Balanced Scorecard 2009

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

2. Agenda at-a-Glance
Balanced Scorecard 2009
Pre-Conference Workshops: Monday, July 15, 2009
8:30 Workshop Registration & Continental Breakfast
9:00 Workshop A: Balanced Scorecard Fundamentals for Commercial Enterprises:
Implement a Strategy-Aligned Balanced Scorecard
12:00 Lunch Break
1:00 Workshop B: Balanced Scorecard Workshop C: Business Intelligence
Fundamentals for Government: Conveying Fundamentals: Implementing BI to Enable a
Transparency and Results to Taxpayers Strategy-Aligned Balanced Scorecard
4:00 Workshops Adjourn
Day One: Tuesday, July 16, 2009
8:30 Conference Registration & Continental Breakfast
9:00 Keynote Address:
Leadership’s Role in Managing and Implementing Balanced Scorecard Initiatives
10:00 Strategy Mapping: Bridge the Gap between Strategy and Execution
11:00 Break & Refreshments
11:15 Communicate Strategy both Vertically and Horizontally Within Your Organization
12:00 Lunch Break
1:00 Develop Key Measures and Metrics for the Balanced Scorecard
2:30 Break & Refreshments
2:45 Manage Your Organization through Strategic Themes
4:15 Day One Adjourns
Day Two: Wednesday, July 17, 2009
8:30 Continental Breakfast
9:00 Keynote Address:
Lessons Learned from Balanced Scorecard Implementation
10:30 Break & Refreshments
10:45 Report and Monitor Your Balanced Scorecard Performance
12:00 Lunch Break
1:00 Communicate Strategy and Plan for Change
2:30 Break & Refreshments
2:45 Build Your Scorecard: Working towards an Office of Strategy Management
4:15 Conference Adjourns
Define, Implement and Advance
Organizational Strategy
ASMIweb.com/Scorecard
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3. Workshops
July 15, 2009
Balanced Scorecard 2009
8:30 Pre-conference workshops
Workshop Registration are hands-on, interactive
sessions with specially
9:00 designed exercises
Workshop A
Balanced Scorecard Fundamentals for Commercial Enterprises: and projects that have
Implement a Strategy-Aligned Balanced Scorecard immediate application.
Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to With this full day
maximizing the execution of strategy. This workshop, including hands-on exercises, will help
you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. application session, you
Learn the basics of Balanced Scorecard design and deployment while gaining insights into will enhance your training
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 experience by establishing
organization. Completion of this workshop will help you translate BSC theory into concrete a reference point of
results for your organization.
knowledge, language
Develop a solid understanding of key BSC concepts and misconceptions
and methodologies for
Learn 25 Hall of Fame best practices and valuable lessons – and pitfalls to avoid
Learn how to use established tools and templates to help accelerate your results the rest of the event.
Discover a roadmap for the journey to developing, deploying and cascading strategy This workshop will dive
maps and scorecards
deep into strategic
Bob Paladino
Senior Fellow, ASMI planning to help improve
President, Bob Paladino & Associates your expertise and gain
knowledge of practical
12:00 tools to implement from
Lunch Break
field experts. Enrollment
space is limited, so
register today to reserve
your place.
Who Should Attend?
CEOs, CFOs, COOs Scorecard Managers
Performance Measurement Strategy and Business Planning
Analysts and Planners Managers
Human Resource Professionals Internal Auditors
Program Evaluators Budget Directors and Managers
Program Managers Project Managers
ASMIweb.com/Scorecard
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4. Workshops, Continued
July 15, 2009
Balanced Scorecard 2009
1:00
“Great content Workshop B Workshop C
Balanced Scorecard Business Intelligence Fundamentals:
at a great pace.” Fundamentals for Government: Implementing BI to Enable a Strategy-
James Rancourt, Conveying Transparency and Aligned Balanced Scorecard
President, Polymer Solutions Results to Taxpayers This workshop is designed to help you
The fundamentals of the Balanced Scorecard understand the purpose and power of BSC
include a combination of planning, creating, and BI alignment in supporting optimal
defining, and developing strategy. Learn business performance management. The
how to identify the correct measures and workshop will introduce you to the area of
targets to get an optimal return on your BI and will provide examples of how leading
efforts. This workshop, including hands- companies have developed BI capabilities
on exercises, will help you learn how to that have resulted in measurable business
integrate proven BSC tools and techniques performance improvement. Most importantly,
to achieve breakthrough results that cater to this interactive session will provide you with
government and non-profit organizations. the knowledge you need to understand the
relationships between the BSC and BI and
Define strategic themes to form a base for how alignment can provide opportunities to
your Balanced Scorecard strategy improve your current business performance
Identify perspectives and desired outcomes management program.
for your plan
Develop a solid understanding of key BI
Review successful strategy maps for concepts and misconceptions:
Government Enterprises
Support improved business performance
Develop strategic initiatives
with Business Intelligence
Bob Paladino
Learn best practices and success stories
Senior Fellow, ASMI
President, Bob Paladino & Associates Understand the business risks of
uncoordinated Balanced Scorecard and
Business Intelligence programs
4:00
Workshops Adjourn
Top Five Reasons to Attend:
1. Transform the BSC from theory to practice
2. Learn metrics and measures from proven industry leaders
3. Implement the BSC to make your organization strategy-focused
4. Align your budget process with your strategy
5. Make strategy a core competency
ASMIweb.com/Scorecard
Page 4

