1. Earn
E
18 CP
!
Credits
Balanced Scorecard
Management for Government
October 18-20, 2010
Arlington, VA
You will learn to:
CREATE A BALANCED PERFORMANCE MANAGEMENT SYSTEM Implement a
Integrate balanced scorecard with mission-aligned performance measures
Strategy-Aligned
LINK AND INTEGRATE INDIVIDUAL PERFORMANCE PLANS
Implement the tools necessary to engage your staff with the organizational Balanced Scorecard
performance efforts
to Improve
BUILD AN ORGANIZATIONAL STRATEGY MAP
Discover how to prioritize projects and resources to create successful results Government
DEVELOP A STRATEGY TO VALIDATE YOUR SCORECARD REPORTS Efficiency
Evaluate the key components for crafting your performance message
In Association with:
www.PerformanceInstitute.org/BSC

2. Day 1 BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
Monday, October 18, 2010
8:30
Conference Registration and Continental Breakfast
ABOUT THE TRAINERS:
9:00 Bob Paladino is the Founder and
Overview of Performance Management Managing Partner of his firm, which focuses
on advising Boards of Directors, Executives and their
• Review case studies of award winning organizations teams on implementing and integrating Balanced
• Review a best practice self scoring diagnostic to realize Scorecard, Knowledge Management and Six Sigma
organizational gaps competencies. He has a long history as a successful
practitioner of these concepts in a corporate setting
Coaching, Facilitation and Team Work (includes table exercise) and as an advisor and consultant to Fortune 500 firms
across a wide range of industries.
• Learn about pitfalls to avoid in rolling out a successful program
• Understand tips and techniques in coaching, facilitation Drawing from this extensive experience, Mr. Paladino
and managing BSC programs has authored two insightful and informative books:
Key Strategy Map and Balanced Scorecard Concepts “Five Key Principles of Corporate Performance
Management”, #1 Bestselling book for 3 years
• Understand the structure of themes, strategy maps and running on Amazon and barnesandnoble.com. The
Balanced Scorecards book not only chronicles innovative best practices
• Learn to build a winning strategy map by developing an from award winning company executives, but also
interview guide brings you a proven implementation model that has
• Define strategic themes, identifying objectives and accelerated breakthrough results.
developing cause and effect relationships among objectives
The Sequel “Innovative Corporate Performance
Management: Five Key Principles to Accelerate
Build a Strategy Map, One Perspective at a Time Results” contains over 150 new innovative best
• Review the Financial, Customer, Process and People Perspectives practices from 11 companies that have amassed
• Understand key differences among commercial, over 170 awards. The book provides a CPM
Process Blueprint and best practice diagnostic
government and not for profit strategy maps
to score your organization and establish a plan
for your award winning journey. It also reveals a
12:00 proven implementation model that has accelerated
Lunch breakthrough results; case companies have earned
over 100 awards and honors.
1:00 As a former Senior Vice President of Crown Castle
Breakout Exercise: “Step by Step” Build a Strategy Map International in the Office of the CEO, Bob directed
the global CPM/Balanced Scorecard program to win
• Apply best practices “hands on” to build an organizational
both the coveted international Hall of Fame Balanced
strategy map
Scorecard Award and the American Productivity
• Learn to leverage best practices and avoid pitfalls & Quality Center’s (APQC) Best Practice Partner
award. Wall Street Journal ranked Crown Top 20
Breakout Exercise Presentations Most Improved in Shareholder Value.
• Share your newly developed strategy map or case study results
He also formerly directed the Consulting Practice for
• Receive feedback to further advance your program
Drs. Kaplan & Norton, co inventors of the balanced
scorecard. He was a leading global consultant for
4:00 PricewaterhouseCoopers and Towers Perrin. Bob has
Adjourn a MBA from Wharton, a CPA and he is a member of
the AICPA and MSCPA.
2

3. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
Day 2
Tuesday, October 19, 2010
8:30 12:00
Conference Registration and Continental Breakfast Lunch
9:00 1:00
Identify Balanced Scorecard Measures Breakout Exercise: “Step by Step”
Build a Strategic Initiative Map
• Prioritize key objectives that serve as the foundation for
measures and initiatives • Build a Strategic Initiative Map to manage the portfolio
• Identify leading and lagging measures, efficiency and of projects
effectiveness measures • Align and prioritize key projects to drive strategic results
Breakout Exercise: “Step by Step” Getting to the First Balanced Scorecard Report
Build a Balanced Scorecard • Learn best practices on how to establish a Strategy
• Build a BSC for your organization to improve efficiency Focused Organization meeting agenda to manage
• Designate your leading and lagging measures to align your business
with your strategy map • Understand how to conduct and facilitate an SFO
meeting to build a high performing organization
Set Measure Targets
Becoming a Strategy Focused Organization
• Understand best practices in target setting and links to
the strategic plan • Build on your learning by understanding the
• Learn how and when to apply the “four” target implementation plan, proven path taken by BSC Hall
setting methods of Fame winners
• Gain insight into cascading the BSC throughout your
Inventory and Prioritize Initiatives and Projects organization as you plan your next steps and roadmap
• Recognize the strategic importance of a well defined
portfolio of initiatives 4:00
• Understand how to align key projects to drive your Adjourn
strategic objectives and scorecard measure results
WHO SHOULD ATTEND?
• Operating Officers
• Financial Officers
• Directors
• Program Analysts
• Budget Officers
• Performance Measurement
Analysts & Planners
• Program Managers
www.PerformanceInstitute.org/BSC 3

4. Day 3 BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
Wednesday, October 20, 2010
8:30 12:00
Conference Registration and Continental Breakfast Lunch
9:00 Review Software Tools and Other Resources for your BSC
Understanding Communications and Its Impact on Motivation • Discuss public sector scorecards and software tools
• Learn to design a communications plan to address • Learn to make strategy execution a core competency by
culture change issues in your organization building a Center of Excellence
• Include key plan elements, including messages,
audiences, frequency and media 1:00
Breakout Exercise: Step-By-Step Personal Scorecards
Breakout Exercise: Step-By-Step Communications Plan
• Create personal scorecards for you and your team
• Develop a strong communications plan for your BSC efforts • Discuss key elements that must be in place for
• Understand why this component is the most overlooked personal scorecards
aspect of BSC program success
Breakout Exercise: Personal Scorecard Presentations
Cascade Organizational Scorecards to Personal Scorecards
• Present your knowledge and progress of the
• Learn to cascade objectives and measures to teams and personal scorecard
individuals to drive real, sustainable results • Learn and network with fellow participants
• Discover how to identify strategic job families and see
plans for their development
4:00
Training Adjourns
Link Personal Scorecards to Rewards and Recognition
• Understand the facets of compensation and recognition
linked to the BSC
• Align teams and individual rewards and recognition to
help achieve your organization’s strategy
“Great session! Very informative,
loved the case studies.”
— GJ, The Berry Company
4 www.PerformanceInstitute.org/BSC

5. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
CPE Credits & Certification
Become a CPE Credits: 18
Certified Government The Performance Institute is registered with the National Association
Performance Manager of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors.
To ensure professional success, you State boards of accountancy have final authority on the acceptance of
must continually expand your skills and individual courses for CPE credit. Complaints regarding sponsors may be
education. The bar has been raised in addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue
government agencies and organizations North, Nashville, TN 37219-2417. Website: www.nasba.org.
and many government managers are now
required to receive formal certification to stay up to date on the latest Delivery Method: Group-live
trends, best practices and mandates. Program Level: Basic
Prerequisites: None
To address these needs, the Institute offers a Certificate in Government
Advanced Preparation: None
Performance Management. Completing a certification program is easy.
Just attend three “core” courses and an additional three “elective” courses
you select based on topics that meet your agency’s unique needs. Upon
successful completion, you will emerge from the Institute’s certification
program with a thorough understanding of all course concepts—and
poised to apply what you learned in a real and practical way.
Advance Your Career
Education and professional certification are becoming necessary for
promotion and requirements for coveted positions. In the Certified
Government Performance Manager program, you will acquire the
skills and tools to make you the lead performance management
resource for your organization.
Meet New Certification Requirements
To hold a position as a performance manager in government you
must demonstrate compliance with new skills sets required by OMB
and Congress. Receiving your certificate is one key way
to demonstrate your skills.
Customize a Program to Fit Your Needs
Working with Institute training managers, you can select courses that
will have direct application and impact to your work.
For more information about certification, please contact Chris Hicks at
202-739-9548 or email him at Chris.Hicks@PerformanceInstitute.org
5

6. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
In-House Training & Customization
One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings
and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a
program that addresses your exact challenges and provides a more personal learning experience, while virtually
eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative,
the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that
maximizes knowledge transfer to enhance the talent within your organization.
Customization:
We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training
providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will
work with you and your team to examine your programs and determine your exact areas of need. The identification of
real life examples will create a learning atmosphere that resonates with participants while at the same time providing
immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios
from your organization, instructors can address specific challenges and align the curriculum of each session to your
objectives. While the majority of on-site trainings are focused on smaller groups, The Performance Institute also has the
ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity
to deliver courses to groups of up to 300 participants per day.
Areas of Expertise:
On-site delivery of single courses, certification programs and entire packages of specialized courses are available in
the following areas:
• Strategic Planning • Performance-Based Contracting
• Performance Measurement • Performance Reporting
• Project Management • Program Evaluation
• Lean Six Sigma • Administrative Management
• Workforce Management • Leadership and Change
• Performance-Based Budgeting
For more information about in-house training and certification options, please contact Jennifer Mueller at 202-739-9619 or
email her at Jennifer.Mueller@performanceinstitute.org.
Sponsorship Opportunities:
As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss best
practices and innovations. We connect decision-makers with respected solutions providers.
The Institute offers four different pre-designed sponsorship packages:
• Event Co-Sponsor • Session Sponsor
• Luncheon Sponsor • Exhibit Booth Sponsor
For more information on sponsorships or to get started, contact Meredith Mason at 202-739-9707 or email her at
Meredith.Mason@PerformanceInstitute.org
6 www.PerformanceInstitute.org/BSC

7. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
Venue & Hotel
Venue & Hotel: Quality Assurance:
Government Performance Management Week will be hosted at The Performance Institute strives to provide you with the most
The Performance Institute in Arlington, VA, just one block east productive and effective educational experience possible. If
of the Courthouse Metro stop on the Orange Line. A public after completing the course you feel there is some way we
parking garage is located just inside of the building. can improve, please write your comments on the evaluation
The Performance Institute Conference Center form provided upon your arrival. Should you feel dissatisfied
1515 N. Courthouse Rd., Suite 600 with your learning experience and wish to request a credit or
Arlington, VA 22201 refund, please submit it in writing no later than 10 business
877-992-9521 days after the end of the training to:
A limited number of rooms have been reserved at the The Performance Institute: Quality Assurance
Arlington Rosslyn Courtyard by Marriott at the prevailing 805 15th Street, NW, 3rd Floor
rate of $229. This rate is based on the Government Washington, DC 20005
Per Diem and is subject to change. Please call the hotel
directly and reference code “Balanced Scorecard” when Note: As speakers are confirmed six months before the
making reservations to get the discounted rate. The hotel event, some speaker changes or topic changes may occur
is conveniently located three blocks from the Rosslyn Metro in the program. The Performance Institute is not responsible
station. Please ask the hotel about a complimentary shuttle for speaker changes, but will work to ensure a comparable
that is also available for your convenience. speaker is located to participate in the program.
Arlington Rosslyn Courtyard by Marriott If for any reason The Performance Institute decides to
1533 Clarendon Blvd. cancel this conference, The Performance Institute accepts no
Arlington, VA 22209 responsibility for covering airfare, hotel or other costs incurred
Phone: 703-528-2222 / 1-800-321-2211 by registrants, including delegates, sponsors and guests.
www.courtyardarlingtonrosslyn.com
Discounts:
Tuition & Group Discounts:
• All ‘Early Bird’ Discounts must require payment at time of
The tuition rate for attending Balanced Scorecard Training registration and before the cut-off date in order to receive
Course is as follows: any discount.
Offerings Early Bird Regular Rate
• Any discounts offered whether by The Performance Institute
Training Fee $1200* $1300 (including team discounts) must also require payment at the
time of registration.
* For the Early Bird rate, register before: July 26, 2010.
• All discount offers cannot be combined with any other offer.
For more information on group discounts, please contact • Discounts cannot be applied retroactively
Chris Hicks at 202-739-9548 or email him at
Chris.Hicks@PerformanceInstitute.org. Payment must be secured prior to the conference. If payment
is not 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.
www.PerformanceInstitute.org/BSC 7

8. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT
Registration Form
CALL FAX THIS FORM TO VISIT
877-992-9521 866-234-0680 www.PerformanceInstitute.org/BSC
Registration Form
Yes! Register me for the Balanced Scorecard Training Course
Please call me. I am interested in a special group discount for my team
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CANCELLATION POLICY: The Performance Institute will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to
the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the
event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All
cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until
you receive a cancellation confirmation email.
I have read and accepted the Cancellation Policy above.
ACKNOWLEDGED AND AGREED
By: ______________________________________________________________________________________________ Date: _______________________________________
Priority Code: P769-WEB