Insights and Ideas to Transform Federal Program Management

1. Presented by:
Balanced Scorecard Certification
Balanced Scorecard
Certification
Take One, Two or All Three Step-by-Step Courses to Help You Develop a Hall-of-Fame
Caliber Program and Enable You and Your Team to Achieve World-class Results
Featuring Three Interactive Courses:
Course 1: March 19-20, 2009 Course 2: April 23-24, 2009 Course 3: May 14-15, 2009
Build a Strategy Map and Align and Motivate Using the Manage Strategically Using the
Balanced Scorecard Balanced Scorecard Balanced Scorecard
Create clearly defined end outcome Learn how to use organizational goals Implement budget-performance
goals and develop strategies to meet and objectives to develop appropriate integration to ensure resources are
being used and allocated effectively
organizational objectives performance measures
In Association with:
www.PerformanceWeb.org/Scorecard 1
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2. Balanced Scorecard Certification
Course 1: March 19–20, 2009
Who Build a Strategy Map and Balanced Scorecard
This step-by-step course will help you launch or refresh your BSC program to learn how
Should Attend: to translate strategy into operational terms; create a strategy map; design a scorecard;
identify measures, targets and initiatives; get executive buy-in; or build on an existing
scorecard initiative.
• Chief Executive Officers
Course 2: April 23–24, 2009
• Chief Operating Officers
Align and Motivate Using the Balanced Scorecard
• Chief Financial Officers
This step-by-step course helps you roll out your BSC program enterprise-wide to core and
• Directors support units with vital links to rewards and recognition. It reviews organizational alignment
methods, personal scorecards, communicating across the organization, strategic job families,
• Program Analysts and linking rewards and incentive compensation.
• Budget Officers
Course 3: May 14–15, 2009
Manage Strategically Using the Balanced Scorecard
Reasons This step-by-step course will help you manage strategically using the BSC to make faster,
better decisions. It defines strategy management, leadership involvement in the change
process, sustaining the process over time, the new management meeting, reporting the
to Attend: link between planning and budgeting with strategy, and links to Six Sigma and
knowledge management.
1. Practical, Hall-of-Fame, award- Trainer’s Bio
winning training
2. Learn from a seasoned executive
and proven implementer Bob Paladino
Balanced Scorecard Hall of Fame Winner
3. Participate in group exercises and
networking opportunities
Balanced Scorecard Hall of Fame winner and former Crown Castle
executive Bob Paladino, CPA, designed these “step-by-step” course
4. Create reusable deliverables
from his direct experiences and from leading Kaplan and Norton’s
5. Identify measures, targets and consulting division. He and his teams have developed hundreds of
initiatives, links to compensation strategy maps and balanced scorecards, and have worked with 10
and more Balanced Scorecard Hall of Fame and 12 Best Practice Performance
Management partner companies. Paladino’s book, Five Key Principles of Corporate
6. Develop BSC meeting reports,
Performance Management, recently ranked No. 1 in sales out of more than 800 new
links to Six Sigma and knowledge
business titles by barnesandnoble.com.
management
7. Learn about commercial,
government and nonprofit cases
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3. Balanced Scorecard Certification
Day 1: March 19, 2009
Course One: Build a Strategy Map and Balanced Scorecard
Step-by-Step Strategic Map
8:30 1:30
Registration and Continental Breakfast
Breakout Exercise: Step-By-Step Strategy Map
Build a Hall of Fame strategy map. The Harvard Business School case
9:00
study on Crown Castle International provides the background and
Welcome and Overview context for this hands-on exercise. Practice key concepts presented
during the morning, solidify the learning to date, and put it to practical
Learn best practices common to Hall of Fame, Malcolm Baldrige,
use!
AQPC, and Sterling
award winners.