5. Day One
July 16, 2009
Balanced Scorecard 2009
8:30
Conference Registration & Continental Breakfast
“I learned a lot of
information that
9:00
Keynote Address helped to clarify
Leadership’s Role in Managing and Implementing Balanced
Scorecard Initiatives the Balanced
Execution of the Balanced Scorecard may depend on the entire organization buying in;
however, leadership remains critical to the BSC endeavor. It is not enough to simply wish to Scorecard.”
be a strategy-focused organization – it needs support from above.
Bibi Persaud
Learn the role leadership plays in translating vision and mission into organizational strategy Director, Sun Life Financial
Develop a strategy that centers on the values and core competencies of your organization
Howard Rohm
President
Balanced Scorecard Institute
10:00
Strategy Mapping: Bridge the Gap between Strategy and Execution
Align organizational objectives through mapping to accomplish effective
strategic planning
Identify key strategic goals and useful measures for accomplishing results
Guide users through the process of developing strategic initiatives and measures
Bob Paladino
Senior Fellow, ASMI
President, Bob Paladino & Associates
11:00
Break & Refreshments
11:15
Communicate Strategy both Vertically and Horizontally Within
Your Organization
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
ASMIweb.com/Scorecard
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6. Day One, Continued
July 16, 2009
Balanced Scorecard 2009
Integrate 12:00
Lunch Break
your Balanced
1:00
Scorecard with 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
Mission-Aligned Design useful measures for gauging business strategy and meaningful metrics for
tracking success
Performance Leverage performance objectives to provide context that gives operational scorecards
more meaning
Measures Bill Barberg
President
Insight Information, Inc.
2:30
Break & Refreshments
2:45
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
Bill Barberg
President
Insight Information, Inc.
4:15
Day One Adjourns
ASMIweb.com/Scorecard
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7. Day Two
July 17, 2009
Balanced Scorecard 2009
8:30
Continental Breakfast
“Great speakers,
very engaging,
9:00
Keynote Address lots of real life
Lessons Learned from Balanced Scorecard Implementation
Hear first hand the experiences, challenges and roadblocks faced by someone who examples and
has already implemented and maintained Balanced Scorecard practices within their
own organization. complex topics
Identify tools necessary for executing a successful BSC initiative
Harness the confidence to introduce new strategy into your own organization
were made
simple.”
10:30
Christine Phillips,
Break & Refreshments Human Resources, Newfoundland
Labrador Liquor Corporation
10:45
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
12:00
Lunch Break
1:00
Communicate Strategy and Plan for Change
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
Garner buy-in from executives and employees during the decision making process
ASMIweb.com/Scorecard
Page 7

