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  1. 1. Balanced Scorecard 2009 Earn up to 15 Define, Implement and Advance Strategy CPE Credits to Achieve Organizational Goals Achieve December 8 – 9, 2009 | Arlington, VA Corporate Optional Pre-Conference Workshops: December 7, 2009 Buy-In with You Will Learn to: Effective Streamline Strategic Planning with Strategy Mapping Change Develop strategic initiatives to ensure smooth Balanced Scorecard execution Management Communicate Balanced Scorecard Performance Effectively Monitor progress to accurately report performance and improve decision Strategies making capabilities Link Balanced Scorecard Measures to Employee Performance Identify measurable indicators based on job function for improved performance Identify the Next Steps after Balanced Scorecard Implementation Learn how to evaluate and modify Balanced Scorecard initiatives after the initial implementation In Association with: www.ASMIweb.com/BSC www.ASMIweb.com/BSC 1
  2. 2. pre-conference workshop Balanced Scorecard 2009 December 7, 2009 Workshops are designed to be an interactive way for participants to learn the latest management techniques in order to implement them in their workplace. The workshops provide a platform to learn practical applications of current best practices. 8:30 Workshop Registration & Continental Breakfast 9:00 workshop a. Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a Strategy-Aligned Balanced Scorecard Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the execution of strategy. This workshop includes hands-on exercises that will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. Learn the basics of Balanced Scorecard design and deployment while gaining insights into the potential pitfalls and hurdles to successful implementation. Discover the best practices in the latest BSC advancements to accelerate your results towards a strategy-aligned organization. Develop a solid understanding of key BSC concepts and misconceptions Learn how to use established tools and templates to help accelerate your results Discover a roadmap for the journey to developing, deploying and cascading strategy maps and scorecards Bob Paladino ASMI Senior Fellow Founder, Bob Paladino and Associates 12:00 Lunch Break 1:00 workshop b. Business Intelligence Fundamentals: Implementing BI to Enable a Strategy-Aligned Balanced Scorecard This workshop is designed to help you understand the purpose and power of BSC and BI alignment in supporting optimal business performance management. The workshop will introduce you to the area of BI and will provide examples of how leading companies have developed BI capabilities that have resulted in measurable business performance improvement. Most importantly, this interactive session will provide you with the knowledge you need to understand the relationships between the BSC and BI and how alignment can provide opportunities to improve your current business performance management program. Develop a solid understanding of key BI concepts and misconceptions Support improved business performance with Business Intelligence Understand the business risks of uncoordinated Balanced Scorecard and Business Intelligence programs Bill Collins Director of Business Solutions Decision Path 4:00 Workshops Adjourn 2 A www.ASMIweb.com/BSC
  3. 3. day one Balanced Scorecard 2009 December 8, 2009 8:30 Conference Registration & Continental Breakfast 9:00 keynote address Create a Strategic Plan for Change Management As a champion of Balanced Scorecard implementation, it’s important to develop a strategy that will withstand resistance from employees and executives, and ensure a smooth transition into enhanced process improvement practices. During this Keynote Address, you will learn to: Understand the importance of change management when developing and implementing a BSC system Use change management strategies to assess workforce culture and readiness to change Create a systematic plan for implementing change Robert Gold Founder Tenacious Tortoise, LLC 10:00 Break & Refreshments 10:15 Use the BSC to Achieve Organizational Excellence Learn the seven key components and the framework for achieving Organizataionl Excellence Understand how the BSC contributes to Organizational Excellence Assess your organization against Organizational Excellence criteria and factor the gaps into your BSC build Jeff Parks Founder/President Performance Breakthroughs, Inc. 12:15 Lunch Break who should attend: Chief Executive Officers Directors Chief Operating Officers Program Analysts Chief Financial Officers Budget Officers www.ASMIweb.com/BSC 3
  4. 4. day one Balanced Scorecard 2009 December 8, 2009 1:15 Strategy Mapping: Bridge the Gap between Strategy and Execution Align organizational objectives through mapping to accomplish effective strategic planning Identify key strategic goals for accomplishing results Guide users through the process of developing strategic initiatives Chris Walter VP B2B Routes to Market Market Source, Inc. 2:15 Break & Refreshments 2:30 Develop Key Measures and Metrics for the Balanced Scorecard Understand the difference between metrics and KPIs, and how to choose which metrics should be published on a scorecard Design useful measures for gauging business strategy and meaningful metrics for tracking success Leverage performance objectives to provide context that gives operational scorecards more meaning Bill Barberg President and Founder Insightformation, Inc. 3:30 Effectively Match Measures to Organizational Job Functions Understand the difference between hard and soft measures and why choosing the correct measure is essential for implementation Identify which measures should be chosen based on job function Learn how to properly assign measures for mixed or non-traditional job functions Bill Barberg President and Founder Insightformation, Inc. 4:30 Day One Adjourns top five reasons to attend: Transform Implement the Identify Measures Link Performance Garner Company- the Balanced BSC to Make that Accurately Measures to Wide Buy-In Scorecard from your Organization Evaluate Specific Financial and for Successful Theory to Practice Strategy-Focused Job Functions Business Processes Implementation 4 www.ASMIweb.com/BSC
