|
FEATURES
- Practical, Hall-of-Fame, award-winning training
- Learn from a seasoned executive and proven implementer
- Participate in group exercises and networking opportunities
- Create reusable deliverables
- Identify measures, targets and initiatives, links to compensation and more
- Develop BSC meeting reports, links to Six Sigma and knowledge management
- Learn about commercial, government and nonprofit cases
WHO SHOULD ATTEND?
CFOs, CEOs, COOs, shared services, functional and department heads and their direct report teams, including VPs, directors, managers and supervisors concerned with performance results.
HERE’S WHAT YOU GET
In addition to an unparalleled learning experience, you’ll receive these exclusive course materials based on hundreds of implementations:
- BSC Practitioners Guidebooks containing hundreds of pages of examples
- BSC Practitioners Breakout Cases to re-use with your teams
- Harvard Business School’s best-selling book by Kaplan and Norton
- Wiley & Sons’ best-selling book by Bob Paladino, Five Key Principles of Corporate Performance
Management
- Harvard Business School’s in-depth Crown Castle International Hall of Fame Case Study
- SFO Best Practice Assessment
ABOUT THE INSTRUCTOR
Balanced Scorecard Hall of Fame winner and former Crown Castle executive Bob Paladino, CPA, designed this “step-by-step” course from his direct experiences and from leading Kaplan and Norton’s consulting division. He and his teams have developed hundreds of strategy maps and balanced scorecards, and have worked with 10 Balanced Scorecard Hall of Fame and 12 Best Practice Performance Management partner companies. Paladino’s book, Five Key Principles of Corporate Performance Management, recently ranked No. 1 in sales out of more than 800 new business titles by barnesandnoble.com. |
WHAT ATTENDEES ARE SAYING
- “The training is so clear and easy to follow. We saved so much time.”
- “The instructor actually won the Hall of Fame award and has real-live experience.”
- “Very practical examples and templates, No need for theory.”
- Rated 9.75 out of 10 by participants
HALL OF FAME CASE STUDY RESULTS
- Improved cash flow by $500 million
- Improved employee satisfaction more than 25 percent
- Increased customer satisfaction more than 30 percent
- Reduced order-to-cash cycle time more than 75 percent
- Increased best practice usage
WHAT ORGANIZATIONS HAVE ATTENDED?
Department of Homeland Security, Federal Reserve Bank, Daimler Chrysler, Tennessee Valley Authority, Methodist Church, Independent Health, SAP, U.S. Marine Corps, Confederation College, Diebold, BMC Software, On SemiConductor and many more
EARN VALUABLE CPE CREDITS
Bob Paladino and Associates LLC 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Ave. North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org.
RESERVE YOUR HOTEL TODAY
Hampton Inn: 8514 University Blvd., 412-264-0020
Holiday Inn: 8256 University Blvd., 412-262-3600
Minutes from Pittsburgh International Airport and Robert Morris University |
8 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome and Overview
Learn best practices common to Hall of Fame, Malcolm Baldrige, AQPC, and Sterling award winners.
9:30 a.m. Key Strategy Map/Balanced Scorecard Concepts
Learn how award-winning companies link strategy maps and BSCs to key CPM processes, forming integrated performance management systems to drive outsized results. Discover how the BSC solves the challenge of strategy implementation. Learn basic terminology, the four perspectives, importance of cause and effect linkages, the development process and the standard project timetable.
11 a.m. Coffee and Tea Break
11:15 a.m. Strategic Planning and Strategy Mapping
Understand how to identify and select successful BSC design teams. Learn to build a winning strategy map by developing an interview guide, defining strategic themes, identifying objectives, and developing cause and effect relationships among objectives. Learn pitfalls to avoid.
12:30 p.m. Networking Lunch
1:30 p.m. Breakout Exercise: Step-By-Step Strategy Map
Build a Hall of Fame strategy map. The Harvard Business School case study on Crown Castle International provides the background and context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, and put it to practical use!
3:30 p.m. Coffee, Tea and Snack Break
3:45 p.m. Breakout Exercise: Strategy Map Presentations
The groups present their progress, allowing you to learn from and network with fellow participants.
