. Pre and post-conference workshops are also available on transitioning to rolling forecasts and modeling key business drivers.
This document provides information about a 5-day project management training seminar taking place from June 22-26, 2009 in Washington DC. The training will provide 35 PDUs and 30 CPE credits. Participants will learn project management methodology based on the PMBOK and will gain skills in defining and planning projects, tracking projects, defining goals and requirements, managing scope, and closing projects. The training will cover topics such as project initiation, organization, estimation, scheduling, risk management, team development, reporting, and closeout. It provides an agenda and descriptions for each day of the training.
This document provides information about a two-day training workshop on process improvement using Lean Six Sigma Yellow Belt certification. The workshop will be held on April 19-20, 2010 in San Diego, CA and will teach participants to apply Six Sigma tools to solve organizational challenges, learn the DMAIC process, and identify and overcome potential deployment pitfalls. Attendees will learn techniques to continuously improve processes and complete a work-related project.
The document advertises a two-day training conference on developing and implementing rolling forecasts to improve financial performance. Attendees will learn how to design effective rolling forecasts that identify key business drivers, trends, and risks to improve forecast accuracy. The training will provide guidance on aligning rolling forecasts with strategic plans and integrating them into the management process. The conference will be held in Washington D.C. on August 5-6, 2009 and offers 13 CPE credits to attendees such as CFOs, VPs of finance, and financial analysts.
The document announces the Social Services Performance Summit 2009, which will be held on September 22-23, 2009 in Washington, DC, with optional pre-conference and post-conference workshops. The summit will focus on improving social services delivery through performance management, measurement, and accountability. Topics will include implementing performance measures, navigating transparency and accountability requirements, and using data to evaluate programs. Attendees will learn best practices for compliance, continuous improvement, and demonstrating results.
This 3-day training event provides government employees with the skills to implement a balanced scorecard performance management system. Attendees will learn how to create strategy maps, develop performance measures, link individual performance plans, and build organizational strategies. The training will cover building scorecards, setting targets, prioritizing initiatives, and communicating results. Attendees can earn 18 continuing education credits, and the training is offered at the Performance Institute in Arlington, VA from October 18-20, 2010.
This document provides information about a Lean Six Sigma Yellow Belt Certification training program. The two-day training will:
1) Teach participants to apply Six Sigma tools and methodologies like DMAIC (Define, Measure, Analyze, Improve, Control) to solve organizational challenges and improve projects.
2) Provide an introduction to Lean Six Sigma concepts and help participants understand how to use processes like DMAIC to improve quality, reduce costs and cycle times.
3) Equip professionals with techniques to continuously improve work through problem solving projects.
This document describes three interactive courses on developing a balanced scorecard for strategic management. The courses cover: 1) building a strategy map and balanced scorecard; 2) aligning and motivating employees using the balanced scorecard; and 3) managing strategically using the balanced scorecard. The trainer, Bob Paladino, is a balanced scorecard hall of fame winner who will guide participants through hands-on exercises applying the concepts to real case studies.
This document describes a three-course certification program on developing and implementing a balanced scorecard. Each course is two days and focuses on a different aspect of the balanced scorecard process. Course 1 covers building a strategy map and balanced scorecard. Course 2 focuses on aligning and motivating an organization using the balanced scorecard. Course 3 teaches how to strategically manage an organization using the balanced scorecard. The courses provide step-by-step instruction, case studies, exercises and networking opportunities to help participants develop hall-of-fame caliber balanced scorecard programs.
The document provides information about the Corporate Performance Management Training Forum 2010, which will take place on January 20-21, 2010 in Arlington, VA. The forum will provide training on building strategy maps, balanced scorecards, and initiative maps through hands-on exercises. Participants can earn up to 12 CPE credits. The training is aimed at strategic planners, performance analysts, project managers, and other professionals. The agenda outlines the daily schedule and topics to be covered over the two-day event.
The document describes two interactive courses on performance auditing and program evaluation taking place from September 27-30, 2010 in Arlington, VA. The performance auditing course will focus on creating strategies to improve performance auditing and developing relevant program measures. The program evaluation course will teach how to determine if a program is achieving its intended outcomes and how to build an evaluation system. The courses will provide techniques for using performance data to drive decision making, assessing risks and vulnerabilities, developing audit objectives, and selecting appropriate data collection and analysis methods. Attendees include government auditors, inspectors general, program managers, and other professionals.
The document provides information about the Balanced Scorecard 2009 conference, including the dates, location, agenda, sessions, speakers, and registration details. The conference will be held on December 8-9, 2009 in Arlington, VA and focuses on helping attendees define, implement, and advance organizational strategy using the Balanced Scorecard approach. The agenda covers topics such as change management, strategy mapping, performance monitoring, measure development, cascading the scorecard, and next steps in implementation. Participants can earn up to 15 CPE credits.
The document announces an upcoming training event on auditing and evaluating government program performance held from September 27-30, 2010 in Arlington, VA. The event features two interactive courses on performance auditing and program evaluation, with the goal of helping participants use performance information to drive decision making and prove that government programs are achieving intended outcomes. The performance auditing course will cover creating successful auditing strategies, developing relevant program measures, and learning how to improve program objectives. The program evaluation course will teach how to determine if a program is accomplishing its goals and how to build an evaluation system within an organization.
