P769
- 1. Earn E 18 CP ! Credits Balanced Scorecard Management for Government October 18-20, 2010 Arlington, VA You will learn to: CREATE A BALANCED PERFORMANCE MANAGEMENT SYSTEM Implement a Integrate balanced scorecard with mission-aligned performance measures Strategy-Aligned LINK AND INTEGRATE INDIVIDUAL PERFORMANCE PLANS Implement the tools necessary to engage your staff with the organizational Balanced Scorecard performance efforts to Improve BUILD AN ORGANIZATIONAL STRATEGY MAP Discover how to prioritize projects and resources to create successful results Government DEVELOP A STRATEGY TO VALIDATE YOUR SCORECARD REPORTS Efficiency Evaluate the key components for crafting your performance message In Association with: www.PerformanceInstitute.org/BSC
- 2. Day 1 BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT Monday, October 18, 2010 8:30 Conference Registration and Continental Breakfast ABOUT THE TRAINERS: 9:00 Bob Paladino is the Founder and Overview of Performance Management Managing Partner of his firm, which focuses on advising Boards of Directors, Executives and their • Review case studies of award winning organizations teams on implementing and integrating Balanced • Review a best practice self scoring diagnostic to realize Scorecard, Knowledge Management and Six Sigma organizational gaps competencies. He has a long history as a successful practitioner of these concepts in a corporate setting Coaching, Facilitation and Team Work (includes table exercise) and as an advisor and consultant to Fortune 500 firms across a wide range of industries. • Learn about pitfalls to avoid in rolling out a successful program • Understand tips and techniques in coaching, facilitation Drawing from this extensive experience, Mr. Paladino and managing BSC programs has authored two insightful and informative books: Key Strategy Map and Balanced Scorecard Concepts “Five Key Principles of Corporate Performance Management”, #1 Bestselling book for 3 years • Understand the structure of themes, strategy maps and running on Amazon and barnesandnoble.com. The Balanced Scorecards book not only chronicles innovative best practices • Learn to build a winning strategy map by developing an from award winning company executives, but also interview guide brings you a proven implementation model that has • Define strategic themes, identifying objectives and accelerated breakthrough results. developing cause and effect relationships among objectives The Sequel “Innovative Corporate Performance Management: Five Key Principles to Accelerate Build a Strategy Map, One Perspective at a Time Results” contains over 150 new innovative best • Review the Financial, Customer, Process and People Perspectives practices from 11 companies that have amassed • Understand key differences among commercial, over 170 awards. The book provides a CPM Process Blueprint and best practice diagnostic government and not for profit strategy maps to score your organization and establish a plan for your award winning journey. It also reveals a 12:00 proven implementation model that has accelerated Lunch breakthrough results; case companies have earned over 100 awards and honors. 1:00 As a former Senior Vice President of Crown Castle Breakout Exercise: “Step by Step” Build a Strategy Map International in the Office of the CEO, Bob directed the global CPM/Balanced Scorecard program to win • Apply best practices “hands on” to build an organizational both the coveted international Hall of Fame Balanced strategy map Scorecard Award and the American Productivity • Learn to leverage best practices and avoid pitfalls & Quality Center’s (APQC) Best Practice Partner award. Wall Street Journal ranked Crown Top 20 Breakout Exercise Presentations Most Improved in Shareholder Value. • Share your newly developed strategy map or case study results He also formerly directed the Consulting Practice for • Receive feedback to further advance your program Drs. Kaplan & Norton, co inventors of the balanced scorecard. He was a leading global consultant for 4:00 PricewaterhouseCoopers and Towers Perrin. Bob has Adjourn a MBA from Wharton, a CPA and he is a member of the AICPA and MSCPA. 2
- 3. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT Day 2 Tuesday, October 19, 2010 8:30 12:00 Conference Registration and Continental Breakfast Lunch 9:00 1:00 Identify Balanced Scorecard Measures Breakout Exercise: “Step by Step” Build a Strategic Initiative Map • Prioritize key objectives that serve as the foundation for measures and initiatives • Build a Strategic Initiative Map to manage the portfolio • Identify leading and lagging measures, efficiency and of projects effectiveness measures • Align and prioritize key projects to drive strategic results Breakout Exercise: “Step by Step” Getting to the First Balanced Scorecard Report Build a Balanced Scorecard • Learn best practices on how to establish a Strategy • Build a BSC for your organization to improve efficiency Focused Organization meeting agenda to manage • Designate your