The document summarizes a three-day training forum on performance management. The forum will feature courses on strategy mapping and planning, developing and using performance measures, and performance reporting. Attendees can earn up to 18 CPE credits. The training will help participants leverage strategy-based measures to improve bottom line results and drive breakthrough performance through strategy, execution, and performance management.

1. Performance Management Training Forum 2010
Performance
Management
Training Forum 2010
Earn up to 18 Drive Breakthrough Results through Strategy,
CPE credits! Execution and Performance Management
Leverage January 20 – 22, 2010 | Arlington, VA
Strategy- Featuring Three Comprehensive Courses:
Based Strategy Mapping and Planning
 Understand the strategic planning process and priority outcomes that define
Measures your organization
 Learn how to drive a performance culture to ensure the success of key
to Improve strategic initiatives
Developing and Using Performance Measures
Bottom Line  Acquire the skills to successfully build a performance measurement system
that aligns with organizational goals
Results  Build high-impact performance measures that both drive and monitor
strategy execution
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
www.ASMIweb.com/Performance

2. 
day one
Performance Management Training Forum 2010
January 20, 2010
Course One: Strategy Mapping and Planning
8:30 11:00
Registration & Continental Breakfast
Develop a Strategy with a Bias for
9:00 Implementation
Identify Your Organization’s  Analyze and engage key stakeholders for
Strategic Goals effective strategy implementation
 Determine where your organization’s current  Promote an active culture of change
understanding of strategic planning lies and acceptance for strategic planning
through communication
 Identify key goals and outcomes of
performance management for 12:00
your organization Lunch Break
9:30 1:00
Address the Need for Strategy Strategy Architecture and
and Alignment Implementation: From Issues
 Pinpoint organizational problems and what
to Strategy
should be measured  Understand the structure of themes,
strategy maps and Balanced Scorecards
 Understand the value of benchmarking for
strategic success  Apply the strategic management framework
using case study methodology
10:00 2:30
Strategy 101: Building Solid Break & Refreshments
Fundamentals
2:45
 Review the basics of strategic planning
while discussing the various approaches Strategy Mapping and Accountability
many experts use  Craft the role teams will play in
 Re-discover fundamental strategic planning strategic planning
tools such as SWOT Analysis, the BCG  Use case studies and hands-on exercises
Growth Share Matrix and Value Innovation to learn how strategy maps enable strategy
execution and strategy measurement
10:45
Break & Refreshments
4:00
Course One Adjourns
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 two
Performance Management Training Forum 2010
January 21, 2010
Course Two: Developing and Using Performance Measures
8:30 1:00
Registration & Continental Breakfast
Use Strategy to Develop an Optimal
9:00 Portfolio of Initiatives
Create a Strategy-Aligned  Clarify the different characteristics of
Performance Management System objectives and initiatives
to Drive Results  Practice linking initiatives to the strategy
map and measures using case studies
 Prioritize key objectives that serve as the
foundation for measures and initiatives
2:00
 Identify leading an lagging measures,
targets and initiatives Measure and Manage
Strategic Initiatives
9:30  Explore differences in measuring initiatives
Develop the Right Measures (projects) versus strategic objective
and Targets  Compare tools and techniques for
managing strategic initiatives
 Decipher the difference between strategic
and analytical measures 2:30
 Work with a case study to develop Break & Refreshments
measures and initiatives
2:45
10:45 Cascade Strategy and Measures
Break & Refreshments
 Discover the primary options your
11:00 organization has for cascading a strategy
mind-set
Take Measures to the Next Level
 Use cascading methods to incorporate
 Establish targets and color band logic to
measures into daily operations and engage
improve performance and monitoring of
employees with strategic systems
strategy execution
 Learn index measures and structured
4:00
subjective measures
Course Two Adjourns
12:00
Lunch Break
top five reasons to attend:
Build a strategic Identify key Maximize Build strategy Improve the
framework performance project team maps through efficiency of your
linked to your indicators and use efficiency through hands-on reporting process
organization’s them to improve improved exercises
specific goals results communication
and development
www.ASMIweb.com/Performance 3

4. 
day three
Performance Management Training Forum 2010
January 22, 2010
Course Three: Performance Reporting
8:30 12:00
Registration & Continental Breakfast Lunch Break
9:00 1:00
Performance Reporting 101 Communicating and Reporting
 Further your knowledge of dashboards, Performance Metrics
scorecards and analytical reporting  Effectively communicate agency
 Learn about key business intelligence performance initiatives to decision makers
concepts and new strategic data sources  Create dynamic reports that drive
decision-making
10:30
Break & Refreshments
2:00
Break & Refreshments
10:45
2:15
Communicating Strategy throughout
Managing Performance Data
the Organization
 Identify technological solutions to make the
 Generate different drill-downs needed for
performance reporting process smoother
different types of users
 Successfully manage your performance data
 Share experiences on uses of reporting
using information systems
and communication tools
3:15
11:15 Maximize Performance Management
Reporting Needs throughout the Success in Your Organization
BSC Lifecycle  Evaluate the future of performance
 Recap the balanced scorecard lifecycle and management in your organization
acknowledge when and what information is  Address issues or concerns with
crucial at various stages implementation and maintaining your
 Identify where necessary information can performance management framework
be located and how to manipulate it to
succeed in maintaining your 4:00
balanced scorecard Course Three Adjourns
“The instructor was knowledgeable of the materials and
could draw from their many experiences in the field.”
Doris Konicki,
Director, Research and Strategy, ACOEM
4 www.ASMIweb.com/Performance

