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Driving Performance and Profits in Turbulent Times with
Measures, Metrics and Analytics




OCTOBER 6-9, 2009 | CHICAGO, IL
Earn Up to 23 CPE credits
FEATURING TWELVE COMPREHENSIVE TRACKS:
Performance Management Systems | Workforce Measures and Metrics | Link Lean Six Sigma Methods to Strategy
Strategy Execution | Effectively Manage Business Intelligence | Essentials of Customer Management | Measure,
Monitor and Manage Performance | Foster a High-Performance Culture | Maximize Lean Six Sigma Tools | Improve
Performance Information and Data Quality | Incorporate Effective Business Analytics | Improve the Customer Experience




          Utilize Performance Management in an Economic Downturn to Improve Operational
                     Efficiencies, Reduce Costs and Increase Profitability and Financial Stability




                                                                               www.ThePerformanceConference.com         1
WHAT IS THE
PERFORMANCE CONFERENCE?
    Business executives from across the country gather to explore the economic challenges on business
    performance and the latest innovations in performance management, process improvement, customer
    experience and business intelligence at the annual Performance Conference. The Performance Conference
    is led by speakers from the upper echelons of performance-based companies and organizations, focused
    on performance management systems, measures and metrics, employee performance and customer
    experience. Join best-in-class performance management and business analytics professionals at The
    Performance Conference 2009 to drive results and improve organizational performance and profitability.




            Who Will Be at The Performance Conference?
            TITLE
            • All C-Level Executives          • Vice Presidents             • Managers
            • Presidents                      • Directors                   • Analysts
            … and anyone involved in the planning, development and management of
              organizational performance.

            FUNCTION
            •   Strategic Planning            • Business Analytics          • Sales/Business
            •   Human Resources               • Finance                       Development
            •   Operations                    • Marketing/Research/         • Project and Program
            •   Information Technology          Product Development           Management
            •   Customer Management           • Corporate Development

            INDUSTRY
            • Financial Services              • Technology and              • Education
            • Retail/Consumer Goods             Telecommunications          • Automotive and
            • Healthcare and                  • Travel, Hospitality and       Transportation
              Pharmaceuticals                   Entertainment               • Energy and Utilities
            • Industrial Manufacturing

            Achieve Your Enterprise Objectives through Comprehensive
            Performance Management

2        Follow us at twitter.com/PerformanceCon
LETTER FROM THE
                                                              CONFERENCE CHAIRS
Dear Colleague:
In today’s tough economic environment, organizations are faced with turbulent, diverse issues
– an uncertain market place, smaller and tighter budgets, low consumer confidence, downsizing,
and decreased profitability. To face theses challenges, organizations have heightened their focus on
performance management to optimize financial and operational performance.

Most organizations understand how to survive current economic conditions with budget cuts, re-evaluate
hiring initiatives, and idle innovation efforts. However, organizations must do more to stay competitive.
They must leverage new performance management systems and develop effective business intelligence
programs to improve the bottom line. Performance Management enables organizations to effectively
manage business decisions to improve operational efficiencies, cut costs, improve profitability and build
sustainability.
                                                                                                            STAY
To help you respond to the evolving economy and to advance your organization’s performance, you
are invited to join us at The American Strategic Management Institute’s Performance Conference
                                                                                                            CONNECTED...
2009, October 6–9, 2009 in Chicago, IL.

At this national event, increase your responsiveness to the business challenges and trends of today.
Learn how to execute strategies that align with corporate goals and drive performance across all key
                                                                                                            Get the latest
business functions, including finance, HR, operations and more. Experts in the field will discuss           updates and news
various performance management strategies and best practices in business analytics. They will
provide solutions that offer valuable information and data such as predictive indicators to increase        for The Performance
sales, reduce costs, improve profitability and identify new leads for more business opportunities.          Conference by:
While everyone is looking for a way to increase market advantage, a new differentiator has emerged:
customer experience. Products and services are becoming increasingly commoditized and successful
organizations realize that their customers are the key to long-term sustainability. By creating,
designing and executing memorable service excellence, you will build positive customer and employee              FOLLOWING US
relationships resulting in solid revenue growth during economic hardships.
                                                                                                                 ON TWITTER:
Leaders in performance management will be on hand for The Performance Conference 2009. Join                      Twitter.com/
them and you will emerge with powerful lessons and tools for driving real and immediate performance              PerformanceCon
improvements in your organization through measures, metric and business analytics.

I look forward to seeing you in Chicago!

                                                                                                                 JOINING THE GROUP
Best Regards,                                                                                                    The Performance
                                                                                                                 Conference 2009
                                                                                                                 on LinkedIn
Amanda Ward                                     Roy Barnes
Director                                        Senior Fellow, American Strategic Management Institute
American Strategic Management Institute         Former SVP, Marriot Vacation Club International
                                                President, Blue Space Consulting




                                                                                                 www.ThePerformanceConference.com    3
AGENDA
AT-A-GLANCE
        Pre-Conference Seminars: Tuesday, October 6, 2009
         8:00    Pre-Conference Seminar Registration & Continental Breakfast
         9:00    SEMINAR A:                                                              SEMINAR B:
                 Balanced Scorecard Fundamentals: Build and Design Your Scorecard        Lean Six Sigma White Belt Certification
         4:00    Seminars Adjourn


        Day One: Wednesday, October 7, 2009
         7:30    Conference Registration, Continental Breakfast & Exhibit Hall
         8:00    Welcome Address & Opening Remarks by Chairperson
         8:15    KEYNOTE ADDRESS: Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals in Turbulent Times
                 TRACK A:                                     TRACK B:                                          TRACK C:
                 Performance Management Systems               Workforce Measures and Metrics                    Link Lean Six Sigma Methods to Strategy
         9:00    Build a Corporate Performance Management     Leverage Workforce Planning and                   Build Key Infrastructure to Successfully
                 Framework in Your Organization               Performance with Effective Measures               Deploy Your Lean Six Sigma Initiative
         10:00   Networking Break & Exhibit Hall
         10:30   Utilize Performance Management to Turn       Restructure HR Priorities: Strategies to Reduce Streamline Business Processes for Cost
                 Strategy into Action                         Turnover and Enhance Recruitment                Reduction through Lean Six Sigma
         11:30   Manage for Results Using the                 Link HR Initiatives to Business Outcomes          Integrate Design for Six Sigma to Achieve
                 Balanced Scorecard                           through Workforce Analytics                       Operational Excellence
         12:30   Networking Luncheon & Exhibit Hall
                 TRACK D:                                     TRACK E:                                          TRACK F:
                 Measure, Monitor and Manage Performance      Foster A High-Performance Culture                 Maximize Lean Six Sigma Tools
         1:15    Measure What Matters: Identify the           Overcome Change: Optimize and                     Integrate Six Sigma Methodologies
                 Right Measures for Corporate                 Align HR Towards Business Strategy in             into Project Management to
                 Performance Management                       Times of Change                                   Identify Opportunities
         2:00    Monitor and Report Key Metrics for           Design and Implement Competency                   Lean Tools: Understand Value Stream
                 Improved Performance, Decision-Making        Models that Drive Your Succession                 Mapping, 5S, and Kaizen
                 and Transparency                             Planning Initiatives
         2:45    Networking Break & Exhibit Hall
         3:15    INTERACTIVE SESSION A:                       INTERACTIVE SESSION B:                            INTERACTIVE SESSION C:
                 Budget Performance: Link Business Drivers    HR Dialogue: Does Outsourcing                     Project Performance: Implement Effective
                 and Balanced Scorecard to Your Budget        Recruitment Make Sense in a                       Project Performance Strategies to Increase
                                                              Turbulent Economy                                 Bottom-Line Results
         4:30    Exhibit Hall Hours & Networking Cocktail Reception
         5:30    Adjourn




Top 10 Reasons to Attend
1   MANAGE Economic
    Challenges
    and Trends
                               2  DEVISE Measures
                                  and Metrics that
                                  Align with Your
                                                                3 PERFECT Your
                                                                  Performance
                                                                  Reporting
                                                                                                  4    DRIVE a Customer-
                                                                                                       Centric Culture in
                                                                                                       Your Organization
                                                                                                                                         5      INCREASE Growth and
                                                                                                                                                Innovation within
                                                                                                                                                Your Performance
    with Enhanced                 Organizational Goals                                                                                          Management System
    Performance



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AGENDA
                                                                                                                  CONTINUED
    Day Two: Thursday, October 8, 2009
     7:30    Continental Breakfast & Exhibit Hall
     8:00    Opening Remarks By Chairperson
     8:10    KEYNOTE ADDRESS: An Integrated Approach to Change Management and Performance Management
     9:00    KEYNOTE ADDRESS: Incorporate Innovation into Your Existing Corporate Performance Management Strategy
     10:00   Networking Break & Exhibits
             TRACK G:                                           TRACK H:                                          TRACK I:
             Strategy Execution                                 Effectively Manage Business Intelligence          Essentials of Customer Management
     10:30   Strategy Mapping: Bridge the Gap Between           Design Integrated Business Metrics to             Creating Your Own Culture of Service
             Strategy and Execution                             Maximize Performance                              to Ensure Buy-In, Sustainability, and
                                                                                                                  Ultimately, Results
     11:30   Become a Strategy Focused Organization             Dashboard Design for Immediate Impact             Monitor and Leverage Customer Data
                                                                and Insight                                       to Assess the Customer Experience and
                                                                                                                  Make Improvements
     12:30   Networking Luncheon & Exhibit Hall
             TRACK J:                                           TRACK K:                                          TRACK L:
             Improve Performance Information and Data Quality   Incorporate Effective Business Analytics          Improve the Customer Experience
     1:15    Build and Manage a Performance                     BI Performance Dashboards:                        Connect the Customer and Employee
             Information System                                 Measure, Monitor, and Manage Your                 Experience to Increase Results
                                                                Business Performance
     2:00    Improve the Integrity and Reliability of           Gather and Interpret Data to Understand           Drive Profitability with an Effective
             Performance Data                                   Predictive Analytics and Drive Strategy           Customer-Focused Online Experience
     2:45    Networking Luncheon & Exhibit Hall
     3:00    INTERACTIVE SESSION D:                             INTERACTIVE SESSION E:                            INTERACTIVE SESSION F:
             Align Reporting and Information                    Assess Your BI Maturity: Take BI to the           Use Voice of the Customer (VOC)
             Management with Performance                        Next Level                                        Techniques to Gain a Competitive Advantage
     3:45    Chairperson’s Closing Remarks: Develop and Capitalize on a Performance Management System
     4:15    Adjourn


    Post-Conference Workshops: Friday, October 9, 2009
     8:00    Post-Conference Workshop Registration & Continental Breakfast
     9:00    WORKSHOP A:                                                                    WORKSHOP B:
             Lead and Organize Business Intelligence Teams: Improve Individual              Run a Successful Kaizen Event: Eliminate Waste and Increase
             and Team Performance                                                           Operational Efficiency
     12:00   Workshops Adjourn




6
PLAN and Implement
the Value of Lean Six
Sigma
                              7   UNDERSTAND Business
                                  Analytics to Drive
                                  Strategy
                                                                 8    UTILIZE Customer
                                                                      Insight to Drive
                                                                      Innovation
                                                                                                           9
                                                                                                           MEASURE and
                                                                                                           Improve Employee
                                                                                                           Engagement
                                                                                                                                    10        DESIGN Integrated
                                                                                                                                              Business Intelligence
                                                                                                                                              to Maximize
                                                                                                                                              Performance

                                                                                                                                              Improve Profitability


                                                                                                               www.ThePerformanceConference.com                   5
SPEAKER
SPOTLIGHT

             ROY A. BARNES
             Senior Fellow, American Strategic Management Institute; Former SVP, Marriot Vacation Club International
             President, Blue Space Consulting

            Mr. Barnes is currently head of Blue Space Consulting, an Orlando-based consulting firm specializing in strategic
    planning, customer experience design and change management.

    Formerly Senior Vice-President for Customer Experience and Development with Marriott Vacation Club, Roy was
    responsible for both global strategic management and customer vacation experience strategy for Marriott Vacation Club
    International (MVCI), the leisure/vacation ownership division of Marriott International.

    A twenty year veteran of the hospitality business, he has successfully led efforts both within Marriott International and
    MVCI to improve operations, process management and performance accountability at all organizational levels. Co-leading
    efforts at Marriott International on Sales 2000, a top to bottom restructuring of the Sales and Marketing effort as well
    as leading the process re-engineering work with MVCI’s Customer Relationship Management effort, Mr. Barnes is well
    acquainted with all aspects of the organizational challenges of customer focused business transformation.

    Mr. Barnes graduated from Grinnell College and is a frequent guest lecturer (Cornell University, University of Maryland,
    Fordham, University of Central Florida). Mr. Barnes is currently a member of the editorial board of 1to1 Magazine.



             ROBERT S. GOLD
             Founder and Chief Blogging Officer, Tenacious Tortoise, LLC

             Robert Gold brings over thirty years of experience to his leadership of strategic and change management
             consultancy Tenacious Tortoise, LLC. Previously, he was Vice President and Practice Leader with Palladium
    Group’s Balanced Scorecard Collaborative. In twenty years of management consulting, Mr. Gold has advised and enabled
    many dozens of leading enterprises in the disciplines of strategic management and IT effectiveness.

    Mr. Gold earned his MBA at Northwestern University’s Kellogg School of Management. His articles on strategy-focused
    management of information technology have appeared in Harvard Business School Publishing’s Balanced Scorecard Report
    and industry publications, and his frequent blog on organizational change, strategy execution, and related topics is found at
    http://tenacioustortoise.com.


