B310

Performance Management Training Forum 2010

Earn up to 18
CPE credits!

Performance Management
Training Forum 2010 “Step by Step Training Series” to
Learn Implementation Skills

Leverage January 20 – 22, 2010 | Arlington, VA

Strategy- Build a Strategy Map – Step by Step
 Apply best practices “hands on” to build your organization strategy map or build
the map for a Hall of Fame Winner case study
Based  Learn skills and key design considerations for the Financial, Customer, Process
and People Perspectives
Measures  Understand key differences between commercial, government and not for proﬁt
strategy maps, leverage best practices and avoid pitfalls
to Improve
Build a Balanced Scorecard & Initiative Map – Step by Step
Bottom Line  Build a Balanced Scorecard for your company or the Hall of Fame case study
 Identify leading an lagging, efﬁciency and effectiveness Balanced
Results Scorecard measures
 Build an Strategic Initiative Map to manage the portfolio of projects

Performance Reporting
 Learn how to deliver the correct kind of information using the right tools to
improve decision making
 Incorporate reporting techniques that allow for enhanced reach, receptivity,
In Association with: transparency and clarity

www.ASMIweb.com/Performance 1
www.ASMIweb.com/Performance


day one
January 20, 2010
8:30 12:15
Registration & Continental Breakfast Lunch Break

8:30 1:15
Welcome and Overview of Performance Breakout Exercise: “Step by Step” Build a
Management 2010 Strategy Map
 Learn about the Five Key Principles of CPM through  Apply best practices “hands on” to build your
case studies of award winning organizations. organization strategy map or build the map for a
 Review a best practice self scoring diagnostic to Hall of Fame Winner case study.
see how your organization compares to the best  Understand key differences between
in class, review gaps commercial, government and not for proﬁt
strategy maps, leverage best practices and avoid
9:30 pitfalls
Coaching, Facilitation and Team work
(includes table exercise) 3:15
Break and Refreshments
 Learn about pitfalls to avoid in rolling out a
successful program
3:30
 Understand tips and techniques in coaching, Breakout Exercise Presentations
facilitation and managing BSC programs to
 Share your newly developed strategy map or
accelerate your results
case study results
10:30  Receive feedback from a globally recognized
Break and Refreshments thought leader and BSC expert to advance your
program
10:45
Key Strategy Map and Balanced Scorecard 4:15
Concepts Recap of Day One / Complete Evaluations
 Understand the structure of themes, strategy  Score the Step by Step Balanced Scorecard
maps and Balanced Scorecards training program
 Review several Hall of Fame Award
Winning examples 4:30
Adjourn
11:15
Build a Strategy Map, one Perspective at a Time
 Review key design considerations for the Financial,
Customer, Process and People Perspectives
 Understand key differences among commercial,
government and not for proﬁt strategy maps,
what works and what does not work for each

who should attend:
 Strategic Planners  Program Analysts
 Directors of Performance Reporting  Project Managers
 Performance Analysts  Project Support Staff
 Budget Managers

2 www.ASMIweb.com/Performance



day two
January 21, 2010
8:00 1:00
Registration and Continental Breakfast Breakout Exercise: “Step by Step” Build a
Strategic Initiative Map
8:30
 Build an Strategic Initiative Map to manage the
Identify Balanced Scorecard Measures portfolio of projects
 Prioritize key objectives that serve as the
 Align and prioritize key projects to drive strategic
foundation for measures and initiatives
results
 Identify leading an lagging measures, efficiency
and effectiveness measures 2:00
9:00
Breakout Exercise: “Step by Step” Build a 2:30
Balanced Scorecard Getting to the First Balanced
 Build a BSC for your company or the Hall of Fame Scorecard Report
case study  Learn best practices on how to establish a
 Designate your leading and lagging measures to Strategy Focused Organization meeting agenda
align with your strategy map to manage your business
 Understand how to conduct, facilitate an SFO
10:00 meeting to build a high performing organization
3:15
10:30 Becoming a Strategy Focused Organization
Set Measure Targets  Build on the two day learning by understanding
 Understand best practices in target setting and the implementation
links to the strategic plan plan, proven path taken by BSC Hall of Fame
 Learn how and when to apply the “four” target winners
setting methods  Gain insight into cascading the BSC throughout
your organization as you plan your next steps and
11:00 roadmap
Inventory and Prioritize Initiatives
and Projects 3:45
 Recognize the strategic importance of a well Recap of Day Two / Complete Evaluations
defined portfolio of initiatives  Score the Step by Step Balanced Scorecard
 Understand how to align key projects to drive training program
your strategic objectives and scorecard measure
results 4:00
Adjourn
12:00
Lunch Break

top five reasons to attend:
Build a strategic Identify key Maximize Build strategy Discover the five
framework performance project team maps through key principles
linked to your indicators and use efficiency through hands-on of performance
organization’s them to improve improved exercises management
specific goals results communication
and development


day three
January 22, 2010
8:30 2:00
Registration and Continental Breakfast Break and Refreshments

9:00 2:15
Performance Reporting 101 Managing Performance Data
 Further your knowledge of dashboards,  Identify technological solutions to make the
scorecards and analytical reporting performance reporting process smoother
 Learn about key business intelligence concepts  Successfully manage your performance data
and new strategic data sources using information systems

10:30 3:15
Break and Refreshments Maximize Performance Management
Success in Your Organization
10:45
 Evaluate the future of performance management
Communicating Strategy throughout the in your organization
Organization
 Address issues or concerns with implementation
 Generate different drill-downs needed for and maintaining your performance
different types of users management framework
 Share experiences on uses of reporting and
communication tools 4:00
Forum Adjourns
11:15
Reporting Needs throughout the BSC
Lifecycle
 Recap the balanced scorecard lifecycle and
acknowledge when and what information is
crucial at various stages
 Identify where necessary information can be
located and how to manipulate it to succeed
in maintaining your balanced scorecard

12:00
Lunch Break

1:00
Communicating and Reporting
Performance Metrics
 Effectively communicate agency performance
initiatives to decision makers
 Create dynamic reports that drive
decision-making

4 www.ASMIweb.com/Performance



training
In House Training
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 a small
group or for an organizational-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.