The document describes a Lean Six Sigma Yellow Belt certification course that will teach participants to apply Six Sigma tools and the DMAIC process to solve organizational challenges and improve processes. The 2-day course will cover Six Sigma concepts and methods, process mapping, project management, and tools for defining problems, measuring performance, analyzing causes of defects, improving processes, and controlling gains. Attendees will learn techniques to support continuous improvement through team problem solving and complete a work-related project.
The document provides information about the Strategic Alliance Conference taking place from March 15-17, 2010 in Arlington, VA. The conference will feature workshops and sessions on topics such as identifying successful partnerships, developing alliance strategy, and harnessing innovation through strategic alliances. Participants will learn best practices for launching, managing, and evaluating strategic alliances. The conference will be held at the Performance Institute Conference Center and a limited number of rooms have been reserved at a nearby hotel.
This document provides information about a one-day event on April 29, 2009 in Washington DC about renovating and improving government facilities to make them more environmentally friendly. The event will cover understanding the Recovery Act funding and how to track funds from GSA, examining LEED certification, reducing costs through energy efficiency and renewable energy, and increasing productivity and health of employees. Attendees will learn about retrofitting buildings to be more sustainable, managing energy and waste strategically, conducting energy and water audits, and green purchasing.
This two-day training event focused on social services contracts and grants. Day one covered writing successful performance-based proposals and identifying reliable funding sources. Day two examined audit requirements for grants and how to prepare for and navigate the audit process. Speakers would provide advice on drafting proposals, conducting risk assessments, and ensuring proper documentation. The event aimed to help attendees obtain and manage contracts and grants while implementing performance measures and accountability.
This document provides information about a two-day customer experience management training event held on July 13-14, 2009 in Washington, DC. The training will teach attendees how to maximize the customer experience to improve satisfaction, loyalty, and profitability. Specific topics to be covered include understanding the customer experience, utilizing metrics to measure experience, generating buy-in for initiatives, and designing memorable experiences. The agenda lists the schedule, topics, and speakers for each day of the event.
This document provides information about a conference on implementing and advancing strategy using the Balanced Scorecard methodology. The conference will be held on December 8-9, 2009 in Arlington, VA and includes optional pre-conference workshops on December 7. Attendees will learn how to streamline strategic planning, develop strategic initiatives, communicate performance effectively, link measures to employee performance, and identify next steps after implementation. Speakers will address topics like change management strategies, developing key measures and metrics, matching measures to job functions, and cascading the Balanced Scorecard throughout an organization.
The document summarizes a three-day training forum on corporate performance management held from January 20-22, 2010 in Arlington, VA. Attendees can earn up to 18 CPE credits. Day one focuses on building strategy maps and balanced scorecards through hands-on exercises. Day two covers identifying measures, setting targets, building initiative maps, and facilitating strategy-focused organization meetings. Day three is about communicating and reporting performance metrics. The forum teaches best practices for implementing performance management systems through case studies and exercises to help participants improve business results.
This 5-day training event provides 35 PDUs and focuses on teaching project management methodologies based on the PMBOK. The training will cover key aspects of initiating, planning, executing, monitoring/controlling, and closing projects based on 9 knowledge areas. Participants will learn techniques for defining requirements, creating work breakdown structures, developing schedules and budgets, managing risks and changes, and closing projects. The training is aimed at project managers, but also others involved in project work.
This document provides information about the Corporate Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. The forum will provide up to 18 CPE credits and feature step-by-step training on building strategy maps, balanced scorecards, and performance reporting. Participants will learn skills for implementing performance management and applying strategies to improve organizational results. The agenda outlines sessions on various performance management topics each day, including strategy mapping, measure identification, reporting, and becoming a strategy-focused organization.
This document provides information about the Budgeting & Forecasting Masters 2009 conference to be held September 28-30, 2009 in Philadelphia, PA. The conference will focus on improving budgeting and forecasting techniques and will provide up to 15 CPE credits. Sessions over the two and a half day event will address topics such as developing accurate forecasts with imperfect data, driver-based budgeting, risk assessment in forecasting, and streamlining organizational forecasting processes. Pre and post-conference workshops are also available on transitioning to rolling forecasts and modeling key business drivers.
This document provides information about a 5-day project management training seminar taking place from June 22-26, 2009 in Washington DC. The training will provide 35 PDUs and 30 CPE credits. Participants will learn project management methodology based on the PMBOK and will gain skills in defining and planning projects, tracking projects, defining goals and requirements, managing scope, and closing projects. The training will cover topics such as project initiation, organization, estimation, scheduling, risk management, team development, reporting, and closeout. It provides an agenda and descriptions for each day of the training.
This document provides information about a two-day training workshop on process improvement using Lean Six Sigma Yellow Belt certification. The workshop will be held on April 19-20, 2010 in San Diego, CA and will teach participants to apply Six Sigma tools to solve organizational challenges, learn the DMAIC process, and identify and overcome potential deployment pitfalls. Attendees will learn techniques to continuously improve processes and complete a work-related project.
The document advertises a two-day training conference on developing and implementing rolling forecasts to improve financial performance. Attendees will learn how to design effective rolling forecasts that identify key business drivers, trends, and risks to improve forecast accuracy. The training will provide guidance on aligning rolling forecasts with strategic plans and integrating them into the management process. The conference will be held in Washington D.C. on August 5-6, 2009 and offers 13 CPE credits to attendees such as CFOs, VPs of finance, and financial analysts.
