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.

1. Performance Management Training Forum 2010
Corporate Performance
Management Training Forum 2010
Earn up to 12 “Step by Step Training Series” to
CPE credits! Learn Implementation Skills
Leverage January 20 – 21, 2010 | Arlington, VA
Strategy- Build a Strategy Map – Step by Step
Apply best practices “hands on” to build your organization strategy map or
Based build the map for a Hall of Fame Winner case study
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 Scorecard
Results measures
Build an Strategic Initiative Map to manage the portfolio of projects
In Association with:
www.ASMIweb.com/Performance 1
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2. day one
Performance Management Training Forum 2010
January 20, 2010
8:30 10:45
Registration & Continental Breakfast Key Strategy Map and Balanced
Scorecard Concepts
Understand the structure of themes,
8:30
strategy maps and Balanced Scorecards
Welcome and Overview of Corporate
Review several Hall of Fame Award
Performance Management
Winning examples
Learn about the Five Key Principles of CPM
through case studies of award winning
organizations.
11:15
Review a best practice self scoring Build a Strategy Map, one Perspective
diagnostic to see how your organization
at a Time
compares to the best in class, review gaps
Review key design considerations for the
Financial, Customer, Process and People
Perspectives
9:30
Coaching, Facilitation and Team work Understand key differences among
commercial, government and not for profit
(includes table exercise)
strategy maps, what works and what does
Learn about pitfalls to avoid in rolling out a not work for each
successful program
Understand tips and techniques in
coaching, facilitation and managing BSC 12:15
programs to accelerate your results Lunch Break
10:30
Break and Refreshments
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. day one
Performance Management Training Forum 2010
January 20, 2010
1:15 4:15
Breakout Exercise: “Step by Step” Build Recap of Day One / Complete
a Strategy Map Evaluations
Apply best practices “hands on” to build Score the Step by Step Balanced Scorecard
your organization strategy map or build the training program
map for a Hall of Fame Winner case study.
Understand key differences between
commercial, government and not for profit 4:30
strategy maps, leverage best practices and Adjourn
avoid pitfalls
3:15
Break and Refreshments
3:30
Breakout Exercise Presentations
Share your newly developed strategy map
or case study results
Receive feedback from a globally
recognized thought leader and BSC expert
to advance your program
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 corporate
organization’s them to improve improved exercises performance
specific goals results communication management
and development
www.ASMIweb.com/Performance 3

4. day three
Performance Management Training Forum 2010
January 21, 2010
8:00 1:00
Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build
a Strategic Initiative Map
Build an Strategic Initiative Map to manage
8:30
the portfolio of projects
Identify Balanced Scorecard Measures
Align and prioritize key projects to drive
Prioritize key objectives that serve as the
strategic results
foundation for measures and initiatives
Identify leading an lagging measures,
efficiency and effectiveness measures 2:00
Break and Refreshments
9:00
Breakout Exercise: “Step by Step” Build 2:30
a Balanced Scorecard Getting to the First Balanced
Build a BSC for your company or the Hall of Scorecard Report
Fame case study Learn best practices on how to establish
Designate your leading and lagging a Strategy Focused Organization meeting
measures to align with your strategy map agenda to manage your business
Understand how to conduct, facilitate an
SFO meeting to build a high performing
10:00 organization
Break and Refreshments
3:15
10:30 Becoming a Strategy Focused
Set Measure Targets Organization
Understand best practices in target setting Build on the two day learning by
and links to the strategic plan understanding the implementation
Learn how and when to apply the “four” plan, proven path taken by BSC Hall of
target setting methods Fame winners
Gain insight into cascading the BSC
throughout your organization as you plan
11:00 your next steps and roadmap
Inventory and Prioritize Initiatives
and Projects
Recognize the strategic importance of a 3:45
well defined portfolio of initiatives Recap of Day Two / Complete
Understand how to align key projects Evaluations
to drive your strategic objectives and Score the Step by Step Balanced Scorecard
scorecard measure results training program
12:00 4:00
Lunch Break Forum Adjourn
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5. training
Performance Management Training Forum 2010
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 her 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.
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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. Corporate Performance $1399
Management Training Forum
The Performance Institute Training Center
1515 N. Courthouse Road, Sixth Floor
Arlington, VA 22201 For information on group discounts, please
contact Blake Humble at 858-866-9352 or email
A limited number of rooms have been reserved
him at Blake.Humble@ASMIweb.com
at the Arlington Rosslyn Courtyard by Marriott
at the prevailing rate of $233 until December 21,
2009. Please call the hotel directly for reservations
Cancellation Policy
and reference code Performance Management For live events: ASMI will provide a full refund less $399 administration
Training Forum. The hotel is conveniently located fee for cancellations four weeks before the event. If cancellation occurs
within two weeks prior to conference start date, no refund will be issued.
three blocks from the Rosslyn Metro station. Registrants who fail to attend and do not cancel prior to the event will be
Please ask the hotel about a complimentary charged the entire registration fee.
shuttle that is also available for your convenience. All the cancellation requests need to be made online. Your confirmation
email contains links to modify or cancel registrations. Please note that the
Arlington Rosslyn Courtyard by Marriott cancellation is not final until you receive a written confirmation.
1533 Clarendon Blvd. Payment must be secured prior to the conference. If payment is not
Arlington, VA 22209 received by the conference start date, a method of payment must
be presented at the time of registration in order to guarantee your
703-528-2222 participation at the event.
www.courtyardarlingtonrosslyn.com
Quality Assurance
The American Strategic Management Institute strives to provide you with
CPE Credits the most productive and effective educational experience possible. If
after completing the course you feel there is some way we can improve,
Delivery Method: Group-live please write your comments on the evaluation form provided upon your
Program Level: Basic arrival. Should you feel dissatisfied with your learning experience and wish
to request a credit or refund, please submit it in writing no later than 10
Prerequisites: None business days after the end of the training to:
Advanced Preparation: None
The American Strategic Management Institute Corporate Headquarters:
CPE Credits: 6 Credits for Each Day of Quality Assurance
Training, 12 for the full two day Forum 805 15th Street, NW, 3rd Floor
The American Strategic Management Institute (ASMI) is registered Washington, DC 20005
with the National Association of State Boards of Accountancy We will evaluate individual complaints in a context of collective comments
(NASBA) as a sponsor of continuing professional education on the from the event.
National Registry of CPE Sponsors. State boards of accountancy have
final authority on the acceptance of individual courses for CPE credit.
Note: As speakers are confirmed six months before the event, some
Complaints regarding sponsors may be addressed to the National
speaker changes or topic changes may occur in the program. The
Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN
37219-2417. Website: www.nasba.org. American Strategic Management Institute is not responsible for speaker
changes, but will work to ensure a comparable speaker is located to
participate in the program.
If for any reason The American Strategic Management Institute decides
to cancel this conference The American Strategic Management accepts
Exhibiting & Sponsorship no responsibility for covering airfare, hotel or other costs incurred by
registrants, including delegates, sponsors and guests.
To learn more about exhibiting and sponsorships Discounts
at Performance Management Training Forum 2010 All ‘Early Bird’ Discounts must require payment at time of registration and
before the cut-off date in order to receive any discount.
please contact Blake Humble 858-866-9352 or email Any discounts offered whether by ASMI (including team discounts) must
her at Blake.Humble@ASMIweb.com. 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. 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-WEB
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