3:30
Refreshment Break
9:00
Key Strategy Map/Balanced Scorecard Concepts
3:45
Learn how award-winning companies link strategy maps and BSCs
Breakout Exercise: Strategy Map Presentations
to key CPM processes, forming integrated performance management
systems to drive outsized results. Discover how the BSC solves the The groups present their progress, allowing you to learn from and
challenge of strategy implementation. Learn basic terminology, the network with
four perspectives, importance of cause and effect linkages, the fellow participants.
development process and the standard project timetable.
4:30
11:00 Recap of Day One
Refreshment Break
5:00
11:15 Day 1 Adjourns
Strategic Planning and Strategy Mapping
Understand how to identify and select successful BSC design teams.
Learn to build a
winning strategy map by developing an interview guide, defining
strategic themes,
identifying objectives, and developing cause and effect relationships
among objectives.
Learn pitfalls to avoid.
12:30
Networking Lunch
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4. Balanced Scorecard Certification
Day 2: March 20, 2009
Course One: Build a Strategy Map and Balanced Scorecard
Step-by-Step Balanced Scorecard
1:00
8:30
Continental Breakfast
Breakout Exercise: Step-By-Step Strategic
Initiative Map
9:00
Using the Hall of Fame Crown Castle International case, map the
Identify Measures strategic initiatives to the objectives of the BSC. This exercise applies
to all types of organizations.
Learn to assign measures to each objective on the BSC to track
performance against objectives. Understand the categories and types
of measures, and the criteria to use when selecting measures. Discuss 2:15
the challenges presented by measures development. Refreshment Break
2:30
9:30
Getting to First Report
Breakout Exercise: Step-By-Step Measurement
Case Study Learn to construct your first BSC meeting agenda and report. Learn
what works and what doesn’t from an experienced executive. Help
Develop measures for objectives on the strategy map created for Hall
your organization learn what the BSC does and doesn’t do to drive
of Fame winner Crown Castle International.
results and avoid costly setbacks.
10:15
3:15
Refreshment Break
Becoming a Strategy-Focused Organization
10:30 Learn to apply the components of your BSC to become a strategy
focused organization. Understand the road map ahead and how
Set Measure Targets
to integrate the BSC with other CPM methods. Learn from the
Learn to set targets for established measures to communicate the need for organizations featured in Five Key Principles of Corporate
performance changes. Identify steps for setting targets, what targets should Performance Management.
include, and how to gain acceptance for aggressive targets. Learn to
grade or score gaps between target and actual performance levels.
3:45
Recap and Review
11:00
Inventory and Prioritize Initiatives 4:00
Training Concludes
Align programs and projects to the BSC. Map strategic initiatives to
ensure your organization is spending time and money on actions and
programs that achieve the strategy. Learn to inventory, map, prioritize
and align your initiatives.
12:00
Networking Luncheon
Organized discussions feature topics of interest, including public sector
scorecards and software tools. Learn to make strategy execution a
core competency by building a Center of Excellence.
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5. Balanced Scorecard Certification
Day 1: April 23, 2009
Course Two: Align and Motivate Using the Balanced Scorecard
Step-by-Step Align
8:30 1:30
Registration and Continental Breakfast
Breakout Exercise: Step-By-Step Vertical Alignment
Build a set of Hall of Fame strategy map objectives. The Harvard
9:00
Business School case study on Crown Castle International provides
Welcome and Overview the background and context for this hands-on exercise. Practice key
concepts presented during the morning, solidify the learning to date,
Learn best practices common to Hall of Fame, Malcolm Baldrige,
and put it to practical use!
AQPC, and Sterling award winners.
3:30
9:30
Refreshment Break
Key Vertical and Horizontal Alignment Concepts
Learn how award-winning companies align their strategy maps and 3:45
BSCs both horizontally and vertically, forming integrated performance
Breakout Exercise: Alignment Presentations
management systems to drive outsized results. Discover how the BSC
solves the challenge of strategy implementation. Learn alignment The groups present their progress, allowing you to learn from and
techniques pioneered by successful enterprises. network with fellow participants.
