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STRATEGY MANAGEMENT
CERTIFICATION PROGRAM

MARCH 31st to APRIL 3rd, 2014
Munich, Germany
A certification program delivered
In partnership with the

STRATEGY
EXECUTION

WWW.TANTUM.COM
Become a Certified Strategy
Management Officer (CSMO)
The Official SMC Strategy Management Certification Program will be held in Munich, Germany from March 31st till
April 3rd, 2014.
Tantum Group will have a senior team of instructors presenting the Certification Program.
Participants will learn about best practices to support the
successful implementation and management of the organization’s strategy. The program is structured around a 4
days program (3 SMC Program + 1 day Best Practice Visits) . Participants will be submitted to a Certification Test
delivered by Strategy Management Collaborative – SMC,
Brussels, Belgium.

The Office of Strategy Management is a key success factor of organizations that has
brought strategy to results.

Purpose

With Best Practice Cases from Prof. Robert
Kaplan



The Strategy Management Collaborative is a non-profit organization
that researches and develops strategy management best practices and
the corresponding reference process. Board Members of the Strategy
Management Collaborative are Prof.
Robert Kaplan and Prof. Werner
Bruggeman. The program will present best practice case studies developed by Prof. Robert Kaplan.








Based on proven Strategy Management Concepts, Practical Implementation Steps, Exercises and Best Practice
Case Studies experienced master practitioners will expand the Strategy Management knowledge of high level
Executives in a 3+1 days intensive course.
The Program covers the entire Strategy Management
Process from Strategy Formulation until Strategy Implementation and Adaptation.
The number of participants from national and international companies/organizations is limited to manageable
10 – 14 persons.
The lectures and exercises are followed on the 4th day
by best practive visits at outstanding organizations in the
Munich Metropolitan area.
Finally all participants will undergo a Certification test
delivered by ‘Strategy Management Collaborative‘ , an
international non-profit umbrella organization founded
by renowned thought leaders (Prof. R. Kaplan, Harvard
Business School, Prof. V. Ramaswamy, Prof. W. Bruggemann)
Participants will have lots of opportunities to exchange
their Strategy Management experiences among each
other, with the international Instructors Team and last
but not least with Strategy Management Specialists of
the Best Practice Organizations visited during the Program.

Source: DHBW Lörrach

PROF. ROBERT KAPLAN
Board Member, SMC
The program agenda will cover topics that will start with
strategy analysis and strategy finding. From strategy finding the program will support strongly all concepts and
tools for strategy execution.
The focus will be on the use of Strategy Maps, Measures,
Targets and Initiatives. The program will continue on the
challenge of aligning the organization under one strategy.
Exercises will give participants a chance through case studies to experience the alignment between business units as
well and support units. Alignment will be also discussed on
the personal level, through personal scorecards and initiatives. In order to live and understand the actual execution
of strategy a business game will be played that helps participants to understand the prioritization of initiatives as
well as its constant review through strategy review meetings in order to maximize outcomes and achieve the strategic targets defined.
During the third day of the program, we will present and
discuss the capabilities of the Office of Strategy Management - OSM. A structured OSM has been a key success
factor of organizations that have transformed strategy into
results.

AGENDA

Day 1
MODULE 1



Introduction: The Kaplan/
Norton Execution Premium
Strategic Management
System in 6 Phases

MODULE 2



Develop the Strategy: Mission, Vision, Value Gap





MODULE 6



Strategy Analysis and Formulation

Strategy Map and Measures
Exercise



MODULE 7



Risk Management



Translate the Strategy with
the Balanced Scorecard

MODULE 4

Gap Analysis Exercise

MODULE 5



MODULE 3

Strategy Analysis and Formulation Exercises

MODULE 8



Align the Organization:
Vertical & Horizontal alignment

Exercise on Strategy Alignment

Day 2
MODULE 9



Align the Employees: Process, Communication, Motivation & Reward

MODULE 10



MODULE 13




Strategic budget allocation
(Stratex)
Exercise on Budgets and
Strategic Initiatives