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SPEAKER
                                                                                                  SPOTLIGHT
                MOSHE SCHECHTER
                Managing Director, Continuous Improvement, United Airlines
               Moshe Schechter joined United Airlines in 1998. Prior to his current leadership role as Managing Director,
               Enterprise Continuous Improvement in which he is accountable for the deployment of Lean Six Sigma across
               the company (launching, training and capability building), he has supported Cargo efforts to reengineer all
      warehouse processes and improve Cargo applications; Focused on new airport design (Airport of the Future) including
      the development of key technology elements; Managed implementation of the Baggage Performance Improvement Plan;
      Managed enterprise wide cost reduction opportunities through the development of technology roadmaps in partnership
      with the business units and assisted the Operations group managing the Reliability Excellence team and deliverables. He
      holds a Bachelor of Science degree in Industrial Engineering from Technion University, Israel and a Master of Business
      Administration from Northwestern University’s Kellogg School of Management. Prior to joining United, Moshe was a
      Naval Officer in the Israeli Military with responsibilities for Logistics and Organizational Planning, and he owned a small
      personalized gifts business.




                MICHELE SEYRANIAN
                EVP, Strategic Planning, Key Bank
                Michele Seyranian is Executive Vice President and Director of Strategic Planning for KeyCorp. In her role,
                Michele partners with Key’s National Banking and Community Banking lines of business in their strategic
                planning efforts. In this capacity, she is often called upon as an internal consultant to assist in the development of
      specific Line of Business plans such as the Native American, Healthcare and Community Bank initiatives. Her group also
      coordinates Key’s Strategic Offsites, Executive Site Visits and the development of the KeyCorp Strategic Plan presented to
      its Board of Directors each July. She also oversees the implementation of Key’s Balanced Scorecard across the organization.
      Under her leadership, Key was inducted into the Balanced Scorecard Hall of Fame that recognizes organizations
      internationally for excellence in the execution of the Balanced Scorecard as a performance management tool.

      Prior to her current role, Seyranian was responsible for the development of Key’s Consumer Electronic Commerce Strategy
      that included the launch of Key’s Internet Bank and enhancements to Key.com. Since its launch, Key’s Internet Bank has
      been consistently rated one of the top Internet Banking services in the nation. Under Michele’s leadership, Key became the
      first bank in the nation to integrate the branch, telephone, ATM and Internet delivery systems and to launch an Internet
      Banking Call Center. Prior to accepting the position in the Strategic Planning Group, Michele was asked to become a
      member of the Perform, Excel and Grow team, where she focused on revenue generation and cost efficiency initiatives for
      Key’s Consumer Finance businesses.




“Succinct and no-nonsense practical
examples of strategic success.”
IOANNIS MELENIKIOTIS
Director, Business Planning & Development, Alliance One International Bank




                                                                                          www.ThePerformanceConference.com               7
SPEAKER
SPOTLIGHT
             STEWART COLLINS
             Director of GuestPath®, Delaware North Companies
             As director of GuestPath®, Stewart Collins manages Delaware North Companies’ continuous improvement
             process. He is responsible for all strategic planning, training, communication, reporting and corrective action for
    the guest relations program. Previously, Collins worked for Delaware North Companies in Yosemite National Park. Collins
    can discuss guest relations, customer service and continuous improvement trends.




             MICHAEL R. KANNISTO, Ph.D., S.P.H.R.
             Talent Acquisition, University Relations, Employment Branding, BASF

             Michael R. Kannisto currently leads the Staffing, University Relations, and Employment Branding initiatives at BASF
             Corporation.

    Michael received a B.S. in chemistry from Hope College, a Ph.D. in chemistry from Texas A&M University, and completed a
    postdoctoral fellowship in the Materials Science and Engineering Department at the University of Michigan. Mike is a member
    of the American Chemical Society, the Society for Human Resource Management, and has earned certification as a Senior
    Professional in Human Resources from HRCI. He is also a certified Process Excellence Greenbelt, and is a member of the MBA
    Focus Advisory Board.

    Michael is a respected author, and his work can by found in publications ranging from Inorganic Chemistry and The Journal of
    the American Ceramic Society to The Journal of Corporate Recruiting Leadership. He contributes regularly to the ERE Daily
    electronic newsletter, and serves as an expert advisor for the Human Capital Institute’s Employer Branding learning track. He
    is also the author of a book entitled: Twenty-Five Things You Can Start Doing TODAY to be More Productive, Effective, and
    Happier in Your Job.

    Michael currently serves as President of the New Jersey SHRM chapter of the Staffing Management Association.




    MELISSA ALEXANDER
    Six Sigma Black Belt, BayCare Health System

    Melissa Alexander, MBA has been with BayCare Health System for over twelve years, leading many quality improvement
    initiatives and project teams. In her role as a Six Sigma Black Belt, she has facilitated projects that have led to improved
    productivity and efficiency, cost savings and increased revenue, as well as improved patient safety. Her desire to help the
    health system grow with performance improvement initiatives has sparked a great enthusiasm in sharing her knowledge
    and helping others learn more about the intricacies of quality process improvement. She has led Green Belt trainings,
    executive Lean Six Sigma Methodology trainings, and assisted general team members in understanding the complexities of
    process redesign and adaptation to changes in the health care arena. She is currently a Master Black Belt Candidate with
    Breakthrough Management Group.




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PRE-CONFERENCE
                                                                          SEMINARS
                                                                                     Tuesday, October 6, 2009

     Pre-Conference Seminars are hands-on, interactive sessions with specially designed exercises and projects that have
immediate application. With these full-day application sessions, you will enhance your training experience by establishing
      a reference point of knowledge, language and methodologies for the rest of the event. These seminars will dive deep
  into Balanced Scorecard, Business Analytics and Lean Six Sigma to help improve your expertise and gain knowledge of
       practical tools to implement from field experts. Enrollment space is limited, so register early to reserve your place.


     8:00
     Pre-Conference Seminar Registration & Continental Breakfast

     9:00
     SEMINAR A                                                      SEMINAR B:
     Balanced Scorecard Fundamentals: Build and Design              Lean Six Sigma White Belt Certification
     Your Scorecard                                                 Our intensive White Belt Certification program is a basic
     Understanding the fundamentals of the Balanced Scorecard       course allowing executives to understand the underlying
     (BSC) methodology is critical to maximizing the execution      concepts, methods and tools needed for Lean Six Sigma
     of strategy. This workshop, including hands-on exercises,      deployment. These individuals will gain a solid understanding
     will help you learn how to integrate proven BSC tools and      of the Lean Six Sigma methodology and how it can be applied
     techniques to achieve breakthrough results. Learn the          to various projects. Attendees will learn how to utilize
     basics of Balanced Scorecard design and deployment, while      the key tools and techniques needed for a Lean Six Sigma
     gaining insights into the potential pitfalls and hurdles to    deployment. Each attendee will be required to take a 30-
     successful implementation. Discover the best practices         minute examination at the conclusion of the course to ensure
     in the latest BSC advancements to accelerate your results      they have a working knowledge of the information provided.
     towards a strategy-aligned organization. Completion of this    After completion of the course, they will be prime candidates
     workshop will help you translate BSC theory into concrete      for Green Belt Training.
     results for your organization. Develop a solid understanding   Key Learning Objectives:
     of key BSC concepts and misconceptions.
                                                                    •   Understand the history and background of Lean Six Sigma
     • Develop a solid understanding of key BSC concepts and        •   Learn how to develop a project charter
       misconceptions
                                                                    •   Evaluate the core concepts of Lean and Six Sigma
     • Learn how to use established tools and templates to help
                                                                    •   Maximize your understanding of the Lean Six Sigma
       accelerate your results
                                                                        methodology (focus on DMAIC – Define, Measure,
     • Discover a roadmap for the journey to developing,                Analyze, Improve, Control)
       deploying and cascading strategy maps and scorecards
                                                                    •   Learn how to identify non-value added steps in your process
     • Identify key strategic goals and useful measures for
                                                                    •   Develop skills needed to manage the culture change
       accomplishing results
                                                                    •   Understand how to use data properly to effectively measure,
                 BOB PALADINO                                           analyze, improve and control performance
                 Senior Fellow, ASMI
                                                                    •   Evaluate Voice of the Customer (VOC) techniques
                 Former SVP, Crown Castle International
                 Founder, Bob Paladino & Associates                 •   Examine the Cost of Poor Quality (CPQ)
                                                                    •   Learn key data collection strategies
     4:00                                                           •   Receive basic statistics, graphical analysis and Statistical
     Workshops Adjourn                                                  Process Control (SPC) training
                                                                    CHARIS GROSSMAN
                                                                    Six Sigma Black Belt
                                                                    Senior Fellow, The Performance Institute
                                                                                         www.ThePerformanceConference.com              9
DAY
ONE
Wednesday, October 7, 2009

       7:30
       Registration, Exhibits & Continental Breakfast


       8:00
       Welcome Address and Opening Remarks by Chairperson
               ROY BARNES
               Senior Fellow, American Strategic Management Institute
               Former SVP, Marriot Vacation Club International
               President, Blue Space Consulting



8:15
KEYNOTE ADDRESS
Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals
in Turbulent Times
       As every business continues to adapt to current economic conditions, it remains important to establish an effective
       performance strategy that meets organizational goals. With a clear understanding of your organization’s resources,
       strengths, and potential you can create a strategy that produces results. During this keynote address, learn how to
       overcome economic roadblocks and be sure every facet of your organization is working towards achieving the business’s
       overall goals.




        “The diversity of opinions all converged on the
         same common problem: How best to drive results with
         business performance management and measures? The
         Performance Conference highlights different theories,
         techniques and tools to establish a process-oriented
         performance management system.”
         FRANK FALZON
         Director of Customer Business Planning & Analysis
         MasterCard International Incorporated




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TRACK
                                                                                      OVERVIEWS
TRACK A: PERFORMANCE MANAGEMENT SYSTEMS
What does your organization want from its performance management system? What do your employees want from it?
Continuous studies show that organizations typically want to use performance management to improve organizational
results, stay focused on strategic priorities, shift focus when needed during times of rapid change and provide a
culture that will attract and develop employees. What do employees want? They want a good relationship with their leaders,
meaningful work, opportunities for growth and advancement and a clear understanding of work objectives. Simple, right?
Wrong! Implementing, managing and utilizing a performance management system is no easy task, but it is certainly attainable
and organizations quickly see endless rewards in successful implementation. These sessions will offer best practices and
techniques to effectively utilize and implement a performance management system within your organization.

TRACK B: WORKFORCE MEASURES AND METRICS
Employee improvement thrives when there is a clear line of sight between activities and enterprise-wide goals and
strategies. As leaders, it is our job to create an environment where employees can learn to do what they do best and then
show them the process of maximizing that talent in the organization. By developing an effective talent management system
and productive succession plan, your organization’s productivity and performance potential can grow exponentially.
Learn best practices to achieve a “line-of-sight” between employees and organizational goals and strategies, evaluate
performance-based pay and design and implement employee performance incentives.

TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY
Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically
think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction, process speed and
process quality. All high-performing organizations around the country are constantly trying to figure out ways to improve
the quality of their work all while speeding up the process and positively affecting the bottom line. Develop process
improvement best practices and benchmarks to improve your company’s processes today.

TRACK D: MEASURE, MONITOR AND MANAGE PERFORMANCE
Executives and managers continually struggle with finding the “right measures” that will produce higher levels
of growth and performance. Most measures focus on identifying the results that increase shareholder value. But
continual research shows that this has little value if they are not translated into variables that drive these results. This
transforms the traditional work of creating a balanced scorecard to one that builds an integrated framework of key
“value-creating performance indicators.” These sessions will dive into the intricacies facing executives and managers
struggling to manage and innovate and transform organizational performance.

TRACK E: FOSTER AND PROMOTE A PERFORMANCE CULTURE
It may not be easily defined or quantified, but an organization’s culture is the key to its success or failure.
High-performing organizations bring together leadership issues that define their unique character and rally
people around a deeper sense of purpose. These strategies are made tangible through the strong implementation
of management processes and systems that translate ideals into action. These sessions will offer a deeper look into
what a high-performance culture looks like, how it is established and how to maintain it.

TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS
Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically
think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction, process speed
and process quality. All high-performing organizations around the country are constantly trying to figure out ways
to improve the quality of their work all while speeding up the process and positively affecting the bottom line. Develop
process improvement best practices and benchmarks to improve your company’s processes today.