The document announces the Social Services Performance Summit 2009, which will be held on September 22-23, 2009 in Washington, DC, with optional pre-conference and post-conference workshops. The summit will focus on improving social services delivery through performance management, measurement, and accountability. Topics will include implementing performance measures, navigating transparency and accountability requirements, and using data to evaluate programs. Attendees will learn best practices for compliance, continuous improvement, and demonstrating results.
This 3-day training event provides government employees with the skills to implement a balanced scorecard performance management system. Attendees will learn how to create strategy maps, develop performance measures, link individual performance plans, and build organizational strategies. The training will cover building scorecards, setting targets, prioritizing initiatives, and communicating results. Attendees can earn 18 continuing education credits, and the training is offered at the Performance Institute in Arlington, VA from October 18-20, 2010.
This document provides information about a Lean Six Sigma Yellow Belt Certification training program. The two-day training will:
1) Teach participants to apply Six Sigma tools and methodologies like DMAIC (Define, Measure, Analyze, Improve, Control) to solve organizational challenges and improve projects.
2) Provide an introduction to Lean Six Sigma concepts and help participants understand how to use processes like DMAIC to improve quality, reduce costs and cycle times.
3) Equip professionals with techniques to continuously improve work through problem solving projects.
This document describes three interactive courses on developing a balanced scorecard for strategic management. The courses cover: 1) building a strategy map and balanced scorecard; 2) aligning and motivating employees using the balanced scorecard; and 3) managing strategically using the balanced scorecard. The trainer, Bob Paladino, is a balanced scorecard hall of fame winner who will guide participants through hands-on exercises applying the concepts to real case studies.
This document describes a three-course certification program on developing and implementing a balanced scorecard. Each course is two days and focuses on a different aspect of the balanced scorecard process. Course 1 covers building a strategy map and balanced scorecard. Course 2 focuses on aligning and motivating an organization using the balanced scorecard. Course 3 teaches how to strategically manage an organization using the balanced scorecard. The courses provide step-by-step instruction, case studies, exercises and networking opportunities to help participants develop hall-of-fame caliber balanced scorecard programs.
The document provides information about the Corporate Performance Management Training Forum 2010, which will take place on January 20-21, 2010 in Arlington, VA. The forum will provide training on building strategy maps, balanced scorecards, and initiative maps through hands-on exercises. Participants can earn up to 12 CPE credits. The training is aimed at strategic planners, performance analysts, project managers, and other professionals. The agenda outlines the daily schedule and topics to be covered over the two-day event.
The document describes two interactive courses on performance auditing and program evaluation taking place from September 27-30, 2010 in Arlington, VA. The performance auditing course will focus on creating strategies to improve performance auditing and developing relevant program measures. The program evaluation course will teach how to determine if a program is achieving its intended outcomes and how to build an evaluation system. The courses will provide techniques for using performance data to drive decision making, assessing risks and vulnerabilities, developing audit objectives, and selecting appropriate data collection and analysis methods. Attendees include government auditors, inspectors general, program managers, and other professionals.
The document provides information about the Balanced Scorecard 2009 conference, including the dates, location, agenda, sessions, speakers, and registration details. The conference will be held on December 8-9, 2009 in Arlington, VA and focuses on helping attendees define, implement, and advance organizational strategy using the Balanced Scorecard approach. The agenda covers topics such as change management, strategy mapping, performance monitoring, measure development, cascading the scorecard, and next steps in implementation. Participants can earn up to 15 CPE credits.
The document announces an upcoming training event on auditing and evaluating government program performance held from September 27-30, 2010 in Arlington, VA. The event features two interactive courses on performance auditing and program evaluation, with the goal of helping participants use performance information to drive decision making and prove that government programs are achieving intended outcomes. The performance auditing course will cover creating successful auditing strategies, developing relevant program measures, and learning how to improve program objectives. The program evaluation course will teach how to determine if a program is accomplishing its goals and how to build an evaluation system within an organization.
The document describes a Lean Six Sigma Yellow Belt certification course that will teach participants to apply Six Sigma tools and the DMAIC process to solve organizational challenges and improve processes. The 2-day course will cover Six Sigma concepts and methods, process mapping, project management, and tools for defining problems, measuring performance, analyzing causes of defects, improving processes, and controlling gains. Attendees will learn techniques to support continuous improvement through team problem solving and complete a work-related project.
The document provides information about the Strategic Alliance Conference taking place from March 15-17, 2010 in Arlington, VA. The conference will feature workshops and sessions on topics such as identifying successful partnerships, developing alliance strategy, and harnessing innovation through strategic alliances. Participants will learn best practices for launching, managing, and evaluating strategic alliances. The conference will be held at the Performance Institute Conference Center and a limited number of rooms have been reserved at a nearby hotel.
This document provides information about a one-day event on April 29, 2009 in Washington DC about renovating and improving government facilities to make them more environmentally friendly. The event will cover understanding the Recovery Act funding and how to track funds from GSA, examining LEED certification, reducing costs through energy efficiency and renewable energy, and increasing productivity and health of employees. Attendees will learn about retrofitting buildings to be more sustainable, managing energy and waste strategically, conducting energy and water audits, and green purchasing.
This two-day training event focused on social services contracts and grants. Day one covered writing successful performance-based proposals and identifying reliable funding sources. Day two examined audit requirements for grants and how to prepare for and navigate the audit process. Speakers would provide advice on drafting proposals, conducting risk assessments, and ensuring proper documentation. The event aimed to help attendees obtain and manage contracts and grants while implementing performance measures and accountability.
