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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 Istanbul, Turkey 2016 edition: 02 - 04 October
Develop forward-looking strategies to drive business performance and help achieve the desired goals
Over the last 6 years, The KPI Institute team focused on developing a sound Employee Performance Framework, helping you expand your employees’ talent through: Fully documented employee performance KPIs; Numerous referenced resources (books, articles and performance reports); Results-oriented employee performance planning and tracking tools; Our master trainers’ experience in driving superior employee performance.
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. “After undertaking the Certified KPI Professional Training Course I can say that I have many reasons to be grateful to the facilitator and The KPI Institute. Our company will greatly benefit from the training materials in organizing processes and restructuring KPIs.” Jaafar B., Atlas Holding, Lebanon
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
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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 “This is a very interesting course and useful in practice. I would recommend it to everyone in my company.”
Jasim Ali Amur Al Jabri, Occidental Petroleum Corporation (OXY), Oman
Zeinab Hassan, Warda, Supreme Council of Health, Qatar
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;
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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Educational Resources
“All sessions were very well linked together. It was a great course, one of the best courses I attended in Performance Management.”
Understand the steps in designing an organizational and departmental strategy; Learn how to set clear strategic objectives; Understand key areas of a business model.
Certified Strategy and Business Planning Professional
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Course Overview
Agenda 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;
Impact, Mission, Values Impact statement; Mission statement; Organizational values.
The role and structure of a business model; The meaning of value drivers; The relation of value drivers with the company strategy. Internal Capabilities and SWOTM Analysis Internal capabilities role;
PESTEL Analysis;
Growth strategies typology;
Early warning systems, events and mini-trends.
Role of growth strategies.
Porter 5 Forces Model
Objective formulation;
External micro-environment; The connection between macro and micro environment; Analysis of organizational environment forces.
The connection between external and internal analysis and company strategy; Overview of SWOT analysis;
Projects; Procedures. Strategy Visualization and Alignment Strategy visualization main components;
Scenario planning tool. Competitive Strategies The concept of competitive strategies;
SWOTM Analysis.
Competitive strategies typology;
Strategy alignment across all levels of the organization; Performance management toolkit. Facilitator
The difference between vision and mission;
KPI selecion and documentation.
Programs;
SWOT Analysis & Scenario Planning
Role of competitive strategies.
Objectives: the link between goals, environment and value drivers;
Portfolio of Initiatives and Action Plan
The link between internal capabilities;
Vision and Goals
Objectives and KPIs
Educational Resources
Business Model and Value Drivers
The concept of growth strategies;
Agenda
Strategic planning framework.
External macro-environment;
Review and Certification Exam Course review; Certification Exam.
Vision statement; The link between goals and company vision.
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
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“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
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
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.
Post-course
The learning process is not finalized when the core-course ends. Participants are required to take the following steps:
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
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. The course fee covers the cost of the certification process, valued at $350, ensuring a smooth certification system. Premium Subscription on smartKPIs. com available for 6 months, providing access to 500 fully documented KPIs and over 20.000 KPIs enlisted.
Course Fees
Educational Resources
Inclusions
Facilitator
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.
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. Educational Resources
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:
The certification process is finalized only when you complete all of the 3 stages of the learning experience. Nonetheless, you will receive a: Certificate of Completion (soft copy): after completing pre-course activities and passing the Certification Exam; Certificate of Attendance (hard copy): after participating at the 3 days of onsite training course; Certified Strategy and Business Planning Professional diploma (hard copy): after successfully completing all of the 3 stages of the learning experience.
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.
One research report from the Top 25 KPIs series; Free access to all webinars from the 2014 to 2015 Performance Management series. “I enjoyed this experience. It was very educational and hopefully it will be applied in the near future.”
is a Scorecard”, “Understanding the KPI Documentation Form”; Other resources: consisting in videos, whitepapers or case studies relevant for strategic planning.