                                                                                www.ThePerformanceConference.com               11
DAY ONE
CONTINUED
Wednesday, October 7, 2009
CHOOSE TRACK A, B, C, D, E OR F:


         9:00
         TRACK A: PERFORMANCE MANAGEMENT SYSTEMS           TRACK B: WORKFORCE MEASURES AND METRICS   TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY
         Build a Corporate Performance                     Leverage Workforce                        Build Key Infrastructure to
         Management Framework in                           Planning and Performance                  Successfully Deploy Your Lean Six
         Your Organization                                 with Effective Measures                   Sigma Initiative
         • Leverage existing systems                       • Identify best practices in HR           • Lay the foundation for a
           and infrastructure to align                       metrics and analytics to maximize         successful and effective Lean Six
           performance objectives with                       your organization’s ROI                   Sigma initiative
           corporate strategy                              • Understand the potential                • Examine the resources and
         • Achieve higher levels of efficiency               of human capital to achieve               requirements for deploying Lean
           through effective reporting cycles                organizational missions and goals         Six Sigma and how to align those
           and communication                               • Reduce costs and improve                  resources to your mission and end-
         • Gain a greater understanding                      satisfaction throughout all of            outcome goals
           of current performance levels                     your HR functions                       • Identify key tools used to
           and devise a roadmap for the                             ROBERT S. GOLD                     accomplish organizational
           journey ahead                                            Founder                            objectives through process
                  BOB PALADINO                                      Tenacious Tortoise, LLC            improvement projects
                  Senior Fellow, ASMI                                                                           MOSHE SCHECHTER
                  Former SVP, Crown Castle International                                                        Managing Director, Continuous
                  Founder, Bob Paladino & Associates                                                            Improvement, United Airlines

         10:00
         Networking Break & Exhibit Hall

         10:30
         TRACK A: PERFORMANCE MANAGEMENT SYSTEMS           TRACK B: WORKFORCE MEASURES AND METRICS   TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY
         Utilize Performance Management                    Restructure HR Priorities:                Streamline Business Processes
         to Turn Strategy into Action                      Ten Ways Recruiting Has                   for Cost Reduction though Lean
         • Create and communicate a strong                 Changed Forever                           Six Sigma
           focus on strategic priorities to                • Identify ways the recent economic       • Standardize and streamline
           boost productivity and achieve                    meltdown has rendered many of             business processes within your
           organizational goals                              your recruiting activities useless        organization to reduce costs and
         • Gain a better understanding of                  • Learn how to reconfigure your             efficient delivery of services
           the flow of processes to pinpoint                 recruitment process to respond to       • Cover proven Lean Six Sigma
           roadblocks and oversights                         the new talent economy                    strategies that generate a reduction
         • Learn how to implement                          • Succeed in this new market by             in cycle time, while increasing
           a successful performance                          turning these recent changes into         quality and dramatically
           management strategy that                          competitive advantages                    improving cost savings
           transcends all levels of                                                                  • Eliminate waste to streamline and
                                                                    MICHAEL KANNISTO
           the organization                                                                            accelerate end-to-end business
                                                                    Talent Acquisition, University
                  MICHELE SEYRANIAN                                 Relations, Employment Branding     process execution
                  EVP, Strategic Planning                           BASF                                        MOSHE SCHECHTER
                  Key Bank                                                                                      Managing Director, Continuous
                                                                                                                Improvement, United Airlines

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DAY ONE
                                                                                                  CONTINUED
                                                                                       Wednesday, October 7, 2009

11:30
TRACK A: PERFORMANCE MANAGEMENT SYSTEMS            TRACK B: WORKFORCE MEASURES AND METRICS        TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY
Manage for Results Using the                       Link HR Initiatives to                         Integrate Design for Six
Balanced Scorecard                                 Business Outcomes through                      Sigma (DFSS) to Achieve
• Supervise the overall function of                Workforce Analytics                            Operational Excellence
  the BSC to guarantee strategic                   • Identify top performers and                  • Transform from a DMAIC system
  success and execution                              high potentials based on                       to DFLSS to improve quality and
• Manage the BSC as an                               relevant metrics                               decrease variation
  effective tool used to carry out                 • Measure leadership depth                     • Implement a DFLSS framework
  planned processes to achieve                       and breadth                                    with tools and techniques required
  long term goals                                  • Drive talent management                        to increase value to your business
• Track and monitor the progress                     decisions throughout the                       and customers
  seen as a result of implementing                   organization                                 • Overcome barriers to Lean Six
  the BSC                                                                                           Sigma implementation and engage
                                                            MICHAEL KANNISTO
          BOB PALADINO                                      Talent Acquisition, University          project leaders for ensuring
          Senior Fellow, ASMI                               Relations, Employment Branding          enhanced results
          Former SVP, Crown Castle International            BASF                                  MELISSA ALEXANDER
          Founder, Bob Paladino & Associates                                                      Six Sigma Black Belt
                                                                                                  BayCare Health System
12:30
Networking Luncheon & Exhibit Hall



1:15
TRACK D: MEASURE, MONITOR AND                        TRACK E: FOSTER A HIGH-PERFORMANCE CULTURE        TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS
MANAGE PERFORMANCE                                   Overcome Change: Optimize and                     Integrate Six Sigma Methodologies
Measure What Matters: Identify                       Align HR towards Business Strategy                into Project Management to
the Right Measures for Corporate                     in Times of Change                                Identify Opportunities
Performance Management                               • Learn to discover what motivates                • Combine project management with six
• Select a set of measures that highlights             your employees                                    sigma practices to enhance results and
  the information necessary for informed             • Identify innovative, uncommon                     streamline business processes
  decision making                                      compensation methods and                        • Integrate Lean Six Sigma and project
• Develop metrics allowing employees                   performance metrics to motive                     management to strengthen your
  to link their activities and outputs to              employees                                         organizational strategy
  overall corporate objectives and goals             • Create non-monetary benefits that               • Apply measurement tools to evaluate
• Define the link between corporate                    attract and retain employees                      how the project met or missed the
  goals and major operational                                                                            service objectives
                                                     JOSH STALKER
  perspectives
                                                     Strategu Management Senior Manager                ANGI JENNINGS
JEAN NITCHALS                                        Lockheed Martin                                   Health Management Engineer
Former Senior Financial Analyst, Best Buy                                                              Adventist Health System
Senior Fellow, ASMI




                                                                                             www.ThePerformanceConference.com                        13
DAY ONE
CONTINUED
Wednesday, October 7, 2009

     2:00
     TRACK D: MEASURE, MONITOR AND                      TRACK E: FOSTER AND PROMOTE A           TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS
     MANAGE PERFORMANCE                                 PERFORMANCE CULTURE                     Lean Tools: Understand Value
     Monitor and Report Key                             Design and Implement                    Stream Mapping, 5S and Kaizen
     Metrics for Improved                               Competency Models that                  • Understand the key tools
     Performance, Decision-Making                       Drive Your Succession                     and techniques of value
     and Transparency                                   Planning Initiatives                      stream mapping
     • Understand how KPIs can help                     • Build a strong talent management      • Learn the principles of 5S as an
       identify strengths and weaknesses                  and development strategy in your        approach to standardizing and
       in organizational performance                      company to guarantee efficient          improving the quality of the
     • Utilize effective KPIs for more                    succession among leaders                physical condition of the shop
       informed decision making                         • Assist managers in choosing the         floor and front office areas
     • Generate your KPIs into                            right developmental tools             • Evaluate best practices and lessons
       organizational results and                       • Recognize and align top talent          learned in running Kaizen events
       effectively communicate them                       in order to develop skill sets that   MELISSA ALEXANDER
       across the organization                            meet relevant business challenges     Six Sigma Black Belt
     DAN THORPE                                         KATHY BROOKS                            BayCare Health System
     Senior Vice President and Group Leader             Vice President of Human Resources and
     Wachovia                                           Organizational Development
                                                        Green Mountain Coffee


     2:45
     Networking Break & Exhibit Hall




      “Great speakers, great
        presentation—I wish my
        colleagues had been here too!”
        TRACY MCGURRAN
        VP of Client Services, Insurance Technologies




14   Follow us at twitter.com/PerformanceCon
DAY ONE
                                                                                                  CONTINUED
                                                                                     Wednesday, October 7, 2009
                                                                                                                                             3:15
                                                                                                                INTERACTIVE SESSIONS
                              These sessions of experienced professionals will discuss and address issues faced in today’s
                                   competitive environment. The interactive sessions will expand analytical thinking to
                                  discover innovative methods to overcome challenges and capitalize on opportunities.

   INTERACTIVE SESSION A:                             INTERACTIVE SESSION B:                      INTERACTIVE SESSION C:
   Budget Performance:                                HR Dialogue: Does Outsourcing               Project Performance:
   The Role of Key Business Drivers                   Recruitment Make Sense in a                 Implement Effective Project
   in the Budgeting Process                           Turbulent Economy                           Performance Strategies to
   With the right tools, key business                 You already know how to guide your          Increase Bottom-Line Results
   drivers such as market conditions,                 company in order to thrive in the           An organization’s success is dependent
   performance measurements,                          current landscape – drive revenue,          on the strength and focus of its
   customer demographics and                          sharpen your competitive edge,              projects. When companies lose
   marketing activities can be tracked to             and reinvest in your key players.           valuable time and resources reworking
   help uncover budgeting trends and to               But achieving these goals requires a        projects, missing deadlines and shifting
   recognize what to look for.                        relentless focus on the strategic end       focus, organizational merit folds in on
   • Define and test linkages of                      of your business, and day-to-day HR         itself, turning possible triumphs into
     drivers to measure financial and                 challenges threaten to eat up both          eventual failures.
     business performance                             time and money.
                                                                                                  • Understand the value of
   • Explore measurements and                         • Evaluating the current market and           learning best practices in project
     metrics for various business                       the changing nature of business             management
     factors that can be incorporated                   and the HR function                       • Define project success criteria to
     into your forecasting                            • Understand the key indicators that          increase business value
   • Understand business driver cause-                  tell you if outsourcing your HR           • Improve project performance
     and-effect relationships                           department is wrong for you                 and align strategic initiatives
             BOB PALADINO                             • Develop a business plan to gain             through innovations in project
             Senior Fellow, ASMI                        leadership support and buy-in for           management methodologies
             Former SVP, Crown Castle International     your outsourcing plan
             Founder, Bob Paladino & Associates


4:30
Exhibit Hall Hours & Networking Cocktail Reception
Discover the latest performance-based technology that is valued by high-performing
organizations. Envision the endless possibilities for your company when you utilize these
tools to satisfy all performance-related needs.
Following directly after the exhibit hours, please join us for a complimentary networking
reception as a way to get to know your colleagues and speakers. You will have the opportunity
to exchange ideas with your fellow delegates and establish beneficial professional relationships.


   5:30
   Adjourn

                                                                                              www.ThePerformanceConference.com                      15
DAY
TWO
Thursday, October 8, 2009
       7:30
       Continental Breakfast & Exhibits


       8:00
       Opening Remarks by Chairperson
               ROY BARNES
               Senior Fellow, American Strategic Management Institute
               Former SVP, Marriot Vacation Club International
               President, Blue Space Consulting


8:10
KEYNOTE ADDRESS
An Integrated Approach to Change Management and Performance Management
       The road to organizational high performance has hard challenges and as uncertain times come upon organizations,
       leaders are faced with new, complex and daunting issues that are different from those of the past. Leadership skills and
       organizational strategies require flexibility and change. In this session, you will learn invaluable tools and techniques to
       embrace transformation and to incorporate change management into your performance management system. Consider
       how clean conceptual contexts can help make strategic execution a core competency in your business.
               ROY BARNES
               Senior Fellow, American Strategic Management Institute
               Former SVP, Marriot Vacation Club International
               President, Blue Space Consulting

9:00
KEYNOTE ADDRESS
Incorporate Innovation into Your Existing Corporate Performance Management Strategy
       High performing organizations are achieving sustainability and redefining business success through a continuous process
       of innovation. With new innovative ideas arising everyday throughout organizations, leaders must take chances and make
       brave decisions. In this keynote address, you will learn to:
       • Create a competitive advantage and drive sustainability growth through innovation
       • Incorporate innovation into your existing corporate strategy
       • Assess the ROI of Innovation for employees, communities and stakeholders




       10:00
       Networking Break & Exhibit Hall




16     Follow us at twitter.com/PerformanceCon
TRACK
                                                                                        OVERVIEWS
TRACK G: STRATEGY EXECUTION
Formulating strategy is one thing. Executing strategy throughout the entire organization…that’s the really hard part.
Without effective execution, no business strategy can succeed. Unfortunately, most managers know far more about
developing strategy than about executing it—and overcoming the difficult political and organizational obstacles that
stand in their way. Organizations that excel at strategy execution know how to create sustainable value for customers
and shareholders through defining key organizational capabilities and applying a balanced approach to business systems.

TRACK H: EFFECTIVELY MANAGE BUSINESS INTELLIGENCE
Business Intelligence (BI) focuses on the use of information to drive effective business actions. Capturing,
organizing and communicating the key business requirements for your BI program requires an approach that aligns
your company’s business strategy and objectives with the technical infrastructure to deliver the right management
information to the right people at the right time. Learn how to use BI to execute strategy, optimize business
processes and improve performance.

TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT
Most senior business leaders agree that differentiating your product solely on the traditional physical elements of price,
delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that is the
purposeful management of your customer’s experiences. Creating memorable customer experiences can improve
customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and
value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design
and execute memorable customer experiences to build positive customer relationships that result in revenue growth.

TRACK J: IMPROVE PERFORMANCE INFORMATION AND DATA QUALITY
Your organization’s leadership team has put together a stellar strategy for success, with all the right measures in
place to gauge overall performance, has communicated it to all levels and set all employees up with expectations
of flawless execution. So…is your strategy working? What are your measures telling you? Performance data
provides information, but it does not always tell the story of why and how a certain performance result has been
produced. Large, growing organizations often find themselves asking this very question and not having the
answer. Successfully reporting performance helps organizations further communicate their strategy, manage
individual and overall performance and provide feedback that allows for better decision-making and for employees
to act with confidence.

TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS
Business analytics is at the forefront of BI and focuses on the effective use of data and information to drive
positive business actions. It is through analytics that business managers and analysts achieve the insights
that lead to informed and innovative business decisions. Yet analytics is a complex field that involves many
disciplines ranging from statistics to data visualization. Understand the concepts of business metrics and the
use of dashboards, scorecards and data mining, and learn how companies are using analytics and data as a predictive
indicator to improve profitability and reduce costs.

TRACK L: IMPROVE THE CUSTOMER EXPERIENCE
Most senior business leaders agree that differentiating your product solely on the traditional physical elements of
price, delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that
is the purposeful management of your customer experiences. Creating memorable customer experiences can improve
customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and
value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design and
execute memorable customer experiences to build positive customer relationships that result in revenue growth.



