Howard Rohm Conor Crimmins Opening Remarks Presentation
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This document appears to be from a conference on strategy execution using the balanced scorecard and QuickScore software. It includes welcome messages from the organizers, information about conference logistics and events, an overview of the balanced scorecard and strategy execution, the conference agenda, and announcements about upcoming opportunities from the Balanced Scorecard Institute and Spider Strategies. The document provides details to attendees about the conference and promotes related products and services.
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Howard Rohm Conor Crimmins Opening Remarks Presentation
- 2. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 2 Welcome Howard Rohm, Co-Founder & CEO, Balanced Scorecard Institute & Conor D. Crimmins, Chief Operating Officer, Spider Strategies
- 3. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 3 Partners:
- 4. Welcome Delegates 4©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission.
- 5. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 5 Welcome to Our Past Award for Excellence Winners
- 6. Delegate Distribution Government 13% Private Sector 54% Education 12% Non-Profit 21% 6©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission.
- 7. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 7 Daily Events and Drawings
- 8. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 8 Conference Logistics
- 9. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 9 Conference Theme: Strategy Execution with the Balanced Scorecard and QuickScore
- 10. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 10 What is a Balanced Scorecard? An integrated strategic planning and performance management system that: • Structures the strategy formulation process • Communicates with clarity an organization’s vision, mission, and strategy to employees and other stakeholders • Aligns employees and day-to-day work to vision and strategy • Prioritizes programs, projects, services, products and resources • Links Leading & Lagging Performance Measures -- strategic, operational, and projects and activity reporting • Enables data-driven decision making and continuous improvement
- 11. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 11 What is Strategy Execution? • Leading and innovating • Communicating change and transforming the organization • Aligning the organization around strategy—line of sight from high level strategy to sea level tactics • Creating strategic operating plans and budgets • Implementing the operating plan • Measuring and evaluating performance • Continuously improving to focus on results and accountability
- 12. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 12
- 13. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 13 Where is the Institute Headed? • New offerings and partnerships: – Government and mission-driven workshops and certification – SchellingPoint Alignment Measurement and Optimization services – Lean Six Sigma training and consulting – A new course in BSC Strategic Leadership and Management – Strategic planning and management short courses • Improved international training and consulting – Courses in Arabic, Spanish and French • An international conference in the Middle East or Africa
- 14. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 14 Conference Agenda
- 15. • Deeper understanding of BSC • Greater insight into the Nine Steps to Success framework • Best practices of actual BSC implementations • A glimpse at new, soon-to-be released version of QuickScore • A voice in what you want to see in an upcoming version of QuickScore • Challenges with implementation and how to overcome them ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 15 Conference Takeaways
- 16. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 16 All presentations will be available at this link: www.slideshare.net/bsi-spider-strategies
- 17. • Please don’t be shy – we’re here to learn and have fun • Introduce yourself and get to know the other delegates • Ask questions • Share your stories to help share best practices and pitfalls ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 17 Expectations
- 18. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 18 Get to Know the People Here • We’re all wearing name tags. If you want to meet someone specific, but don’t know who she/he is, just ask one of the Conference Staff • Sunday’s Golf Outing and Pre-Conference Dinner • Monday night Banquet and BSI Awards • “Coffee and Concepts” tables at Tuesday breakfast • Tuesday night closing Reception • Networking Breaks
- 19. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 19 Where Is Spider Strategies Headed? • Completing the build-out of our International reselling partnership network • In development of QuickScore Version 3 • Development of BSC Automation training courses to complement the 9-Steps to Success
- 20. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 20 Upcoming Events • ASP Webinar: The Balanced Scorecard--It’s Not Just Measures; Howard Rohm, April 8, 2014; www.strategyplus.org • ASP Annual Conference: Strategy in an Era of Constraints; Long Beach, CA, May 12-14, 2014; Presentation: Is Your Strategic Plan Static or Dynamic?; Joe DeCarlo, May 14, 2014; www.strategyplus.org • BSI Webinar: The Effect of Project Management on Strategy Development and Execution; Joe DeCarlo, www.balancedscorecard.org • See QuickScore in action at our upcoming BootCamp training workshops in major cities
- 21. ©1997-2014Balanced Scorecard Institute (BSI), a Strategy Management Group company. All Rights Reserved. Do not copy without permission. 21 Thank You for Attending-- Enjoy the Conference!
Editor's Notes
- Good Morning! It’s a pleasure to meet all of you at the beach! On behalf of Spider Strategies and the Balanced Scorecard Institute, I’d like to welcome you to the 2014 Users Conference—our first conference dedicated to users of the Nine Steps to Success framework and QuickScore performance reporting software.I hope you get a chance to visit some other parts of Myrtle Beach—it’s a great place to vacation.