Exercise on Aligning Employees and Communication

MODULE 11



MODULE 14



Strategy Review Meetings
to Monitor Strategy Execution

Plan Operations: Key Process Improvement, Budgeting

MODULE 12



MODULE 15



Exercise on Strategy &
Initiative Management
(Starbucks Business Game)

Definition and Management
of Strategic Initiatives

MODULE 16



Strategy Testing and
Adapting
AGENDA
Day 3
MODULE 17



The Office of Strategy Management (OSM)

MODULE 18



MODULE 19



Designing your OSM and
Management Team Architecture

Strategy Management
Praxis: How to Implement
the Management System
Effectively—Kay Success
Factors

MODULE 21



Final Test on Strategy
Management

Day 4
MODULE 22

MODULE 23

MODULE 24

Best Practice Visit: Audi AG

Best Practice Visit: tbd

Wrap - Up










Case Presentation at
facility
Panel Discussion



Case Presentation at
facility
Panel Discussion

Feedback
Open Issues

Day 5 - Public Services (Optional)
AGENDA








Public sector and private sector, are they different?
What are the different frameworks for the public sector strategies?
What is the difference between organizational strategy and sectoral strategy?
What is the implication of public sector specialties on the strategy map?
What is an effective strategy governance system in public sector?
Presentation of Public Sector Case Studies

MODULE 20



Lessons Learned and “take
away’s’ for the participants
STRATEGY MANAGEMENT COURSE (SMC)
INSTRUCTORS
The program will be presented by Georg Reygers, Peter J. Warns and Mathias Mangels, founders and partners of the Tantum Group European Offices with more than 20 years’ experience in Strategy Management.
Omar Shroof will lead the optional Public Services Program. All instructors have been exposed to challenging strategy implementation projects in Europe, the Middle East and the Americas and have supported very
successful outcomes.

MATHIAS MENGELS

PETER J. WARNS

GEORG REYGERS

OMAR SHROOF

Founder and Partner
Tantum Group World

Partner
Tantum Group World

Partner
Tantum Group World

Managing Director
Tantum Group– Middle East

Peter Warns is project leader
in international consulting
assignments since the late
80´s and has a vast track
record of successful strategy
implementation projects. He
also is experienced in Process Reengineering, Quality
Management and Sales &
Marketing Audits. With over
25 years of professional
experience as General Manager in international groups
in Consumer Products and
Capital Goods and as senior
business consultant he lived
and worked in Europe, Asia,
South America and the US.
He has a profound understanding of business processes, different cultures and
knows the challenges and
clues of operative and strategic management.

Georg Reygers is experienced
in leading and delivering
international consulting assignments around Strategy
Management and Balanced
Scorecard projects and delivers also top management
trainings and facilitation for
organizations implementing
the ‘Office of Strategy Management
(OSM)’
and
‘Strategy Focused Organization’ concepts. Georg engages actively in best practices researches focussing on
‘Organizational
Alignment’
and the ‘Office of Strategy
Management’ themes, where
he has published several
articles and research studies.
He has presented his broad
Strategy Management experiences on national and
international
Performance
Management Conferences.

Mathias Mangels is the
founder of Tantum Group, a
leading global management
consulting company focused
on Strategy formulation and
execution. Tantum Group
has been cooperating with
Robert Kaplan and David
Norton since the year 1998.
Mathias’s past experience is
focused on strategy design
and execution for private,
public and non-profit organizations in the Americas,
Middle East and Europe. He
has been researching both,
the theoretical and practical
aspects of the Strategy Focused Organization Framework.
He has been also
supporting organizations on
innovative new development
and growth strategies with
the use of Blue Ocean and
Stakeholder/Citizen Experience Co Creation Methodology. Mathias has been presenting these topics at conferences and summits in
Europe, the Americas and
Middle East and is one of
the founding members of
the strategy Management
Collaborative.