                                                                                   www.ThePerformanceConference.com          17
DAY TWO
CONTINUED
Thursday, October 8, 2009
CHOOSE TRACK G, H, I, J, K OR L:

         10:30
         TRACK G: STRATEGY EXECUTION               TRACK H: EFFECTIVELY MANAGE              TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT
         Strategy Mapping: Bridge                  BUSINESS INTELLIGENCE                    Create Your Own Culture of
         the Gap between Strategy                  Design Integrated Business               Service to Ensure Buy-In,
         and Execution                             Metrics to Maximize                      Sustainability, and
         • Align organizational objectives
                                                   Performance                              Ultimately, Results
           through mapping to accomplish           • Determine the right metrics            • Learn the whys (and hows) of
           effective strategic planning              to measure and ways to keep              building your model organically
         • Identify key strategic goals              them current in a continuously
                                                                                            • Find out how detailed evaluation
           and useful measures for                   changing business environment
                                                                                              and analysis identifies gaps in
           accomplishing results                   • Learn techniques to ensure               performance and areas of strength
         • Guide users through the process           cohesion, assure consistency and
                                                                                            • Understand the relationship
           of developing strategic initiatives       avoid conflict among metrics
                                                                                              between feedback, metrics,
           and measures                            • Learn where to start and how             analysis and improved
                                                     much will it cost                        business performance
         LENE MOCK
         Vice President                                                                                STEWART COLLINS
         Enterprise Business Process Group                                                             Global Director of GuestPath
         SunTrust Bank                                                                                 Delaware North Companies


         11:30
         TRACK G: STRATEGY EXECUTION               TRACK H: EFFECTIVELY MANAGE              TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT
         Become a Strategy-Focused                 BUSINESS INTELLIGENCE                    Monitor and Leverage
         Organization                              BI Dashboard Design for                  Customer Data to Assess
         • Learn the necessary steps involved
                                                   Immediate Impact and Insight             Customer Experience and Make
           in creating a strategy that increases   • Recognize and avoid the common         Improvements
           the opportunity for success of a          pitfalls in dashboard design
                                                                                            • Gather and gain valuable customer
           strategy-focused organization           • Match your strategy and                  feedback and data to create more
         • Identify ways to improve                  performance goals to the metrics         value for your customer
           organizational strategy                   in your dashboard
                                                                                            • Discover new approaches for
           formulation, execution, alignment       • Arrange data to communicate              listening to the Voice of the
           and communication                         clearly, effectively and efficiently     Customer to identify areas of
         • Discover how to drive a                          ROBERT S. GOLD                    improvement
           performance culture to ensure the                Founder                         • Collect and analyze data
           success of key strategic initiatives             Tenacious Tortoise, LLC           to differentiate from client
         BILL BARBERG                                                                         satisfaction to client loyalty
         President and Founder                                                              LAURA DESOTO
         Insightformation                                                                   SVP Strategic Initiatives
                                                                                            Experian

         12:30
         Networking Luncheon & Exhibit Hall




18       Follow us at twitter.com/PerformanceCon
DAY TWO
                                                                                                       CONTINUED
                                                                                                   Thursday, October 8, 2009

1:15
TRACK J: IMPROVE PERFORMANCE INFORMATION        TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS       TRACK L: IMPROVE THE CUSTOMER EXPERIENCE
AND DATA QUALITY                                BI Performance Dashboards:                              Connect the Customer and
Build and Manage a Performance                  Measure, Monitor and Manage                             Employee Experience to
Information System                              Your Business Performance                               Increase Results
• Understand and gain                           • Evaluate your company’s                               • Discover the link between
  methodologies, tools and a                      organizational and technical                            employee engagement and
  framework for developing                        readiness to undertake a successful                     customer experience
  an enterprise architecture                      performance dashboard project                         • Apply practical techniques to
  performance model
                                                • Create effective KPIs that change                       create a work environment where
• Select leading and lagging indicators           organizational behavior and                             employees want to give their best
  and measures that provide insightful,           improve performance                                     for customers
  actionable analysis
                                                • Integrate existing performance                        • Discuss the ROI and impact
• Implement a success-oriented                    dashboards and metrics using a                          of your front-line staff on your
  measurement and reporting                       top-down or bottom-up approach                          bottom line
  program
                                                NANCY WILLIAMS                                          NEDRA SADORF
                                                VP of Business Intelligence and                         Chief Operating Officer
                                                Data Warehousing, DecisionPath                          Hunter Business Group


2:00
TRACK J: IMPROVE PERFORMANCE INFORMATION AND   TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS      TRACK L: IMPROVE THE CUSTOMER EXPERIENCE
DATA QUALITY                                   Gather and Interpret Data to                           Drive Profitability with an
Improve the Integrity and                      Understand Predictive Analytics to                     Effective Customer-Focused
Reliability of Performance Data                Drive Strategy                                         Online Experience
• Develop benchmarks based on                  • Understand the basic principles and                  • Leverage Web 2.0 to sustain
  acceptable and accurate data                   terminology for predictive analytics                   long term business value and
  requirements                                 • Learn how to define business                           customer loyalty
• Implement strategies that ensure               objectives for a predictive                          • Align the online customer experience
  high quality data is created and used          analytics model                                        with brand to drive customer growth
  to evaluate performance                      • Use data as a predictive indicator                     and business profitability
• Learn how to identify and combat               to leverage your strategic objectives                • Cultivate and drive innovation from
  inefficiencies that compromise                 and improve profitability, reduce                      customer feedback and insight with
  data integrity                                 costs and market more effectively                      online tools
                                               DAN THORPE                                             KURT HOFMEISTER
                                               Senior Vice President and Group Leader                 President
                                               Wachovia                                               The TOTAL QUALITY Group, Inc.


2:45
Networking Break & Exhibit Hall




                                                                                                   www.ThePerformanceConference.com                19
DAY TWO
CONTINUED
Thursday, October 8, 2009
     3:00
     INTERACTIVE SESSIONS These sessions of experienced professionals will discuss and address issues faced in
     today’s competitive environment. The interactive sessions will expand analytical thinking to discover innovative
     methods to overcome challenges and capitalize on opportunities.
            INTERACTIVE SESSION D:                             INTERACTIVE SESSION E:                    INTERACTIVE SESSION F:
            Align Reporting and Information                    Assess Your BI Maturity: Take BI          Use Voice of the Customer
            Management with Performance                        to the Next Level                         Techniques to Gain a
            Without accurate performance                       Today, the role of BI has shifted and     Competitive Edge
            reporting, there can be no                         is an integral part of any business       Now more than ever, it’s important
            clear measure of organizational                    and it is no secret that organizations    for organizations to constantly keep
            development and success. The                       look to BI to increase bottom-line        their customer’s needs in mind and
            alignment of reporting, and the                    results. In this session, learn to        better understand how services and
            management of those information                    assess your BI program and identify       products bring value to customers.
            systems that gather data, are essential            growth opportunities to take your         With spending on the decline, every
            for informed decision making and                   program to the next level.                organization needs to offer a product
            performance evaluation.                            • Understand the value of a maturity      or service that stands out amongst
            • Understand how to utilize data                     model for selling                       the rest. By harnessing Voice of the
              systems to report performance for                  BI projects                             Customer (VOC) techniques your
              improved decision making                         • Identify the five stages of             company can ensure the purchaser is
            • Identify standards for performance                 data warehousing and
                                                                 analytical maturity                     getting exactly what they want.
              measurement metrics and
              variations among performance                     • Provide stakeholders insight from       • Uncover methods to define and
              measurement systems to obtain                      consistent, unified data delivery and     understand customers priorities and
              accurate information                               analytical architecture                   focus improvement efforts in order to
            • Learn how to overcome organizational                                                         stand out amongst the competition
                                                               NANCY WILLIAMS                            • Create higher levels of customer
              barriers that delay reporting processes
                                                               VP of Business Intelligence and             satisfaction by educating your
            BILL BARBERG                                       Data Warehousing                            business on Lean Six Sigma VOC
            President and Founder                              DecisionPath                                principles and tools
            Insightformation                                                                             • Capture customer feedback to effectively
                                                                                                           provide the best-in-class quality product
                                                                                                           or service that surpasses the competition

4:00                                                                                                     KURT HOFMEISTER
                                                                                                         President
CHAIRPERSON’S CLOSING REMARKS                                                                            The TOTAL QUALITY Group, Inc.
Develop and Capitalize on a Performance Management System
            This closing session will deliver the final words on performance management. Throughout the conference, many topics
            have been discussed. Theories have been formulated to support performance management. Measures and metrics have
            been mapped for enhanced management flexibility along with many other performance topics. This session will show
            in detail what these performance strategies did for organizations to prove that the effort to implement a performance
            management system is truly worth the capital and dedication from employees.
                      ROY BARNES
                      Senior Fellow, American Strategic Management Institute
                      Former SVP, Marriot Vacation Club International
                      President, Blue Space Consulting

            4:15
            Conference Adjourns
20          Follow us at twitter.com/PerformanceCon
POST-CONFERENCE
                                                                WORKSHOPS
                                                                                        Friday, October 9, 2009
Post-Conference Workshops are practical, supplementary application sessions which incorporate and review
 tools, techniques and methods presented during the event. Participants will obtain a further understanding
     of how to use newly acquired tools and cutting-edge strategies to improve performance. Through group
          exercises and scenario-based learning, you’ll walk away with the expertise and resources needed for
    immediate and practical application. Enrollment space is limited, so register today to reserve your place.




8:00
Post-Conference Workshop Registration & Continental Breakfast


9:00
WORKSHOP A                                                      WORKSHOP B
Lead and Organize Business Intelligence Teams:                  Run a Successful Kaizen Event: Eliminate Waste to
Improving Individual and Team Performance                       Increase Operational Efficiency
Business Intelligence projects struggle with a variety of       Eliminating waste is a necessity for any high performing
issues that chronically inhibit success. Some of these issues   organization and especially in today’s economy.
are technical—many are not. At the core of these issues         Organizations that don’t strategically think about how
are cultural and people challenges. Is your team struggling     to operate “better, faster, cheaper” often experience a
with change, unclear roles and responsibilities or an           decline in customer satisfaction, process speed and process
unpredictable culture? Has your organization learned how        quality. By implementing Lean tools and eliminating waste,
to focus on results, create a productive environment, and       individuals, departments and organizations can run more
partner with your business customers? Regardless of your        effectively and efficiently.
position, this workshop will provide you with practical tips    During this 90 minute online training, the American
and techniques for leading your team through these issues.      Strategic Management Institute will discuss how to
• Develop a framework for analyzing individual and team         use Kaizen to achieve immediate results and rapid
  performance                                                   improvements for improved process efficiency.
• Identify ways to improve cross-functional collaboration       You will Learn to:
• Support improved business performance with cohesive           • Understand the tools and techniques of executing
  Business Intelligence teams                                     Kaizen events
JONATHAN GREENBERG                                              • Evaluate best practices and lessons learned in running
Business Intelligence Manager, IT                                 Kaizen events
BMW North America, LLC                                          • Identify the processes utilized in designing and
                                                                  managing kaizen events
                                                                • Seek innovative ideas for improving processes and
                                                                  retaining a competitive edge
                                                                • Discuss how Kaizen practices can become cost effective
                                                                  and enhance the productivity
                                                                MELISSA ALEXANDER
                                                                Six Sigma Black Belt
                                                                BayCare Health System
12:00
Workshops Adjourn


                                                                                www.ThePerformanceConference.com              21
THE PERFORMANCE CONFERENCE
EXPO 2009 Showcasing the Latest Management Innovations
                                                                                  Don’t Miss The Performance
                                                                                  Conference Expo 2009

                                                                                  NETWORK
                                                                                  with industry leaders and your peers - Step
                                                                                  away from the classroom and meet fellow
                                                                                  executives from across the nation. Witness
                                                                                  first hand the benefits they’ve received
      Bring RESULTS Back to Your Company                                          from implementing the solutions provided
      Moving from paperwork to an institutionalized method of                     at the Expo.
      performance-based management requires executives to have access to
      the most cutting-edge performance planning and budgeting solutions          RECEIVE
      available in today’s market. At the request of conference attendees         the latest product and solution offerings
      seeking leading solutions providers for their growing management            - Be a part of the most up-to-date
      challenges, The American Strategic Management Institute has teamed          demonstrations and learn from key
      with leaders in the performance management industry to bring you The        solution providers available at the Expo
      Performance Expo 2009.
      Curious about What Performance-Based Methodologies and
                                                                                  MEET
                                                                                  with leading industry solutions providers
      Solutions Your Competition is Using?
                                                                                  - Reserve a time to meet one-on-one with
      Network with your peers at The Performance Conference Expo 2009             Performance Conference 2009 sponsors
      and learn directly from top corporate leaders what performance              to receive demos and learn how their
      management solutions they consider “best-in-class.” The Performance         solutions can help your organization
      Expo 2009 will showcase the latest solutions available for your business.   plan, budget, measure, and manage more
      Be the first to know.                                                       effectively and efficiently


      Expect to Meet Product and Solutions Providers Ready                        DEMONSTRATE
                                                                                  results to your key stakeholders - Show
      to Exceed Management Challenges                                             results to shareholders with the most
      Within the theme “Measures, Metrics and Management Systems                  recent measurement capabilities and
      to Improve Organizational Performance and Profitability,” the               performance management solutions
      Performance Conference 2009 will attract a focused group of solution        hand-picked by the American Strategic
      providers in:                                                               Management Institute
      •   Performance Management
      •   Financial Performance and Reporting
                                                                                    EXPO HALL HOURS:
      •   Business Intelligence and Analytics
      •   Process Improvement                                                       October 7, 2009: 7:30AM – 6:00PM
      •   Budgeting and Forecasting Performance                                     October 8, 2009: 7:30AM – 6:00PM
      •   Employee Performance and Talent Management




 Become a Sponsor!
 To learn more about becoming a sponsor contact Blake Humble at Humble@ManagementWeb.org or 858-866-9352.