leading and lagging measures to align your business with your strategy map • Understand how to conduct and facilitate an SFO meeting to build a high performing organization Set Measure Targets Becoming a Strategy Focused Organization • Understand best practices in target setting and links to the strategic plan • Build on your learning by understanding the • Learn how and when to apply the “four” target implementation plan, proven path taken by BSC Hall setting methods of Fame winners • Gain insight into cascading the BSC throughout your Inventory and Prioritize Initiatives and Projects organization as you plan your next steps and roadmap • Recognize the strategic importance of a well defined portfolio of initiatives 4:00 • Understand how to align key projects to drive your Adjourn strategic objectives and scorecard measure results WHO SHOULD ATTEND? • Operating Officers • Financial Officers • Directors • Program Analysts • Budget Officers • Performance Measurement Analysts & Planners • Program Managers www.PerformanceInstitute.org/BSC 3
- 4. Day 3 BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT Wednesday, October 20, 2010 8:30 12:00 Conference Registration and Continental Breakfast Lunch 9:00 Review Software Tools and Other Resources for your BSC Understanding Communications and Its Impact on Motivation • Discuss public sector scorecards and software tools • Learn to design a communications plan to address • Learn to make strategy execution a core competency by culture change issues in your organization building a Center of Excellence • Include key plan elements, including messages, audiences, frequency and media 1:00 Breakout Exercise: Step-By-Step Personal Scorecards Breakout Exercise: Step-By-Step Communications Plan • Create personal scorecards for you and your team • Develop a strong communications plan for your BSC efforts • Discuss key elements that must be in place for • Understand why this component is the most overlooked personal scorecards aspect of BSC program success Breakout Exercise: Personal Scorecard Presentations Cascade Organizational Scorecards to Personal Scorecards • Present your knowledge and progress of the • Learn to cascade objectives and measures to teams and personal scorecard individuals to drive real, sustainable results • Learn and network with fellow participants • Discover how to identify strategic job families and see plans for their development 4:00 Training Adjourns Link Personal Scorecards to Rewards and Recognition • Understand the facets of compensation and recognition linked to the BSC • Align teams and individual rewards and recognition to help achieve your organization’s strategy “Great session! Very informative, loved the case studies.” — GJ, The Berry Company 4 www.PerformanceInstitute.org/BSC
- 5. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT CPE Credits & Certification Become a CPE Credits: 18 Certified Government The Performance Institute is registered with the National Association Performance Manager of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. To ensure professional success, you State boards of accountancy have final authority on the acceptance of must continually expand your skills and individual courses for CPE credit. Complaints regarding sponsors may be education. The bar has been raised in addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue government agencies and organizations North, Nashville, TN 37219-2417. Website: www.nasba.org. and many government managers are now required to receive formal certification to stay up to date on the latest Delivery Method: Group-live trends, best practices and mandates. Program Level: Basic Prerequisites: None To address these needs, the Institute offers a Certificate in Government Advanced Preparation: None Performance Management. Completing a certification program is easy. Just attend three “core” courses and an additional three “elective” courses you select based on topics that meet your agency’s unique needs. Upon successful completion, you will emerge from the Institute’s certification program with a thorough understanding of all course concepts—and poised to apply what you learned in a real and practical way. Advance Your Career Education and professional certification are becoming necessary for promotion and requirements for coveted positions. In the Certified Government Performance Manager program, you will acquire the skills and tools to make you the lead performance management resource for your organization. Meet New Certification Requirements To hold a position as a performance manager in government you must demonstrate compliance with new skills sets required by OMB and Congress. Receiving your certificate is one key way to demonstrate your skills. Customize a Program to Fit Your Needs Working with Institute training managers, you can select courses that will have direct application and impact to your work. For more information about certification, please contact Chris Hicks at 202-739-9548 or email him at Chris.Hicks@PerformanceInstitute.org 5