Omar Shroof is currently the
Managing Director of Tantum Group in Middle East, an
international
management
consulting, research and
education organization with
offices in Europe, The Middle East and Latin America.
Omar has supported several
implementations
of
the
Strategy Management System in the region. Several of
them were in the regional
private and public sector.
This includes, Saudi, Qatar,
Bahrain, UAE, and Kuwait
private and public sector.
Functional domain expertise
in strategy development and
execution, strategy deployment and result management (Execution premium).
Omar has been consulting
and advising organizations
with special focus on the Life
Sciences industries among
others in the Middle East.
BEST PRACTICE VISITS
The program will also provide practical experiences in loco. The 4th day of
the program will be 100% committed to visits of successful German organizations that have implemented a Strategy Management Process and have
had success in generating value for the respective stakeholders. Organizations we plan to visit are Allianz Insurance AG, Audi AG and Munich Airport.
TESTIMONIALS

“Great hands on
course where you learn
by doing from an
“The overall experience of
this course is above of what
I had expected. I would
recommend this course for
any strategic planner or
executor.”

experienced
strategist’s practitioner.
ABDULAZIZ ALMOSAAD
Strategy Management Officer
ARASCO

MR. ABDULRAHMAN ALSHUBBAIKI
Business Analyst Coordinator
ELM Information Security Company

“A very informative, insightful and highly
interactive program, lead by highly experienced and
articulate professionals from the Tantum Group.
Highly recommended for all managers responsible
for Strategy or its delivery.”
CHRISTOPHER M. DISWAI
General Manager of Strategy
COOPERATION PARTNER & PROGRAM LOCATION

Munich, Germany
CONFERENCE VENUE
University of Applied Sciences in Economics and Management (FOM)
Arnulfstr. 30, 80335 Munich
With Coffee Breaks & finalizing Lunch

Suggested Hotel Accommodation

das HOTEL in München

Historical building from 1902 in Schwabing, Munich, Germany
Rate : 595 Euros ( US$ 783) for 5 days with breakfast
PRICING AND REGISTRATION
Prices for the full SMC program including Test & Certification Foprm plus the Strategy Best Practice visits
in Germany, Coffee breaks and finalizing Lunch

HOW TO REGISTER



For one participant US$ 4.500 or 3.460 Euros for
payments until January 30th

Please register below or send a short email with your contact details
to g.reygers@tantum.com



For 3 and more registrations US$ 4.000 or 3.075
Euros for payments until January 30th

Deposit of registration fee for Tantum Group Gmbh at:



From February 1st, 2014 US$ 4.800 or 3.690 Euros
per participant

Commerzbank AG, München, Germany
IBAN:
DE50 7004 0041 0270 3544 00
BIC/SWIFT:
COBADEFF700

For Europe and Americas:

Optional: (Public Services)

For the Middle East:



Please email events@esconsulting.com.sa for online registration.

US$800 additional cost for the 5th day event.

REMINDERS:

REGISTRATION DETAILS:

Participants will only be considered registered to the
program if the bank deposit has been received.

NAME:

A confirmation letter and invoice will be send to each
registered participant.
For further information on the payment policy and
process please contact the following:
Tantum Group CEE in Germany
Email: g.reygers@tantum.com
(for European Registrations)
Abdulrahman AlForaih
Email: a.alforaih@esconsulting.com.sa
(for Middle East Registrations)

_________________________________________________

EMAIL ADDRESS: _________________________________________________
JOB TITLE:

_________________________________________________

COMPANY:

_________________________________________________

CONTACT NO.