22    Follow us at twitter.com/PerformanceCon
In-House Training                                                                LOGISTICS &
One of the more popular vehicles for accessing the American
Strategic Management Institute’s educational offerings is the
delivery of on-site trainings and management facilitations. Bring-
ing a training or facilitation in-house gives you the opportunity
                                                                               REGISTRATION
to customize a program that addresses your exact challenges and
provides a more personal learning experience, while virtually          Venue and Hotel:
eliminating travel expenses. Whether you require training for          The Performance Conference 2009 will be held at The Hilton Suites
your department or for an organization-wide initiative, the ad-        Chicago, Magnificent Mile, where a limited number of rooms
vanced learning methods employed by the Institute will create an       have been reserved at the discounted rate of $189 until Saturday,
intimate training atmosphere that maximizes knowledge transfer         September 5, 2009. Please contact the hotel at the number provided
to enhance the talent within your organization.                        below to make reservations and be sure to use the group code
                                                                       American Strategic Management Institute to receive the American
CUSTOMIZATION                                                          Strategic Management Institute (ASMI) discounted conference rate.
We realize that not all obstacles can be overcome by applying          The Hilton Suites Chicago, Magnificent Mile
an “off-the-shelf solution”. While many training providers             198 East Delaware Place
will offer you some variation of their standard training, the          Chicago, Il 60611
American Strategic Management Institute’s subject matter               312-664-1100
experts will work with you and your team to examine your               www.chicagomagnificentmile.hilton.com
programs and determine your exact areas of need. The
                                                                       Hotel Rate: $189
identification of real life examples will create a learning
                                                                       Call in code: American Strategic Management Institute
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 American Strategic
Management 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
•   Performance Measurement
•   Project Management
•   Lean Six Sigma
•   Workforce Management
•   Budgeting and Forecasting
•   Performance-Based 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 202-739-9619 or email her at
Jennifer.Mueller@PerformanceInstitute.org



                                                                                     www.ThePerformanceConference.com                 23
LOGISTICS &
REGISTRATION
Tuition:
The tuition rates for attending The Performance Conference 2009 are:                                                Registration Form for
                                                     Early Bird Rate*               Regular Tuition                 The Performance Conference 2009
 Conference Only                                     $1699                          $1799                           To Register:
 Pre-Conference Seminar                              ---                            $499                            CALL 877-992-9522;
 Post-Conference Workshop                            ---                            $299                            FAX this Form to: 866-234-0680 or
* For the Early Bird Rate, Register by Monday, August 7, 2009 and                                                   VISIT www.ThePerformanceConference.com
use discount code EBDC.
                                                                                                                            Yes! Register me for The Performance Conference 2009
Group Discounts:                                                                                                            Yes! Register me for the Conference plus a Seminar
                                                                                                                            choose one:   A      B              C
For more information on group discounts for The Performance
Conference 2009, please contact Paul Rogers at 858-866-9386 or                                                              Yes! Register me for the Conference plus a Post-Conference
email him at PRogers@ManagementWeb.org.                                                                                     Workshop choose one: A              B        C
                                                                                                                            Please call me. I am interested in a special Group Discount
CPE Credits:                                                                                                                for my team
             DELIVERY METHOD: Group-live
             PROGRAM LEVEL: Beginner                                                                                Name
             PREREQUISITES: None
             ADVANCED PREPARATION: None
                                                                                                                    Title
CPE CREDITS: 14 for conference, 6 for pre-conference seminars, 3 for
post-conference workshops
The American Strategic Management Institute (ASMI) is registered with the National Association of                   Organization                                    Dept.
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 sponsors may be addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org.                                Address

Cancellation Policy
                                                                                                                    City                                            State                     Zip
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.
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 confirmation email contains links to modify              Telephone                                       Fax
or cancel registrations. Please note that the cancellation is not final until you receive a written confirmation.
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            Email
at the event.

Quality Assurance                                                                                                   Method of Payment:
ASMI 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                        Check                        Purchase Order/Training Form
on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning                          Credit Card
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 Corporate Headquarters, Quality Assurance, 805 15th Street,
NW, 3rd Floor, Washington, DC 20005
                                                                                                                    Card Number
Note: As speakers are confirmed 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               Exp. Date                        3 Digit Card verification #              Billing Zip
airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts
                                                                                                                    Name on Card
• 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
                                                                                                                    Please make checks payable to: The Performance Institute
  time of registration.
• All discount offers cannot be combined with any other offer.                                                                                                                     Priority Code: B800-WEB
• Discounts cannot be applied retroactively




