B275

Execute Strategy Effi ciently and Effectively with the Balanced Scorecard

Gain Insight, Improve Agility and Drive Performance with the Balanced Scorecard www.ASMIweb.com/Scorecard

Develop a Balanced Scorecard StrategyCreate a strategy map that provides the framework for organizational development and strategic execution

Align Your Organization and Employees to Overall Strategy Create a strategy-focused organization that links resources to results

Tie Performance Incentives to Balanced Scorecard Objectives Establish a positive relationship between BSC performance and human capital output

Link Planning and Budgeting to Your Balanced Scorecard Remain strategy-oriented while developing and maintaining a budget within the BSC framework

You Will Learn to:

July 16 –17, 2009 Washington, DC

Optional Pre-Conference Workshop July 15, 2009

Earn up to 18 CPE Credits

In Association with:

Balanced Scorecard 2009

ASMIweb.com/Scorecard


Agenda at-a-Glance

Pre-Conference Workshops: Monday, July 15, 2009 8:30 Workshop Registration & Continental Breakfast

9:00 Workshop A: Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a Strategy-Aligned Balanced Scorecard

12:00 Lunch Break

1:00 Workshop B: Balanced Scorecard Fundamentals for Government: Conveying Transparency and Results to Taxpayers

Workshop C: Business Intelligence Fundamentals: Implementing BI to Enable a Strategy-Aligned Balanced Scorecard

4:00 Workshops Adjourn

Day One: Tuesday, July 16, 20098:30 Conference Registration & Continental Breakfast

9:00 Keynote Address: Leadership’s Role in Managing and Implementing Balanced Scorecard Initiatives

10:00 Strategy Mapping: Bridge the Gap between Strategy and Execution

11:00 Break & Refreshments

11:15 Communicate Strategy both Vertically and Horizontally Within Your Organization

12:00 Lunch Break

1:00 Develop Key Measures and Metrics for the Balanced Scorecard


2:45 Manage Your Organization through Strategic Themes

4:15 Day One Adjourns

Day Two: Wednesday, July 17, 20098:30 Continental Breakfast

9:00 Keynote Address: Lessons Learned from Balanced Scorecard Implementation


10:45 Report and Monitor Your Balanced Scorecard Performance

12:00 Lunch Break

1:00 Communicate Strategy and Plan for Change


2:45 Build Your Scorecard: Working towards an Offi ce of Strategy Management

4:15 Conference Adjourns

Defi ne, Implement and Advance Organizational Strategy



Who Should Attend?

CEOs, CFOs, COOs

Performance Measurement Analysts and Planners

Human Resource Professionals

Program Evaluators

Program Managers

Scorecard Managers

Strategy and Business Planning Managers

Internal Auditors

Budget Directors and Managers

Project Managers

WorkshopsJuly 15, 2009

Pre-conference workshops

are hands-on, interactive

sessions with specially

designed exercises

and projects that have

immediate application.

With this full day

application session, you

will enhance your training

experience by establishing

a reference point of

knowledge, language

and methodologies for

the rest of the event.

This workshop will dive

deep into strategic

planning to help improve

your expertise and gain

knowledge of practical

tools to implement from

fi eld experts. Enrollment

space is limited, so

register today to reserve

your place.

8:30 Workshop Registration

9:00 Workshop ABalanced Scorecard Fundamentals for Commercial Enterprises: Implement a Strategy-Aligned Balanced ScorecardUnderstanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the execution of strategy. This workshop, including hands-on exercises, will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. Learn the basics of Balanced Scorecard design and deployment while gaining insights into the potential pitfalls and hurdles to successful implementation. Discover the best practices in the latest BSC advancements to accelerate your results towards a strategy-aligned organization. Completion of this workshop will help you translate BSC theory into concrete results for your organization.