_________________________________________________

ADDRESS:

_________________________________________________
_________________________________________________
_________________________________________________

Please fax this form with complete registration details to Tantum
Group GmbH, +49 (0) 8024 4745 154

WWW.TANTUM.COM
TANTUM GROUP GmbH

Germany
D-83607 Holzkirchen
St. Bartholomäus Weg 4
Telephone No. +49 (0) 8024 4745 152
Fax No. +49 (0) 8024 4745 154
Email: g.reygers@tantum.com
Website: www.tantum.com

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Strategy management certification program in munich, 31 march 3 april, 2014 komprimiert

  • 1. STRATEGY MANAGEMENT CERTIFICATION PROGRAM MARCH 31st to APRIL 3rd, 2014 Munich, Germany A certification program delivered In partnership with the STRATEGY EXECUTION WWW.TANTUM.COM
  • 2. Become a Certified Strategy Management Officer (CSMO) The Official SMC Strategy Management Certification Program will be held in Munich, Germany from March 31st till April 3rd, 2014. Tantum Group will have a senior team of instructors presenting the Certification Program. Participants will learn about best practices to support the successful implementation and management of the organization’s strategy. The program is structured around a 4 days program (3 SMC Program + 1 day Best Practice Visits) . Participants will be submitted to a Certification Test delivered by Strategy Management Collaborative – SMC, Brussels, Belgium. The Office of Strategy Management is a key success factor of organizations that has brought strategy to results. Purpose With Best Practice Cases from Prof. Robert Kaplan  The Strategy Management Collaborative is a non-profit organization that researches and develops strategy management best practices and the corresponding reference process. Board Members of the Strategy Management Collaborative are Prof. Robert Kaplan and Prof. Werner Bruggeman. The program will present best practice case studies developed by Prof. Robert Kaplan.      Based on proven Strategy Management Concepts, Practical Implementation Steps, Exercises and Best Practice Case Studies experienced master practitioners will expand the Strategy Management knowledge of high level Executives in a 3+1 days intensive course. The Program covers the entire Strategy Management Process from Strategy Formulation until Strategy Implementation and Adaptation. The number of participants from national and international companies/organizations is limited to manageable 10 – 14 persons. The lectures and exercises are followed on the 4th day by best practive visits at outstanding organizations in the Munich Metropolitan area. Finally all participants will undergo a Certification test delivered by ‘Strategy Management Collaborative‘ , an international non-profit umbrella organization founded by renowned thought leaders (Prof. R. Kaplan, Harvard Business School, Prof. V. Ramaswamy, Prof. W. Bruggemann) Participants will have lots of opportunities to exchange their Strategy Management experiences among each other, with the international Instructors Team and last but not least with Strategy Management Specialists of the Best Practice Organizations visited during the Program. Source: DHBW Lörrach PROF. ROBERT KAPLAN Board Member, SMC
  • 3. The program agenda will cover topics that will start with strategy analysis and strategy finding. From strategy finding the program will support strongly all concepts and tools for strategy execution. The focus will be on the use of Strategy Maps, Measures, Targets and Initiatives. The program will continue on the challenge of aligning the organization under one strategy. Exercises will give participants a chance through case studies to experience the alignment between business units as well and support units. Alignment will be also discussed on the personal level, through personal scorecards and initiatives. In order to live and understand the actual execution of strategy a business game will be played that helps participants to understand the prioritization of initiatives as well as its constant review through strategy review meetings in order to maximize outcomes and achieve the strategic targets defined. During the third day of the program, we will present and discuss the capabilities of the Office of Strategy Management - OSM. A structured OSM has been a key success factor of organizations that have transformed strategy into results. AGENDA Day 1 MODULE 1  Introduction: The Kaplan/ Norton Execution Premium Strategic Management