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.

1. Performance Management Training Forum 2010
Corporate Performance
Management Training Forum 2010
Earn up to 18 “Step by Step Training Series” to
CPE credits! Learn Implementation Skills
Leverage January 20 – 22, 2010 | Arlington, VA
Strategy- Build a Strategy Map – Step by Step
Apply best practices “hands on” to build your organization strategy map or build
Based the map for a Hall of Fame Winner case study
Learn skills and key design considerations for the Financial, Customer, Process
Measures and People Perspectives
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 and lagging, efficienct and effective Balanced
Results Scorecard measures
Build a Strategic Initiative Map to manage the portfolio of projects
Performance Reporting
Learn how to deliver the correct kind of information using the right tools to
improve decision making
Incorporate reporting techniques that allow for enhanced reach, receptivity,
transparency and clarity
In Association with:
www.ASMIweb.com/Performance 1
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2. Performance Management Training Forum 2010
day one
January 20, 2010
8:30 12:15
Registration & Continental Breakfast Lunch Break
8:30 1:15
Welcome and Overview of Corporate Breakout Exercise: “Step by Step” Build a
Performance Management Strategy Map
Learn about the Five Key Principles of CPM through Apply best practices “hands on” to build your
case studies of award winning organizations. organization strategy map or build the map for a
Review a best practice self scoring diagnostic to Hall of Fame Winner case study.
see how your organization compares to the best Understand key differences between
in class, review gaps commercial, government and not for profit
strategy maps, leverage best practices and avoid
9:30 pitfalls
Coaching, Facilitation and Team work
(includes table exercise) 3:15
Break and Refreshments
Learn about pitfalls to avoid in rolling out a
successful program
3:30
Understand tips and techniques in coaching, Breakout Exercise Presentations
facilitation and managing BSC programs to
Share your newly developed strategy map or
accelerate your results
case study results
10:30 Receive feedback from a globally recognized
Break and Refreshments thought leader and BSC expert to advance your
program
10:45
Key Strategy Map and Balanced Scorecard 4:15
Concepts Recap of Day One / Complete Evaluations
Understand the structure of themes, strategy Score the Step by Step Balanced Scorecard
maps and Balanced Scorecards training program
Review several Hall of Fame Award
Winning examples 4:30
Adjourn
11:15
Build a Strategy Map, one Perspective at a Time
Review key design considerations for the Financial,
Customer, Process and People Perspectives
Understand key differences among commercial,
government and not for profit strategy maps,
what works and what does not work for each
who should attend:
Strategic Planners Program Analysts
Directors of Performance Reporting Project Managers
Performance Analysts Project Support Staff
Budget Managers
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3. Performance Management Training Forum 2010
day two
January 21, 2010
8:00 1:00
Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build a
Strategic Initiative Map
8:30
Build an Strategic Initiative Map to manage the
Identify Balanced Scorecard Measures portfolio of projects
Prioritize key objectives that serve as the
Align and prioritize key projects to drive strategic
foundation for measures and initiatives
results
Identify leading an lagging measures, efficiency
and effectiveness measures 2:00
Break and Refreshments
9:00
Breakout Exercise: “Step by Step” Build a 2:30
Balanced Scorecard Getting to the First Balanced
Build a BSC for your company or the Hall of Fame Scorecard Report
case study Learn best practices on how to establish a
Designate your leading and lagging measures to Strategy Focused Organization meeting agenda
align with your strategy map to manage your business
Understand how to conduct, facilitate an SFO
10:00 meeting to build a high performing organization
Break and Refreshments
3:15
10:30 Becoming a Strategy Focused Organization
Set Measure Targets Build on the two day learning by understanding
Understand best practices in target setting and the implementation
links to the strategic plan plan, proven path taken by BSC Hall of Fame
Learn how and when to apply the “four” target winners
setting methods Gain insight into cascading the BSC throughout
your organization as you plan your next steps and
11:00 roadmap
