Strategy and Business Planning Professional Certification 2016

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STRATEGY AND BUSINESS PLANNING

Strategy and Business Planning Framework v 1.0 2015

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Certified Strategy and Business Planning Professional 5 editions in 2016

4 cities in 2016

Develop forward-looking strategies to drive business performance and help achieve the desired goals

Over the last 6 years, the team at The KPI Institute: Documented 8,000+ KPIs from 16 functional areas and 25 industries; Reviewed 1,000+ performance reports from 125 countries; Referenced 30,000+ resources (books, articles, performance reports) as part of the documentation process; Developed 250+ KPI Dashboards and Balanced Scorecards.

3 Key Business Benefits Gain competitive advantage by understanding the business context in which strategic planning is used; Attain the desired state of organizational evolution by developing a strategy plan and receive guidance on how to implement it; Ensure excellent strategy implementation by accessing and using rigorous strategy planning tools. “I contacted The KPI Institute for an in-house training with my team. We found both the material and the way of explaining concepts by doing examples invaluable. I would also say that this is a great value for money if you want to build the competency within your organization.�

Fahad A. AlFaadel, Saudi Food and Drug Authority, Saudi Arabia

Info at: www.kpiinstitute.org | AU: +61 3 9028 2223 | UAE: +971 4 311 6556 | MY: +60 3 2742 1357 | RO: +40 3 6942 6935

Course Overview

Course Overview This course will help improve long-term organizational performance through the use of strategic planning tools. Participants will explore the framework that provides the foundation of a successful business strategy, focusing on the main components of a strategy and practicing the development of an efficient strategic plan. By acknowledging the factors and implications involved in designing a strategy, participants can develop and execute smarter and quicker strategic decisions.

Clear strategic thinking should form the support of every business decision. The course will also provide insights on the fundamental principles and methods for communicating strategy across the organization.

Agenda

Testimonials “The content of the program is really to the point and easily customized to the needs of the Oil and Gas Industry.”

“Very interested and pleased with the course. I would recommend to senior colleagues.”

Snehal Kaware, Takreer, UAE

Will Barr, GLL, UK

Professionals interested in measuring performance Professionals from different fields, such as finance, human resources, production, logistics, information technology and others, who are interested in strategic planning, will acquire the competencies needed to design a strategy for their organization or department.

Individuals such as executives or strategic managers, regardless of their field of expertise, will gain the ability and knowledge to develop a strategy tailored for their needs. The tools and resources offered as part of the Certified Strategy and Business Planning Professional Course enable managers to apply the concepts learned within their organizations, immediately after the course.

Performance measurement experts

Get a deeper understanding of the connections between organizational strategy and the business environment; Improve the way you communicate your strategy by discovering relevant internal and external communication tools; Attain a standardized approach to developing and implementing an organizational and departmental strategy in a successful manner; Access an innovative learning experience based on a 3 stage educational process; Obtain a premium recognition as a Certified Strategy and Business Planning Professional by completing a unique international learning program.

Learning objectives Comprehend fundamentals of the strategic planning process; Use the right tools to scan the external and internal organizational environment; Registration

For professionals such as Data Analysts, Strategy Managers, Performance Management Officers or Performance Architects, it is important to develop competencies in strategic planning especially in terms of analyzing the current state of the organization and cascading the strategy from the organizational level to departments and to the employee level. Usually, this particular audience already has a strategic system set in place and the Certified Strategy and Business Planning Professional Course offers the opportunity to learn the best practices in this field and to identify how they can improve their current processes and approach to strategic planning.

Benefits

In-house Training Course

Top/middle/lower management professionals

+

Educational Resources

Participants profile

Understand the steps in designing an organizational and departmental strategy; Learn how to set clear strategic objectives; Understand key areas of a business model.

www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

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Day 1

Day 2

Day 3

9:00 - 17:00

9:00 - 17:00

9:00 - 16:45

Strategic Planning Overview

PESTEL Analysis

Growth Strategies

Reasons, philosophy, principles and rules of strategic planning; Organizational levels of strategic planning; Strategic planning framework.

Impact, Mission, Values Mission statement; Organizational values.

Business Model and Value Drivers The role and structure of a business model; The meaning of value drivers;

Internal Capabilities and SWOTM Analysis Internal capabilities role;

PESTEL Analysis;

Growth strategies typology;

Early warning systems, events and mini-trends.

Role of growth strategies.

External micro-environment; The connection between macro and micro environment; Analysis of organizational environment forces.

SWOT Analysis & Scenario Planning The connection between external and internal analysis and company strategy; Overview of SWOT analysis; Scenario planning tool.