11:00 4:30
Refreshment Break Recap of Day One
12:00 5:00
Day 1 Adjourns
Key Alignment With Support Service Concepts
Learn to align support service strategies in finance, human resources,
legal and information technology to the enterprise strategy map. Learn
to build an integrated set of linked and aligned strategy maps and
BSCs. Learn pitfalls to avoid.
12:30
Networking Lunch
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6. Balanced Scorecard Certification
Day 2: April 24, 2009
Course Two: Align and Motivate Using the Balanced Scorecard
Step-by-Step Motivate
8:30 12:00
Continental Breakfast
Networking Luncheon
Organized discussions feature topics of interest, including public sector
9:00
scorecards and software tools. Learn to make strategy execution a
Understanding Communications and Its Impact on core competency by building a Center of Excellence.
Motivation
1:00
Learn to design a communications plan to address culture change
issues in your organization. Include key plan elements, including Breakout Exercise: Step-By-Step Personal Scorecards
messages, audiences, frequency and media.
Using the Hall of Fame Crown Castle International case, create
personal scorecards for you and your team. This exercise applies to all
9:30
types of organizations.
Breakout Exercise: Step-By-Step Communications Plan
2:15
Develop the communications plan for Hall of Fame winner Crown
Refreshment Break
Castle International and understand the unique cultural characteristics
that drove its design. Get hands-on experience in one of the most
overlooked aspects of BSC program success. 2:30
Breakout Exercise: Personal Scorecard Presentations
10:15
The groups present their progress, allowing you to learn from and
Refreshment Break
network with fellow participants.
10:30
3:15
Cascade Organization Scorecards to Personal
Becoming a Strategy-Focused Organization
Scorecards
Learn to apply the components of your BSC to become a strategy
Learn to cascade objectives and measures to teams and individuals focused organization. Understand the road map ahead and how
to drive real, sustainable results. Learn to identify strategic job families to integrate the BSC with other CPM methods. Learn from the
and see plans for their development. organizations featured in Five Key Principles of Corporate
Performance Management.
11:00
Link Personal Scorecards to Rewards and Recognition 3:45
Recap and Review
Understand the facets of compensation and recognition linked to the
BSC. Align teams and individual rewards and recognition to help
4:00
achieve your organization’s strategy.
Training Concludes
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7. Balanced Scorecard Certification
Day 1: May 14, 2009
Course Three: Manage Strategically Using the Balanced Scorecard
Step-by-Step Manage Strategically
8:30 1:30
Registration and Continental Breakfast
Breakout Exercise: Step-By-Step Management Meeting
Build a Hall of Fame strategy map. The Harvard Business School
9:00
case study on Crown Castle International provides the background
Welcome and Overview and context for this hands-on exercise. Practice key concepts
presented during the morning, solidify the learning to date, and put
Learn best practices common to Hall of Fame, Malcolm Baldrige,
it to practical use!
AQPC, and Sterling award winners.
3:30
9:30
Refreshment Break
Office of Strategy Management
Learn how award-winning organizations have established 3:45
Office of Strategy Management functions to centralize expertise
Breakout Exercise: Meeting Solutions Presentations
for BSC programs.
The groups present their progress, allowing you to learn from and
network with fellow participants.
10:00
Balanced Scorecard Reporting Systems 4:30
Learn how award-winning companies link strategy maps and BSCs Recap of Day One
to key CPM processes forming integrated performance management
systems to drive outsized results. Understand key functional 5:00
requirements your system should be capable of performing. Discover
Day 1 Adjourns
how this office solves the challenge of strategy implementation.
11:00
Refreshment Break
11:15
“Great session! Very informative, loved
Strategic Review Meetings
the case studies.”
Learn how to manage with your BSC. Say goodbye to dreary
meetings focusing on profit and loss statements. Say hello to
meetings focusing on strategic and operation issues covering the four Gayle Jones, The Berry Company
perspectives: finance, customer/constituent, process and people.
Learn pitfalls to avoid.