Inventory and Prioritize Initiatives
and Projects 3:45
Recognize the strategic importance of a well Recap of Day Two / Complete Evaluations
defined portfolio of initiatives Score the Step by Step Balanced Scorecard
Understand how to align key projects to drive training program
your strategic objectives and scorecard measure
results 4:00
Adjourn
12:00
Lunch Break
top five reasons to attend:
Build a strategic Identify key Maximize Build strategy Discover the five
framework performance project team maps through key principles
linked to your indicators and use efficiency through hands-on of corporate
organization’s them to improve improved exercises performance
specific goals results communication management
and development
www.ASMIweb.com/Performance 3

4. Performance Management Training Forum 2010
day three
January 22, 2010
8:30 1:00
Registration and Continental Breakfast Communicating and Reporting
Performance Metrics
9:00
Effectively communicate agency performance
Performance Reporting 101 initiatives to decision makers
Further your knowledge of dashboards,
Create dynamic reports that drive
scorecards and analytical reporting
decision-making
Learn about key business intelligence concepts 2:00
and new strategic data sources Break and Refreshments
10:30 2:15
Break and Refreshments Managing Performance Data
Identify technological solutions to make the
10:45
performance reporting process smoother
Communicating Strategy throughout the
Successfully manage your performance data
Organization
using information systems
Generate different drill-downs needed for
different types of users
3:15
Share experiences on uses of reporting and Maximize Performance Management
communication tools
Success in Your Organization
Evaluate the future of performance management
11:15
in your organization
Reporting Needs throughout the BSC
Address issues or concerns with implementation
Lifecycle
and maintaining your performance
Recap the balanced scorecard lifecycle and management framework
acknowledge when and what information is
crucial at various stages
4:00
Identify where necessary information can be Forum Adjourns
located and how to manipulate it to succeed
in maintaining your balanced scorecard
12:00
Lunch Break
trainer bio:
Bob Paladino is the Founder and Managing Partner of his firm, Bob Paladino and Associates, LLC, which
focuses on advising Boards of Directors, Executives and their teams on implementing and integrating
Balanced Scorecard (BSC), 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. While an executive, Mr. Paladino led a successful BSC
program that won the coveted BSC Hall of Fame award. He also authored the best-selling book, “Five Key
Principles of Corporate Performance Management”, in which he synthesizes best-practices in the Corporate
Performance Management (CPM) field. Mr. Paladino donates all royalties from his book to the United Flight
93 memorial, which is near his home in PA. He will be giving away copies of his best-selling book to all
Performance Management Training Forum 2010 attendees.
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5. Performance Management Training Forum 2010
training
In House Training
One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of
on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the
opportunity to customize a program that addresses your exact challenges and provides a more personal
learning experience, while virtually eliminating travel expenses. Whether you require training for a small
group or for an organizational-wide initiative, the advanced learning methods employed by the Institute will
create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your
organization.
CUSTOMIZATION
We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. While many
training providers will offer you some variation of their standard training, the Institute’s subject matter experts
will work with you and your team to examine your programs and determine your exact areas of need. The
identification of real life examples will create a learning atmosphere that resonates with participants while
at the same time providing immediate return on your training investment. Using interactive exercises that
employ actual projects or scenarios from your organization, instructors can address specific challenges and
align the curriculum of each session to your objectives. While the majority of on-site trainings are focused
on smaller groups, the Institute also has the ability to accommodate |organizational-wide training initiatives.
Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300
participants per day.