5. 
training
Performance Management Training Forum 2010
In House Training
One of the more popular vehicles for your objectives. While the majority of
accessing the Institute’s educational on-site trainings are focused on smaller
offerings is the delivery of on-site trainings and groups, the Institute also has the ability to
management facilitations. Bringing a accommodate |organizational-wide training
training or facilitation in-house gives you the initiatives. Utilizing multiple instructors, the
opportunity to customize a program that Institute has the capacity to deliver courses to
addresses your exact challenges and provides groups of up to 300 participants per day.
a more personal learning experience, while
virtually eliminating travel expenses. Whether AREAS OF EXPERTISE
you require training for a small group or for an On-site delivery of single courses, certification
organizational-wide initiative, the advanced programs and entire packages of specialized
learning methods employed by the Institute courses are available in the following areas:
will create an intimate training atmosphere
that maximizes knowledge transfer to enhance  Strategic Planning
the talent within your organization.
 Performance Measurement
CUSTOMIZATION  Project Management
We realize that not all obstacles can be  Lean Six Sigma
overcome by applying an “off-the-shelf  Workforce Management
solution”. While many training providers will
 Budgeting and Forecasting
offer you some variation of their standard
training, the Institute’s subject matter  Contracting
experts will work with you and your team  Performance Reporting
to examine your programs and determine
 Program Evaluation
your exact areas of need. The identification
 Administrative Management
of real life examples will create a learning
atmosphere that resonates with participants  Change Management
while at the same time providing immediate  Balanced Scorecard
return on your training investment. Using
interactive exercises that employ actual For more information about in-house training
projects or scenarios from your organization, options available to you, please contact
instructors can address specific challenges and Jennifer Mueller at 202-739-9619 or email her
align the curriculum of each session to at Jennifer.Mueller@PerformanceInstutite.org
The American Strategic Management Institute
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.
www.ASMIweb.com/Performance 5

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. Each One Day Training $699
The Performance Institute Training Center Performance Management $1899
1515 N. Courthouse Road, Sixth Floor Training Forum (Full Three Days)
Arlington, VA 22201
* For the early bird rate or for information on
703-894-0481
group discounts, please contact Dave Yerks
www.PerformanceWeb.org
at 858-866-9381 or email him at
A limited number of rooms have been reserved David.Yerks@ASMIweb.com
at the Arlington Rosslyn Courtyard by Marriott
Cancellation Policy
at the prevailing rate of $233 until December 21, For live events: ASMI will provide a full refund less $399 administration
2009. Please call the hotel directly for reservations fee for cancellations four weeks before the event. If cancellation occurs
within two weeks prior to conference start date, no refund will be issued.
and reference code Performance Management Registrants who fail to attend and do not cancel prior to the event will be
Training Forum. The hotel is conveniently located charged the entire registration fee.
three blocks from the Rosslyn Metro station. All the cancellation requests need to be made online. Your confirmation
Please ask the hotel about a complimentary email contains links to modify or cancel registrations. Please note that the
cancellation is not final until you receive a written confirmation.
shuttle that is also available for your convenience.
Payment must be secured prior to the conference. If payment is not
Arlington Rosslyn Courtyard by Marriott received by the conference start date, a method of payment must
be presented at the time of registration in order to guarantee your
1533 Clarendon Blvd. participation at the event.
Arlington, VA 22209
703-528-2222 Quality Assurance
The American Strategic Management Institute strives to provide you with
www.courtyardarlingtonrosslyn.com the most productive and effective educational experience possible. If
after completing the course you feel there is some way we can improve,
please write your comments on the evaluation form provided upon your
CPE Credits 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
Delivery Method: Group-live business days after the end of the training to:
Program Level: Beginner
The American Strategic Management Institute Corporate Headquarters:
Prerequisites: None Quality Assurance
Advanced Preparation: None 805 15th Street, NW, 3rd Floor
Washington, DC 20005
CPE Credits: 6 for each day of Training, 18 for We will evaluate individual complaints in a context of collective comments
the full three day Forum from the event.
The American Strategic Management Institute
(ASMI) is registered with the National Association Note: As speakers are confirmed six months before the event, some
of State Boards of Accountancy (NASBA) as a speaker changes or topic changes may occur in the program. The
sponsor of continuing professional education American Strategic Management Institute is not responsible for speaker
on the National Registry of CPE Sponsors. State changes, but will work to ensure a comparable speaker is located to
boards of accountancy have final authority on participate in the program.
the acceptance of individual courses for CPE credit. Complaints
regarding sponsors may be addressed to the National Registry of
If for any reason The American Strategic Management Institute decides
CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.
Website: www.nasba.org. to cancel this conference The American Strategic Management accepts
no responsibility for covering airfare, hotel or other costs incurred by
registrants, including delegates, sponsors and guests.
Exhibiting & Sponsorship Discounts
All ‘Early Bird’ Discounts must require payment at time of registration and
To learn more about exhibiting and sponsorships before the cut-off date in order to receive any discount.
Any discounts offered whether by ASMI (including team discounts) must
at Performance Management Training Forum 2010 also require payment at the time of registration.
please contact Blake Humble 858-866-9352 or email All discount offers cannot be combined with any other offer.
Discounts cannot be applied retroactively
her at Blake.Humble@ASMIweb.com.
Exhibiting & Sponsorship:
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
www.ASMIweb.com 7