Balanced Scorecard Aligned to Strategic Plan - PDF by sxe21947


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                                                                                              18 CP

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
Implement the tools necessary to engage your staff with the organizational       Balanced Scorecard
performance efforts
                                                                                 to Improve
Discover how to prioritize projects and resources to create successful results   Government
Evaluate the key components for crafting your performance message

In Association with:


        Monday, October 18, 2010

        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 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.


                                                                                                                                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


        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
                                                                      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


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:
                          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


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.

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

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


Venue & Hotel

Venue & Hotel:                                                   Quality Assurance:
Balanced Scorecard will be hosted at The Performance Institute   The Performance Institute strives to provide you with the most
in Arlington, VA, just one block east of the Courthouse Metro    productive and effective educational experience possible. If
stop on the Orange Line. A public parking garage is located      after completing the course you feel there is some way we
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.

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                            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.


Registration Form

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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.


 By: ______________________________________________________________________________________________ Date: _______________________________________

                                                                                                                                  Priority Code: P769-WEB

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