System in 6 Phases MODULE 2  Develop the Strategy: Mission, Vision, Value Gap   MODULE 6  Strategy Analysis and Formulation Strategy Map and Measures Exercise  MODULE 7  Risk Management  Translate the Strategy with the Balanced Scorecard MODULE 4 Gap Analysis Exercise MODULE 5  MODULE 3 Strategy Analysis and Formulation Exercises MODULE 8  Align the Organization: Vertical & Horizontal alignment Exercise on Strategy Alignment Day 2 MODULE 9  Align the Employees: Process, Communication, Motivation & Reward MODULE 10  MODULE 13   Strategic budget allocation (Stratex) Exercise on Budgets and Strategic Initiatives Exercise on Aligning Employees and Communication MODULE 11  MODULE 14  Strategy Review Meetings to Monitor Strategy Execution Plan Operations: Key Process Improvement, Budgeting MODULE 12  MODULE 15  Exercise on Strategy & Initiative Management (Starbucks Business Game) Definition and Management of Strategic Initiatives MODULE 16  Strategy Testing and Adapting
  • 4. AGENDA Day 3 MODULE 17  The Office of Strategy Management (OSM) MODULE 18  MODULE 19  Designing your OSM and Management Team Architecture Strategy Management Praxis: How to Implement the Management System Effectively—Kay Success Factors MODULE 21  Final Test on Strategy Management Day 4 MODULE 22 MODULE 23 MODULE 24 Best Practice Visit: Audi AG Best Practice Visit: tbd Wrap - Up      Case Presentation at facility Panel Discussion  Case Presentation at facility Panel Discussion Feedback Open Issues Day 5 - Public Services (Optional) AGENDA       Public sector and private sector, are they different? What are the different frameworks for the public sector strategies? What is the difference between organizational strategy and sectoral strategy? What is the implication of public sector specialties on the strategy map? What is an effective strategy governance system in public sector? Presentation of Public Sector Case Studies MODULE 20  Lessons Learned and “take away’s’ for the participants
  • 5. STRATEGY MANAGEMENT COURSE (SMC) INSTRUCTORS The program will be presented by Georg Reygers, Peter J. Warns and Mathias Mangels, founders and partners of the Tantum Group European Offices with more than 20 years’ experience in Strategy Management. Omar Shroof will lead the optional Public Services Program. All instructors have been exposed to challenging strategy implementation projects in Europe, the Middle East and the Americas and have supported very successful outcomes. MATHIAS MENGELS PETER J. WARNS GEORG REYGERS OMAR SHROOF Founder and Partner Tantum Group World Partner Tantum Group World Partner Tantum Group World Managing Director Tantum Group– Middle East Peter Warns is project leader in international consulting assignments since the late 80´s and has a vast track record of successful strategy implementation projects. He also is experienced in Process Reengineering, Quality Management and Sales & Marketing Audits. With over 25 years of professional experience as General Manager in international groups in Consumer Products and Capital Goods and as senior business consultant he lived and worked in Europe, Asia, South America and the US. He has a profound understanding of business processes, different cultures and knows the challenges and clues of operative and strategic management. Georg Reygers is experienced in leading and delivering international consulting assignments around Strategy Management and Balanced Scorecard projects and delivers also top management trainings and facilitation for organizations implementing the ‘Office of Strategy Management (OSM)’ and ‘Strategy Focused Organization’ concepts. Georg engages actively in best practices researches focussing on ‘Organizational Alignment’ and the ‘Office of Strategy Management’ themes, where he has published several articles and research studies. He has presented his broad Strategy Management experiences on national and international Performance Management Conferences. Mathias Mangels is the founder of Tantum Group, a leading global management consulting company focused on Strategy formulation and execution. Tantum Group has been cooperating with Robert Kaplan and David Norton since the year 1998. Mathias’s past experience is focused on strategy design and execution for private, public and non-profit organizations in the Americas, Middle East and Europe. He has been researching both, the theoretical and practical aspects of the Strategy Focused Organization Framework. He has been also supporting organizations on innovative new development and growth