Balanced Scorecard 2009

1. Balanced
Balanced Scorecard 2009
Earn up to 15 CPE Credits
Scorecard 2009
Define, Implement and Advance
Organizational Strategy with the
Balanced Scorecard
You Will Learn to
Align Your Organization and Employees to
Overall Strategy
Create a strategy-focused organization that links
resources to results
Link Planning and Budgeting to Your Balanced
Scorecard
Remain strategy-oriented while developing and
maintaining a budget within the BSC framework
Tie Performance Incentives to Balanced
Scorecard Objectives
Establish a positive relationship between BSC performance
and human capital output
Develop a Balanced Scorecard Strategy
Create a strategy map that provides the framework for
organizational development and strategic execution
March 17–18, 2009 | Washington, DC
Optional Pre-Conference Workshop March 16, 2009
www.ASMIweb.com/BSC
www.ASMIweb.com/BSC

2. Balanced Scorecard 2009
Pre-Conference Workshops: Monday, March 16, 2009
Pre-Conference Seminars are hands-on, 9:00
Workshop A:
interactive sessions with specially designed
Who
exercises and projects that have immediate Balanced Scorecard Fundamentals for
application. With this full day application session, Commercial Enterprises: Implement a
you will enhance your training experience by Strategy-Aligned Balanced Scorecard
establishing a reference point of knowledge,
Understanding the fundamentals of the Balanced
Should Attend?
language and methodologies for the rest of the
Scorecard (BSC) methodology is critical to
event. This seminar will dive deep into strategic
maximizing the execution of strategy. This workshop,
planning and financial management to help
including hands-on exercises, will help you learn
•CEOs
improve your expertise and gain knowledge of
how to integrate proven BSC tools and techniques
practical tools to implement from field experts.
to achieve breakthrough results. Learn the basics
•CFOs
Enrollment space is limited, so registered today to
of Balanced Scorecard design and deployment
reserve your place.
while gaining insights into the potential pitfalls and
•Performance Measurement
hurdles to successful implementation. Discover the
Analysts and Planners
best practices in the latest BSC advancements to
8:30 accelerate your results towards a strategy-aligned
•Human Resource
Workshop Registration & Continental Breakfast organization. Completion of this workshop will help
you translate BSC theory into concrete results for
Professionals
your organization.
•Program Evaluators
• Develop a solid understanding of key BSC
concepts and misconceptions
•Program Managers
• Learn 25 Hall of Fame best practices and valuable
lessons – and pitfalls to avoid
•Scorecard Managers
• Learn how to use established tools and templates
•Internal Auditors
to help accelerate your results
• Discover a roadmap for the journey to developing,
•Budget Directors and
deploying and cascading strategy maps and
scorecards
Managers
Bob Paladino
•Project Managers
President
Bob Paladino & Associates
www.ASMIweb.com/BSC

3. Balanced Scorecard 2009
Pre-Conference Workshops: Continued
12:00
Lunch Break
Top Five
1:00
Workshop B: Workshop C:
Balanced Scorecard Fundamentals for Business Intelligence Fundamentals:
Government: Conveying Transparency and Implementing BI to Enable a Strategy-Aligned
Reasons to Attend
Results to Taxpayers Balanced Scorecard
The fundamentals of the Balanced Scorecard include This workshop is designed to help you understand
1. Transform the BSC from
a combination of planning, creating, defining, and the purpose and power of BSC and BI alignment
developing strategy. Learn how to identify the correct in supporting optimal business performance
theory to practice
measures and targets to get an optimal return on your management. The workshop will introduce you
efforts. This workshop, including hands-on exercises, to the area of BI and will provide examples of how
2. Learn metrics and
will help you learn how to integrate proven BSC tools leading companies have developed BI capabilities that
measures from proven
and techniques to achieve breakthrough results that have resulted in measurable business performance
cater to government and non-profit organizations. improvement. Most importantly, this interactive
industry leaders
session will provide you with the knowledge you need
• Define strategic themes to form a base for your
to understand the relationships between the BSC
3. Implement the BSC to
Balanced Scorecard strategy
and BI and how alignment can provide opportunities
• Identify perspectives and desired outcomes for
make your organization
to improve your current business performance
your plan
management program.
strategy-focused
• Review successful strategy maps for Government
• Develop a solid understanding of key BI concepts
Enterprises
4. Align your budget process
and misconceptions
• Develop strategic initiatives
• Support improved business performance with
with your strategy
Bob Paladino Business Intelligence
President
5. Make strategy a core
• Learn best practices and success stories
Bob Paladino & Associates
• Understand the business risks of uncoordinated
competency
Balanced Scorecard and Business
Intelligence programs
Nancy Williams
VP of Business Intelligence and Data
Warehousing
DecisionPath
4:00
Workshops Adjourn
www.ASMIweb.com/BSC