4:30 p.m. Recap of Day One
5 p.m. Class Concludes
|
8 a.m. Continental Breakfast
8:30 a.m. Identify Measures
Learn to assign measures to each objective on the BSC to track performance against objectives. Understand the categories and types of measures, and the criteria to use when selecting measures. Discuss the challenges presented by measures development.
9 a.m. Breakout Exercise: Step-By-Step Measurement Case Study
Develop measures for objectives on the strategy map created for Hall of Fame winner Crown Castle International.
10:15 a.m. Coffee and Tea Break
10:30 a.m. Set Measure Targets
Learn to set targets for established measures to communicate the need for performance changes. Identify steps for setting targets, what targets should include, and how to gain acceptance for aggressive targets. Learn to grade or score gaps between target and actual performance levels.
11 a.m. Inventory and Prioritize Initiatives
Align programs and projects to the BSC. Map strategic initiatives to ensure your organization is spending time and money on actions and programs that achieve the strategy. Learn to inventory, map, prioritize and align your initiatives.
Noon Lunch and Learn Table Discussions
Organized discussions feature topics of interest, including public sector scorecards and software tools. Learn to make strategy execution a core competency by building a Center of Excellence.
1 p.m. Breakout Exercise: Step-By-Step Strategic Initiative Map
Using the Hall of Fame Crown Castle International case, map the strategic initiatives to the objectives of the BSC. This exercise applies to all types of organizations.
2:15 p.m. Coffee, Tea and Snack Break
2:30 p.m. Getting to First Report
Learn to construct your first BSC meeting agenda and report. Learn what works and what doesn’t from an experienced executive. Help your organization learn what the BSC does and doesn’t do to drive results and avoid costly setbacks.
3:15 p.m. Becoming a Strategy-Focused Organization
Learn to apply the components of your BSC to become a strategy focused organization. Understand the road map ahead and how to integrate the BSC with other CPM methods. Learn from the organizations featured in Five Key Principles of Corporate Performance Management.
3:45 p.m. Recap and Review
4 p.m. Training Concludes
|
8 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome and Overview
Learn best practices common to Hall of Fame, Malcolm Baldrige, AQPC, and Sterling award winners.
9:30 a.m. Key Vertical and Horizontal Alignment Concepts
Learn how award-winning companies align their strategy maps and BSCs both horizontally and vertically, forming integrated performance management systems to drive outsized results. Discover how the BSC solves the challenge of strategy implementation. Learn alignment techniques pioneered by successful enterprises.
11 a.m. Coffee and Tea Break
11:15 a.m. Key Alignment With Support Service Concepts
Learn to align support service strategies in finance, human resources, legal and information technology to the enterprise strategy map. Learn to build an integrated set of linked and aligned strategy maps and BSCs. Learn pitfalls to avoid.
12:30 p.m. Networking Lunch
1:30 p.m. Breakout Exercise: Step-By-Step Vertical Alignment
Build a set of Hall of Fame strategy map objectives. The Harvard Business School case study on Crown Castle International provides the background and context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, and put it to practical use!
3:30 p.m. Coffee, Tea and Snack Break
3:45 p.m. Breakout Exercise: Alignment Presentations
The groups present their progress, allowing you to learn from and network with fellow participants.
4:30 p.m. Recap of Day One
5 p.m. Class Concludes
|
8 a.m. Continental Breakfast
8:30 a.m. Understanding Communications and Its Impact on Motivation
Learn to design a communications plan to address culture change issues in your organization. Include key plan elements, including messages, audiences, frequency and media.
9 a.m. Breakout Exercise: Step-By-Step Communications Plan
Develop the communications plan for Hall of Fame winner Crown Castle International and understand the unique cultural characteristics that drove its design. Get hands-on experience in one of the most overlooked aspects of BSC program success.
10:15 a.m. Coffee and Tea Break
10:30 a.m. Cascade Organization Scorecards to Personal Scorecards
Learn to cascade objectives and measures to teams and individuals to drive real, sustainable results. Learn to identify strategic job families and see plans for their development.
11 a.m. 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.
Noon Lunch and Learn Table Discussions
Organized discussions feature topics of interest, including public sector scorecards and software tools. Learn to make strategy execution a core competency by building a Center of Excellence.
