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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 Singapore 2016 edition: 4 - 6 April
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 would like to thank the facilitator, who has a strong appropriate background, he is the proper person for this course. The lectures were very relevant to the course and highlighted the key issues in an understandable manner. Therefore, I give 5 out of 5. Thank you!” Avazkhan Zupparov, Senior Market Analyst, ENRC Marketing, Kazakhstan
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 “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;
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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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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.
www.kpiinstitute.org | office@kpiinstitute.org | 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 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; Role of competitive strategies.
The difference between vision and mission;
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 Strategy visualization main components; Strategy alignment across all levels of the organization; Performance management toolkit.
Facilitator
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
Registration Form
“It is the willingness of experts like yourself with the capability in the area of KPIs and your response to the interest and needs of the participants that makes this program effective and worthwhile for our organization. The way you ran the last day and your ideas certainly sparked a lively dialogue among all of those in attendance and letting them know what and how to do next. 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 KPIs and all related.” Hanan Ahmed Abdelmajeed, Supreme Council of Health, Qatar
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
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
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 2 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 2015 Performance Management series for 3 months.
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 diploma: after you have successfully completed all of the 3 stages of the learning experience.
Course Fees
Educational Resources
Certificate of Attendance: after participating at the 3 days of onsite training course;
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.
Certificate of Completion: after completing pre-course activities and passing the Certification Exam;
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:
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
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 Aurel Brudan
CEO of The KPI Institute
As an educator, Aurel has accumulated hundreds of hours of experience in a variety of settings, from open and in-house training delivery to tutoring management for the University of Melbourne. Aurel is a member of the Academy of Management, the Australian New Zealand Academy of Management, the Australian Marketing Institute and Fellow of the Australian Institute of Management.
“Great value in content, which could be easily applied to our organization.” Fahad Alhammadi, Qatar Petroleum, Qatar
“My facilitator was Adrian, he was energetic, focused, helpful and determined. He shared different examples, cases on Key Performance Management, KPI selection and so on. I felt like he is the right person from whom I should learn about this topic.” Kerem Ulusoy, T. Şişe Cam Fabrikaları A.Ş., Turkey
“Adrian 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.”
Facilitator
Aurel has tertiary qualifications in both Economics and Marketing, complemented by postgraduate certificates in Advanced Learning and Leadership, as well as in Research Commercialization from the Melbourne Business School in Australia. Aurel is also in the final stages of his PhD. candidature, researching Integrated Performance Management Systems at the University of Melbourne.
Hussain Al Lawati, Occidental Petroleum Corporation (OXY), Oman
Educational Resources
As a consultant, Aurel conducted numerous performance management system implementations using solutions such as the Balanced Scorecard, operational dashboards and functional performance scorecards. Among his most important clients are Australia Post, the Australian Federal Administration, the Victorian State Government, Brisbane City Council, National Australia Bank, Qatar Supreme Council Of Health and SABIS.
“The course facilitator is very knowledgeable about KPIs and has adequate experience to deliver it to various types of audiences. Thank you.” Agenda
Aurel Brudan is the founder and CEO of The KPI Institute, the global authority on Key Performance Indicators research and education. Under his coordination the Institute research team documented over 7,000 KPI examples from 15 functional areas and 24 industries, reviewed 1,000+ performance reports from 125 countries and referenced 20,000+ resources, the result being www. smartKPIs.com, the premier destination for quality performance management and measurement resources. Other research programs resulted in the development of two maturity models for performance management and measurement, as well as the establishment of the KPI Management Framework to provide the theoretical base for the Certificate in Key Performance Indicators Management.
Testimonials
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. 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
$3,150 USD
$3,050 USD
$2,800 USD by January 4th
Early Bird 2
2 or More Participants
Registration Deadline
$3,000 USD by March 4th
$2,650 USD
28 March
*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
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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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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
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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
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Sibiu Office
Dubai Office
Kuala Lumpur Office
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:
Email Training course Date of training course Job title
Complete this form and fax it to our Australian Office at: +61 3 8395 6544
Department
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).
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;
Industry
Course Fees
Bank transfer
Organization size
Facilitator
Payment:
Educational Resources
Sasikala Annamalai sasikala.annamalai@kpiinstitute.com T: +60 3 2742 1357
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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