4. Balanced Scorecard 2009
Day One: Tuesday, March 17, 2009
8:30 11:15 2:30
Communicate Strategy both Vertically and
Conference Registration & Continental Breakfast Break & Refreshments
Horizontally Within Your Organization
2:45
9:00 • Create, administer and execute a comprehensive
Manage Your Organization through
Keynote Address: Leadership’s Role in communication plan to help execute your BSC
Strategic Themes
Managing and Implementing Balanced strategy
Scorecard Initiatives • Break down a strategy map into strategic themes,
• Cascade appropriate communication activities that
linking internal processes to customers and
Execution of the Balanced Scorecard may depend on focus on strategy through human resource’s role in
shareholders
the entire organization buying in; however, leadership the BSC
remains critical to the BSC endeavor. It is not enough • Use strategic themes to simplify your vision into
• Develop a strategy-focused workforce by aligning
to simply wish to be a strategy-focused organization manageable targets
employees, values and strategy of the organization
– it needs support from above. • Identify what themes best describe your
Bob Paladino
• Learn the role leadership plays in translating vision organization’s strategy
President
and mission into organizational strategy
Bob Paladino & Associates Bill Barberg
• Develop a strategy that centers on the values and
President
core competencies of your organization Insight Information, Inc.
12:00
Lunch Break
10:00 4:15
Strategy Mapping: Bridge the Gap between Day One Adjourns
1:00
Strategy and Execution Develop Key Measures and Metrics for the
• Align organizational objectives through mapping to Balanced Scorecard
accomplish effective strategic planning • Understand the difference between metrics and
• Identify key strategic goals and useful measures for KPIs, and how to choose which metrics should be
accomplishing results published on a scorecard
• Guide users through the process of developing • Design useful measures for gauging business
strategic initiatives and measures strategy and meaningful metrics for tracking success
• Leverage performance objectives to provide context
Geoff Gruson
Executive Director that gives operational scorecards more meaning
Police Sector Council
Dr. Cindy Loe
Superintendent
11:00 Fulton County Schools
Break & Refreshments
Julia Bernath
President
Fulton County Board of Education
www.ASMIweb.com/BSC

5. Balanced Scorecard 2009
Day Two: Wednesday, March 18, 2009
8:30 12:00 2:45
Build Your Scorecard: Working towards an Office
Continental Breakfast Lunch Break
of Strategy Management
1:00
9:00 • Learn the necessary steps involved in creating a
Communicate Strategy and Plan for Change
Keynote Address: Lessons Learned from strategic management office to increase the opportunity
Balanced Scorecard Implementation • Understand the importance of change management for success of a strategy-focused organization
when developing and implementing a BSC system
Hear first hand the experiences, challenges and • Understand how such an office can improve
roadblocks faced by someone who has already • Use change management strategies to assess organizational strategy formulation, execution,
implemented and maintained Balanced Scorecard workforce culture and readiness alignment and communication
practices within their own organization. to change • Integrate leading methods including the Balanced
• Identify tools necessary for executing a successful • Garner buy-in from executives and employees during Scorecard into an overall business plan using the
BSC initiative the decision making process OSM as the charter watchdog for strategic success
• Harness the confidence to introduce new strategy
Josh Stalker Vic Nisita
into your own organization
Strategic Management Program Manager Sr. Director, Strategy Realization
Lockheed Martin Merck & Co
Kent Smith
Manager, Strategic Business Planning
US Postal Service 2:30 4:15
Break & Refreshments Conference Adjourns
10:30
Break & Refreshments
10:45
Report and Monitor Your Balanced Scorecard
Performance
“I learned a lot of information that helped
• Supervise the overall function of the BSC to
guarantee strategic success and execution
to clarify the Balanced Scorecard”
• Manage the BSC as an effective tool used to carry
out planned processes to achieve long term goals
• Track and monitor the progress seen as a result of Bibi Persaud, Director, Sun Life Financial
implementing the BSC
Bill Barberg
President
Insight Information, Inc.
www.ASMIweb.com/BSC

6. Balanced Scorecard 2009
Post-Conference Webinars
Sponsorship
Create Dashboards to Measure and Develop Key Measures and Metrics for
Monitor Business Performance the Balanced Scorecard
Opportunities
Date: March 26, 2009 Date: March 31, 2009
Time: 2:00 – 3:30 PM EST Time: 2:00 – 3:30 PM EST
Performance dashboards are powerful tools designed All facets of an organization must come together to As a conference and training provider,
to help gauge a business’s progress in meeting appreciate and understand the value of strategic The Performance Institute is an expert
strategic objectives. Attend our performance management through the Balanced Scorecard. It in bringing together leaders to share and
dashboard webinar to learn how to create a remains imperative for executives, managers, analysts, discuss best practices and innovations. We
successful dashboard to drive business performance. and planners alike to develop the best measures and connect decision-makers with respected
This informative session will offer insight into key corresponding metrics to link strategy to execution, solution providers.
metrics used for evaluating progress as well as how to releasing the potential of the Balanced Scorecard.
monitor company activity to identify and combat any The Institute offers four different
During the webinar you will learn to:
potential problems. pre-designed sponsorship packages:
• Understand the difference between metrics and
During the webinar you will learn to: KPIs, and how to choose which metrics should be
Event Co-Sponsor
•
• Monitoring business processes and activities using published on a scorecard
Session Sponsor
•
the correct tools • Design useful measures for gauging
Luncheon Sponsor
•
• How to use dashboards to optimize business business strategy and meaningful metrics
Exhibit Booth Sponsor
•
performance for tracking success
• Avoid mistakes when creating a performance • Leverage performance objectives to provide context
For more information on sponsorships or
dashboard that gives operational scorecards
to get started, contact Jessica Ward at
more meaning
703-894-0481 x 215 or
Ward@PerformanceWeb.org
www.ASMIweb.com/BSC