This document provides information about a two-day customer experience management training event held on July 13-14, 2009 in Washington, DC. The training will teach attendees how to maximize the customer experience to improve satisfaction, loyalty, and profitability. Specific topics to be covered include understanding the customer experience, utilizing metrics to measure experience, generating buy-in for initiatives, and designing memorable experiences. The agenda lists the schedule, topics, and speakers for each day of the event.
This document provides information about the Talent Management Solutions 2010 conference, which will take place April 14-15, 2010 in Arlington, VA. The conference will focus on strategies for recruiting, engaging, and retaining employees. Topics will include understanding the changing talent management landscape, creating effective onboarding programs, using social media to connect the workforce, and revitalizing employee retention. Speakers will provide case studies and techniques for talent management best practices. Participants can learn how to develop comprehensive talent management strategies to build a thriving workforce.
The document provides information about the "Balanced Scorecard 2009" conference, including the dates, location, sessions, speakers, and registration details. The conference focuses on helping attendees learn strategies and techniques for defining, implementing, and advancing organizational goals through the balanced scorecard approach. Sessions over the two-day event will cover topics such as change management, strategy mapping, developing key performance measures, and cascading the balanced scorecard throughout an organization. The conference also offers optional pre-conference workshops on implementing balanced scorecards and using business intelligence.
This document summarizes the 2009 Federal Performance Policy Forum event. The event will take place from May 6-8, 2009 in Arlington, VA and focus on transforming federal program management through performance-based frameworks, objective evaluation systems, and linking program results to fiscal priorities. Day one will include keynote addresses and panels on federal policy, the congressional appropriations process, and developing performance-based frameworks. Day two will examine the role of the new Chief Performance Officer and overcoming budget challenges through performance measures and reporting. Post-conference workshops on May 8th will focus on strategic planning and program evaluation in government.
The document provides information about The Performance Conference 2009 being held October 6-9, 2009 in Chicago, IL. The conference will feature 12 comprehensive tracks on topics related to performance management such as performance measurement systems, workforce metrics, linking Lean Six Sigma methods to strategy, and customer management. It will provide over 23 hours of CPE credits. Attendees will include C-level executives, VPs, directors, managers, and analysts from various industries and functions involved in organizational performance planning and management. The goal is for attendees to learn how to effectively manage performance in an economic downturn through operational efficiencies, cost reductions, and improved profitability and financial stability.
This document provides information about a 5-day project management training seminar taking place from June 22-26, 2009 in Washington DC. The training will provide 35 PDUs and 30 CPE credits. Participants will learn project management methodology based on the PMBOK to help define and plan projects, track projects, define goals and requirements, manage scope, and close out projects. The training will cover topics like project initiation, organization, estimation, scheduling, risk management, team development, reporting, and lessons learned. The document provides an agenda and descriptions for each day of the training.
The document provides information about a two-day conference on implementing balanced scorecards. The conference includes optional pre-conference workshops on July 15th focusing on balanced scorecard fundamentals for commercial and government enterprises, as well as using business intelligence to enable strategy-aligned scorecards. The main conference on July 16th-17th will address developing strategy maps and key measures, communicating and managing strategy, reporting performance, and establishing an office of strategic management. Attendees can earn up to 15 CPE credits.
This document provides information about a conference on executing strategy efficiently and effectively using the Balanced Scorecard methodology. The conference will take place July 15-17, 2009 in Washington, DC, and will include workshops on July 15 and the main conference on July 16-17. Attendees will learn how to develop a Balanced Scorecard strategy, align their organization to strategy, and link performance incentives, planning and budgeting to the Balanced Scorecard. Speakers will discuss topics such as developing strategy maps, key measures and metrics, managing through strategic themes, and lessons learned from Balanced Scorecard implementation.
The document provides information about a conference on implementing balanced scorecards effectively that will take place from August 23-25, 2010 in Washington DC. The conference will include workshops on the first day covering balanced scorecard fundamentals and using business intelligence to enable strategy-aligned scorecards. Day two will focus on developing key measures and cascading scorecards throughout an organization. Speakers will provide guidance on topics such as change management, strategy mapping, monitoring performance, and motivating employees. Attendees include CEOs, CFOs, and other executives seeking to transform strategy into action using balanced scorecards.
The document provides information about the "Balanced Scorecard 2009" conference, including details about sessions, speakers, locations, and registration. The conference focuses on helping attendees learn strategies to define, implement, and advance organizational goals through effective use of the Balanced Scorecard approach. Key topics include developing strategic initiatives, communicating performance, linking measures to employee performance, and identifying next steps after implementation. The conference includes workshops on December 7th and the main two-day event on December 8-9th in Arlington, VA.
This document provides information about a two-day conference on implementing and advancing strategy using the Balanced Scorecard approach. The conference includes keynote speeches, workshops and sessions on topics such as developing strategic initiatives, communicating performance effectively, linking measures to employee performance, and identifying next steps after implementation. Attendees will learn practical techniques for defining, implementing and advancing organizational goals through the Balanced Scorecard methodology. Pre-conference workshops on December 7th cover fundamentals of Balanced Scorecards and implementing business intelligence to enable strategy-aligned scorecards.
The document provides information about the Balanced Scorecard 2009 conference, including the dates, location, schedule, speakers, and topics. The two-day conference in Arlington, VA will focus on helping attendees define, implement, and advance organizational strategy using the Balanced Scorecard methodology. Speakers will cover topics such as change management strategies, developing key performance measures and metrics, cascading the Balanced Scorecard throughout the organization, and next steps after implementation. The pre-conference workshops on December 7th will focus on Balanced Scorecard fundamentals and implementing business intelligence to support a strategy-aligned scorecard.
