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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 31 August - 4 September | Singapore
60% Cash Back Via the Productivity and Innovation Credit Delegates from Singapore companies can now enjoy tax savings in the form of cash payouts and/or tax deductions when investing in employees’ training. Your attendance at this event is eligible for PIC credits, either as a 60% cash refund or 400% tax deduction. 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.
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.kpiinstute.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.”
“Very interested and pleased with the course. I would recommend to senior colleagues.”
Snehal Kaware, Takreer, UAE
Will Barr, GLL, UK 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;
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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.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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Course Overview
Agenda Day 1
Envisioning - part 1 Vision and mission statement; Activity: Define your 3S straight (statements): vision and mission, success, values.
Environmental scanning: the external micro-environment The PORTER’s Model of 5 Forces; Activity: Apply Porter’s Model. Environmental scanning: the internal environment Internal systems and capabilities audit; The management mandate; Activity: Practice the internal systems and capabilities audit. The SWOT synthesis SWOT as an assessment-offit tool; SWOT as a springboard for strategy; Activity: Draft a SWOT Analysis.
Setting objectives – part 1 The correlation with the SWOT: problem and objective trees. The correlation with the 3S: SMART objectives. Activity: Apply objective trees. Translating SMART objectives into KPIs KPI selection; KPI documentation; Activity: Work with KPIs. The portfolio of initiatives Programs; Projects; Procedures. Risk factors and risk management Risk factors identification; Risk management tools; Activity: Identify projects and improve day-to-day operations.
“(…) 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
Angus Steel, Delta Lloyd Asset Management, Netherlands
Talent and strategic management Connection between human resources and strategic management. Financial resources and strategic management Connection between resources and strategic management. Marketing and strategic management Connection between marketing and strategic management.
Day 5 Company presentations based on Day 4 A management function of choice. Strategy visualization Desired State of Evolution; Performance Scorecard; Performance Dashboard; Strategy Map; Activity: Use performance scorecards and dashboards. Strategy communication and launch Internal and external communication of the strategy; Activity: Set up a communication strategy. Strategy implementation, monitoring and control Annual reviews; Strategy realignment; Strategy and crisis management; Activity: Structure management systems. Review and Certification Exam Course review; Certification Exam.
www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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Registration Form
“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.”
Production and strategic management Connection between production and strategic management.
Course Fees
Testimonials
Company presentations based on Day 3 Objectives as listed in 2014 Annual Reports.
Facilitator
Envisioning - part 2 Values and drivers; Activity: Draft the Desired State of Evolution.
Environmental scanning: the external macro-environment PESTEL analysis; Activity: Apply PESTEL analysis.
Sector presentations based on Day 2 The external environment.
Day 4
Educational Resources
Strategy and available resources The strategy or the resources - What comes first? Types of needed resources; Resources and the check for feasibility.
Company presentations based on day 1 Vision; Mission; Values; Drivers.
Day 3
Agenda
Strategic and strategic thinking Strategy and business planning: overlapping and specific areas; Reasons, philosophy, principles and rules of strategic planning; Organizational dimensions of strategic planning: governance, cascading and value chains; Activity: Address the strategic planning governance challenges.
Day 2
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 5 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 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: 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;
Toolkit: Performance Management System Architecture; Desired State of Evolution; Strategy Map; Dashboard; Scorecard; Portfolio of Initiatives; KPI Documentation form.
Subscription to smartKPIs.com available for 6 months, providing access to over 8000 KPI examples;
Facilitator
Post-course
Course slides; Course notes.
Educational Resources
Core course
Course materials that consist in:
One research report from the Top 25 KPIs series;
Additional reading – read a list of resources (books, articles and videos), meant at ensuring a continuous learning experience;
Course Fees
One webinar from the 2014 Follow-up – fill in a survey, 3 months after the course, to determine what you have Performance Management successfully applied within your organization, as a result of attending the training Webinar Series. course.
Educational Resources Catalogues: KPI Documentation Forms, Dashboards and Scorecards;
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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.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
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Course Overview
Facilitator Radu Cocean
Radu Cocean is PHD Lecturer at Babes-Bolyai University, specialised in International Marketing, Internal Marketing & Employer Branding, as well as Business Negotiations.
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.
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.
Gavin Haberfield, Department of Treasury and Finance, Australia
“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
Educational Resources
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.
“Particularly adept at building and sharing knowledge... creativity, research and exemplary stakeholder management skills were essential to success.”
Agenda
Radu is a certified trainer with a vast experience in Project Management and European Funds.
Testimonials
“A powerful insight into your hidden potential that can drive you to a high level of excellence.” Alassane B. Ndiaye, Qalinca, Belgium
Facilitator
“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
Training Courses Catalogue 2015 Course Fees
Access the Training Courses Catalogue below for the complete training offer.
www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional
Registration Form
The KPI Institute is the global authority on Key Performance Indicators (KPIs) research and education, providing through its publications and training courses insights on how to measure and learn with KPIs. It developed the first KPI Management Framework and operates several research programs dedicated to performance management, strategy, Balanced Scorecard and Key Performance Indicators. It operates smartKPIs.com, the result of the research program dedicated to documenting and cataloguing how KPIs are used in practice, an online portal containing the largest collection of well documented KPI examples, supported by a community of tens of thousands of members.
The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.
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Course Overview
Course Fees Course Date
General Fee
The KPI Institute Early Members Bird 1
31 Aug - 4 Sep
$4,500 USD
$4,000 USD
$3,600 USD by May 31st
Early Bird 2
2 or More Participants
Registration Deadline
$3,800 USD by July 31st
$3,400 USD
26 August
*The course fee includes course materials, lunch and coffee breaks.
Accommodation
Pan Pacific Orchard, 10 Claymore Road, Singapore
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
Organize this training course in-house
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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We invite you to contact the event manager to enquire about special rates from the venue.
/smartKPIs
The KPI Institute Store Official Course Webpage
/the-kpi-institute 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
/kpiinstitute
Productivity and Innovation Credit (PIC) Scheme All business in Singapore can enjoy up to 400% tax deduction for external training for up to $400,000 for year of assessment 2015. You can enjoy up to 68% of tax savings from attending our trainings which means you only need to pay 1/3 of the course fees. Facilitator
Alternatively, businesses can opt for a nontaxable cash payout option of 60% of up to $100,000 for year of assessment 2015 meaning up to a maximum of $60,000. This includes both trainings in Singapore and overseas Both local and foreign employees are eligible Course fees only PIC Bonus (as announced in Budget 2013) On top of the existing 400% tax deductions/allowances and/or 60% cash payout (“PIC cash payout�) under the PIC scheme, the PIC Bonus gives businesses a dollar-for-dollar matching cash bonus for YAs 2013 to 2015, subject to an overall cap of $15,000 for all 3 YAs combined. Businesses must incur at least $5,000 in PIC-qualifying expenditure during the basis period for the YA in which a PIC Bonus is claimed. The PIC Bonus is taxable.
Course Fees
Please refer to https://www.iras.gov.sg/irasHome/page04.aspx?id=14566 for more info
European Division
Middle East Division
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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 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
Alexandru Muntean alex.muntean@kpiinstitute.com M: +40 7 4706 0997
Telephone
Registration form Use one of the following options: Complete this form and fax it to our European Office at: +40 2 6441 4360 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.
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
Cristina Duma cristina.duma@kpiinstitute.com M: +40 7 4214 7774
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.
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