  5. 5. day two Balanced Scorecard 2009 December 9, 2009 8:30 Continental Breakfast 9:00 keynote address Cascade the Balanced Scorecard Throughout your Organization The Balanced Scorecard is a company-wide initiative that can be successful only when everyone in the organization is active in its execution. When each employee knows what part they play in improving organizational performance, they can work towards set goals. During this Keynote Address, you will learn to: Create, administer and execute a comprehensive communication plan to help execute your BSC strategy Cascade appropriate communication activities that focus on strategy through human resource’s role in the BSC Develop a strategy-focused workforce by aligning employees, values and strategy of the organization Amy Ellison Vice President, Human Resources Delta Dental of Kansas, Inc. 10:00 Break & Refreshments 10:15 Understand the Role of Leadership in Managing and Implementing Balanced Scorecard Initiatives Learn the role leadership plays in translating vision and mission into organizational strategy Develop a strategy that centers on the values and core competencies of your organization Turn leaders into champions of BSC initiatives to ensure improvement continues over time Amy Ellison Vice President, Human Resources Delta Dental of Kansas, Inc. 11:15 Report and Monitor your Balanced Scorecard Performance Supervise the overall function of the BSC to guarantee strategic success and execution 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 implementing the BSC Carrie McFadden Strategy and Performance Management Federal Reserve Bank of Cleveland www.ASMIweb.com/BSC 5
  6. 6. day two Balanced Scorecard 2009 December 9, 2009 12:15 Lunch Break 1:15 Manage Your Organization through Strategic Themes Break down a strategy map into strategic themes, linking internal processes to customers and shareholders Use strategic themes to simplify your vision into manageable targets Identify what themes best describe your organization’s strategy Terry Brown Partner, ParCon Consulting 2:15 Break & Refreshments 2:30 Next Steps in Balanced Scorecard Implementation Learn how to analyze collected data to make informed decisions Maintain the BSC initiatives when leaders leave and employee positions change Identify when measures and practices need to be revised or reoriented to remain aligned with overall strategy Robert Gold Founder, Tenacious Tortoise, LLC 3:30 Conference Adjourns sponsorship opportunities ASMI offers four different pre-designed sponsorship packages: Event Co-Sponsor Session Sponsor Luncheon Sponsor Exhibit Booth Sponsor To learn more about exhibiting and sponsorships at Balanced Scorecard 2009 please contact Meredith Mason at 202-739-9707 or MeredithMason@PerformanceInstitute.org 6 www.ASMIweb.com/BSC
  7. 7. Balanced Scorecard 2009 Logistics & Registration Venue and Hotel: CPE Credits Balanced Scorecard 2009 will be held at The Delivery Method: Group-live Performance Institute Conference Center Program Level: Beginner in Arlington, VA, just one block east of the Prerequisites: None Courthouse Metro stop on the Orange Line. A Advanced Preparation: None public parking garage is located just inside of the CPE Credits: 15 building for $10/day. The American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the The Performance Institute Conference Center National Registry of CPE Sponsors. State boards of accountancy have 1515 N. Courthouse Rd., Suite 600 final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Arlington, VA 22201 Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 703-894-0920 37219-2417. Website: www.nasba.org. A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott Cancellation Policy For live events: ASMI will provide a full refund less $399 administration at the prevailing rate of $209 until November 7, fee for cancellations four weeks before the event. If cancellation occurs 2009. Please call the hotel directly and reference within two weeks prior to conference start date, no refund will be issued. code “Balanced Scorecard” when making Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. reservations to get the discounted rate. The hotel All the cancellation requests need to be made online. Your confirmation is conveniently located three blocks from the email contains links to modify or cancel registrations. Please note that the Rosslyn Metro station. Please ask the hotel about cancellation is not final until you receive a written confirmation. a complimentary shuttle that is also available for Payment must be secured prior to the conference. If payment is not your convenience. 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. Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Quality Assurance ASMI strives to provide you with the most productive and effective Arlington, VA 22209 educational experience possible. If after completing the course you feel Phone: 703-528-2222 / 1-800-321-2211 there is some way we can improve, please write your comments on the www.courtyardarlingtonrosslyn.com evaluation form provided upon your 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 business days after the end of the training to: ASMI: Corporate Headquarters; 805 15th Street NW, 3rd Tuition & Group Discounts: Floor; Washington, D.C. 20005 The tuition rate for attending the Balanced Note: As speakers are confirmed six months before the event, some Scorecard 2009 is as follows: speaker changes or topic changes may occur in the program. ASMI is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program. Conference $1799 If for any reason ASMI decides to cancel this conference, ASMI One Workshop $399 accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Both Workshops $599 Discounts • All ‘Early Bird’ Discounts must require payment at time of registration For more information on group discounts for and before the cut-off date in order to receive any discount. Balanced Scorecard 2009 please contact Dave • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. Yerks at 858-866-9381 or email him at • All discount offers cannot be combined with any other offer. David.Yerks@ASMIweb.com. • Discounts cannot be applied retroactively www.ASMIweb.com/BSC 7
  8. 8. Balanced Scorecard 2009 Logistics & Registration to register Call Fax this Form to Visit 877-992-9522 866-234-0680 www.ASMIweb.com/BSC Registration Form Yes! Register me for Balanced Scorecard 2009 Add the Pre-Conference Workshop A Add the Pre-Conference Workshop B 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: B303-WEB 8 www.ASMIweb.com/BSC