8. Day Two, Continued
July 17, 2009
Balanced Scorecard 2009
2:30
Explore Break & Refreshments
Goal-Oriented
2:45
Measures that Build Your Scorecard: Working towards an Office of Strategy Management
Learn the necessary steps involved in creating a strategic management office to increase
the opportunity for success of a strategy-focused organization
Communicate Understand how such an office can improve organizational strategy formulation,
execution, alignment and communication
Success to Integrate leading methods including the Balanced Scorecard into an overall business
plan using the OSM as the charter watchdog for strategic success
Stakeholders
4:15
Conference Adjourns
Sponsorship Opportunities:
As a conference and training provider, The American Strategic Management Institute is an
expert in bringing together leaders to share and discuss best practices and innovations. We
connect decision-makers with respected solution 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 Jessica Ward at
703-894-0920 x 215 or Ward@PerformanceWeb.org
ASMIweb.com/Scorecard
Page 8

9. In-House Training
Balanced Scorecard 2009
One of the more popular vehicles for accessing The American Strategic Management
Institute’s (ASMI) 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 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,
ASMI’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, ASMI also has the ability to
accommodate organizational-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 Contracting
Performance Measurement Performance Reporting
Project Management Program Evaluation
Lean Six Sigma Administrative Management
Workforce Management Change Management
Budgeting and Forecasting Balanced Scorecard
For more information about in-house training options available to you, please contact
Jennifer Mueller at 703-894-0920 x 217 or email her at Mueller@PerformanceWeb.org.
Page 9

10. Upcoming Events
Balanced Scorecard 2009
The Performance Conference
May 4-7, 2009 | Orlando, FL
Measures, Metrics and Management Systems to Improve Organizational
Performance and Profitability
Featuring Ten Comprehensive Tracks:
Measures and Metrics for Performance Management
Measure and Improve Employee Performance
Link Lean Six Sigma Methods to Strategy
Foster and Promote a Performance Culture
Maximize Lean Six Sigma Tools
Apply Metrics to Manage Performance
Effectively Manage Business Intelligence
Essentials for Customer Management
Incorporate Effective Business Analytics
Improve the Customer Experience
Rolling Forecasts 2009
August 5-6, 2009 | Washington, DC
Develop and Implement a Rolling Forecast to Improve Relevance,
Understand Risk and Increase Profitability
Design an Effective Rolling Forecast to Drive Financial Performance
Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy
Align and Integrate Rolling Forecasts into Your Strategic Plan
Manage the Transition to Rolling Forecasts
ASMIweb.com/Scorecard ASMIweb.com/Budgeting
Page 10