12:30
Networking Lunch
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8. Balanced Scorecard Certification
Day 2: May 15, 2009
Course Three: Manage Strategically Using the Balanced Scorecard
Step-by-Step Manage Strategically
8:30 1:00
Continental Breakfast
Breakout Exercise: Step-By-Step Process Improvement
Using the Hall of Fame Crown Castle International case, solve a
9:00
problem using the DMAIC methodology. Learn tools and templates you
Planning and Budgeting and the Scorecard; Initiative can bring home to your organization. This exercise applies to all types
Management of organizations.
Learn how the strategy and planning and budgeting processes fit
2:15
together. Understand the difference between strategic and operational
Refreshment Break
initiatives.
2:30
9:45
Knowledge Management
Breakout Exercise: Step-By-Step BSC-Based Budget
Learn key knowledge management concepts and how they enable
Develop a budget using real budget guidelines. Include funding for
significant BSC results. Learn from actual examples the best practices
strategic initiatives created for Hall of Fame winner Crown Castle
(Crown Gems) from Hall of Fame winning Crown Castle International.
International. Map strategic initiatives to ensure your organization is
spending time and money on actions and programs that achieve the
strategy. 3:15
Becoming A Strategy-Focused Organization
10:15
Learn to apply the components of your BSC to become a strategy
Refreshment Break
focused organization. Understand the road map ahead and how
to integrate the BSC with other CPM methods. Learn from the
10:30
organizations featured in Five Key Principles of Corporate
Process Improvement and the Balanced Scorecard Performance Management.
Learn the DMAIC problem solving method pioneered by Motorola, a
3:45
training partner for Crown Castle International. Study the templates
Recap and Review
and tools used by Crown Black and Green Belts for problem solving.
4:00
12:00
Training Concludes
Refreshment Break
Organized discussions feature topics of interest, including public sector
scorecards and software tools. Learn to make strategy execution a
core competency by building a Center of Excellence.
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9. Balanced Scorecard Certification
In-House Training
Become a Certified
Government
One of the more popular vehicles for accessing the Institute’s educational offerings is the
Performance Manager 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 a small group or for an organizational-
wide initiative, the advanced learning methods employed by The Performance Institute will
To ensure professional success, you must
create an intimate training atmosphere that maximizes knowledge transfer to enhance the
continually expand your skills and education.
talent within your organization.
The bar has been raised in government
agencies and organizations, and managers
Customization:
want to hire, promote and work with the
most skilled individuals possible. 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,
To address this need, The Institute offers
The Performance Institute’s subject matter experts will work with you and your team to
a Certificate in Government Performance
examine your programs and determine your exact areas of need. The identification of real
Management. Completing a certification
life examples will create a learning atmosphere that resonates with participants while at
program is easy. Just attend the three “core”
the same time providing immediate return on your training investment. Using interactive
courses and an additional three “elective” exercises that employ actual projects or scenarios from your organization, instructors can
courses based on the topics that meet your address specific challenges and align the curriculum of each session to your objectives.
agency’s unique needs. The skills you acquire While the majority of on-site trainings are focused on smaller groups, The Performance
will then be used to complete a “capstone institute also has the ability to accommodate organizational-wide training initiatives.
project” on a particular issue that you and Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of
our department are facing, which will up to 300 participants per day.
then be evaluated by an expert member of
our staff.
Areas of Expertise:
Benefits of Certification: On-site delivery of single courses, certification programs and entire packages of
specialized courses are available in the following areas:
Advance Your Career
Strategic Planning
Meet New Certification Requirements
Performance Measurement
Customize a Program to Fit Your Needs
Project Management
For more information about certification,
Lean Six Sigma
please contact Damian Wingate at 703-
894-0481 or email him at Wingate@ Workforce Management
PerformanceWeb.org Performance-Based Budgeting
Performance-Based Contracting
Performance Reporting
Program Evaluation
Administrative Management
Leadership and Change
For more information about in-house training options available to you, please contact
Mark Bryan at 703-894-0481 x 225 or email him at Bryan@PerformanceWeb.org.