Competitive Strategies

The link between internal capabilities;

The concept of competitive strategies;

SWOTM Analysis.

Competitive strategies typology;

Vision and Goals

Role of competitive strategies.

The difference between vision and mission;

Objectives and KPIs Objective formulation; Objectives: the link between goals, environment and value drivers; KPI selecion and documentation.

Portfolio of Initiatives and Action Plan Programs; Projects; Procedures.

Strategy Visualization and Alignment

Educational Resources

The relation of value drivers with the company strategy.

The concept of growth strategies;

Agenda

Impact statement;

External macro-environment;

Porter 5 Forces Model

Course Overview

Agenda

Strategy visualization main components; Strategy alignment across all levels of the organization; Performance management toolkit.

Review and Certification Exam Course review; Certification Exam.

In-house Training Course

Vision statement; The link between goals and company vision.

Testimonials “(…) the feedback from the participants was gratifying and positive, and we are glad that we took the time and effort to develop such a program to meet the need of our staff for extending their knowledge in the area of KPI and all related.”

Hanan Ahmed, Abdelmajeed, Supreme Council of Health, Qatar

Registration

“We see the ability to understand and monitor the vital numbers behind the strategies and capabilities of our investments as vital to our competitive edge. I am confident that the course will help us to both sharpen our internal tools and to provide further value in our strategic sparring with company management.”

Angus Steel, Delta Lloyd Asset Management, Netherlands

www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

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Pre-course

This part of the learning experience is meant to ensure a smooth transition to the face to face training. Participants are required to take the following steps:

Core course

During the five days of face-to-face training, the course is designed to facilitate experiential learning and ensure a high level of interactivity. Exercises used to enhance the development of the competency range from simple matching of concepts to extensive analyses of case studies. The learning experience consists of:

Post-course

The learning process is not finalized when the core-course ends. Participants are required to take the following steps:

Educational Resources

Certified Strategy and Business Planning Professional diploma: after you have successfully completed all of the 3 stages of the learning experience.

We strongly recommend that you obtain the Certified Strategy and Business Planning Professional title, as this endorses your skills and knowledge related to this field.

Inclusions Course materials: Course slides; Course notes.

Toolkit: Performance Management System Architecture; Desired State of Evolution; Strategy Map; Dashboard; Scorecard; Portfolio of Initiatives; KPI Documentation forms.

Premium Subscription on smartKPIs. com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted;

In-house Training Course

Forum discussions - initiate a discussion and contribute in a discussion opened by another participant; Action plan – create and submit a plan to state the changes you intend to make in your department or organization in terms of Strategy Planning create a plan for the actions and initiatives you intend to implement after the training course; In-house presentation - create and submit a short PowerPoint presentation to present your colleagues the knowledge you have accessed during the training course; Additional reading - go through a series of resources (books, articles and videos), to expand your content related knowledge; Learning journal: reflect upon your 3 stages learning experience and complete a journal.

Certificate of Attendance: after participating at the 3 days of onsite training course;

Educational Resources

Applying concepts in practical exercises; Analyzing case studies and identifying solutions; Using templates to develop performance measurement instruments; Sharing experiences and best practices; Constantly evaluating participants’ knowledge, through short quizzes to support the Certification Exam.

The certification process is finalized only when you complete all of the 3 stages of the learning experience. Nonetheless, you will receive a:

Agenda

Needs assessment - complete a questionnaire to determine a tailored and relevant learning experience; Pre-course evaluation quiz – take a short quiz to establish the current level of knowledge; Guidance and schedule – analyze a document presenting guidelines on how to maximize your learning experience; Forum introduction – share an introduction message to present yourself to the other course participants; Expectations - share your expectations regarding the training course; Pre-requisite reading - go through a series of documents to better understand the core-course content.

Course Overview

Evaluation

Learning experience

One research report from the Top 25 KPIs series; Free access to all webinars from 2014 to 2015 Performance Management series.

The KPI Infographic Catalogues: KPI Documentation Forms, Dashboards and Scorecards, Purposeful

Identities (Vision, mission, values) Factsheets: Porter’s 5 Forces, PESTEL Analysis, SWOT Analysis, Desired State of Evolution, Strategy Map, Scorecard, Dashboard

Registration

The qualitative reports Performance Management in 2012 and Performance Management in 2013; Video doodles: “What is a KPI, a KRI and Metrics”, “What is a Dashboard”, “What

is a Scorecard”, “Understanding the KPI Documentation Form”; Other resources: consisting in videos, whitepapers or case studies relevant for strategic planning.

www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

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Organize this training course in-house

Course Overview

In-house Training Course Testimonials

If you have a group of five or more to train you can save time and money by running this training course in-house. Use the contact details provided below to request a customized offer from one of our training solution specialists.