The document summarizes a conference on implementing balanced scorecards. It provides an overview of the conference agenda, including keynote speakers and sessions on topics such as change management strategies, organizational excellence, strategy mapping, developing key metrics and measures, and cascading balanced scorecards throughout an organization. The conference aims to teach attendees how to define, implement and advance organizational strategy using balanced scorecards.
The document provides information about the Balanced Scorecard 2009 conference, including dates, location, agenda, sessions, speakers, and registration details. The conference will be held December 8-9, 2009 in Arlington, VA and focuses on implementing and advancing organizational strategy using a Balanced Scorecard approach. Attendees will learn how to streamline strategic planning, develop strategic initiatives, communicate performance effectively, and take next steps after implementation. Pre-conference workshops on December 7th cover Balanced Scorecard fundamentals and implementing business intelligence to support strategy.
The document provides information about the Balanced Scorecard 2009 conference, including dates, location, agenda, sessions, speakers, and registration details. The conference will be held December 8-9, 2009 in Arlington, VA and focuses on implementing balanced scorecards to achieve organizational goals and strategy. Attendees can earn up to 15 CPE credits learning strategies like cascading scorecards, developing key measures, and next steps after implementation. Pre-conference workshops on December 7th cover scorecard fundamentals and business intelligence.
The document provides information about the Balanced Scorecard 2009 conference, including dates, location, agenda, sessions, speakers, and registration details. The conference will be held December 8-9, 2009 in Arlington, VA and focuses on implementing balanced scorecards to achieve organizational goals and strategy. Attendees can earn up to 15 CPE credits learning topics such as change management, strategy mapping, developing key measures, and cascading scorecards throughout an organization. Pre-conference workshops are also offered on December 7.
The document provides information about the "Balanced Scorecard 2009" conference, including dates, location, agenda items, speakers, and registration details. The conference aims to teach attendees how to implement balanced scorecards to advance organizational strategy and goals. Over two days and optional workshops, topics will include developing measures, cascading scorecards, leadership, and monitoring performance. Attendees can earn up to 15 CPE credits. The conference will be held in Arlington, VA in December 2009.
The document provides information about the Balanced Scorecard 2010 conference taking place from August 23-25, 2010 in Washington, DC. The conference will focus on communicating Balanced Scorecard performance effectively, defining and implementing strategy, cascading strategy throughout the organization, and identifying next steps after implementation. It includes an agenda with keynote speakers and sessions on topics like developing measures, managing change, and linking performance to financial and business processes. Pre-conference workshops on August 23rd will cover Balanced Scorecard fundamentals and business intelligence fundamentals.
The document provides information about the Balanced Scorecard 2010 conference taking place from August 23-25, 2010 in Arlington, VA. The conference will focus on communicating Balanced Scorecard performance effectively, defining and implementing strategy, cascading strategy throughout the organization, and identifying next steps after implementation. Attendees can earn up to 18 CPE credits. Pre-conference workshops on August 23rd will cover Balanced Scorecard fundamentals and implementing BI to enable a strategy-aligned Balanced Scorecard. Conference sessions over the following two days will address topics such as developing key measures, the learning growth perspective, managing through strategic themes, and the role of leadership in BSC initiatives.
This document provides information about the Corporate Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. The forum will provide up to 18 CPE credits and feature step-by-step training on building strategy maps, balanced scorecards, and initiative maps. Participants will learn best practices for performance measurement, reporting, and communication to improve organizational results. Sessions will include hands-on exercises using real examples. The training is intended for strategic planners, directors, analysts, and other professionals seeking to implement performance management frameworks.
This document provides information about the Corporate Performance Management Training Forum 2010, which will take place from January 20-22, 2010 in Arlington, VA. The forum will provide up to 18 CPE credits and feature step-by-step training on building strategy maps, balanced scorecards, and initiative maps. Participants will learn skills for identifying key performance measures and setting targets. They will also learn techniques for effective performance reporting and communication. The training will use hands-on exercises with real case studies.
This two-day training workshop on activity-based costing provides attendees with a step-by-step guide to measuring and managing profitability and performance using costing analytics. Over the course of the workshop, participants will learn how to implement activity-based costing, develop a costing and profitability model, and create a cost leadership plan to integrate costing with other business systems to improve financial performance and decision making. The workshop also covers best practices for data collection, reporting profitability metrics, and sustaining costing initiatives for long-term value creation.
This two-day training event focuses on teaching participants how to implement activity-based costing to improve financial performance and understand how this information can create value for an organization. The training will cover developing an implementation plan, conducting process analysis, collecting cost and activity data, building costing models, reporting profitability and costing analytics, and integrating this information into other business processes. Attendees will include CFOs, VPs of finance, controllers, and financial analysts. The training can also be customized and delivered on-site for organizations.
The document provides an agenda for a two-day training seminar on implementing activity-based costing (ABC) to improve financial performance and profitability. The training will cover developing an ABC implementation plan, conducting process analysis, collecting cost data, building an ABC model, reporting and analyzing cost and profitability data, and integrating ABC with other business systems. Attendees will learn how to use ABC information to enhance decision-making, strategy development, and value creation. The seminar aims to provide practical steps and exercises to help participants develop and execute an ABC initiative at their organizations.