Develop a solid understanding of key BSC concepts and misconceptions

Learn 25 Hall of Fame best practices and valuable lessons – and pitfalls to avoid

Learn how to use established tools and templates to help accelerate your results

Discover a roadmap for the journey to developing, deploying and cascading strategy maps and scorecards

Bob PaladinoSenior Fellow, ASMIPresident, Bob Paladino & Associates

12:00 Lunch Break



“Great content

at a great pace.”James Rancourt,

President, Polymer Solutions

Workshops, ContinuedJuly 15, 2009

1:00Workshop BBalanced Scorecard Fundamentals for Government: Conveying Transparency and Results to TaxpayersThe fundamentals of the Balanced Scorecard include a combination of planning, creating, defi ning, and developing strategy. Learn how to identify the correct measures and targets to get an optimal return on your efforts. This workshop, including hands-on exercises, will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results that cater to government and non-profi t organizations.

Defi ne strategic themes to form a base for your Balanced Scorecard strategy

Identify perspectives and desired outcomes for your plan

Review successful strategy maps for Government Enterprises

Develop strategic initiatives

Bob PaladinoSenior Fellow, ASMIPresident, Bob Paladino & Associates

Workshop CBusiness Intelligence Fundamentals: Implementing BI to Enable a Strategy-Aligned Balanced Scorecard This workshop is designed to help you understand the purpose and power of BSC and BI alignment in supporting optimal business performance management. The workshop will introduce you to the area of BI and will provide examples of how leading companies have developed BI capabilities that have resulted in measurable business performance improvement. Most importantly, this interactive session will provide you with the knowledge you need to understand the relationships between the BSC and BI and how alignment can provide opportunities to improve your current business performance management program.

Develop a solid understanding of key BI concepts and misconceptions:

Support improved business performance with Business Intelligence

Learn best practices and success stories

Understand the business risks of uncoordinated Balanced Scorecard and Business Intelligence programs

4:00 Workshops Adjourn

Top Five Reasons to Attend:

Transform the BSC from theory to practice

Learn metrics and measures from proven industry leaders

Implement the BSC to make your organization strategy-focused

Align your budget process with your strategy

Make strategy a core competency

1.

2.

3.

4.

5.



Day OneJuly 16, 2009

8:30 Conference Registration & Continental Breakfast

9:00 Keynote AddressLeadership’s Role in Managing and Implementing Balanced Scorecard Initiatives Execution of the Balanced Scorecard may depend on the entire organization buying in; however, leadership remains critical to the BSC endeavor. It is not enough to simply wish to be a strategy-focused organization – it needs support from above.

Learn the role leadership plays in translating vision and mission into organizational strategy

Develop a strategy that centers on the values and core competencies of your organization

Howard RohmPresidentBalanced Scorecard Institute

10:00 Strategy Mapping: Bridge the Gap between Strategy and Execution

Align organizational objectives through mapping to accomplish effective strategic planning

Identify key strategic goals and useful measures for accomplishing results

Guide users through the process of developing strategic initiatives and measures

Bob PaladinoSenior Fellow, ASMIPresident, Bob Paladino & Associates 11:00 Break & Refreshments

11:15 Communicate Strategy both Vertically and Horizontally Within Your Organization

Create, administer and execute a comprehensive communication plan to help execute your BSC strategy

Cascade appropriate communication activities that focus on strategy through human resource’s role in the BSC

Develop a strategy-focused workforce by aligning employees, values and strategy of the organization

Chris WaltersVP of Sales OperationsMarketSource, Inc.

“ I learned a lot of

information that

helped to clarify

the Balanced

Scorecard.”Bibi PersaudDirector, Sun Life Financial



Day One, ContinuedJuly 16, 2009

12:00 Lunch Break

1:00 Develop Key Measures and Metrics for the Balanced Scorecard

Understand the difference between metrics and KPIs, and how to choose which metrics should be published on a scorecard

Design useful measures for gauging business strategy and meaningful metrics for tracking success

Leverage performance objectives to provide context that gives operational scorecards more meaning

Bill BarbergPresidentInsight Information, Inc.


2:45 Manage Your Organization through Strategic Themes

Break down a strategy map into strategic themes, linking internal processes to customers and shareholders

Use strategic themes to simplify your vision into manageable targets

Identify what themes best describe your organization’s strategy

Bill BarbergPresidentInsight Information, Inc.