- 6. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT In-House Training & Customization One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. Customization: We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance Institute also has the ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute has the capacity to deliver courses to groups of up to 300 participants per day. Areas of Expertise: On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: • Strategic Planning • Performance-Based Contracting • Performance Measurement • Performance Reporting • Project Management • Program Evaluation • Lean Six Sigma • Administrative Management • Workforce Management • Leadership and Change • Performance-Based Budgeting For more information about in-house training and certification options, please contact Jennifer Mueller at 202-739-9619 or email her at Jennifer.Mueller@performanceinstitute.org. Sponsorship Opportunities: As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solutions providers. The Institute offers four different pre-designed sponsorship packages: • Event Co-Sponsor • Session Sponsor • Luncheon Sponsor • Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Meredith Mason at 202-739-9707 or email her at Meredith.Mason@PerformanceInstitute.org 6 www.PerformanceInstitute.org/BSC
- 7. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT Venue & Hotel Venue & Hotel: Quality Assurance: Government Performance Management Week will be hosted at The Performance Institute strives to provide you with the most The Performance Institute in Arlington, VA, just one block east productive and effective educational experience possible. If of the Courthouse Metro stop on the Orange Line. A public after completing the course you feel there is some way we parking garage is located just inside of the building. can improve, please write your comments on the evaluation The Performance Institute Conference Center form provided upon your arrival. Should you feel dissatisfied 1515 N. Courthouse Rd., Suite 600 with your learning experience and wish to request a credit or Arlington, VA 22201 refund, please submit it in writing no later than 10 business 877-992-9521 days after the end of the training to: A limited number of rooms have been reserved at the The Performance Institute: Quality Assurance Arlington Rosslyn Courtyard by Marriott at the prevailing 805 15th Street, NW, 3rd Floor rate of $229. This rate is based on the Government Washington, DC 20005 Per Diem and is subject to change. Please call the hotel directly and reference code “Balanced Scorecard” when Note: As speakers are confirmed six months before the making reservations to get the discounted rate. The hotel event, some speaker changes or topic changes may occur is conveniently located three blocks from the Rosslyn Metro in the program. The Performance Institute is not responsible station. Please ask the hotel about a complimentary shuttle for speaker changes, but will work to ensure a comparable that is also available for your convenience. speaker is located to participate in the program. Arlington Rosslyn Courtyard by Marriott If for any reason The Performance Institute decides to 1533 Clarendon Blvd. cancel this conference, The Performance Institute accepts no Arlington, VA 22209 responsibility for covering airfare, hotel or other costs incurred Phone: 703-528-2222 / 1-800-321-2211 by registrants, including delegates, sponsors and guests. www.courtyardarlingtonrosslyn.com Discounts: Tuition & Group Discounts: • All ‘Early Bird’ Discounts must require payment at time of The tuition rate for attending Balanced Scorecard Training registration and before the cut-off date in order to receive Course is as follows: any discount. Offerings Early Bird Regular Rate • Any discounts offered whether by The Performance Institute Training Fee $1200* $1300 (including team discounts) must also require payment at the time of registration. * For the Early Bird rate, register before: July 26, 2010. • All discount offers cannot be combined with any other offer. For more information on group discounts, please contact • Discounts cannot be applied retroactively Chris Hicks at 202-739-9548 or email him at Chris.Hicks@PerformanceInstitute.org. Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event. www.PerformanceInstitute.org/BSC 7
- 8. BALANCED SCORECARD MANAGEMENT FOR GOVERNMENT Registration Form CALL FAX THIS FORM TO VISIT 877-992-9521 866-234-0680 www.PerformanceInstitute.org/BSC Registration Form Yes! Register me for the Balanced Scorecard Training Course Please call me. I am interested in a special group discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information Check Purchase Order/Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Address Please make checks payable to: The Performance Institute CANCELLATION POLICY: The Performance Institute will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: _______________________________________ Priority Code: P769-WEB