The document provides an agenda for a two-day training seminar on implementing activity-based costing (ABC) to improve financial performance and profitability. The training will cover developing an ABC implementation plan, conducting process analysis, collecting cost data, building an ABC model, reporting ABC analytics, and integrating ABC with other business systems. Attendees will learn how to use ABC information to enhance decision-making, strategy, and value creation. The seminar aims to provide practical steps and exercises to help participants develop and execute an ABC initiative at their organizations.
This two-day training workshop provides attendees with a step-by-step guide to implementing activity-based costing (ABC) to improve financial performance and profitability. Over the course of the workshop, participants will learn how to develop and implement an ABC model, identify key cost components, collect necessary data, build the ABC cost model in Excel, integrate costing with other business systems, and create value within their organization using ABC analytics. The workshop includes case studies and exercises to help attendees apply the concepts to their own organizations.
This document is an image file without any text content. Therefore, I am unable to provide a meaningful summary in 3 sentences or less based on the information given. The document appears to be an image but I cannot determine the subject or essential details of the image from the file itself.
The document discusses five common workplace legal pitfalls and provides strategies to avoid them. It addresses issues related to employee classification, health and safety litigation, equal employment opportunity laws, social media use, and limiting supervisor liability. For each pitfall, it provides tips such as carefully auditing employee classifications, establishing clear expectations and accountability, asking consistency questions during EEO investigations, defining appropriate social media use policies, and conducting harassment training for supervisors.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and drive business results. The conference will provide an overview of Lean Six Sigma and the DMAIC process, techniques for selecting and managing Six Sigma projects in IT, and case studies on implementing Six Sigma in IT departments. Sessions will also address change management, integrating Six Sigma with ITIL, and migrating from waterfall to lean development models. Attendees can earn up to 18 CPE credits. The conference will be held in Arlington, VA on September 29-30, 2010.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This 3-day course provides comprehensive exam preparation for the Project Management Professional (PMP)® certification exam. Participants will learn the essential terminology, tools, and techniques to navigate the five process groups and nine knowledge areas of the PMBOK® Guide. The course covers key topics like scope, time, cost, quality and risk management, and communication skills. Participants receive a complimentary copy of the PMBOK® Guide and take practice questions and a full-length mock exam to prepare for the real PMP® exam.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and functions. The conference will provide an overview of Lean Six Sigma and the DMAIC process, discuss specific case studies, and offer a pre-conference certification option. Sessions will address topics such as change management, process transformation, and integrating Six Sigma with other frameworks like ITIL. Attendees will learn techniques for enhancing the quality, efficiency and results of their IT operations through Lean Six Sigma.
This document provides information about a 3-day training course on preparing for the Project Management Professional (PMP) certification exam. The course will cover the key concepts and processes needed to understand the PMP exam, provide sample questions and a practice exam, and help attendees create a personalized study plan. It will be held in Arlington, VA in October 2010. Attendees will learn about the latest PMBOK guide, tips for passing the exam, and how to apply and prepare to take the PMP exam.
This document provides an agenda for a three-day training on implementing a balanced scorecard for government. The training will cover developing a strategy map, identifying key performance measures, building balanced scorecards, setting targets, and creating strategic initiative maps. Attendees will learn best practices for rolling out a balanced scorecard and creating a strategy-focused organization through presentations, exercises and case studies.
The document announces an environmental performance summit to be held from June 28-30, 2010 in Arlington, VA. The summit will focus on measuring and improving environmental performance in government through workshops on developing quality performance measures, performance-based budgeting, and selecting the right performance measures for environmental programs. Featured speakers will discuss renewable energy contributions to environmental sustainability and innovations for utilizing performance measures. Attendees include environmental managers, specialists, researchers, and sustainability coordinators.
The document announces an upcoming training event on auditing and evaluating government program performance held from September 27-30, 2010 in Arlington, VA. The event features two interactive courses on performance auditing and program evaluation. Performance auditing focuses on achieving maximum impact through relevant program measures and improving program objectives. Program evaluation teaches how to determine if a program is accomplishing its intended outcomes and how to build an evaluation system. Attendees will learn how to use performance information to drive decision making and capture accurate data to prove government programs are achieving their goals.
The document discusses a Lean Six Sigma conference for IT professionals to be held from September 27-30, 2010. The conference will provide 18 CPE credits and optional yellow belt certification. Attendees will learn how to apply Lean Six Sigma methodology to improve IT processes and drive business results. They will gain tools to continuously improve work through problem solving. The yellow belt track on September 27-28 will cover Lean Six Sigma concepts and techniques to define, measure, analyze, improve and control processes.
This document provides information about a two-day conference on applying Lean Six Sigma methodology to improve IT processes and functions. The conference will provide an overview of Lean Six Sigma and the DMAIC process, discuss specific case studies, and offer a pre-conference certification option. Sessions will address topics such as change management, process transformation, innovation, and combining Six Sigma with the ITIL framework. Attendees include IT professionals seeking to enhance quality, efficiency and results. CPE credits are offered.
This document provides an agenda and information for the "Budgeting and Forecasting Conference 2010" event being held from September 13-15, 2010 in San Diego, CA. The agenda outlines keynote speeches and sessions on each day that will discuss implementing tools for budgeting and forecasting, utilizing balanced scorecard techniques, developing rolling forecasts, and identifying key business drivers to improve forecasts. A post-conference workshop on September 15th will focus on modeling and forecasting key business drivers. The document provides information on registration, CPE credits, hotel accommodations, and pricing for the conference and workshop.