1 p.m. Breakout Exercise: Step-By-Step Personal Scorecards
Using the Hall of Fame Crown Castle International case, create personal scorecards for you and your team. This exercise applies to all types of organizations.
2:15 p.m. Coffee, Tea and Snack Break
2:30 p.m. Breakout Exercise: Personal Scorecard Presentations
The groups present their progress, allowing you to learn from and network with fellow participants.
3:15 p.m. Becoming a Strategy-Focused Organization
Learn to apply the components of your BSC to become a strategy focused organization. Understand the road map ahead and how to integrate the BSC with other CPM methods. Learn from the organizations featured in Five Key Principles of Corporate Performance Management.
3:45 p.m. Recap and Review
4 p.m. Training Concludes
|
8 a.m. Registration and Continental Breakfast
8:30 a.m. Welcome and Overview
Learn best practices common to Hall of Fame, Malcolm Baldrige, AQPC, and Sterling award winners.
9 a.m. Office of Strategy Management
Learn how award-winning organizations have established Office of Strategy Management functions to centralize expertise for BSC programs.
10 a.m. Balanced Scorecard Reporting Systems
Learn how award-winning companies link strategy maps and BSCs to key CPM processes forming integrated performance management systems to drive outsized results. Understand key functional requirements your system should be capable of performing. Discover how this office solves the challenge of strategy implementation.
11 a.m. Coffee and Tea Break
11:15 a.m. Strategic Review Meetings
Learn how to manage with your BSC. Say goodbye to dreary meetings focusing on profit and loss statements. Say hello to meetings focusing on strategic and operation issues covering the four perspectives: finance, customer/constituent, process and people. Learn pitfalls to avoid.
12:30 p.m. Networking Lunch
1:30 p.m. Breakout Exercise: Step-By-Step Management Meeting
Build a Hall of Fame strategy map. The Harvard Business School case study on Crown Castle International provides the background and context for this hands-on exercise. Practice key concepts presented during the morning, solidify the learning to date, and put it to practical use!
3:30 p.m. Coffee, Tea and Snack Break
3:45 p.m. Breakout Exercise: Meeting Solutions Presentations
The groups present their progress, allowing you to learn from and network with fellow participants.
4:30 p.m. Recap of Day One
5 p.m. Class Concludes
|
8 a.m. Continental Breakfast
8:30 a.m. Planning and Budgeting and the Scorecard; Initiative Management
Learn how the strategy and planning and budgeting processes fit together. Understand the difference between strategic and operational initiatives.
9:15 a.m. Breakout Exercise: Step-By-Step BSC-Based Budget Develop a budget using real budget guidelines. Include funding for strategic initiatives created for Hall of Fame winner Crown Castle International. Map strategic initiatives to ensure your organization is spending time and money on actions and programs that achieve the strategy.
10:15 a.m. Coffee and Tea Break
10:30 a.m. Process Improvement and the Balanced Scorecard
Learn the DMAIC problem solving method pioneered by Motorola, a training partner for Crown Castle International. Study the templates and tools used by Crown Black and Green Belts for problem solving.
Noon Lunch and Learn Table Discussions
Organized discussions feature topics of interest, including public sector scorecards and software tools. Learn to make strategy execution a core competency by building a Center of Excellence.
1 p.m. Breakout Exercise: Step-By-Step Process Improvement
Using the Hall of Fame Crown Castle International case, solve a problem using the DMAIC methodology. Learn tools and templates you can bring home to your organization. This exercise applies to all types of organizations.
2:15 p.m. Coffee, Tea and Snack Break
2:30 p.m. Knowledge Management
Learn key knowledge management concepts and how they enable significant BSC results. Learn from actual examples the best practices (Crown Gems) from Hall of Fame winning Crown Castle International.
3:15 p.m. Becoming A Strategy-Focused Organization
Learn to apply the components of your BSC to become a strategy focused organization. Understand the road map ahead and how to integrate the BSC with other CPM methods. Learn from the organizations featured in Five Key Principles of Corporate Performance Management.
3:45 p.m. Recap and Review
4 p.m. Training Concludes
|