AREAS OF EXPERTISE
On-site delivery of single courses, certification programs and entire packages of specialized courses are
available in the following areas:
Strategic Planning Contracting
Performance Measurement Performance Reporting
Project Management Program Evaluation
Lean Six Sigma Administrative Management
Workforce Management Change Management
Budgeting and Forecasting Balanced Scorecard
For more information about in-house training options available to you, please contact Blake Zach at
877-992-9521 or email him at Blake.Zach@PerformanceInstutite.org
trainer bio:
Bill Barberg is the president of Insightformation, Inc., a management consulting and technology firm that
specializes in strategy execution and alignment. Since 2001, Mr. Barberg and his firm have specialized in the
Balanced Scorecard methodology and the surrounding best practices—which they call “Strategy-Aligned
Management.” He speaks, trains and consults on the Balanced Scorecard at major conferences and with
clients across the country and around the world. Mr. Barberg has personally worked on Balanced Scorecard
projects at over 30 organizations--three of which are in the Balanced Scorecard Hall of Fame, including
the Ministry of Works in Bahrain, which David Norton recently described as “world-class” and “as good
as anything we have seen.” Mr. Barberg also led the design of the award-winning strategic management
software system, InsightVision.
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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. First Two Days of Corporate $1299
Performance Management
The Performance Institute Training Center Training
1515 N. Courthouse Road, Sixth Floor Performance Reporting $699
Arlington, VA 22201 Training Only
A limited number of rooms have been reserved Corporate Performance $1899
at the Arlington Rosslyn Courtyard by Marriott Management Training Forum
at the prevailing rate of $233 until December 21,
2009. Please call the hotel directly for reservations For information on group discounts, please
and reference code Performance Management contact David Yerks at 858-866-9381 or email him
Training Forum. The hotel is conveniently located at David.Yerks@ASMIweb.com
three blocks from the Rosslyn Metro station.
Please ask the hotel about a complimentary Quality Assurance
shuttle that is also available for your convenience.
ASMI strives to provide you with the most productive and effective
educational experience possible. If after completing the course you
Arlington Rosslyn Courtyard by Marriott feel there is some way we can improve, please write your comments
1533 Clarendon Blvd. on the evaluation form provided upon your arrival. Should you feel
Arlington, VA 22209 dissatisfied with your learning experience and wish to request a credit
or refund, please submit it in writing no later than 10 business days
703-528-2222 after the end of the training to: ASMI: Corporate Headquarters; 805
www.courtyardarlingtonrosslyn.com 15th Street NW, 3rd Floor; Washington, D.C. 20005
Note: As speakers are confirmed six months before the event, some
CPE Credits speaker changes or topic changes may occur in the program. ASMI
is not responsible for speaker changes, but will work to ensure a
Delivery Method: Group-live comparable speaker is located to participate in the program.
Program Level: Basic If for any reason ASMI decides to cancel this conference, ASMI
Prerequisites: None accepts no responsibility for covering airfare, hotel or other costs
incurred by registrants, including delegates, sponsors and guests.
Advanced Preparation: None
CPE Credits: 6 Credits for Each Day of
Training, 18 for the full three day Forum Discounts and Payment
The American Strategic Management Institute (ASMI) is registered • All ‘Early Bird’ Discounts must require payment at time of
with the National Association of State Boards of Accountancy registration and before the cut-off date in order to receive any
(NASBA) as a sponsor of continuing professional education on the discount.
National Registry of CPE Sponsors. State boards of accountancy have • Any discounts offered whether by ASMI (including team discounts)
final authority on the acceptance of individual courses for CPE credit. must also require payment at the time of registration.
Complaints regarding sponsors may be addressed to the National • All discount offers cannot be combined with any other offer.
Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN
• Discounts cannot be applied retroactively
37219-2417. Website: www.nasba.org.
Payment must be secured prior to the conference. If payment is not
received by the conference start date, a method of payment must
be presented at the time of registration in order to guarantee your
participation at the event.
Exhibiting & Sponsorship
To learn more about exhibiting and sponsorships
at Performance Management Training Forum 2010
please contact Meredith Mason at 202-739-9707 or
email her at Meredith.Mason@ASMIweb.com.
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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 Please make checks payable to: The Performance Institute
CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior
to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than
two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event
will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance
confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email.
I have read and accepted the Cancellation Policy above.
ACKNOWLEDGED AND AGREED
By: __________________________________________________________________________________________ Date: _______________________
Priority Code: B310-WEB
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