This document provides information about a 5-day training seminar on project management titled "Project Management for Results". The seminar will be held from October 4-8, 2010 in Arlington, VA and offers 35 PDUs and 30 CPE credits. Over the 5 days, participants will learn about project initiation, planning, execution, closing, tracking projects, using earned value management tools, understanding the project life cycle, developing estimates and schedules, and more. The seminar is aimed at project managers, program managers, procurement managers, IT specialists, and others involved in project management. Attending the seminar will help professionals bring projects from initiation to execution, develop performance measurements, understand factors for improving troubled projects, and prepare
This 3-day training event focuses on project management skills and earned value management. On day one, participants will learn about project initiation, planning, execution and closing. They will also review key project management concepts and terminology. Day two covers defining project requirements, developing a work breakdown structure, scheduling and network diagrams. Day three focuses on resource planning and management, risk planning, and quality planning. The event aims to help participants complete projects on time, within budget and meet customer expectations. It is suitable for project managers, program managers, procurement staff and others.
This document provides information about a 5-day training seminar on project management titled "Project Management for Results". The seminar will be held from October 4-8, 2010 in Arlington, VA and offers 35 PDUs and 30 CPE credits. Over the 5 days, participants will learn about project initiation, planning, execution, closing, tracking projects, using earned value management tools, understanding the project life cycle, developing a work breakdown structure, and other project management skills and methodologies according to the PMBOK. The seminar is aimed at project managers, program managers, procurement managers, IT specialists, and others involved in project management. Attending the seminar will help professionals bring projects from initiation to execution,
This 3-day training event focuses on project management for results using proven methodologies. Over the course of the training, participants will:
1) Learn the latest project management methodologies according to PMBOK including initiation, planning, execution, and closing projects.
2) Master key project management skills like stakeholder engagement, requirements definition, scheduling, budgeting, and performance measurement.
3) Earn 35 PDUs and 30 CPE credits upon completion.
The training is intended for project managers, program managers, procurement staff, and others seeking to improve their project delivery skills and prepare for PMP certification. Attendees will learn techniques to define projects, develop schedules and budgets, measure
The document summarizes an upcoming 90-minute online briefing about the Financial Reform Act featuring a panel of experts. The panel will discuss major elements of the Reform Act, including proposals for a new Consumer Financial Protection Agency, increased regulation of financial businesses, treatment of "too big to fail" institutions, and new rules around mortgage lending, executive compensation, and credit ratings agencies. Attendees can register for the audio conference and will receive a call-in pin and copies of regulatory reports.
The document summarizes an upcoming 90-minute online briefing about the Financial Reform Act featuring a panel of experts. The panel will discuss major elements of the Reform Act, including proposals for a new Consumer Financial Protection Agency, increased regulation of financial businesses, treatment of "too big to fail" institutions, and new rules around mortgage lending, executive compensation, and rating agencies. Attendees can register for the audio conference and will receive a call-in pin and copies of regulatory reports.
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Training my puppy and implementation in this story
B275
1. July 16 –17, 2009
Balanced
Washington, DC
Optional Pre-Conference
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
www.ASMIweb.com/Scorecard
2. Agenda at-a-Glance
Balanced Scorecard 2009
Pre-Conference Workshops: Monday, 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: Tuesday, 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: Wednesday, July 17, 2009
8:30 Continental Breakfast
9:00 Keynote Address:
Lessons Learned from Balanced Scorecard Implementation
10:30 Break & Refreshments
10:45 Report and Monitor Your Balanced Scorecard Performance
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
ASMIweb.com/Scorecard
Page 2
3. Workshops
July 15, 2009
Balanced Scorecard 2009
Pre-conference workshops
8:30
Workshop Registration are hands-on, interactive
sessions with specially
9:00 designed exercises
Workshop A
and projects that have
Balanced Scorecard Fundamentals for Commercial Enterprises:
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
application session, you
you learn how to integrate proven BSC tools and techniques to achieve breakthrough results.
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
experience by establishing
in the latest BSC advancements to accelerate your results towards a strategy-aligned
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 25 Hall of Fame best practices and valuable lessons – and pitfalls to avoid
the rest of the event.
Learn how to use established tools and templates to help accelerate your results
This workshop will dive
Discover a roadmap for the journey to developing, deploying and cascading strategy
maps and scorecards
deep into strategic
Bob Paladino
planning to help improve
Senior Fellow, ASMI
President, Bob Paladino & Associates your expertise and gain
knowledge of practical
12:00 tools to implement from
Lunch Break
field experts. Enrollment
space is limited, so
register today to reserve
your place.
Who Should Attend?
Scorecard Managers
CEOs, CFOs, COOs
Strategy and Business Planning
Performance Measurement
Managers
Analysts and Planners
Internal Auditors
Human Resource Professionals
Budget Directors and Managers
Program Evaluators
Project Managers
Program Managers
ASMIweb.com/Scorecard
Page 3
4. Workshops, Continued
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-
Conveying Transparency and Aligned Balanced Scorecard
James Rancourt,
Results to Taxpayers
President, Polymer Solutions This workshop is designed to help you
understand the purpose and power of BSC
The fundamentals of the Balanced Scorecard
and BI alignment in supporting optimal
include a combination of planning, creating,
business performance management. The
defining, and developing strategy. Learn
workshop will introduce you to the area of
how to identify the correct measures and
BI and will provide examples of how leading
targets to get an optimal return on your
companies have developed BI capabilities
efforts. This workshop, including hands-
that have resulted in measurable business
on exercises, will help you learn how to
performance improvement. Most importantly,
integrate proven BSC tools and techniques
this interactive session will provide you with
to achieve breakthrough results that cater to
the knowledge you need to understand the
government and non-profit organizations.