24             Follow us at twitter.com/PerformanceCon

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B800

  • 1. Driving Performance and Profits in Turbulent Times with Measures, Metrics and Analytics OCTOBER 6-9, 2009 | CHICAGO, IL Earn Up to 23 CPE credits FEATURING TWELVE COMPREHENSIVE TRACKS: Performance Management Systems | Workforce Measures and Metrics | Link Lean Six Sigma Methods to Strategy Strategy Execution | Effectively Manage Business Intelligence | Essentials of Customer Management | Measure, Monitor and Manage Performance | Foster a High-Performance Culture | Maximize Lean Six Sigma Tools | Improve Performance Information and Data Quality | Incorporate Effective Business Analytics | Improve the Customer Experience Utilize Performance Management in an Economic Downturn to Improve Operational Efficiencies, Reduce Costs and Increase Profitability and Financial Stability www.ThePerformanceConference.com 1
  • 2. WHAT IS THE PERFORMANCE CONFERENCE? Business executives from across the country gather to explore the economic challenges on business performance and the latest innovations in performance management, process improvement, customer experience and business intelligence at the annual Performance Conference. The Performance Conference is led by speakers from the upper echelons of performance-based companies and organizations, focused on performance management systems, measures and metrics, employee performance and customer experience. Join best-in-class performance management and business analytics professionals at The Performance Conference 2009 to drive results and improve organizational performance and profitability. Who Will Be at The Performance Conference? TITLE • All C-Level Executives • Vice Presidents • Managers • Presidents • Directors • Analysts … and anyone involved in the planning, development and management of organizational performance. FUNCTION • Strategic Planning • Business Analytics • Sales/Business • Human Resources • Finance Development • Operations • Marketing/Research/ • Project and Program • Information Technology Product Development Management • Customer Management • Corporate Development INDUSTRY • Financial Services • Technology and • Education • Retail/Consumer Goods Telecommunications • Automotive and • Healthcare and • Travel, Hospitality and Transportation Pharmaceuticals Entertainment • Energy and Utilities • Industrial Manufacturing Achieve Your Enterprise Objectives through Comprehensive Performance Management 2 Follow us at twitter.com/PerformanceCon
  • 3. LETTER FROM THE CONFERENCE CHAIRS Dear Colleague: In today’s tough economic environment, organizations are faced with turbulent, diverse issues – an uncertain market place, smaller and tighter budgets, low consumer confidence, downsizing, and decreased profitability. To face theses challenges, organizations have heightened their focus on performance management to optimize financial and operational performance. Most organizations understand how to survive current economic conditions with budget cuts, re-evaluate hiring initiatives, and idle innovation efforts. However, organizations must do more to stay competitive. They must leverage new performance management systems and develop effective business intelligence programs to improve the bottom line. Performance Management enables organizations to effectively manage business decisions to improve operational efficiencies, cut costs, improve profitability and build sustainability. STAY To help you respond to the evolving economy and to advance your organization’s performance, you are invited to join us at The American Strategic Management Institute’s Performance Conference CONNECTED... 2009, October 6–9, 2009 in Chicago, IL. At this national event, increase your responsiveness to the business challenges and trends of today. Learn how to execute strategies that align with corporate goals and drive performance across all key Get the latest business functions, including finance, HR, operations and more. Experts in the field will discuss updates and news various performance management strategies and best practices in business analytics. They will provide solutions that offer valuable information and data such as predictive indicators to increase for The Performance sales, reduce costs, improve profitability and identify new leads for more business opportunities. Conference by: While everyone is looking for a way to increase market advantage, a new differentiator has emerged: customer experience. Products and services are becoming increasingly commoditized and successful organizations realize that their customers are the key to long-term sustainability. By creating, designing and executing memorable service excellence, you will build positive customer and employee FOLLOWING US relationships resulting in solid revenue growth during economic hardships. ON TWITTER: Leaders in performance management will be on hand for The Performance Conference 2009. Join Twitter.com/ them and you will emerge with powerful lessons and tools for driving real and immediate performance PerformanceCon improvements in your organization through measures, metric and business analytics. I look forward to seeing you in Chicago! JOINING THE GROUP Best Regards, The Performance Conference 2009 on LinkedIn Amanda Ward Roy Barnes Director Senior Fellow, American Strategic Management Institute American Strategic Management Institute Former SVP, Marriot Vacation Club International President, Blue Space Consulting www.ThePerformanceConference.com 3
  • 4. AGENDA AT-A-GLANCE Pre-Conference Seminars: Tuesday, October 6, 2009 8:00 Pre-Conference Seminar Registration & Continental Breakfast 9:00 SEMINAR A: SEMINAR B: Balanced Scorecard Fundamentals: Build and Design Your Scorecard Lean Six Sigma White Belt Certification 4:00 Seminars Adjourn Day One: Wednesday, October 7, 2009 7:30 Conference Registration, Continental Breakfast & Exhibit Hall 8:00 Welcome Address & Opening Remarks by Chairperson 8:15 KEYNOTE ADDRESS: Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals in Turbulent Times TRACK A: TRACK B: TRACK C: Performance Management Systems Workforce Measures and Metrics Link Lean Six Sigma Methods to Strategy 9:00 Build a Corporate Performance Management Leverage Workforce Planning and Build Key Infrastructure to Successfully Framework in Your Organization Performance with Effective Measures Deploy Your Lean Six Sigma Initiative 10:00 Networking Break & Exhibit Hall 10:30 Utilize Performance Management to Turn Restructure HR Priorities: Strategies to Reduce Streamline Business Processes for Cost Strategy into Action Turnover and Enhance Recruitment Reduction through Lean Six Sigma 11:30 Manage for Results Using the Link HR Initiatives to Business Outcomes Integrate Design for Six Sigma to Achieve Balanced Scorecard through Workforce Analytics Operational Excellence 12:30 Networking Luncheon & Exhibit Hall TRACK D: TRACK E: TRACK F: Measure, Monitor and Manage Performance Foster A High-Performance Culture Maximize Lean Six Sigma Tools 1:15 Measure What Matters: Identify the Overcome Change: Optimize and Integrate Six Sigma Methodologies Right Measures for Corporate Align HR Towards Business Strategy in into Project Management to Performance Management Times of Change Identify Opportunities 2:00 Monitor and Report Key Metrics for Design and Implement Competency Lean Tools: Understand Value Stream Improved Performance, Decision-Making Models that Drive Your Succession Mapping, 5S, and Kaizen and Transparency Planning Initiatives 2:45 Networking Break & Exhibit Hall 3:15 INTERACTIVE SESSION A: INTERACTIVE SESSION B: INTERACTIVE SESSION C: Budget Performance: Link Business Drivers HR Dialogue: Does Outsourcing Project Performance: Implement Effective and Balanced Scorecard to Your Budget Recruitment Make Sense in a Project Performance Strategies to Increase Turbulent Economy Bottom-Line Results 4:30 Exhibit Hall Hours & Networking Cocktail Reception 5:30 Adjourn Top 10 Reasons to Attend 1 MANAGE Economic Challenges and Trends 2 DEVISE Measures and Metrics that Align with Your 3 PERFECT Your Performance Reporting 4 DRIVE a Customer- Centric Culture in Your Organization 5 INCREASE Growth and Innovation within Your Performance with Enhanced Organizational Goals Management System Performance 4 Follow us at twitter.com/PerformanceCon
  • 5. AGENDA CONTINUED Day Two: Thursday, October 8, 2009 7:30 Continental Breakfast & Exhibit Hall 8:00 Opening Remarks By Chairperson 8:10 KEYNOTE ADDRESS: An Integrated Approach to Change Management and Performance Management 9:00 KEYNOTE ADDRESS: Incorporate Innovation into Your Existing Corporate Performance Management Strategy 10:00 Networking Break & Exhibits TRACK G: TRACK H: TRACK I: Strategy Execution Effectively Manage Business Intelligence Essentials of Customer Management 10:30 Strategy Mapping: Bridge the Gap Between Design Integrated Business Metrics to Creating Your Own Culture of Service Strategy and Execution Maximize Performance to Ensure Buy-In, Sustainability, and Ultimately, Results 11:30 Become a Strategy Focused Organization Dashboard Design for Immediate Impact Monitor and Leverage Customer Data and Insight to Assess the Customer Experience and Make Improvements 12:30 Networking Luncheon & Exhibit Hall TRACK J: TRACK K: TRACK L: Improve Performance Information and Data Quality Incorporate Effective Business Analytics Improve the Customer Experience 1:15 Build and Manage a Performance BI Performance Dashboards: Connect the Customer and Employee Information System Measure, Monitor, and Manage Your Experience to Increase Results Business Performance 2:00 Improve the Integrity and Reliability of Gather and Interpret Data to Understand Drive Profitability with an Effective Performance Data Predictive Analytics and Drive Strategy Customer-Focused Online Experience 2:45 Networking Luncheon & Exhibit Hall 3:00 INTERACTIVE SESSION D: INTERACTIVE SESSION E: INTERACTIVE SESSION F: Align Reporting and Information Assess Your BI Maturity: Take BI to the Use Voice of the Customer (VOC) Management with Performance Next Level Techniques to Gain a Competitive Advantage 3:45 Chairperson’s Closing Remarks: Develop and Capitalize on a Performance Management System 4:15 Adjourn Post-Conference Workshops: Friday, October 9, 2009 8:00 Post-Conference Workshop Registration & Continental Breakfast 9:00 WORKSHOP A: WORKSHOP B: Lead and Organize Business Intelligence Teams: Improve Individual Run a Successful Kaizen Event: Eliminate Waste and Increase and Team Performance Operational Efficiency 12:00 Workshops Adjourn 6 PLAN and Implement the Value of Lean Six Sigma 7 UNDERSTAND Business Analytics to Drive Strategy 8 UTILIZE Customer Insight to Drive Innovation 9 MEASURE and Improve Employee Engagement 10 DESIGN Integrated Business Intelligence to Maximize Performance Improve Profitability www.ThePerformanceConference.com 5
  • 6. SPEAKER SPOTLIGHT ROY A. BARNES Senior Fellow, American Strategic Management Institute; Former SVP, Marriot Vacation Club International President, Blue Space Consulting Mr. Barnes is currently head of Blue Space Consulting, an Orlando-based consulting firm specializing in strategic planning, customer experience design and change management. Formerly Senior Vice-President for Customer Experience and Development with Marriott Vacation Club, Roy was responsible for both global strategic management and customer vacation experience strategy for Marriott Vacation Club International (MVCI), the leisure/vacation ownership division of Marriott International. A twenty year veteran of the hospitality business, he has successfully led efforts both within Marriott International and MVCI to improve operations, process management and performance accountability at all organizational levels. Co-leading efforts at Marriott International on Sales 2000, a top to bottom restructuring of the Sales and Marketing effort as well as leading the process re-engineering work with MVCI’s Customer Relationship Management effort, Mr. Barnes is well acquainted with all aspects of the organizational challenges of customer focused business transformation. Mr. Barnes graduated from Grinnell College and is a frequent guest lecturer (Cornell University, University of Maryland, Fordham, University of Central Florida). Mr. Barnes is currently a member of the editorial board of 1to1 Magazine. ROBERT S. GOLD Founder and Chief Blogging Officer, Tenacious Tortoise, LLC Robert Gold brings over thirty years of experience to his leadership of strategic and change management consultancy Tenacious Tortoise, LLC. Previously, he was Vice President and Practice Leader with Palladium Group’s Balanced Scorecard Collaborative. In twenty years of management consulting, Mr. Gold has advised and enabled many dozens of leading enterprises in the disciplines of strategic management and IT effectiveness. Mr. Gold earned his MBA at Northwestern University’s Kellogg School of Management. His articles on strategy-focused management of information technology have appeared in Harvard Business School Publishing’s Balanced Scorecard Report and industry publications, and his frequent blog on organizational change, strategy execution, and related topics is found at http://tenacioustortoise.com. 6 Follow us at twitter.com/PerformanceCon
  • 7. SPEAKER SPOTLIGHT MOSHE SCHECHTER Managing Director, Continuous Improvement, United Airlines Moshe Schechter joined United Airlines in 1998. Prior to his current leadership role as Managing Director, Enterprise Continuous Improvement in which he is accountable for the deployment of Lean Six Sigma across the company (launching, training and capability building), he has supported Cargo efforts to reengineer all warehouse processes and improve Cargo applications; Focused on new airport design (Airport of the Future) including the development of key technology elements; Managed implementation of the Baggage Performance Improvement Plan; Managed enterprise wide cost reduction opportunities through the development of technology roadmaps in partnership with the business units and assisted the Operations group managing the Reliability Excellence team and deliverables. He holds a Bachelor of Science degree in Industrial Engineering from Technion University, Israel and a Master of Business Administration from Northwestern University’s Kellogg School of Management. Prior to joining United, Moshe was a Naval Officer in the Israeli Military with responsibilities for Logistics and Organizational Planning, and he owned a small personalized gifts business. MICHELE SEYRANIAN EVP, Strategic Planning, Key Bank Michele Seyranian is Executive Vice President and Director of Strategic Planning for KeyCorp. In her role, Michele partners with Key’s National Banking and Community Banking lines of business in their strategic planning efforts. In this capacity, she is often called upon as an internal consultant to assist in the development of specific Line of Business plans such as the Native American, Healthcare and Community Bank initiatives. Her group also coordinates Key’s Strategic Offsites, Executive Site Visits and the development of the KeyCorp Strategic Plan presented to its Board of Directors each July. She also oversees the implementation of Key’s Balanced Scorecard across the organization. Under her leadership, Key was inducted into the Balanced Scorecard Hall of Fame that recognizes organizations internationally for excellence in the execution of the Balanced Scorecard as a performance management tool. Prior to her current role, Seyranian was responsible for the development of Key’s Consumer Electronic Commerce Strategy that included the launch of Key’s Internet Bank and enhancements to Key.com. Since its launch, Key’s Internet Bank has been consistently rated one of the top Internet Banking services in the nation. Under Michele’s leadership, Key became the first bank in the nation to integrate the branch, telephone, ATM and Internet delivery systems and to launch an Internet Banking Call Center. Prior to accepting the position in the Strategic Planning Group, Michele was asked to become a member of the Perform, Excel and Grow team, where she focused on revenue generation and cost efficiency initiatives for Key’s Consumer Finance businesses. “Succinct and no-nonsense practical examples of strategic success.” IOANNIS MELENIKIOTIS Director, Business Planning & Development, Alliance One International Bank www.ThePerformanceConference.com 7
  • 8. SPEAKER SPOTLIGHT STEWART COLLINS Director of GuestPath®, Delaware North Companies As director of GuestPath®, Stewart Collins manages Delaware North Companies’ continuous improvement process. He is responsible for all strategic planning, training, communication, reporting and corrective action for the guest relations program. Previously, Collins worked for Delaware North Companies in Yosemite National Park. Collins can discuss guest relations, customer service and continuous improvement trends. MICHAEL R. KANNISTO, Ph.D., S.P.H.R. Talent Acquisition, University Relations, Employment Branding, BASF Michael R. Kannisto currently leads the Staffing, University Relations, and Employment Branding initiatives at BASF Corporation. Michael received a B.S. in chemistry from Hope College, a Ph.D. in chemistry from Texas A&M University, and completed a postdoctoral fellowship in the Materials Science and Engineering Department at the University of Michigan. Mike is a member of the American Chemical Society, the Society for Human Resource Management, and has earned certification as a Senior Professional in Human Resources from HRCI. He is also a certified Process Excellence Greenbelt, and is a member of the MBA Focus Advisory Board. Michael is a respected author, and his work can by found in publications ranging from Inorganic Chemistry and The Journal of the American Ceramic Society to The Journal of Corporate Recruiting Leadership. He contributes regularly to the ERE Daily electronic newsletter, and serves as an expert advisor for the Human Capital Institute’s Employer Branding learning track. He is also the author of a book entitled: Twenty-Five Things You Can Start Doing TODAY to be More Productive, Effective, and Happier in Your Job. Michael currently serves as President of the New Jersey SHRM chapter of the Staffing Management Association. MELISSA ALEXANDER Six Sigma Black Belt, BayCare Health System Melissa Alexander, MBA has been with BayCare Health System for over twelve years, leading many quality improvement initiatives and project teams. In her role as a Six Sigma Black Belt, she has facilitated projects that have led to improved productivity and efficiency, cost savings and increased revenue, as well as improved patient safety. Her desire to help the health system grow with performance improvement initiatives has sparked a great enthusiasm in sharing her knowledge and helping others learn more about the intricacies of quality process improvement. She has led Green Belt trainings, executive Lean Six Sigma Methodology trainings, and assisted general team members in understanding the complexities of process redesign and adaptation to changes in the health care arena. She is currently a Master Black Belt Candidate with Breakthrough Management Group. 8 Follow us at twitter.com/PerformanceCon
  • 9. PRE-CONFERENCE SEMINARS Tuesday, October 6, 2009 Pre-Conference Seminars are hands-on, interactive sessions with specially designed exercises and projects that have immediate application. With these full-day application sessions, you will enhance your training experience by establishing a reference point of knowledge, language and methodologies for the rest of the event. These seminars will dive deep into Balanced Scorecard, Business Analytics and Lean Six Sigma to help improve your expertise and gain knowledge of practical tools to implement from field experts. Enrollment space is limited, so register early to reserve your place. 8:00 Pre-Conference Seminar Registration & Continental Breakfast 9:00 SEMINAR A SEMINAR B: Balanced Scorecard Fundamentals: Build and Design Lean Six Sigma White Belt Certification Your Scorecard Our intensive White Belt Certification program is a basic Understanding the fundamentals of the Balanced Scorecard course allowing executives to understand the underlying (BSC) methodology is critical to maximizing the execution concepts, methods and tools needed for Lean Six Sigma of strategy. This workshop, including hands-on exercises, deployment. These individuals will gain a solid understanding will help you learn how to integrate proven BSC tools and of the Lean Six Sigma methodology and how it can be applied techniques to achieve breakthrough results. Learn the to various projects. Attendees will learn how to utilize basics of Balanced Scorecard design and deployment, while the key tools and techniques needed for a Lean Six Sigma gaining insights into the potential pitfalls and hurdles to deployment. Each attendee will be required to take a 30- successful implementation. Discover the best practices minute examination at the conclusion of the course to ensure in the latest BSC advancements to accelerate your results they have a working knowledge of the information provided. towards a strategy-aligned organization. Completion of this After completion of the course, they will be prime candidates workshop will help you translate BSC theory into concrete for Green Belt Training. results for your organization. Develop a solid understanding Key Learning Objectives: of key BSC concepts and misconceptions. • Understand the history and background of Lean Six Sigma • Develop a solid understanding of key BSC concepts and • Learn how to develop a project charter misconceptions • Evaluate the core concepts of Lean and Six Sigma • Learn how to use established tools and templates to help • Maximize your understanding of the Lean Six Sigma accelerate your results methodology (focus on DMAIC – Define, Measure, • Discover a roadmap for the journey to developing, Analyze, Improve, Control) deploying and cascading strategy maps and scorecards • Learn how to identify non-value added steps in your process • Identify key strategic goals and useful measures for • Develop skills needed to manage the culture change accomplishing results • Understand how to use data properly to effectively measure, BOB PALADINO analyze, improve and control performance Senior Fellow, ASMI • Evaluate Voice of the Customer (VOC) techniques Former SVP, Crown Castle International Founder, Bob Paladino & Associates • Examine the Cost of Poor Quality (CPQ) • Learn key data collection strategies 4:00 • Receive basic statistics, graphical analysis and Statistical Workshops Adjourn Process Control (SPC) training CHARIS GROSSMAN Six Sigma Black Belt Senior Fellow, The Performance Institute www.ThePerformanceConference.com 9