11. Logistics & Registration
Balanced Scorecard 2009
Venue and Hotel
Balanced Scorecard 2009 will be held at the American Strategic
Management Institute’s Training Center in Arlington, VA, just one block
Registration Form
east of the Courthouse stop on the Orange Line of the DC Metro. A
public parking garage is located inside of the building for $10/day. To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or
Continental breakfast, refreshments and lunch will be provided for Visit www.ASMIweb.com/Scorecard
delegates on each day.
The Performance Institute Training Center Yes! Register me for Balanced Scorecard 2009
1515 N. Courthouse Rd., Suite 600 Add the Workshop A
Arlington, VA 22201 Add the Workshop B
703-894-0920 Add the Workshop C
Please call me. I am interested in a special Group Discount for my team
A limited number of rooms have been reserved at the Arlington
Rosslyn Courtyard by Marriott at the prevailing rate of $165.00 until
June 19, 2009. Please call the hotel directly and reference code Delegate Information
“Balanced Scorecard” when making reservations to get the discounted
rate. The hotel is conveniently located three blocks from the Rosslyn
Metro station. Please ask the hotel about a complimentary shuttle that Name Title
is also available for your convenience.
Arlington Rosslyn Courtyard by Marriott Organization Dept.
1533 Clarendon Blvd.
Arlington, VA 22209
Phone: 703-528-2222 / 1-800-321-2211 Address
www.courtyardarlingtonrosslyn.com
Hotel and travel costs are not included in the conference tuition.
City
Tuition & Group Discounts
The tuition rate for attending the Lean Six Sigma Yellow Belt State Zip
Certification is as follows:
Early Bird Rate* Regular Rate
Telephone Fax
Conference Only $ 1,699 $1,799
Workshop Half-Day --- $399
Email
Workshop Full-Day --- $599
*For the Early Bird Rate, Register by May 11, 2009. Payment Information
For more information on group discounts for Balanced Scorecard Check Purchase Order / Training Form Credit Card
2009 please contact Paul Rogers at 858-866-9386 or email him at
PRogers@ManagementWeb.org.
Credit Card Number
CPE Credits
Delivery Method: Group-live Program Level: Beginner
Prerequisites: None Advanced Prep: None Expiration Date Verification no.
CPE Credits: 3 for each pre-conference workshop, 12
for the conference
The American Strategic Management Institute (ASMI) is registered with the National Name on Card Billing Zip
Association of State Boards of Accountancy (NASBA) as a sponsor of continuing
professional education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of individual courses for CPE credit. Please make checks payable to: The Performance Institute
Priority Code: B275-WEB
Complaints regarding sponsors may be addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.
Cancellation Policy Quality Assurance
For live events: ASMI will provide a full refund less $399 administration ASMI strives to provide you with the most productive and effective is not responsible for speaker changes, but will work to ensure a
fee for cancellations four weeks before the event. If cancellation occurs educational experience possible. If after completing the course you comparable speaker is located to participate in the program.
within two weeks prior to conference start date, no refund will be issued. feel there is some way we can improve, please write your comments If for any reason ASMI decides to cancel this conference, ASMI
Registrants who fail to attend and do not cancel prior to the event will be on the evaluation form provided upon your arrival. Should you feel accepts no responsibility for covering airfare, hotel or other costs
charged the entire registration fee. dissatisfied with your learning experience and wish to request a credit incurred by registrants, including delegates, sponsors and guests.
or refund, please submit it in writing no later than 10 business days
All the cancellation requests need to be made online. Your confirmation
after the end of the training to: Discounts
email contains links to modify or cancel registrations. Please note that
• All ‘Early Bird’ Discounts must require payment at time of registration
the cancellation is not final until you receive a written confirmation. ASMI: Quality Assurance
and before the cut-off date in order to receive any discount.
1515 N. Courthouse Road, Suite 600
Payment must be secured prior to the conference. If payment is not • Any discounts offered whether by ASMI (including team discounts)
Arlington, VA 22201
received by the conference start date, a method of payment must must also require payment at the time of registration.
be presented at the time of registration in order to guarantee your Note: As speakers are confirmed six months before the event, some • All discount offers cannot be combined with any other offer.
participation at the event. speaker changes or topic changes may occur in the program. ASMI • Discounts cannot be applied retroactively

12. About ASMI
The American Strategic Management Institute (ASMI) is the nation’s leading authority on
measurement and management methodologies for improving individual and organizational
performance. ASMI’s mission is to identify, study and disseminate the leading strategic
management and performance measurement practices pioneered by best-in-class
organizations. Through national conferences, in-house training programs, consulting
services and on-going research, ASMI helps organizations access cutting-edge expertise in
planning, implementing and evaluating business strategies to address their management
challenges and improve organizational results.
Methodology ASMI gathers and disseminates comprehensive methodologies
specifi cally constructed to address today’s complex managerial realities. Through a
collection of industry best practices, input from experts in the fi eld and applicable case
studies, ASMI has the knowledge and specialized methodologies to help both you and your
organization achieve results.
Conferences ASMI’s national conferences provide forums for networking and
information exchange among experts in their fi elds. Choose from a variety of national events
addressing the current and pressing challenges in performance management, human capital
management, financial management, project management, process improvement and
marketing. Each event brings together experts to share best practices, topical scenarios and
Training All of ASMI’s publicly offered courses can be adapted for your office, department
or company. In-house training provides a customized, cost-effective vehicle for educating
your staff with a hands-on forum facilitating both team building and project planning.
Our in-house training programs are focused on performance measurement, strategic
communications, process improvement, strategic planning and change management.
Consulting In some cases, personal consultation is more useful and cost-effective than
an in-house training session. These consultation projects are designed to maximize the
efficiency and profi tability of a company or department by training a few key executives
or directors.
1515 N. Courthouse Rd., Suite 600
Arlington, VA 22201
Ph: 703-894-0920 Fax: 703-894-0482
www.ASMIweb.com