Strategy Execution Forum

You Will Learn To:

Link and Integrate Individual Performance Plans Implement tools to engage your staff with organizational performance efforts Build an Organizational Strategy Map Prioritize projects and resources to create successful results Develop a Strategy to Validate Your Scorecard Reports Evaluate the key components for crafting your performance message

earn 18 cpe credits

Strategy Execution Forum 2011 March 16 – 18, 2011 | San Jose, CA

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strategy execution forum 2011

Create a Balanced Performance Management System Integrate balanced scorecard with mission-aligned performance measures

Implement a Strategy-Aligned Balanced Scorecard to Improve Government Efficiency

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day one: March 16, 2011 8:00 Registration and Continental Breakfast

9:00 Training Begins

Overview of Performance Management ÆÆ

Review case studies of award winning organizations

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Find organizational gaps with a best-practice self-scoring diagnostic

Coaching, Facilitation and Team Work (includes table exercise) ÆÆ

Learn what pitfalls to avoid when implementing a successful program

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Know tips and techniques for coaching, facilitation and managing BSC programs

strategy execution forum 2011

Key Strategy Map and Balanced Scorecard Concepts

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Understand the structure of themes, strategy maps and Balanced Scorecards

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Build a winning strategy map by developing an interview guide

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efine strategic themes, identify objectives, and develop cause and effect relationships D among objectives

Build a Strategy Map, one Perspective at a Time ÆÆ

Review the Financial, Customer, Process and People Perspectives

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Understand key differences among commercial, government and not for profit strategy maps

12:00 Lunch

who should attend?

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Operating Officers

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erformance Measurement P Analysts and Planners

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Financial Officers

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Directors

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Program Managers

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Program Analysts

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Strategic Planning Officers

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Budget Officers

day two: March 17, 2011 financial Objectives Targets Measures Initiatives

business processes

customer Objectives Targets Measures Initiatives

Objectives Targets Measures Initiatives

learning & growth

strategy execution forum 2011

Objectives Targets Measures Initiatives

1:00 Training continues

Breakout Exercise: “Step by Step” Build a Strategy Map ÆÆ

Build your organizational strategy map with best practices

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Leverage best practices and avoid pitfalls

Breakout Exercise Presentations ÆÆ

Share your newly developed strategy map or case study results

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Receive feedback to further advance your program

4:00 Adjourn

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day Two: March 18, 2011 9:00 Training Begins

Identify Balanced Scorecard Measures ÆÆ

Prioritize key objectives that serve as the foundation for measures and initiatives

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Identify leading and lagging measures, efficiency and effectiveness measures

Breakout Exercise: “Step by Step” Build a Balanced Scorecard ÆÆ

Build a BSC for your organization to improve efficiency

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Designate your leading and lagging measures to align with your strategy map

Set Measure Targets ÆÆ

Understand best practices in target setting and links to the strategic plan

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Learn how and when to apply the “four” target setting methods

strategy execution forum 2011

Inventory and Prioritize Initiatives and Projects

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Recognize the strategic importance of a well defined portfolio of initiatives

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Align key projects to drive your strategic objectives and scorecard measure results

12:00 Lunch

1:00 Training continues

Breakout Exercise: “Step by Step” Build a Strategic Initiative Map ÆÆ

Build an Strategic Initiative Map to manage the portfolio of projects

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Align and prioritize key projects to drive strategic results

Getting to the First Balanced Scorecard Report ÆÆ

Use best practices to establish a Strategy Focused Organization meeting agenda to manage your business

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Conduct and facilitate an SFO meeting to build a high performing organization

Becoming a Strategy Focused Organization ÆÆ

Build on your learning by understanding the implementation plan, proven path taken by BSC Hall of Fame winners

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Learn to integrate the BSC throughout your organization as you plan your next steps and roadmap

4:00 Adjourn

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day three: March 18, 2011 8:30 Continental Breakfast 9:00 Training Begins

Understand Communications and Its Impact on Motivation ÆÆ

Design a communications plan to address culture change issues in your organization

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Include key plan elements, including messages, audiences, frequency and media

Breakout Exercise: Step-By-Step Communications Plan ÆÆ

Develop a strong communications plan for your BSC efforts

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Understand why this is the most overlooked component of BSC program success