  • 10. DAY ONE Wednesday, October 7, 2009 7:30 Registration, Exhibits & Continental Breakfast 8:00 Welcome Address and Opening Remarks by Chairperson ROY BARNES Senior Fellow, American Strategic Management Institute Former SVP, Marriot Vacation Club International President, Blue Space Consulting 8:15 KEYNOTE ADDRESS Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals in Turbulent Times As every business continues to adapt to current economic conditions, it remains important to establish an effective performance strategy that meets organizational goals. With a clear understanding of your organization’s resources, strengths, and potential you can create a strategy that produces results. During this keynote address, learn how to overcome economic roadblocks and be sure every facet of your organization is working towards achieving the business’s overall goals. “The diversity of opinions all converged on the same common problem: How best to drive results with business performance management and measures? The Performance Conference highlights different theories, techniques and tools to establish a process-oriented performance management system.” FRANK FALZON Director of Customer Business Planning & Analysis MasterCard International Incorporated 10 Follow us at twitter.com/PerformanceCon
  • 11. TRACK OVERVIEWS TRACK A: PERFORMANCE MANAGEMENT SYSTEMS What does your organization want from its performance management system? What do your employees want from it? Continuous studies show that organizations typically want to use performance management to improve organizational results, stay focused on strategic priorities, shift focus when needed during times of rapid change and provide a culture that will attract and develop employees. What do employees want? They want a good relationship with their leaders, meaningful work, opportunities for growth and advancement and a clear understanding of work objectives. Simple, right? Wrong! Implementing, managing and utilizing a performance management system is no easy task, but it is certainly attainable and organizations quickly see endless rewards in successful implementation. These sessions will offer best practices and techniques to effectively utilize and implement a performance management system within your organization. TRACK B: WORKFORCE MEASURES AND METRICS Employee improvement thrives when there is a clear line of sight between activities and enterprise-wide goals and strategies. As leaders, it is our job to create an environment where employees can learn to do what they do best and then show them the process of maximizing that talent in the organization. By developing an effective talent management system and productive succession plan, your organization’s productivity and performance potential can grow exponentially. Learn best practices to achieve a “line-of-sight” between employees and organizational goals and strategies, evaluate performance-based pay and design and implement employee performance incentives. TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction, process speed and process quality. All high-performing organizations around the country are constantly trying to figure out ways to improve the quality of their work all while speeding up the process and positively affecting the bottom line. Develop process improvement best practices and benchmarks to improve your company’s processes today. TRACK D: MEASURE, MONITOR AND MANAGE PERFORMANCE Executives and managers continually struggle with finding the “right measures” that will produce higher levels of growth and performance. Most measures focus on identifying the results that increase shareholder value. But continual research shows that this has little value if they are not translated into variables that drive these results. This transforms the traditional work of creating a balanced scorecard to one that builds an integrated framework of key “value-creating performance indicators.” These sessions will dive into the intricacies facing executives and managers struggling to manage and innovate and transform organizational performance. TRACK E: FOSTER AND PROMOTE A PERFORMANCE CULTURE It may not be easily defined or quantified, but an organization’s culture is the key to its success or failure. High-performing organizations bring together leadership issues that define their unique character and rally people around a deeper sense of purpose. These strategies are made tangible through the strong implementation of management processes and systems that translate ideals into action. These sessions will offer a deeper look into what a high-performance culture looks like, how it is established and how to maintain it. TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction, process speed and process quality. All high-performing organizations around the country are constantly trying to figure out ways to improve the quality of their work all while speeding up the process and positively affecting the bottom line. Develop process improvement best practices and benchmarks to improve your company’s processes today. www.ThePerformanceConference.com 11
  • 12. DAY ONE CONTINUED Wednesday, October 7, 2009 CHOOSE TRACK A, B, C, D, E OR F: 9:00 TRACK A: PERFORMANCE MANAGEMENT SYSTEMS TRACK B: WORKFORCE MEASURES AND METRICS TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Build a Corporate Performance Leverage Workforce Build Key Infrastructure to Management Framework in Planning and Performance Successfully Deploy Your Lean Six Your Organization with Effective Measures Sigma Initiative • Leverage existing systems • Identify best practices in HR • Lay the foundation for a and infrastructure to align metrics and analytics to maximize successful and effective Lean Six performance objectives with your organization’s ROI Sigma initiative corporate strategy • Understand the potential • Examine the resources and • Achieve higher levels of efficiency of human capital to achieve requirements for deploying Lean through effective reporting cycles organizational missions and goals Six Sigma and how to align those and communication • Reduce costs and improve resources to your mission and end- • Gain a greater understanding satisfaction throughout all of outcome goals of current performance levels your HR functions • Identify key tools used to and devise a roadmap for the ROBERT S. GOLD accomplish organizational journey ahead Founder objectives through process BOB PALADINO Tenacious Tortoise, LLC improvement projects Senior Fellow, ASMI MOSHE SCHECHTER Former SVP, Crown Castle International Managing Director, Continuous Founder, Bob Paladino & Associates Improvement, United Airlines 10:00 Networking Break & Exhibit Hall 10:30 TRACK A: PERFORMANCE MANAGEMENT SYSTEMS TRACK B: WORKFORCE MEASURES AND METRICS TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Utilize Performance Management Restructure HR Priorities: Streamline Business Processes to Turn Strategy into Action Ten Ways Recruiting Has for Cost Reduction though Lean • Create and communicate a strong Changed Forever Six Sigma focus on strategic priorities to • Identify ways the recent economic • Standardize and streamline boost productivity and achieve meltdown has rendered many of business processes within your organizational goals your recruiting activities useless organization to reduce costs and • Gain a better understanding of • Learn how to reconfigure your efficient delivery of services the flow of processes to pinpoint recruitment process to respond to • Cover proven Lean Six Sigma roadblocks and oversights the new talent economy strategies that generate a reduction • Learn how to implement • Succeed in this new market by in cycle time, while increasing a successful performance turning these recent changes into quality and dramatically management strategy that competitive advantages improving cost savings transcends all levels of • Eliminate waste to streamline and MICHAEL KANNISTO the organization accelerate end-to-end business Talent Acquisition, University MICHELE SEYRANIAN Relations, Employment Branding process execution EVP, Strategic Planning BASF MOSHE SCHECHTER Key Bank Managing Director, Continuous Improvement, United Airlines 12 Follow us at twitter.com/PerformanceCon
  • 13. DAY ONE CONTINUED Wednesday, October 7, 2009 11:30 TRACK A: PERFORMANCE MANAGEMENT SYSTEMS TRACK B: WORKFORCE MEASURES AND METRICS TRACK C: LINK LEAN SIX SIGMA METHODS TO STRATEGY Manage for Results Using the Link HR Initiatives to Integrate Design for Six Balanced Scorecard Business Outcomes through Sigma (DFSS) to Achieve • Supervise the overall function of Workforce Analytics Operational Excellence the BSC to guarantee strategic • Identify top performers and • Transform from a DMAIC system success and execution high potentials based on to DFLSS to improve quality and • Manage the BSC as an relevant metrics decrease variation effective tool used to carry out • Measure leadership depth • Implement a DFLSS framework planned processes to achieve and breadth with tools and techniques required long term goals • Drive talent management to increase value to your business • Track and monitor the progress decisions throughout the and customers seen as a result of implementing organization • Overcome barriers to Lean Six the BSC Sigma implementation and engage MICHAEL KANNISTO BOB PALADINO Talent Acquisition, University project leaders for ensuring Senior Fellow, ASMI Relations, Employment Branding enhanced results Former SVP, Crown Castle International BASF MELISSA ALEXANDER Founder, Bob Paladino & Associates Six Sigma Black Belt BayCare Health System 12:30 Networking Luncheon & Exhibit Hall 1:15 TRACK D: MEASURE, MONITOR AND TRACK E: FOSTER A HIGH-PERFORMANCE CULTURE TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS MANAGE PERFORMANCE Overcome Change: Optimize and Integrate Six Sigma Methodologies Measure What Matters: Identify Align HR towards Business Strategy into Project Management to the Right Measures for Corporate in Times of Change Identify Opportunities Performance Management • Learn to discover what motivates • Combine project management with six • Select a set of measures that highlights your employees sigma practices to enhance results and the information necessary for informed • Identify innovative, uncommon streamline business processes decision making compensation methods and • Integrate Lean Six Sigma and project • Develop metrics allowing employees performance metrics to motive management to strengthen your to link their activities and outputs to employees organizational strategy overall corporate objectives and goals • Create non-monetary benefits that • Apply measurement tools to evaluate • Define the link between corporate attract and retain employees how the project met or missed the goals and major operational service objectives JOSH STALKER perspectives Strategu Management Senior Manager ANGI JENNINGS JEAN NITCHALS Lockheed Martin Health Management Engineer Former Senior Financial Analyst, Best Buy Adventist Health System Senior Fellow, ASMI www.ThePerformanceConference.com 13
  • 14. DAY ONE CONTINUED Wednesday, October 7, 2009 2:00 TRACK D: MEASURE, MONITOR AND TRACK E: FOSTER AND PROMOTE A TRACK F: MAXIMIZE LEAN SIX SIGMA TOOLS MANAGE PERFORMANCE PERFORMANCE CULTURE Lean Tools: Understand Value Monitor and Report Key Design and Implement Stream Mapping, 5S and Kaizen Metrics for Improved Competency Models that • Understand the key tools Performance, Decision-Making Drive Your Succession and techniques of value and Transparency Planning Initiatives stream mapping • Understand how KPIs can help • Build a strong talent management • Learn the principles of 5S as an identify strengths and weaknesses and development strategy in your approach to standardizing and in organizational performance company to guarantee efficient improving the quality of the • Utilize effective KPIs for more succession among leaders physical condition of the shop informed decision making • Assist managers in choosing the floor and front office areas • Generate your KPIs into right developmental tools • Evaluate best practices and lessons organizational results and • Recognize and align top talent learned in running Kaizen events effectively communicate them in order to develop skill sets that MELISSA ALEXANDER across the organization meet relevant business challenges Six Sigma Black Belt DAN THORPE KATHY BROOKS BayCare Health System Senior Vice President and Group Leader Vice President of Human Resources and Wachovia Organizational Development Green Mountain Coffee 2:45 Networking Break & Exhibit Hall “Great speakers, great presentation—I wish my colleagues had been here too!” TRACY MCGURRAN VP of Client Services, Insurance Technologies 14 Follow us at twitter.com/PerformanceCon
  • 15. DAY ONE CONTINUED Wednesday, October 7, 2009 3:15 INTERACTIVE SESSIONS These sessions of experienced professionals will discuss and address issues faced in today’s competitive environment. The interactive sessions will expand analytical thinking to discover innovative methods to overcome challenges and capitalize on opportunities. INTERACTIVE SESSION A: INTERACTIVE SESSION B: INTERACTIVE SESSION C: Budget Performance: HR Dialogue: Does Outsourcing Project Performance: The Role of Key Business Drivers Recruitment Make Sense in a Implement Effective Project in the Budgeting Process Turbulent Economy Performance Strategies to With the right tools, key business You already know how to guide your Increase Bottom-Line Results drivers such as market conditions, company in order to thrive in the An organization’s success is dependent performance measurements, current landscape – drive revenue, on the strength and focus of its customer demographics and sharpen your competitive edge, projects. When companies lose marketing activities can be tracked to and reinvest in your key players. valuable time and resources reworking help uncover budgeting trends and to But achieving these goals requires a projects, missing deadlines and shifting recognize what to look for. relentless focus on the strategic end focus, organizational merit folds in on • Define and test linkages of of your business, and day-to-day HR itself, turning possible triumphs into drivers to measure financial and challenges threaten to eat up both eventual failures. business performance time and money. • Understand the value of • Explore measurements and • Evaluating the current market and learning best practices in project metrics for various business the changing nature of business management factors that can be incorporated and the HR function • Define project success criteria to into your forecasting • Understand the key indicators that increase business value • Understand business driver cause- tell you if outsourcing your HR • Improve project performance and-effect relationships department is wrong for you and align strategic initiatives BOB PALADINO • Develop a business plan to gain through innovations in project Senior Fellow, ASMI leadership support and buy-in for management methodologies Former SVP, Crown Castle International your outsourcing plan Founder, Bob Paladino & Associates 4:30 Exhibit Hall Hours & Networking Cocktail Reception Discover the latest performance-based technology that is valued by high-performing organizations. Envision the endless possibilities for your company when you utilize these tools to satisfy all performance-related needs. Following directly after the exhibit hours, please join us for a complimentary networking reception as a way to get to know your colleagues and speakers. You will have the opportunity to exchange ideas with your fellow delegates and establish beneficial professional relationships. 5:30 Adjourn www.ThePerformanceConference.com 15
  • 16. DAY TWO Thursday, October 8, 2009 7:30 Continental Breakfast & Exhibits 8:00 Opening Remarks by Chairperson ROY BARNES Senior Fellow, American Strategic Management Institute Former SVP, Marriot Vacation Club International President, Blue Space Consulting 8:10 KEYNOTE ADDRESS An Integrated Approach to Change Management and Performance Management The road to organizational high performance has hard challenges and as uncertain times come upon organizations, leaders are faced with new, complex and daunting issues that are different from those of the past. Leadership skills and organizational strategies require flexibility and change. In this session, you will learn invaluable tools and techniques to embrace transformation and to incorporate change management into your performance management system. Consider how clean conceptual contexts can help make strategic execution a core competency in your business. ROY BARNES Senior Fellow, American Strategic Management Institute Former SVP, Marriot Vacation Club International President, Blue Space Consulting 9:00 KEYNOTE ADDRESS Incorporate Innovation into Your Existing Corporate Performance Management Strategy High performing organizations are achieving sustainability and redefining business success through a continuous process of innovation. With new innovative ideas arising everyday throughout organizations, leaders must take chances and make brave decisions. In this keynote address, you will learn to: • Create a competitive advantage and drive sustainability growth through innovation • Incorporate innovation into your existing corporate strategy • Assess the ROI of Innovation for employees, communities and stakeholders 10:00 Networking Break & Exhibit Hall 16 Follow us at twitter.com/PerformanceCon