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
Understand the business risks of
President, Bob Paladino & Associates
uncoordinated Balanced Scorecard and
Business Intelligence programs
4:00
Workshops Adjourn
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
ASMIweb.com/Scorecard
Page 4
5. Day One
July 16, 2009
Balanced Scorecard 2009
“I learned a lot of
8:30
Conference Registration & Continental Breakfast
information that
9:00
Keynote Address
helped to clarify
Leadership’s Role in Managing and Implementing Balanced
Scorecard Initiatives
the Balanced
Execution of the Balanced Scorecard may depend on the entire organization buying in;
however, leadership remains critical to the BSC endeavor. It is not enough to simply wish to
Scorecard.”
be a strategy-focused organization – it needs support from above.
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.
ASMIweb.com/Scorecard
Page 5
6. Day One, Continued
July 16, 2009
Balanced Scorecard 2009
Integrate 12:00
Lunch Break
your Balanced
1:00
Scorecard with 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
Mission-Aligned Design useful measures for gauging business strategy and meaningful metrics for
tracking success
Performance Leverage performance objectives to provide context that gives operational scorecards
more meaning
Measures Bill Barberg
President
Insight Information, Inc.
2:30
Break & Refreshments
2:45
Manage Your Organization through Strategic Themes
Break down a strategy map into strategic themes, linking internal processes to customers
and shareholders
Use strategic themes to simplify your vision into manageable targets
Identify what themes best describe your organization’s strategy
Bill Barberg
President
Insight Information, Inc.
4:15
Day One Adjourns
ASMIweb.com/Scorecard
Page 6
7. Day Two
July 17, 2009
Balanced Scorecard 2009
“Great speakers,
8:30
Continental Breakfast
very engaging,
9:00
lots of real life
Keynote Address
Lessons Learned from Balanced Scorecard Implementation
examples and
Hear first hand the experiences, challenges and roadblocks faced by someone who
has already implemented and maintained Balanced Scorecard practices within their
complex topics
own organization.
Identify tools necessary for executing a successful BSC initiative
were made
Harness the confidence to introduce new strategy into your own organization
simple.”
10:30
Christine Phillips,
Break & Refreshments Human Resources, Newfoundland
Labrador Liquor Corporation
10:45
Report and Monitor Your Balanced Scorecard Performance with Tangible
and Intangible Measures
Supervise the overall function of the BSC to guarantee strategic success and execution
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 implementing the BSC
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
ASMIweb.com/Scorecard
Page 7
8. Day Two, Continued
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 Ward@PerformanceWeb.org
ASMIweb.com/Scorecard
Page 8
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 Mueller@PerformanceWeb.org.
Page 9
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 www.ThePerformanceConference.com
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 www.ASMIweb.com/Forecasting
ASMIweb.com/Scorecard ASMIweb.com/Budgeting
Page 10
11. Logistics & Registration
Balanced Scorecard 2009
Venue and Hotel
Registration Form
Balanced Scorecard 2009 will be held at the American Strategic
Management Institute’s Training Center in Arlington, VA, just one block
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 www.ASMIweb.com/Scorecard
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
Delegate Information
June 19, 2009. Please call the hotel directly and reference code
“Balanced Scorecard” when making reservations to get the discounted
rate. The hotel is conveniently located three blocks from the Rosslyn
Name Title
Metro station. Please ask the hotel about a complimentary shuttle that
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
www.courtyardarlingtonrosslyn.com
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
PRogers@ManagementWeb.org.
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
Name on Card Billing Zip
The American Strategic Management Institute (ASMI) is registered with the National
Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of
Please make checks payable to: The Performance Institute
accountancy have final authority on the acceptance of individual courses for CPE credit.
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: www.nasba.org.
Quality Assurance
Cancellation Policy
is not responsible for speaker changes, but will work to ensure a
ASMI strives to provide you with the most productive and effective
For live events: ASMI will provide a full refund less $399 administration
comparable speaker is located to participate in the program.
educational experience possible. If after completing the course you
fee for cancellations four weeks before the event. If cancellation occurs
feel there is some way we can improve, please write your comments
within two weeks prior to conference start date, no refund will be issued. If for any reason ASMI decides to cancel this conference, ASMI
on the evaluation form provided upon your arrival. Should you feel
Registrants who fail to attend and do not cancel prior to the event will be accepts no responsibility for covering airfare, hotel or other costs
dissatisfied with your learning experience and wish to request a credit
charged the entire registration fee. 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
Discounts
after the end of the training to:
email contains links to modify or cancel registrations. Please note that
• All ‘Early Bird’ Discounts must require payment at time of registration
ASMI: Quality Assurance
the cancellation is not final until you receive a written confirmation.
and before the cut-off date in order to receive any discount.
1515 N. Courthouse Road, Suite 600
• Any discounts offered whether by ASMI (including team discounts)
Payment must be secured prior to the conference. If payment is not
Arlington, VA 22201
must also require payment at the time of registration.
received by the conference start date, a method of payment must
• All discount offers cannot be combined with any other offer.
Note: As speakers are confirmed six months before the event, some
be presented at the time of registration in order to guarantee your
• Discounts cannot be applied retroactively
speaker changes or topic changes may occur in the program. ASMI
participation at the event.
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 fi eld 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
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
www.ASMIweb.com