Embedded learning Our aim is to do more than just deliver the course – we want to ensure that your people gain long-term benefits from their training and perform better in their jobs so that you see the return in your investment of your people.

Exclusivity Each in-house training session is exclusive to your organization – you can introduce company sensitive or market competitive information into sessions, without commercial compromise.

Cost savings There are clear cost savings to be made – you save on travel, accommodation expenses and employee’s time.

Training Courses Catalogue 2016 The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.

Each of these courses is developed based on The KPI Institute’s research and aims to provide practical solutions for improving business performance.

“This is one of the best programs regarding performance management, I have ever attended. I highly recommend this training for any manager who wants to manage his/her business in the right way.”

Perviz Aslani, EMBAWOOD, Azerbaijan

“A powerful insight into your hidden potential that can drive you to a high level of excellence.”

Educational Resources

Flexibility The KPI Institute in-house training is flexible, adaptable and effective, ensuring that you get the best possible learning experience.

Gavin Haberfield, Department of Treasury and Finance, Australia

Agenda

Increased relevance You can enhance the effectiveness of your training program by incorporating a real live audit with the assistance of the facilitator – making the course more relevant to you and your business.

“Particularly adept at building and sharing knowledge... creativity, research and exemplary stakeholder management skills were essential to success.”

Alassane B. Ndiaye, Qalinca, Belgium

“I would rate the training 10 out of 10 and highly recommend it to others. The facilitator managed to get excellent group interaction right from the beginning, the course was interesting, informative and very well presented.”

Mohamed Salah El-Dein, Salehiya Medical, Saudi Arabia

In-house Training Course

European Division

Middle East Division

SE Asia Division

Headquarters

Sibiu City Center Somesului Street, No. 3 - 550003 Sibiu, Romania T: +40 3 6942 6935 M: +40 7 4706 0997 office@kpiinstitute.org

The Fairmont Dubai Suite 13 - Office 2103, 21st Floor, Sheikh Zayed Road, PO BOX 119724, Dubai, UAE T: +971 4 311 6556 M: +971 55 787 6427 office@kpiinstitute.org

Wisma UOA II 21 Jalan Pinang, Unit 11-10, 50450 Kuala Lumpur, Malaysia T: +60 3 2742 1357 M: +60 11 3303 2135 office@kpiinstitute.org

Life.lab Building 198 Harbour Esplanade, Suite 606, Melbourne Docklands, VIC 3008, Australia T: +61 3 9028 2223 M: +61 4 2456 8088 office@kpiinstitute.org

Sibiu Office

Dubai Office

Kuala Lumpur Office

Melbourne Office

Registration

www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

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3 ways to register: Online store.kpiinstitute.org

Direct contact Call us and we will assist you through the registration process.

Middle East office Teodora Gorski teo.gorski@kpiinstitute.com T: +971 4 311 6556

Australian Headquarters Filip Cotfas filip.cotfas@kpiinstitute.com T: +40 742 517 711

Registration form

Title First name Telephone Email Training course Date of training course Job title Department Organization

Address

City

State / Province

Country

Postal Code

How did you hear about us?

European office: +40 2 6441 4360

Registration cancellation procedure

Southeast Asia office: +61 3 8395 6544

Email us with your registration details

Any withdrawals have to be announced at least two weeks before the beginning of the course, through fax or e-mail. In this situation, the attendance fee will be refunded, less $400 retained for administrative expenditure.

The attendance fee will not be refunded if the withdrawal from the course takes place less than 2 weeks before its start date. If you find yourself in the impossibility to attend the course after the registration process is already completed you may delegate another person to attend the course in your place without any further fees charged. If you have confirmed and made the attendance fee payment but you didn’t attend the course, the course attendance fee will not be refunded.

Registration

Australian Headquarters: +61 3 8395 6544

Organization size

Industry

Complete this form and fax it to your nearest office:

Middle East office: +971 4 332 8810

Last name

In-house Training Course

Use one of the following options:

*Please fill out all the fields below

Educational Resources

Southeast Asia office Oana Gavril oana.gavril@kpiinstitute.com M: +60 11 3303 2135

Expression of Interest

Agenda

European office Alexandru Muntean alex.muntean@kpiinstitute.com M: +40 7 4706 0997

Course Overview

Registration

If you attend the course only partially (one day or a limited number of sessions), you will not benefit from any attendance fee reduction or refund.

www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

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