  • 17. TRACK OVERVIEWS TRACK G: STRATEGY EXECUTION Formulating strategy is one thing. Executing strategy throughout the entire organization…that’s the really hard part. Without effective execution, no business strategy can succeed. Unfortunately, most managers know far more about developing strategy than about executing it—and overcoming the difficult political and organizational obstacles that stand in their way. Organizations that excel at strategy execution know how to create sustainable value for customers and shareholders through defining key organizational capabilities and applying a balanced approach to business systems. TRACK H: EFFECTIVELY MANAGE BUSINESS INTELLIGENCE Business Intelligence (BI) focuses on the use of information to drive effective business actions. Capturing, organizing and communicating the key business requirements for your BI program requires an approach that aligns your company’s business strategy and objectives with the technical infrastructure to deliver the right management information to the right people at the right time. Learn how to use BI to execute strategy, optimize business processes and improve performance. TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Most senior business leaders agree that differentiating your product solely on the traditional physical elements of price, delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that is the purposeful management of your customer’s experiences. Creating memorable customer experiences can improve customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design and execute memorable customer experiences to build positive customer relationships that result in revenue growth. TRACK J: IMPROVE PERFORMANCE INFORMATION AND DATA QUALITY Your organization’s leadership team has put together a stellar strategy for success, with all the right measures in place to gauge overall performance, has communicated it to all levels and set all employees up with expectations of flawless execution. So…is your strategy working? What are your measures telling you? Performance data provides information, but it does not always tell the story of why and how a certain performance result has been produced. Large, growing organizations often find themselves asking this very question and not having the answer. Successfully reporting performance helps organizations further communicate their strategy, manage individual and overall performance and provide feedback that allows for better decision-making and for employees to act with confidence. TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS Business analytics is at the forefront of BI and focuses on the effective use of data and information to drive positive business actions. It is through analytics that business managers and analysts achieve the insights that lead to informed and innovative business decisions. Yet analytics is a complex field that involves many disciplines ranging from statistics to data visualization. Understand the concepts of business metrics and the use of dashboards, scorecards and data mining, and learn how companies are using analytics and data as a predictive indicator to improve profitability and reduce costs. TRACK L: IMPROVE THE CUSTOMER EXPERIENCE Most senior business leaders agree that differentiating your product solely on the traditional physical elements of price, delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that is the purposeful management of your customer experiences. Creating memorable customer experiences can improve customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design and execute memorable customer experiences to build positive customer relationships that result in revenue growth. www.ThePerformanceConference.com 17
  • 18. DAY TWO CONTINUED Thursday, October 8, 2009 CHOOSE TRACK G, H, I, J, K OR L: 10:30 TRACK G: STRATEGY EXECUTION TRACK H: EFFECTIVELY MANAGE TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Strategy Mapping: Bridge BUSINESS INTELLIGENCE Create Your Own Culture of the Gap between Strategy Design Integrated Business Service to Ensure Buy-In, and Execution Metrics to Maximize Sustainability, and • Align organizational objectives Performance Ultimately, Results through mapping to accomplish • Determine the right metrics • Learn the whys (and hows) of effective strategic planning to measure and ways to keep building your model organically • Identify key strategic goals them current in a continuously • Find out how detailed evaluation and useful measures for changing business environment and analysis identifies gaps in accomplishing results • Learn techniques to ensure performance and areas of strength • Guide users through the process cohesion, assure consistency and • Understand the relationship of developing strategic initiatives avoid conflict among metrics between feedback, metrics, and measures • Learn where to start and how analysis and improved much will it cost business performance LENE MOCK Vice President STEWART COLLINS Enterprise Business Process Group Global Director of GuestPath SunTrust Bank Delaware North Companies 11:30 TRACK G: STRATEGY EXECUTION TRACK H: EFFECTIVELY MANAGE TRACK I: ESSENTIALS OF CUSTOMER MANAGEMENT Become a Strategy-Focused BUSINESS INTELLIGENCE Monitor and Leverage Organization BI Dashboard Design for Customer Data to Assess • Learn the necessary steps involved Immediate Impact and Insight Customer Experience and Make in creating a strategy that increases • Recognize and avoid the common Improvements the opportunity for success of a pitfalls in dashboard design • Gather and gain valuable customer strategy-focused organization • Match your strategy and feedback and data to create more • Identify ways to improve performance goals to the metrics value for your customer organizational strategy in your dashboard • Discover new approaches for formulation, execution, alignment • Arrange data to communicate listening to the Voice of the and communication clearly, effectively and efficiently Customer to identify areas of • Discover how to drive a ROBERT S. GOLD improvement performance culture to ensure the Founder • Collect and analyze data success of key strategic initiatives Tenacious Tortoise, LLC to differentiate from client BILL BARBERG satisfaction to client loyalty President and Founder LAURA DESOTO Insightformation SVP Strategic Initiatives Experian 12:30 Networking Luncheon & Exhibit Hall 18 Follow us at twitter.com/PerformanceCon
  • 19. DAY TWO CONTINUED Thursday, October 8, 2009 1:15 TRACK J: IMPROVE PERFORMANCE INFORMATION TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS TRACK L: IMPROVE THE CUSTOMER EXPERIENCE AND DATA QUALITY BI Performance Dashboards: Connect the Customer and Build and Manage a Performance Measure, Monitor and Manage Employee Experience to Information System Your Business Performance Increase Results • Understand and gain • Evaluate your company’s • Discover the link between methodologies, tools and a organizational and technical employee engagement and framework for developing readiness to undertake a successful customer experience an enterprise architecture performance dashboard project • Apply practical techniques to performance model • Create effective KPIs that change create a work environment where • Select leading and lagging indicators organizational behavior and employees want to give their best and measures that provide insightful, improve performance for customers actionable analysis • Integrate existing performance • Discuss the ROI and impact • Implement a success-oriented dashboards and metrics using a of your front-line staff on your measurement and reporting top-down or bottom-up approach bottom line program NANCY WILLIAMS NEDRA SADORF VP of Business Intelligence and Chief Operating Officer Data Warehousing, DecisionPath Hunter Business Group 2:00 TRACK J: IMPROVE PERFORMANCE INFORMATION AND TRACK K: INCORPORATE EFFECTIVE BUSINESS ANALYTICS TRACK L: IMPROVE THE CUSTOMER EXPERIENCE DATA QUALITY Gather and Interpret Data to Drive Profitability with an Improve the Integrity and Understand Predictive Analytics to Effective Customer-Focused Reliability of Performance Data Drive Strategy Online Experience • Develop benchmarks based on • Understand the basic principles and • Leverage Web 2.0 to sustain acceptable and accurate data terminology for predictive analytics long term business value and requirements • Learn how to define business customer loyalty • Implement strategies that ensure objectives for a predictive • Align the online customer experience high quality data is created and used analytics model with brand to drive customer growth to evaluate performance • Use data as a predictive indicator and business profitability • Learn how to identify and combat to leverage your strategic objectives • Cultivate and drive innovation from inefficiencies that compromise and improve profitability, reduce customer feedback and insight with data integrity costs and market more effectively online tools DAN THORPE KURT HOFMEISTER Senior Vice President and Group Leader President Wachovia The TOTAL QUALITY Group, Inc. 2:45 Networking Break & Exhibit Hall www.ThePerformanceConference.com 19
  • 20. DAY TWO CONTINUED Thursday, October 8, 2009 3:00 INTERACTIVE SESSIONS These sessions of experienced professionals will discuss and address issues faced in today’s competitive environment. The interactive sessions will expand analytical thinking to discover innovative methods to overcome challenges and capitalize on opportunities. INTERACTIVE SESSION D: INTERACTIVE SESSION E: INTERACTIVE SESSION F: Align Reporting and Information Assess Your BI Maturity: Take BI Use Voice of the Customer Management with Performance to the Next Level Techniques to Gain a Without accurate performance Today, the role of BI has shifted and Competitive Edge reporting, there can be no is an integral part of any business Now more than ever, it’s important clear measure of organizational and it is no secret that organizations for organizations to constantly keep development and success. The look to BI to increase bottom-line their customer’s needs in mind and alignment of reporting, and the results. In this session, learn to better understand how services and management of those information assess your BI program and identify products bring value to customers. systems that gather data, are essential growth opportunities to take your With spending on the decline, every for informed decision making and program to the next level. organization needs to offer a product performance evaluation. • Understand the value of a maturity or service that stands out amongst • Understand how to utilize data model for selling the rest. By harnessing Voice of the systems to report performance for BI projects Customer (VOC) techniques your improved decision making • Identify the five stages of company can ensure the purchaser is • Identify standards for performance data warehousing and analytical maturity getting exactly what they want. measurement metrics and variations among performance • Provide stakeholders insight from • Uncover methods to define and measurement systems to obtain consistent, unified data delivery and understand customers priorities and accurate information analytical architecture focus improvement efforts in order to • Learn how to overcome organizational stand out amongst the competition NANCY WILLIAMS • Create higher levels of customer barriers that delay reporting processes VP of Business Intelligence and satisfaction by educating your BILL BARBERG Data Warehousing business on Lean Six Sigma VOC President and Founder DecisionPath principles and tools Insightformation • Capture customer feedback to effectively provide the best-in-class quality product or service that surpasses the competition 4:00 KURT HOFMEISTER President CHAIRPERSON’S CLOSING REMARKS The TOTAL QUALITY Group, Inc. Develop and Capitalize on a Performance Management System This closing session will deliver the final words on performance management. Throughout the conference, many topics have been discussed. Theories have been formulated to support performance management. Measures and metrics have been mapped for enhanced management flexibility along with many other performance topics. This session will show in detail what these performance strategies did for organizations to prove that the effort to implement a performance management system is truly worth the capital and dedication from employees. ROY BARNES Senior Fellow, American Strategic Management Institute Former SVP, Marriot Vacation Club International President, Blue Space Consulting 4:15 Conference Adjourns 20 Follow us at twitter.com/PerformanceCon
  • 21. POST-CONFERENCE WORKSHOPS Friday, October 9, 2009 Post-Conference Workshops are practical, supplementary application sessions which incorporate and review tools, techniques and methods presented during the event. Participants will obtain a further understanding of how to use newly acquired tools and cutting-edge strategies to improve performance. Through group exercises and scenario-based learning, you’ll walk away with the expertise and resources needed for immediate and practical application. Enrollment space is limited, so register today to reserve your place. 8:00 Post-Conference Workshop Registration & Continental Breakfast 9:00 WORKSHOP A WORKSHOP B Lead and Organize Business Intelligence Teams: Run a Successful Kaizen Event: Eliminate Waste to Improving Individual and Team Performance Increase Operational Efficiency Business Intelligence projects struggle with a variety of Eliminating waste is a necessity for any high performing issues that chronically inhibit success. Some of these issues organization and especially in today’s economy. are technical—many are not. At the core of these issues Organizations that don’t strategically think about how are cultural and people challenges. Is your team struggling to operate “better, faster, cheaper” often experience a with change, unclear roles and responsibilities or an decline in customer satisfaction, process speed and process unpredictable culture? Has your organization learned how quality. By implementing Lean tools and eliminating waste, to focus on results, create a productive environment, and individuals, departments and organizations can run more partner with your business customers? Regardless of your effectively and efficiently. position, this workshop will provide you with practical tips During this 90 minute online training, the American and techniques for leading your team through these issues. Strategic Management Institute will discuss how to • Develop a framework for analyzing individual and team use Kaizen to achieve immediate results and rapid performance improvements for improved process efficiency. • Identify ways to improve cross-functional collaboration You will Learn to: • Support improved business performance with cohesive • Understand the tools and techniques of executing Business Intelligence teams Kaizen events JONATHAN GREENBERG • Evaluate best practices and lessons learned in running Business Intelligence Manager, IT Kaizen events BMW North America, LLC • Identify the processes utilized in designing and managing kaizen events • Seek innovative ideas for improving processes and retaining a competitive edge • Discuss how Kaizen practices can become cost effective and enhance the productivity MELISSA ALEXANDER Six Sigma Black Belt BayCare Health System 12:00 Workshops Adjourn www.ThePerformanceConference.com 21
  • 22. THE PERFORMANCE CONFERENCE EXPO 2009 Showcasing the Latest Management Innovations Don’t Miss The Performance Conference Expo 2009 NETWORK with industry leaders and your peers - Step away from the classroom and meet fellow executives from across the nation. Witness first hand the benefits they’ve received Bring RESULTS Back to Your Company from implementing the solutions provided Moving from paperwork to an institutionalized method of at the Expo. performance-based management requires executives to have access to the most cutting-edge performance planning and budgeting solutions RECEIVE available in today’s market. At the request of conference attendees the latest product and solution offerings seeking leading solutions providers for their growing management - Be a part of the most up-to-date challenges, The American Strategic Management Institute has teamed demonstrations and learn from key with leaders in the performance management industry to bring you The solution providers available at the Expo Performance Expo 2009. Curious about What Performance-Based Methodologies and MEET with leading industry solutions providers Solutions Your Competition is Using? - Reserve a time to meet one-on-one with Network with your peers at The Performance Conference Expo 2009 Performance Conference 2009 sponsors and learn directly from top corporate leaders what performance to receive demos and learn how their management solutions they consider “best-in-class.” The Performance solutions can help your organization Expo 2009 will showcase the latest solutions available for your business. plan, budget, measure, and manage more Be the first to know. effectively and efficiently Expect to Meet Product and Solutions Providers Ready DEMONSTRATE results to your key stakeholders - Show to Exceed Management Challenges results to shareholders with the most Within the theme “Measures, Metrics and Management Systems recent measurement capabilities and to Improve Organizational Performance and Profitability,” the performance management solutions Performance Conference 2009 will attract a focused group of solution hand-picked by the American Strategic providers in: Management Institute • Performance Management • Financial Performance and Reporting EXPO HALL HOURS: • Business Intelligence and Analytics • Process Improvement October 7, 2009: 7:30AM – 6:00PM • Budgeting and Forecasting Performance October 8, 2009: 7:30AM – 6:00PM • Employee Performance and Talent Management Become a Sponsor! To learn more about becoming a sponsor contact Blake Humble at Humble@ManagementWeb.org or 858-866-9352. 22 Follow us at twitter.com/PerformanceCon
  • 23. In-House Training LOGISTICS & One of the more popular vehicles for accessing the American Strategic Management Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bring- ing a training or facilitation in-house gives you the opportunity REGISTRATION to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually Venue and Hotel: eliminating travel expenses. Whether you require training for The Performance Conference 2009 will be held at The Hilton Suites your department or for an organization-wide initiative, the ad- Chicago, Magnificent Mile, where a limited number of rooms vanced learning methods employed by the Institute will create an have been reserved at the discounted rate of $189 until Saturday, intimate training atmosphere that maximizes knowledge transfer September 5, 2009. Please contact the hotel at the number provided to enhance the talent within your organization. below to make reservations and be sure to use the group code American Strategic Management Institute to receive the American CUSTOMIZATION Strategic Management Institute (ASMI) discounted conference rate. We realize that not all obstacles can be overcome by applying The Hilton Suites Chicago, Magnificent Mile an “off-the-shelf solution”. While many training providers 198 East Delaware Place will offer you some variation of their standard training, the Chicago, Il 60611 American Strategic Management Institute’s subject matter 312-664-1100 experts will work with you and your team to examine your www.chicagomagnificentmile.hilton.com programs and determine your exact areas of need. The Hotel Rate: $189 identification of real life examples will create a learning Call in code: American Strategic Management Institute 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 American Strategic Management 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 • Performance Measurement • Project Management • Lean Six Sigma • Workforce Management • Budgeting and Forecasting • Performance-Based 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 202-739-9619 or email her at Jennifer.Mueller@PerformanceInstitute.org www.ThePerformanceConference.com 23
  • 24. LOGISTICS & REGISTRATION Tuition: The tuition rates for attending The Performance Conference 2009 are: Registration Form for Early Bird Rate* Regular Tuition The Performance Conference 2009 Conference Only $1699 $1799 To Register: Pre-Conference Seminar --- $499 CALL 877-992-9522; Post-Conference Workshop --- $299 FAX this Form to: 866-234-0680 or * For the Early Bird Rate, Register by Monday, August 7, 2009 and VISIT www.ThePerformanceConference.com use discount code EBDC. Yes! Register me for The Performance Conference 2009 Group Discounts: Yes! Register me for the Conference plus a Seminar choose one: A B C For more information on group discounts for The Performance Conference 2009, please contact Paul Rogers at 858-866-9386 or Yes! Register me for the Conference plus a Post-Conference email him at PRogers@ManagementWeb.org. Workshop choose one: A B C Please call me. I am interested in a special Group Discount CPE Credits: for my team DELIVERY METHOD: Group-live PROGRAM LEVEL: Beginner Name PREREQUISITES: None ADVANCED PREPARATION: None Title CPE CREDITS: 14 for conference, 6 for pre-conference seminars, 3 for post-conference workshops The American Strategic Management Institute (ASMI) is registered with the National Association of Organization Dept. 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 sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org. Address Cancellation Policy City State Zip 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. 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 confirmation email contains links to modify Telephone Fax or cancel registrations. Please note that the cancellation is not final until you receive a written confirmation. 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 Email at the event. Quality Assurance Method of Payment: ASMI 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 Check Purchase Order/Training Form on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning Credit Card 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 Corporate Headquarters, Quality Assurance, 805 15th Street, NW, 3rd Floor, Washington, DC 20005 Card Number Note: As speakers are confirmed 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 Exp. Date 3 Digit Card verification # Billing Zip airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests. Discounts Name on Card • 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 Please make checks payable to: The Performance Institute time of registration. • All discount offers cannot be combined with any other offer. Priority Code: B800-WEB • Discounts cannot be applied retroactively 24 Follow us at twitter.com/PerformanceCon