strategies with the use of Blue Ocean and Stakeholder/Citizen Experience Co Creation Methodology. Mathias has been presenting these topics at conferences and summits in Europe, the Americas and Middle East and is one of the founding members of the strategy Management Collaborative. Omar Shroof is currently the Managing Director of Tantum Group in Middle East, an international management consulting, research and education organization with offices in Europe, The Middle East and Latin America. Omar has supported several implementations of the Strategy Management System in the region. Several of them were in the regional private and public sector. This includes, Saudi, Qatar, Bahrain, UAE, and Kuwait private and public sector. Functional domain expertise in strategy development and execution, strategy deployment and result management (Execution premium). Omar has been consulting and advising organizations with special focus on the Life Sciences industries among others in the Middle East.
  • 6. BEST PRACTICE VISITS The program will also provide practical experiences in loco. The 4th day of the program will be 100% committed to visits of successful German organizations that have implemented a Strategy Management Process and have had success in generating value for the respective stakeholders. Organizations we plan to visit are Allianz Insurance AG, Audi AG and Munich Airport.
  • 7. TESTIMONIALS “Great hands on course where you learn by doing from an “The overall experience of this course is above of what I had expected. I would recommend this course for any strategic planner or executor.” experienced strategist’s practitioner. ABDULAZIZ ALMOSAAD Strategy Management Officer ARASCO MR. ABDULRAHMAN ALSHUBBAIKI Business Analyst Coordinator ELM Information Security Company “A very informative, insightful and highly interactive program, lead by highly experienced and articulate professionals from the Tantum Group. Highly recommended for all managers responsible for Strategy or its delivery.” CHRISTOPHER M. DISWAI General Manager of Strategy
  • 8. COOPERATION PARTNER & PROGRAM LOCATION Munich, Germany CONFERENCE VENUE University of Applied Sciences in Economics and Management (FOM) Arnulfstr. 30, 80335 Munich With Coffee Breaks & finalizing Lunch Suggested Hotel Accommodation das HOTEL in München Historical building from 1902 in Schwabing, Munich, Germany Rate : 595 Euros ( US$ 783) for 5 days with breakfast
  • 9. PRICING AND REGISTRATION Prices for the full SMC program including Test & Certification Foprm plus the Strategy Best Practice visits in Germany, Coffee breaks and finalizing Lunch HOW TO REGISTER  For one participant US$ 4.500 or 3.460 Euros for payments until January 30th Please register below or send a short email with your contact details to g.reygers@tantum.com  For 3 and more registrations US$ 4.000 or 3.075 Euros for payments until January 30th Deposit of registration fee for Tantum Group Gmbh at:  From February 1st, 2014 US$ 4.800 or 3.690 Euros per participant Commerzbank AG, München, Germany IBAN: DE50 7004 0041 0270 3544 00 BIC/SWIFT: COBADEFF700 For Europe and Americas: Optional: (Public Services) For the Middle East:  Please email events@esconsulting.com.sa for online registration. US$800 additional cost for the 5th day event. REMINDERS: REGISTRATION DETAILS: Participants will only be considered registered to the program if the bank deposit has been received. NAME: A confirmation letter and invoice will be send to each registered participant. For further information on the payment policy and process please contact the following: Tantum Group CEE in Germany Email: g.reygers@tantum.com (for European Registrations) Abdulrahman AlForaih Email: a.alforaih@esconsulting.com.sa (for Middle East Registrations) _________________________________________________ EMAIL ADDRESS: _________________________________________________ JOB TITLE: _________________________________________________ COMPANY: _________________________________________________ CONTACT NO. _________________________________________________ ADDRESS: _________________________________________________ _________________________________________________ _________________________________________________ Please fax this form with complete registration details to Tantum Group GmbH, +49 (0) 8024 4745 154 WWW.TANTUM.COM
  • 10. TANTUM GROUP GmbH Germany D-83607 Holzkirchen St. Bartholomäus Weg 4 Telephone No. +49 (0) 8024 4745 152 Fax No. +49 (0) 8024 4745 154 Email: g.reygers@tantum.com Website: www.tantum.com