Cascade Organization Scorecards to Personal Scorecards ÆÆ

Cascade objectives and measures to teams and individuals to drive real, sustainable results

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Identify strategic job families and see plans for their development

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Understand the facets of compensation and recognition linked to the BSC

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Align teams, individual rewards and recognition to help achieve your organization’s strategy

12:00 Lunch

1:00 Training continues

Review Software Tools and Other Resources for your BSC ÆÆ

Discuss public sector scorecards and software tools

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Learn to make strategy execution a core competency by building a Center of Excellence

Breakout Exercise: Step-By-Step Personal Scorecards ÆÆ

Create personal scorecards for you and your team

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Discuss key elements for personal scorecards

Breakout Exercise: Personal Scorecard Presentations ÆÆ

Present your knowledge and progress of the personal scorecard

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Learn and network with fellow participants

4:00 Training Adjourns

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strategy execution forum 2011

Link Personal Scorecards to Rewards and Recognition

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Meet the Trainer Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their teams on implementing and integrating Balanced Scorecard, Knowledge Management, and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries.

Drawing from this extensive experience, he has authored two insightful and informative books: “Five Key Principles of Corporate Performance Management”, #1 Bestselling book for 3 years running on Amazon and barnesandnobles.com. The book not only chronicles innovative best practices from award winning company executives, but also brings you a proven implementation model that has accelerated breakthrough results.

strategy execution forum 2011

The Sequel “Innovative Corporate Performance Management: Five Key Principles to Accelerate Results”, contains over 150 new innovative best practices from 11 companies that have amassed over 170 awards. The book provides a CPM Process Blueprint and best practice diagnostic to score your organization and establish a plan for your award winning journey. It also reveals a proven implementation model that has accelerated breakthrough results; case companies have earned over 100 awards and honors.

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As a former Senior Vice President of Crown Castle International in the Office of the CEO, Bob directed the global CPM/Balanced Scorecard program to win both the coveted international Hall of Fame Balanced Scorecard Award and the American Productivity & Quality Center’s (APQC) Best Practice Partner award. Wall Street Journal ranked Crown Top 20 Most Improved in Shareholder Value.

He also formerly directed the Consulting Practice for Drs. Kaplan & Norton, co inventors of the balanced scorecard. He was a leading global consultant for PricewaterhouseCoopers and Towers Perrin. Bob has a MBA from Wharton, a CPA and he is a member of the AICPA and MSCPA.

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.

ASMI 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@ASMIweb.com

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Registration Venue and Hotel:

CPE Credits

The Strategy Execution Forum 2011 will be held March 16–18 in San Jose, CA.

Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Preparation: None CPE Credits: 18

A limited number of rooms have been reserved at the San Jose Airport Garden Hotel at the prevailing rate of $99. This rate is based on the Government Per Diem and is subject to change.

Please call the hotel directly and reference code “The American Strategic Management Institute” when making reservations to get the discounted rate. The hotel is conveniently located a half mile from the San Jose Airport. Please ask the hotel about a complimentary shuttle that is also available for your convenience.

Quality Assurance: The American Strategic Management Institute (ASMI) 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: ASMI: Quality Assurance 805 15th Street, NW, 3rd Floor Washington, DC 20005 Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program.

Tuition & Group Discounts: The tuition rate for attending the Strategy Execution Forum is as follows:

If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Offerings

early bird rate

Regular Rate

Discounts & Payment:

Training

$1699

$1799

• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

* For the Early Bird rate, register before January 19, 2011

• Any discounts offered whether by The Institute (including team discounts) must also require payment at the time of registration.

• All discount offers cannot be combined with any other offer.

• Discounts cannot be applied retroactively

For more information on group discounts, please contact Paul Rogers at 858-737-4122 or email him at Paul.Rogers@ASMIweb.com.

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.

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strategy execution forum 2011

Conference Address: San Jose Airport Garden Hotel 1740 N. First Street San Jose, CA 95112 Phone: (408) 793-3300 Fax: (408) 453-0261 hwww.sjcairporthotel.com

The American Strategic Management Institute 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.

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3 EASY WAYS TO REGISTER call:

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866-234-0680

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Cancellation Policy: The American Strategic Management Institute (ASMI) 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.

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