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 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 Institute 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 EXPERTISE
On-site delivery of single courses, certification programs and entire packages of specialized courses are
available in the following areas:

 Strategic Planning  Contracting
 Performance Measurement  Performance Reporting
 Project Management  Program Evaluation
 Lean Six Sigma  Administrative Management
 Workforce Management  Change Management
 Budgeting and Forecasting  Balanced Scorecard

For more information about in-house training options available to you, please contact Blake Zach at
877-992-9521 or email him at Blake.Zach@PerformanceInstutite.org

trainer bio:
Bob Paladino is the Founder and Managing Partner of his firm, which focuses on advising Boards of Directors,
Executives and their teams on implementing and integrating Balanced Scorecard, Knowledge Management,
and Six Sigma competencies. He has a long history as a successful practitioner of these concepts in a corporate
setting and as an advisor and consultant to Fortune 500 firms across a wide range of industries.
Drawing from this extensive experience, he has authored the best-selling book in which he synthesizes the
best practices in the Corporate Performance Management (CPM) field: “Five Key Principles of Corporate
Performance Management” recently #1 CPM book on Amazon and Barnes & Noble. He donates all royalties to
the United Flight 93 Memorial; the crash site is near his home in PA.



Logistics & Registration

Venue and Hotel: Tuition & Group Discounts:
Performance Management Training Forum will be The tuition rate for attending the Performance
held at The Performance Institute in Arlington, Management Training Forum 2010 is as follows:
VA, just one block east of the Courthouse Metro Offerings Regular Rate
stop on the Orange Line. A public parking garage
is located inside of the building. First Two Days of Performance $1299
Management Training
The Performance Institute Training Center
1515 N. Courthouse Road, Sixth Floor Performance Reporting $699
Arlington, VA 22201 Training Only
Performance Management $1899
A limited number of rooms have been reserved
Training Forum
at the Arlington Rosslyn Courtyard by Marriott
at the prevailing rate of $233 until December 21,
For information on group discounts, please
2009. Please call the hotel directly for reservations
contact Dave Yerks at 858-866-9381 or email
and reference code Performance Management
him at Dave.Yerks@ASMIweb.com
Training Forum. The hotel is conveniently located
three blocks from the Rosslyn Metro station.
Please ask the hotel about a complimentary Cancellation Policy
shuttle that is also available for your convenience. For 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.
Arlington Rosslyn Courtyard by Marriott Registrants who fail to attend and do not cancel prior to the event will be
1533 Clarendon Blvd. charged the entire registration fee.
Arlington, VA 22209 All the cancellation requests need to be made online. Your confirmation
703-528-2222 email contains links to modify or cancel registrations. Please note that the
cancellation is not final until you receive a written confirmation.
www.courtyardarlingtonrosslyn.com
Payment must be secured prior to the conference. If payment is not
received by the conference start date, a method of payment must
CPE Credits be presented at the time of registration in order to guarantee your
participation at the event.
Delivery Method: Group-live
Program Level: Basic Quality Assurance
The American Strategic Management Institute strives to provide you with
Prerequisites: None the most productive and effective educational experience possible. If
Advanced Preparation: None after completing the course you feel there is some way we can improve,
please write your comments on the evaluation form provided upon your
CPE Credits: 6 Credits for Each Day of arrival. Should you feel dissatisfied with your learning experience and wish
Training, 18 for the full three day Forum to request a credit or refund, please submit it in writing no later than 10
The American Strategic Management Institute (ASMI) is registered business days after the end of the training to:
with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the The American Strategic Management Institute Corporate Headquarters:
National Registry of CPE Sponsors. State boards of accountancy have
Quality Assurance
final authority on the acceptance of individual courses for CPE credit.
805 15th Street, NW, 3rd Floor
Complaints regarding sponsors may be addressed to the National
Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN Washington, DC 20005
37219-2417. Website: www.nasba.org. We will evaluate individual complaints in a context of collective comments
from the event.

Note: As speakers are confirmed six months before the event, some
speaker changes or topic changes may occur in the program. The
American Strategic Management Institute is not responsible for speaker
Exhibiting & Sponsorship changes, but will work to ensure a comparable speaker is located to
participate in the program.
To learn more about exhibiting and sponsorships If for any reason The American Strategic Management Institute decides
at Performance Management Training Forum 2010 to cancel this conference The American Strategic Management accepts
please contact Blake Humble 858-866-9352 or email no responsibility for covering airfare, hotel or other costs incurred by
registrants, including delegates, sponsors and guests.
her at Blake.Humble@ASMIweb.com.
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
6 www.ASMIweb.com


Logistics & Registration

to register 
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/Performance

Registration Form
 Yes! Register me for the Performance Management Training Forum 2010
 Yes! Register me for the following one day course(s) only:
 Course One Course Two Course Three
 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 Zip

Please make checks payable to: The Performance Institute
Priority Code: B310-DY


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