Mannar Alomari, Institute of Public Administration, Saudi Arabia
www.ivorytraining.com | www.kpiinstitute.org
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
Certified Strategy and Business Planning Professional
Course Overview
Evaluation
Learning experience
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Course Overview
Facilitator Radu Cocean
Testimonials
PHD Lecturer at Babes-Bolyai University Radu Cocean is a trainer, consultant, moderator and facilitator in the field of Strategy Planning, with over 14 years of hands-on experience.
As a management consultant, he worked with private companies and helped them shape business plans required to access European funds – which offered him insight into how strategies get implemented through successful projects. He is an accredited Project Manager (certified by the National Qualifications Authority in Romania) since 2011.
“Great value in content, which could be easily applied to our organization.” Fahad Alhammadi, Qatar Petroleum, Qatar
“Excellent instructor in terms of knowledge and content delivery. I will consider requesting his services again for in-house courses.”
Educational Resources
As a consultant, Radu works as part of the teams that draft development strategies and spatial plans for public bodies and local administration. He has done so since 2001, at the international, national, regional, county and local level. He is also a moderator and facilitator for public consultation meetings, making sure the strategy development process is open to all relevant stakeholders.
Hussain Al Lawati, Occidental Petroleum Corporation (OXY), Oman Agenda
As a trainer, he delivers The KPI Institute’s Certified Strategy and Business Planning Professional course, both as in-house and as open training programs. Since 2010, he is an accredited Trainer (certified by the National Qualifications Authority in Romania) and has completed the American Society for Training & Development Master Trainer Program (2014).
“The course facilitator is very knowledgeable about KPIs and has adequate experience to deliver it to various types of audiences. Thank you.”
Kabirr Faal, Kuwait Institute for Scientific Research (KISR), Kuwait
“The facilitator was very professional, had a lot of knowledge for someone at his age, good listener and a great moderator.” Mohamed Hegazy, Bank of Cairo, Egypt
Facilitator
“The trainer was brilliant! Because everyone who had attended the course was from a broad spectrum of industries and had different experiences and knowledge on KPIs, he had covered the basics and built up around that, so by the end of the course, we were all at the same level.” Maha Kharusi, Ernst & Young, Oman
Training Courses Catalogue 2016 Course Fees
The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.
Certified Strategy and Business Planning Professional
www.ivorytraining.com | www.kpiinstitute.org
Registration Form
The KPI Institute is a research institute specialised in business performance. It operates research programs in 12 practice domains, ranging from strategy and KPIs to employee performance, and from customer service to innovation performance. Insights are disseminated through a variety of publications, subscriptions services, and through a knowledge platform available to registered members. Support in deploying these insights in practice is offered through training and advisory services.
Access the Training Courses Catalogue below for the complete training offer.
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Course Overview
Course Fees Course Date
General Fee
The KPI Institute Early Members Bird 1
02 - 04 October
$4,950 USD
$4,500 USD
2 or More Participants
Early Bird 2
$4,200 USD $3,750 USD by September 2nd
$3,950 USD by July 2nd
Registration Deadline 30 September
*The course fee includes course materials, lunch and coffee breaks.
Accommodation
Contact Information
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
Radisson Blu Hotel, Istanbul Sisli 19 Mayis Cad. No 2 Sisli 34360 Istanbul Turkey
Ivory Training & Consulting
For more details visit:
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.
Educational Resources
Bahçelievler, Istanbul (avrupa) Türkiye Yeni Bosna Merkez Mh. http://www.istwest.com/ İstWest A1A block. No 67.
The KPI Institute Store
Agenda
Venue
We invite you to contact the event manager to enquire about special rates from the venue.
T: 0090212 809 06 55 F: 00902128090466 E: info@ivorytraining.com W: www.ivorytraining.com
Official Course Webpage
Facilitator
Follow us on: /the-kpi-institute /kpiinstitute
/smartKPIs
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
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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
Dubai Office
Melbourne Office
Course Fees
Sibiu Office
Kuala Lumpur Office
Registration Form
Certified Strategy and Business Planning Professional
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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 size
Organization Industry Address
City
State / Province
Country
Postal Code
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.
Registration Form
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
Lina Alsamman lina.alsamman@ivorytraining.com M: +90 5 3967 69076
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.
Certified Strategy and Business Planning Professional
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