4:15 Day One Adjourns

Integrate

your Balanced

Scorecard with

Mission-Aligned

Performance

Measures



8:30 Continental Breakfast

9:00 Keynote AddressLessons Learned from Balanced Scorecard ImplementationHear fi rst hand the experiences, challenges and roadblocks faced by someone who has already implemented and maintained Balanced Scorecard practices within their own organization.

Identify tools necessary for executing a successful BSC initiative

Harness the confi dence to introduce new strategy into your own organization


10:45 Report and Monitor Your Balanced Scorecard Performance with Tangible and Intangible Measures

Supervise the overall function of the BSC to guarantee strategic success and execution

Manage the BSC as an effective tool used to carry out planned processes to achieve long term goals

Track and monitor the progress seen as a result of implementing the BSC

12:00 Lunch Break

1:00 Communicate Strategy and Plan for Change

Understand the importance of change management when developing and implementing a BSC system

Use change management strategies to assess workforce culture and readiness to change

Garner buy-in from executives and employees during the decision making process

Amy Ellison Vice President, Human Resources SPHR

Day TwoJuly 17, 2009

“ Great speakers,

very engaging,

lots of real life

examples and

complex topics

were made

simple.”Christine Phillips,Human Resources, Newfoundland Labrador Liquor Corporation




2:45 Working Group: Build an Effective Strategy Map for Your Balanced Scorecard

Learn the necessary steps involved in creating a strategic map to increase the opportunity for success of a strategy-focused organization

Understand how such a map can improve organizational strategy formulation, execution, alignment and communication

Integrate leading methods including the Balanced Scorecard into an overall business plan through an effective strategy map

Chris WaltersVP of Sales OperationsMarketSource, Inc.

4:15 Conference Adjourns

Day Two, ContinuedJuly 17, 2009

Sponsorship Opportunities:As a conference and training provider, The American Strategic Management Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solution 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 Jessica Ward at 703-894-0920 x 215 or [email protected]

Explore

Goal-Oriented

Measures that

Communicate

Success to

Stakeholders

In-House Training

One of the more popular vehicles for accessing The American Strategic Management Institute’s (ASMI) 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 Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization.

CustomizationWe 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, ASMI’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identifi cation 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 specifi c challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, ASMI also has the ability to accommodate organizational-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 ExpertiseOn-site delivery of single courses, certifi cation programs and entire packages of specialized courses are available in the following areas:

Strategic Planning

Performance Measurement

Project Management

Lean Six Sigma

Workforce Management

Budgeting and Forecasting

Contracting

Performance Reporting

Program Evaluation

Administrative Management

Change Management

Balanced Scorecard

For more information about in-house training options available to you, please contact Jennifer Mueller at 703-894-0920 x 217 or email her at [email protected].



Upcoming Events

ASMIweb.com/Budgeting


The Performance ConferenceMay 4-7, 2009 | Orlando, FL

Measures, Metrics and Management Systems to Improve Organizational Performance and Profi tability

Featuring Ten Comprehensive Tracks:

Measures and Metrics for Performance Management

Measure and Improve Employee Performance

Link Lean Six Sigma Methods to Strategy

Foster and Promote a Performance Culture

Maximize Lean Six Sigma Tools

Apply Metrics to Manage Performance

Effectively Manage Business Intelligence

Essentials for Customer Management

Incorporate Effective Business Analytics

Improve the Customer Experience

For more information, visit www.ThePerformanceConference.com

Rolling Forecasts 2009August 5-6, 2009 | Washington, DC

Develop and Implement a Rolling Forecast to Improve Relevance, Understand Risk and Increase Profi tability

Design an Effective Rolling Forecast to Drive Financial Performance

Use a Rolling Forecast to Identify Trends and Improve Forecast Accuracy

Align and Integrate Rolling Forecasts into Your Strategic Plan

Manage the Transition to Rolling Forecasts

For more information, visit www.ASMIweb.com/Forecasting

Cancellation PolicyFor live events: ASMI will provide a full refund less $399 administration fee for cancellations four weeks before the event. If cancellation occurs within two weeks prior to conference 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 the cancellation requests need to be made online. Your confi rmation email contains links to modify or cancel registrations. Please note that the cancellation is not fi nal until you receive a written confi rmation.

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.