- We have partnered with others to make this conference possible and also to share information from complimentary experts—George Washington University, Schelling Point, Stacey Barr and the Association for Strategic Planning. We are finalizing a new partnership with Potentia, a provider of Lean and Six Sigma simulation courses and expertise. These partners that allow us to offer expanded and richer training and other services to a worldwide audience.The George Washington University College of Professional Studies jointly certifies our professional and master professional practitioner certifications. Jim Robinson is here representing the College and will be giving us a presentation on leadership tomorrow. Michael Taylor and SchellingPoint is our newest partner. SchellingPoint has a fantastic tool to help organizations become more aligned around difficult issues and decisions. Michael is also speaking on this subject later today. We will start offering alignment optimization consulting and training within a few months.For those of you who know performance measurement, the name Stacey Barr conjures up an immediate impression of deep knowledge on how to get to the performance measures that matter most to an organization. The Institute is the exclusive trainer for Stacey’s PumP Performance Workshop framework. Courses are available now, taught by the Institute’s COO and performance measurement guru, David Wilsey. David is a PuMP certified trainer and will lead one of our workshops on the third day of the conference. We partner with the Association for Strategic Planning to help individuals get certified in the strategic planning and management disciplines. ASP is the only worldwide certifying body for this profession and we have developed a separate training program to prepare individuals for their certification exam.And finally, Scott Henschel is here from Potentia. Scott is giving a presentation on strategy execution and process improvement tomorrow afternoon and a simulation workshop on day 3. We will start sponsoring his simulation workshop in a few months.
- I’d like to extend a special welcome to our international attendees. As you can see from the map our conference includes a mix of cultures and countries. Australia South Africa Uganda Ghana Saudi Arabia Qatar Switzerland United Kingdom Saint Lucia Costa Rica Belize Canada and the United StatesPlease let us know if there is anything we can do to make your stay more comfortable. It is exiting to see such a diversity of attendees.
- At the dinner tonight we will announce the winners of the Institute’s 2014 Award for Excellence. We have two new winners this year and we are very proud of what they have accomplished with their balanced scorecard systems.We also have two past award winners with us today:John Rudrud of the National Marrow Donor Program and two representatives from Army Medicine, one from the Medical Department Center & School, our Award winner, and the other from the Medical Research & Material Command-- ScotHencshel and Rusty Kreitz.All of them are either presenting or serving on a panel. Please search them out over the next few days also, as I’m sure they would be happy to tell you about their successes as well as their challenges.
- In addition to a mix of cultures, we have a mix of sectors, roughly split about ½ from business and industry and ½ from mission-driven organizations—education, nonprofit, and government.This mix mirrors our delegate mix experience at our workshops held in major cities worldwide—the balanced scorecard management system is equally applicable to the private sector and the mission-driven sector. There is a lot to learn from each other, and I’m sure we’ll see that cross-sector learning taking place here over the next few days.
- Our planned events include an Award dinner tonight and a early evening reception tomorrow nightWe’ll have a daily drawing for a few cool prizes each day, so be sure you submit your evaluation forms at the end of each day to be eligible for a drawing prize.
- What is in your bag:XxxXxxXxx
- Our conference theme is Strategy Execution with the balanced scorecard and QuickScore. Before we go too far, let’s start with an understanding of what we mean by the two key parts of the theme:
- We’ve learned over the past 20 years that the words “balanced scorecard” can mean very different things to different people—everything from a spreadsheet of performance measures to a fully integrated strategic planning and management system.We favor the latter description: it’s a system that provides structure for strategy formulation, improves communication clarity, aligns employees to organization goals, prioritizes work and resources, identifies the measures that matter, and enables continuous improvement in processes and organization performance.
- This conference will explore these topics—the components of a strategy execution process. Through presentations, conversations, and workshops the goal of this conference is to deepen our understanding of how to execute good strategy well, through:Leadership and innovation, at all levels of an organizationpositive reinforcement communication claritya strategy focusdeveloping meaningful plans that can be implementedmeasuring and evaluatingand creating a continuous improvement culture focused on results and accountability
- We finally put down in words what we are passionate about. I’ve been working on the book for eight years and it’s nice to move on to something else! My personal thanks to the other authors—it took four of us to finally get it to press. You all have a copy of it; if you need more copies we have a few with us for sale or you can go on our Web site or on Amazon or iTunes to get a hardcopy or a download.
- I often get asked where is the balanced scorecard and the Institute are headed.Let me now turn over the podium to Conor Crimmins, the COO of Spider Strategies.
- We have a terrific agenda for this year’s conference.We will begin with a wonderful Opening Keynote right after this introduction. Margot Carmichael Lester will be sharing her insights on Communicating for Change.We have presentation from roughly 16 different people over the next two days. Our presenters and panelists will include members of the BSI and Spider Strategies Leadership Teams, Customers, Strategic Partners, and global partners. These presentations include panel discussions, user case studies, Demonstrations, and Q&A Sessions.As you saw from the program, we’ll discuss topics around Alignment, Cascading, Strategic Leadership, Automation, Performance Analytics, and of course – QuickScore.What makes this conference different – intimate group, direct access to BSI/Spider leadership, and an ability to engage in frank discussion and provide input.
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- If you would like to follow the presentations as they are given today and tomorrow, please go to this link on your laptop or mobile device. You’ll also be able to download the presentations from this same link.We’ll also be interviewing people during the conference, and we’ll make those videos available also, so you can show all your friends what a good time you had in Myrtle Beach! And make them jealous that they couldn’t come along also.
- If you have any needs or problems with the conference, let us know – we can help and will work to fix it for you.Cell phones / Email / Bathrooms / Refreshmentscourtesy
- A few future events you may be interested in: