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STRATEGY AND BUSINESS PLANNING
Strategy and Business Planning Framework
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v 1.0 2015
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Certified Strategy and Business Planning Professional Kuala Lumpur, Malaysia 2016 edition: 4 - 6 April
Recover up to 100% of training costs via the Human Resources Development Fund The HRDF starts the up-skilling of Malaysian workforce by allowing employers to receive financial assistance up to 100% to cover the training cost incurred, at both regional and international level. For terms and conditions please refer to page 6.
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 would highly recommend this course as it covers all the important aspects of KPIs in which can be applied in real life.� Dk Siti Bazilah Pg Hj Zahari, Manager Trainee, Autoriti Monetari Brunei Darussalam, Brunei
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 course content is quite comprehensive and provides step by step instructions on implementing KPIs.”
Mohd. Norazlin Bin Dato Paduka Haji Kassim, Senior Training Officer, Civil Service Institute, Brunei
Dy Chetra, Financial Controller, Cellcard, Cambodia
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
“This course is very good and it is a useful tool that can improve the KPIs setting process for me and my colleagues.”
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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Course Overview
Agenda Day 1 9:00 - 17:00 Strategic Planning Overview Reasons, philosophy, principles and rules of strategic planning;
Strategic planning framework. Impact, Mission, Values Impact statement; Mission statement;
Business Model and Value Drivers 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
9:00 - 17:00
9:00 - 16:45
PESTEL Analysis External macro-environment; PESTEL Analysis; Early warning systems, events and mini-trends. Porter 5 Forces Model
Growth Strategies The concept of growth strategies; Growth strategies typology; Role of growth strategies. Objectives and KPIs
External micro-environment;
Objective formulation;
The connection between macro and micro environment;
Objectives: the link between goals, environment and value drivers;
Analysis of organizational environment forces.
KPI selecion and documentation.
SWOT Analysis & Scenario Planning The connection between external and internal analysis and company strategy; Overview of SWOT analysis; Scenario planning tool. Competitive Strategies The concept of competitive strategies;
The link between internal capabilities;
Competitive strategies typology;
SWOTM Analysis.
Role of competitive strategies.
Vision and Goals The difference between vision and mission;
Portfolio of Initiatives and Action Plan Programs; Projects; Procedures. Strategy Visualization and Alignment Strategy visualization main components; Strategy alignment across all levels of the organization; Performance management toolkit.
Facilitator
Internal capabilities role;
Educational Resources
Organizational values.
Day 3
Agenda
Organizational levels of strategic planning;
Day 2
Review and Certification Exam Course review; Certification Exam.
Vision statement; The link between goals and company vision. Course Fees
Testimonials “Thanks for a very informative and enlightening session. It would certainly assist me in the long run, to further enhance our corporate performance measurement and management.”
Malik Murad Ali, IT Director, MYDIN, Kuala Lumpur
Hasniza Mohd Hassan, Senior Manager, Multimedia Development Corporation, Malaysia
“The course is useful for companies, that started implementing KPIs or are interested in improving the process of implementing KPIs.”
“What I’ve learned from the course is very useful for me as we are in the process of establishing new KPIs for our group.”
Fong San Nee, Senior Project Manager, NCS Pte. Ltd, Singapore
On-gard Wijitjitlert, Business Development Manager, Kingfisher Holdings, Thailand
www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
Registration Form
“Finally, a professionally run course on KPI and scorecards development. It was a brilliant workshop and enjoyed every minute of it. Thank you, thank you.”
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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.
Course Overview
Evaluation
Learning experience
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.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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
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Course Overview
Facilitator Paul Albu
Senior Business Research Specialist Paul Albu is a Senior Business Research Specialist at The KPI Institute, the global authority on Key Performance Indicators research and education.
Some of Paul`s most significant projects include designing the two main courses of The KPI Institute, Strategy and Business Planning and Balanced Scorecard Management System, along with aligning organizational job descriptions and evaluations with competencebased recruitment. He has also authored a white paper on organizational performance.
Paul holds tertiary qualifications in Business Administration. Paul’s educational and professional background is complemented by an International Certificate in KPI Management granted by The KPI Institute (May 2014), and the participation in a series of international seminars and business simulations, such as “Friday Night at the ER”, organized by The KPI Institute (2013) and “Gold of the desert Kings”, organized by Trendconsult (2012).
Irene Beh Ai Ling, Telekom Malaysia, Malaysia
“The course facilitator is able to explain clearly and concisely and it was easy to follow through. He used examples from other organisations and applied to workrelated situation.”
Educational Resources
As a facilitator, Paul is certified from the National Authority of Training and Association for Talent Development. He has developed and delivered courses at both national and international levels, on topics such as: performance management, leadership, project management, product packaging and organizational development. He facilitated the learning experience of more than 500 participants, gathering an experience of over 300 training hours.
“The trainer was a very detailed and organized person. This can be observed through the training materials and content presented during a training session conducted in Kuala Lumpur, Malaysia. In addition to it, he is definitely the subject matter expert in this particular field with great creativity, guiding trainees with innovative and practical methodologies that are easy to apply in our industry.”
Agenda
His research activity in the Performance Management field has resulted in the documentation and revision of over 1000 Key Performance Indicators.
Testimonials
Dk Siti Mawarni Ayu Binti Pg Haji Yusof, Research officer, Civil Service Institute, Brunei
Facilitator
The facilitator has extensive knowledge on this topic and he is able to arrange the training in a very efficient way, covering even history and research. He is definitely an expert and worth the 2 days training.” Sarah Mubarak, Malaysia Development Berhad, Malaysia
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. Access the Training Courses Catalogue below for the complete training offer.
www.kpiinstitute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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.
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Course Overview
Course Fees Course Date
General Fee
The KPI Institute Early Members Bird 1
4 - 6 April
$2,350 USD
$2,250 USD
$1,850 USD by January 4th
Early Bird 2
2 or More Participants
Registration Deadline
$2,050 USD by March 4th
$1,750 USD
28 March
*The course fee includes course materials, lunch and coffee breaks.
Accommodation
Park Royal Jalan Sultan Ismail, 50250 Kuala Lumpur, Malaysia
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
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Educational Resources
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.
For more details visit:
Agenda
Venue
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Organize this training Human Resources Development Fund (HRDF) Information course in-house
Facilitator
The HRDF starts the up-skilling of Malaysian workforce by allowing employers to receive financial assistance up to 100% to cover the training cost incurred, at both regional and international level. The increasing number of requests for performance improvement projects within your region has upgraded our services offering, bringing you the opportunity to acquire both the theoretical knowledge and practical skills for working with KPIs, now available to you through the HRDF program! You can claim from the HRDF the following: Course fees Daily allowance: should cover participants’ meals, land transportation & accommodation Airfare (If applicable)
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
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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
Please click here for more info
Melbourne Office
Registration Form
www.kpiinstitute.org | office@kpiinstitute.org | 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
Oana Gavril oana.gavril@kpiinstitute.com M: +60 11 3303 2135
Telephone
Registration form Use one of the following options:
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Complete this form and fax it to our Australian Office at: +61 3 8395 6544
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Email us with your registration details
Organization
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).
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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;
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Course Fees
Bank transfer
Organization size
Facilitator
Payment:
Educational Resources
Sasikala Annamalai sasikala.annamalai@kpiinstitute.com T: +60 3 2742 1357
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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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