7. Balanced Scorecard 2009
Logistics & Registration
Hotel & Venue CPE Credit Registration
Delivery Method: Group-Live
Balanced Scorecard 2009 will be held at the American
To Register, call 703-894-0920;
Program Level: Beginner
Strategic Management Institute’s Training Center in
fax the form to: 703-894-0482;
Arlington, VA, just one block east of the Courthouse Prerequisites: None
or visit www.ASMIweb.com
stop on the Orange Line of the DC Metro. A public Advanced Preparation: None
parking garage is located inside of the building for CPE Credits: 3 for each pre-conference
Yes! Register me for Balanced Scorecard 2009
$10/day. Continental breakfast, refreshments and lunch workshop, 12 for the conference
Add the Pre-Conference Workshop A
will be provided for delegates on each day.
Add the Pre-Conference Workshop B or C (choose one)
The American Strategic Management Institute (ASMI) is registered with
the National Association of State Boards of Accountancy (NASBA) as a
Conference Address:
Add the Post-Conference Webinar(s):
sponsor of continuing professional education on the National Registry
The Performance Institute Training Center of CPE Sponsors. State boards of accountancy have final authority on the Create Dashboards to Measure and Monitor Business Performance
1515 N. Courthouse Rd. , Suite 600 acceptance of individual courses for CPE credit. Complaints regarding
Develop Key Measures and Metrics for the Balanced Scorecard
sponsors may be addressed to the National Registry of CPE Sponsors, 150
Arlington, VA 22201
Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.
703-894-0920 Please call me. I’m interested in a group discount.
Cancellation Policy
A limited number of rooms have been reserved at For live events: ASMI will provide a full refund less $399 administration
Delegate Information
the Arlington Rosslyn Courtyard by Marriott at the fee for cancellations four weeks before the event. If cancellation occurs
within two weeks prior to conference start date, no refund will be issued.
prevailing rate of $209.00 until February 16, 2009.
Registrants who fail to attend and do not cancel prior to the event will be
Please call the hotel directly and reference code charged the entire registration fee.
“Balanced Scorecard” when making reservations to get For webinars: ASMI will provide a full refund less $50 administrative fee Name Title
the discounted rate. The hotel is conveniently located 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. Please ask
Registrants who fail to attend and do not cancel prior to the meeting will
the hotel about a complimentary shuttle that is also be charged the entire registration fee.
Office Organization
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. Address
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
Phone: 703-528-2222
participation at the event.
www.courtyardarlingtonrosslyn.com City State Zip
Quality Assurance
Hotel and travel costs not included in the conference tuition. ASMI strives to provide you with 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 Telephone Fax
Tuition & Group Discounts evaluation form provided upon your arrival. Should you feel dissatisfied
with your learning experience and wish to request a credit or refund,
The tuition rate for attending the Balanced Scorecard
please submit it in writing no later than 10 business days after the end of
2009 is as follows: the training to: ASMI: Quality Assurance, 1515 N. Courthouse Road, Suite Email
600, Arlington, VA 22201
Early Bird Regular Rate Note: As speakers are confirmed six months before the event, some
Payment Information
speaker changes or topic changes may occur in the program. ASMI is not
Conference $1699 $1799 responsible for speaker changes, but will work to ensure a comparable
Training Form/Purchase Order Check Credit Card
speaker is located to participate in the program.
Workshop Half-Day --- $399
If for any reason ASMI decides to cancel this conference, ASMI accepts
no responsibility for covering airfare, hotel or other costs incurred by
Workshop Full-Day --- $599
registrants, including delegates, sponsors and guests.
Post Conference $269 $299 Credit Card Number 3 Digit Card verification #
Discounts
Webinar • All ‘Early Bird’ Discounts must require payment at time of registration
and before the cut-off date in order to receive any discount.
• Any discounts offered whether by ASMI (including team discounts) must
For more information on group discounts for Balanced Name on Card Expiration Date
also require payment at the time of registration.
Scorecard 2009 please contact Paul Rogers at 858-866- • All discount offers cannot be combined with any other offer.
9386 or email him at PRogers@ManagementWeb.org. • Discounts cannot be applied retroactively
Billing Zip Code
www.ASMIweb.com/BSC Priority Code: B270-WEB

8. Balanced Scorecard 2009
www.ASMIweb.com/BSC