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10. Balanced Scorecard Certification
Logistics & Registration
What
VENUE & HOTEL
Each course in the Balanced Scorecard Certification Program will be held at The
You Will Receive:
Performance Institute’s Training Center in Arlington, VA. A continental breakfast will be
provided each morning.
The Performance Institute
1515 North Courthouse Rd., Suite 600
Arlington, VA 22201
In addition to an unparalleled learning experience,
703-894-0481
you’ll receive these exclusive course materials based
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard
on hundreds of implementations:
by Marriott at the prevailing rate of $209.00. Please call the hotel directly and
reference code “Balanced Scorecard Certification” when making reservations to get the
discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro
• BSC Practitioners Guidebooks containing hundreds
station. Please ask the hotel about a complimentary shuttle that is also available for your
convenience.
of pages of examples
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd.
Arlington, VA 22209
• BSC Practitioners Breakout Cases to re-use with
Phone: 703-528-2222
your teams
Phone: 1-800-321-2211
http://www.CourtyardArlingtonRosslyn.com
• Harvard Business School’s best-selling book by
TUITION & GROUP DISCOUNTS
Kaplan and Norton
The tuition rate for attending is:
Regular Rate
• Wiley & Sons’ best-selling
$1995
One Course
book by Bob Paladino, Five
$5400
Certification Program—All Three Courses
Key Principles of Corporate
* Register for all three courses and pay just $5,400—a savings of $585 Performance Management
For more information on group discounts for the Balanced Scorecard
Certification training, please contact Damian Wingate or email him at
• Harvard Business School’s in-
Wingate@performanceweb.org.
depth Crown Castle International
CPE CREDIT Hall of Fame Case Study
Delivery Method: Group-live
Program Level: Beginner • SFO Best Practice Assessment
Prerequisites: None
Advanced Preparation: None
CPE Credits: 6 per day
The Performance Institute is registered with the National 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. 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
CANCELLATIONS QUALITY ASSURANCE
AND
The Performance Institute (PI) 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
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:
Tara Shuert, VP of Education Services, PI, 1515 N. Courthouse Road, Suite 600, Arlington, VA 22201. We will evaluate individual complaints in a context of collective comments from the event.
A $150 service fee will be charged on cancellations received less than three weeks from the date of the event. A credit memo will also be sent reflective of that amount, which can be used for a future conference. If you do not cancel
your registration before the day of the event, you will be charged for the full conference amount. As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Perfor-
mance Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program.
If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.
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11. Balanced Scorecard Certification
Upcoming Events
REGISTRATION
1. ONLINE at www.PerformanceWeb.org
2. VIA FAX to 703-894-0482
Government Performance Management
3. VIA PHONE to 703-894-0481
4. VIA MAIL to 1515 N. Courthouse Road, Sixth Floor
Arlington, VA 22201
February 23-27, 2009 | Washington, DC
Yes! Register me for all three courses
Three Interactive Courses
Yes! Register me for the following course(s), please check:
Course 1: Strategic Planning
Course One Course Two Course Three
Course 2: Performance Measurement
Please call me. I am interested in a special Group Discount
Course 3: Performance-Based Budgeting
for my team
Delegate Information
City and County Performance Summit
Name Title
April 1-2, 2009 | Las Vegas, NV
Office Organization
www.CityandCounty.org
Address
State Management Excellence
City State Zip
April 1-2, 2009 | Washington, DC
Telephone Fax
www.StateExcellence.org
Email
Covering the latest innovations in: Strategic Accountability,
Financial Insight, Transformational Leadership, Budget
management, Strategic Human Resources, IT Governance and
Payment Information
Green Government.
Training Form/Purchase Order
Check (accepted by mail only)
Credit Card
Government Performance
Credit Card Number Expiration Date
Budgeting Week
Name on Card 3 Digit Card verification #
June 22-26, 2009 | Washington, DC
Course 1: Navigate the Complicated Budget Process
Billing Zip Code
Course 2: Activity-Based Cost Management
Please make checks payable to: The Performance Institute
Course 3: Performance-Based Budgeting in Government
Note: 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.
Priority Code: P737-WEB
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