Quality AssuranceASMI strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfi ed with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to:

ASMI: Quality Assurance1515 N. Courthouse Road, Suite 600Arlington, VA 22201

Note: As speakers are confi rmed six months before the event, some speaker changes or topic changes may occur in the program. ASMI

is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program.

If for any reason ASMI decides to cancel this conference, ASMI accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts• All ‘Early Bird’ Discounts must require payment at time of registration

and before the cut-off date in order to receive any discount.• Any discounts offered whether by ASMI (including team discounts)

must also require payment at the time of registration.• All discount offers cannot be combined with any other offer.• Discounts cannot be applied retroactively

Registration Form

To Register, call 703-894-0920, Fax this Form to: 703-894-0482 or Visit www.ASMIweb.com/Scorecard

Yes! Register me for Balanced Scorecard 2009 Add the Workshop A Add the Workshop B Add the Workshop C

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 Verifi cation no.

Name on Card Billing Zip

Please make checks payable to: The Performance Institute Priority Code: B275-WEB

Logistics & Registration

Venue and Hotel Balanced Scorecard 2009 will be held at the American Strategic Management Institute’s Training Center in Arlington, VA, just one block east of the Courthouse stop on the Orange Line of the DC Metro. A public parking garage is located inside of the building for $10/day. Continental breakfast, refreshments and lunch will be provided for delegates on each day.

The Performance Institute Training Center 1515 N. Courthouse Rd., Suite 600Arlington, VA 22201 703-894-0920

A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $165.00 until June 19, 2009. Please call the hotel directly and reference code “Balanced Scorecard” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also available for your convenience.

Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd.Arlington, VA 22209Phone: 703-528-2222 / 1-800-321-2211www.courtyardarlingtonrosslyn.com

Hotel and travel costs are not included in the conference tuition.

Tuition & Group DiscountsThe tuition rates for attending Balanced Scorecard 2009 are as follows:

Early Bird Rate* Regular Rate

Conference Only $1,699 $1,799

Workshop Half-Day * $399

Workshop Full-Day * $599

*For the Early Bird Rate, Register by May 11, 2009.

For more information on group discounts for Balanced Scorecard 2009 please contact Paul Rogers at 858-866-9386 or email him at [email protected].

CPE CreditsDelivery Method: Group-live Program Level: Beginner Prerequisites: None Advanced Prep: NoneCPE Credits: 3 for each pre-conference workshop, 12

for the conferenceThe American Strategic Management Institute (ASMI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have fi nal authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.


About ASMI The American Strategic Management Institute (ASMI) is the nation’s leading authority on measurement and management methodologies for improving individual and organizational performance. ASMI’s mission is to identify, study and disseminate the leading strategic management and performance measurement practices pioneered by best-in-class organizations. Through national conferences, in-house training programs, consulting services and on-going research, ASMI helps organizations access cutting-edge expertise in planning, implementing and evaluating business strategies to address their management challenges and improve organizational results.

1515 N. Courthouse Rd., Suite 600Arlington, VA 22201Ph: 703-894-0920 Fax: 703-894-0482www.ASMIweb.com

Methodology ASMI gathers and disseminates comprehensive methodologiesspecifi cally constructed to address today’s complex managerial realities. Through acollection of industry best practices, input from experts in the fi eld and applicable casestudies, ASMI has the knowledge and specialized methodologies to help both you and yourorganization achieve results.

Conferences ASMI’s national conferences provide forums for networking and information exchange among experts in their fi elds. Choose from a variety of national events addressing the current and pressing challenges in performance management, human capital management, fi nancial management, project management, process improvement and marketing. Each event brings together experts to share best practices, topical scenarios and

Training All of ASMI’s publicly offered courses can be adapted for your offi ce, department or company. In-house training provides a customized, cost-effective vehicle for educating your staff with a hands-on forum facilitating both team building and project planning. Our in-house training programs are focused on performance measurement, strategic communications, process improvement, strategic planning and change management.

Consulting In some cases, personal consultation is more useful and cost-effective than an in-house training session. These consultation projects are designed to maximize the effi ciency and profi tability of a company or department by training a few key executives or directors.

B275

Business

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