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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 Dubai, UAE 5 - 7 April | 13 - 15 December
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.
With the insights gained we:
Assisted 28,000+ organizations in finding solutions for their KPI needs; Trained 2,500+ participants in 40+ countries on how to work rigorously with KPIs.
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.
Agenda
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.
Testimonials “The content of the program is really to the point and easily customized to the needs of the Oil and Gas Industry.”
“This is a very interesting course and useful in practice. I would recommend it to everyone in my company.”
Snehal Kaware, Takreer, UAE
Zeinab Hassan, Warda, Supreme Council of Health, Qatar Educational Resources
Participants profile Professionals interested in measuring performance
Top/middle/lower management professionals
Performance measurement experts
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; Understand the steps in designing an organizational and departmental strategy;
Registration Form
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.
Get a deeper understanding of the connections between organizational strategy and the business environment;
Course Fees
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.
Benefits Facilitator
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.
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Learn how to set clear strategic objectives; Understand key areas in business planning such as production, talent, financial resources and marketing.
www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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Course Overview
Agenda Day 1 Impact, Mission, Values
Day 2 PESTEL Analysis
Day 3 Growth Strategies
Impact statement;
External macro-environment;
The concept of growth strategies;
Mission statement;
PESTEL Analysis;
Types of growth strategies;
The concept of values and their usefulness.
Early warning systems, events and mini-trends.
Role of growth strategies.
The role and structure of a business model; The meaning of value drivers; The link between value drivers and company’s strategy.
Internal capabilities’ roles; The link between internal capabilities; SWOTM Analysis. Vision and Goals The difference between vision and mission; Vision statement; The link between company’s goals and vision.
External micro-environment; The connection between macro and micro environment; Porter 5 Forces Model. SWOT Analysis & Scenario Planning The connection between external and internal analysis and company’s strategy; SWOT analysis; Scenario planning tool. Competitive Strategies The concept of growth strategies; Types of growth strategies; Role of growth strategies.
Objectives’ formulation; Objectives - the link between goals, environment and value drivers; KPI selecion and documentation. Portfolio of Initiatives and Action Plan Programs;
Educational Resources
Internal Capabilities and SWOTM Analysis
Porter 5 Forces Model
Objectives and KPIs Agenda
Business Model and Value Drivers
Projects; Procedures. Strategy Visualization and Alignment Programs; Projects; Procedures. Risk factors and risk management Strategy visualization main elements;
Facilitator
Strategy alignment across all levels of the organization; Performance management toolkit. Review and Certification Exam Course review; Certification Exam.
Course Fees
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 Form
“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 & Drug Authority, Saudi Arabia
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. For a successful learning experience, it is highly recommended to take the following steps:
Course Overview
Evaluation
Learning experience
The Certification Exam will take place at the end of day 3 of training. It contains 75 questions and the necessary score to pass is minimum 50.
Introduction – share a message to introduce yourself to the other participants in an online group;
Inclusions
Pre-course evaluation – complete a needs analysis by answering a short quiz to establish the current level of knowledge and a section to share expectations. As a part of this selfevaluation, participants can establish personal learning objectives for this training;
Agenda
Prerequisite reading – review several materials, including topics such as history, management theories. Also, KPI definitions should be reviewed before the core course, in order to gain a more holistic view upon the subject and to create a common knowledge base related to strategic planning; Guidance and schedule – read a document presenting guidelines on how to maximize your learning experience, by using all the resources offered, as well as a recommended learning schedule. During the three 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: 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 final test.
After the course, participants are offered the resources and the platforms that will encourage both knowledge improvement and experience sharing. The after-course learning experience is comprised of: Action plan – submit a plan to state the changes you intend to make in your department or organization in terms of Strategy Planning, 3 days after the training course; In-house presentation – submit a PowerPoint presentation that you will deliver within your organization, on key topics covered during the training course; Additional reading – read a list of resources (books, articles and videos), meant at ensuring a continuous learning experience;
Performance Management System Architecture; Desired State of Evolution; Strategy Map; Dashboard; Scorecard; Portfolio of Initiatives; KPI Documentation form.
Premium Subscription on smartKPIs. com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted One research report from the Top 25 KPIs series; Free access to all webinars from the 2014 Performance Management series.
Course Fees
Follow-up – fill in a survey, 3 months after the course, to determine what you have successfully applied within your organization, as a result of attending the training course.
Toolkit:
Facilitator
Post-course
Course slides; Course notes.
Educational Resources
Core course
Course materials that consist in:
Educational Resources Catalogues: KPI Documentation Forms, Dashboards and Scorecards;
Registration Form
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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Course Overview
Facilitator Adrian Brudan
General Manager TKI EMEA
Adrian Brudan is the General Manager of The KPI Institute EMEA Region.
As a consultant, he holds valuable experience both in Performance Management, and Project Management. His expertise and knowledge range from the implementation and review of performance management architecture, to KPI Scorecards and Dashboards design. Part of The KPI Institute consultants’ team since its inception, he was involved in several international projects reviewing performance management architectures for clients in Europe, Middle East, Southeast Asia and Australia.
Hasniza Mohd Hassan, Multimedia Development Corporation, Malaysia
“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
“It was a very informative course. Materials were very supportive, to the subject, explained in very nice and professional way, with many examples. Live questions, answers and the workshops were excellent.” Saleem Ahmed Qureshi, Salehiya Trading Est., Saudi Arabia
“I was really happy participating at this course. I liked the course instructor’s style in trying to give us all the knowledge and skills related to the course.”
Radu Cocean is PHD Lecturer at Babes-Bolyai University, specialised in International Marketing, Internal Marketing & Employer Branding, as well as Business Negotiations.
Ragheb Al Qirshi, Supreme Council of Health, Qatar
With a strong background in Strategic Planning and as owner of SC HR Tuning SRL, Radu has gained valuable knowledge working as a consultant by accessing European funds, writing and implementing projects. He has elaborated Development Strategies and has delivered training courses on Sustainable Development for the Romanian authorities and for multinational companies.
Training Courses Catalogue 2015 Course Fees
Since 2010 he has delivered training courses and coordinated follow-ups and capacitybuilding programs in the Project Management field. He complemented these training programs through consultancy and coaching.
Facilitator
Radu Cocean
Radu is a certified trainer with a vast experience in Project Management and European Funds.
Educational Resources
As an educator, Adrian has facilitated tens of training courses and advisory programs on performance management subject matters in multiple industry settings ranging from oil & gas industry, utilities and healthcare to airline industry.
“Thanks for a very informative and enlightening session. Would certainly assist me in the long run to further enhance our Corporate Performance Measurement and Management.” Agenda
Adrian is an expert researcher, practitioner and consultant with 6+ years of experience in the deployment and implementation of KPI Management Frameworks. He has been involved in designing and delivering the Institute’s KPI educational programs, aimed at competency development in the area of Performance Management and Measurement. He specialized in organizational performance measurement and management capabilities assessment using internally researched and developed performance management maturity model frameworks.
Testimonials
The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management. Access the Training Courses Catalogue below for the complete training offer.
Registration Form
Starting 2005 Radu is also a board member of ProVobis- the national resource center for volunteerism, where he activates as a facilitator and develops multiple projects that aim to promote NGOs and volunteer work, through training, consultancy, research and facilitation of networking.
www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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Course Overview
Course Fees Course Date
General Fee
The KPI Institute Early Members Bird 1
5 - 7 April
$3,150 USD
$3,050 USD
$2,800 USD by January 5th
13 - 15 December
$3,150 USD
$3,050 USD
$3,000 USD $2,800 USD $2,650 USD by September 13th by November 13th
Early Bird 2
2 or More Participants
Registration Deadline
$3,000 USD by March 5th
$2,650 USD
31 March
6 December
Venue
Accommodation
Dusit Thani, 133, Sheikh Zayed Road, Dubai, UAE
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
Agenda
*The course fee includes course materials, lunch and coffee breaks.
For more details visit: The KPI Institute Store
Official Course Webpage
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Educational Resources
Our dedicated team can provide you with assistance, information and guidance to help you plan your next training course and ensure you enjoy the services and comfort at a first class hotel.
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Organize this training course in-house Facilitator
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.
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
Course Fees
European Division
Melbourne Office
Registration Form
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Course Overview
Registration 3 ways to register: Online
Registration form *Please fill out all the fields below
store.kpiinstitute.org
Direct contact
Title First name
Teodora Gorski teo.gorski@kpiinstitute.com T: +971 4 311 6556
Telephone
Registration form Use one of the following options: Complete this form and fax it to our Dubai Office at: +971 4 332 8810 Email us with your registration details
Credit card 1. Fill in and submit the registration form available online at store.kpiinstitute.org 2. Pay by credit card using the online facility; 3. A tax invoice together with the registration confirmation will be sent to you via email (after the attendance fee payment is confirmed).
1. Send an email containing your contact details and registration request; 2. An email confirmation containing the tax invoice and bank account details will be sent to you; 3. Proceed with the attendance fee payment by bank transfer;
5. A tax receipt together with the registration confirmation will be sent to you via email (after the attendance fee payment is confirmed).
Job title Department Organization
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How did you hear about us?
Registration cancellation procedure 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.
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4. Send through email the proof of the payment transaction completion;
Date of training course
Course Fees
Bank transfer
Training course
Facilitator
Payment:
Educational Resources
Alexandru Muntean alex.muntean@kpiinstitute.com M: +407 4706 0997
Last name
Agenda
Call us and we will assist you through the registration process.
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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