B316

August 23 – 25, 2010
Washington, DC

Balanced Scorecard 2010
Communicate Balanced Scorecard Performance Effectively

Deﬁne, Develop a Clear Strategic Vision
Implement a strategic vision that provides meaning and context to your
Implement Balanced Scorecard program

and Advance Create a Framework for Measurement
Deﬁne measurements that can be cascaded throughout your organization
Strategy
Streamline Strategic Planning with Strategy Mapping
to Achieve Develop strategic initiatives to ensure smooth Balanced Scorecard execution
Organizational Identify the Next Steps after Balanced Scorecard Implementation
Learn how to evaluate and modify Balanced Scorecard initiatives after the
Goals initial implementation

In Association with:
Earn up to 18 CPE Credits
www.ASMIweb.com/Scorecard

pre-conference workshop

August 23, 2010
8:30
Workshop Registration & Continental Breakfast

9:00
Workshop A: Balanced Scorecard Fundamentals for Commercial Enterprises: Implement a
Strategy-Aligned Balanced Scorecard
Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the
execution of strategy. This workshop includes hands-on exercises that will help you learn how to integrate proven
BSC tools and techniques to achieve breakthrough results. Learn the basics of Balanced Scorecard design and
deployment while gaining insights into the potential pitfalls and hurdles to successful implementation. Discover the
best practices in the latest BSC advancements to accelerate your results towards a strategy-aligned organization.
Develop a solid understanding of key BSC concepts and misconceptions
Learn how to use established tools and templates to help accelerate your results
Discover a roadmap for the journey to developing, deploying and cascading strategy maps and scorecards
Bob Paladino
ASMI Senior Fellow, Founder, Bob Paladino and Associates

12:00
Lunch Break

1:00
Workshop B: Business Intelligence Fundamentals (BI): Implementing BI to Enable a Strategy-
Aligned Balanced Scorecard
This workshop is designed to help you understand the purpose and power of BSC and BI alignment in supporting
optimal business performance management. The workshop will introduce you to the area of BI and will provide
examples of how leading companies have developed BI capabilities that have resulted in measurable business
performance improvement. Most importantly, this interactive session will provide you with the knowledge you
need to understand the relationships between the BSC and BI and how alignment can provide opportunities to
improve your current business performance management program.
Develop a solid understanding of key BI concepts and misconceptions
Support improved business performance with Business Intelligence
Understand the business risks of uncoordinated Balanced Scorecard and Business Intelligence programs
Bill Collins
Director of Business Solutions, DecisionPath

4:00
Workshops Adjourn

who should attend
Chief Executive Officers Chief Financial Officers Program Analysts
Chief Operating Officers Directors Budget Officers

2 www.ASMIweb.com/Scorecard

day one

August 24, 2010
8:30
Conference Registration & Continental Breakfast

9:00
Keynote Address: Create a Strategic Plan for Change Management
As a champion of Balanced Scorecard implementation, it’s important to develop a strategy that
will withstand resistance from employees and executives, and ensure a smooth transition into
enhanced process improvement practices. During this Keynote Address, you will learn to:
Understand the importance of change management when developing and implementing a
BSC system
Use change management strategies to assess workforce culture and readiness to change
Create a systematic plan for implementing change
Bob Paladino
ASMI Senior Fellow, Founder, Bob Paladino and Associates

10:00
Break & Refreshments

10:15
Strategy Mapping: Bridge the Gap between Strategy and Execution
Align organizational objectives through mapping to accomplish effective strategic planning
Identify key strategic goals for accomplishing results
Guide users through the process of developing strategic initiatives
Chris Walter
VP of Sales Operations, MarketSource, Inc

11:15
Report and Monitor your Balanced Scorecard Performance
Supervise the overall function of the BSC to guarantee strategic success and execution
Manage the BSC as an effective tool used to carry out planned processes to achieve
long term goals
Track and monitor the progress seen as a result of implementing the BSC

12:15
Lunch Break

top ﬁve reasons to attend
Transform Implement Identify Link Garner
the Balanced the BSC to Make Measures that Performance Company-
Scorecard from your Organization Accurately Measures to Wide Buy-In
Theory to Practice Strategy-Focused Evaluate Speciﬁc Financial and for Successful
Job Functions Business Processes Implementation

www.ASMIweb.com/Scorecard 3

day one

August 24, 2010
1:15
Develop Key Measures and Metrics for the Balanced Scorecard
Understand the difference between Operational metrics and Strategic KPIs, and how to choose which to
publish on a scorecard
Leverage clarity on strategic objectives to provide context that gives measures more meaning and impact
Learn practical tips for developing, deﬁning, and deploying leading indicators and measures that
drive performance
Bill Barberg
President and Founder, Insightformation, Inc.

2:15
Break and Refreshments

2:30
Best Practices for the Learning Growth Perspective: Measure and Align People, Systems
and Culture
Learn how innovative “soft” measures can have more power and impact than traditional “hard” measures
Enhance focus and alignment by identifying “Strategic Job Families”
Boost the “Horsepower” of employee motivation through innovative measures and management practices
Bill Barberg
President and Founder, Insightformation, Inc.

3:30
Day One Adjourns

“Implementing a Balanced Scorecard
provides a comprehensive and
consistent approach to managing
for results...”
– JOHN M., MECKLENBURG COUNTY GENERAL MANAGER


day two

August 25, 2010
8:30
Continental Breakfast

9:00
Keynote Address: Cascade the Balanced Scorecard throughout Your Organization
The Balanced Scorecard is a company-wide initiative that can be successful only when everyone in the
organization is active in its execution. When each employee knows what part they play in improving
organizational performance, they can work towards set goals. During this Keynote Address, you will learn to:
Create and administer a comprehensive communication plan to help execute your BSC strategy
Cascade appropriate communication activities that focus on strategy through human resource’s role
in the BSC
Develop a strategy-focused workforce by aligning employees, values and strategy of the organization
Amy Ellison
Vice President, Human Resources, Delta Dental of Kansas, Inc.

10:00

10:15
Use the BSC to Achieve Organizational Excellence
Learn the seven key components and the framework for achieving Organizataionl Excellence
Understand how the BSC contributes to Organizational Excellence
Assess your organization against Organizational Excellence criteria and factor the gaps into your BSC build
Jeff Parks
Founder/President Performance Breakthroughs, Inc.

12:15
Lunch Break

1:00
Understand the Role of Leadership in Managing and Implementing Balanced
Scorecard Initiatives
Learn the role leadership plays in translating vision and mission into organizational strategy
Develop a strategy that centers on the values and core competencies of your organization
Turn leaders into champions of BSC initiatives to ensure improvement continues over time
Amy Ellison
Vice President, Human Resources, Delta Dental of Kansas, Inc.


day two

August 25, 2010
2:00

2:15
Manage Your Organization through Strategic Themes
Break down a strategy map into strategic themes, linking internal processes to customers and shareholders
Use strategic themes to simplify your vision into manageable targets
Identify what themes best describe your organization’s strategy
Terry Brown
Partner, ParCon Consulting, LLC

3:15
Next Steps in Balanced Scorecard Implementation
Learn how to analyze collected data to make informed decisions
Maintain the BSC initiatives when leaders leave and employee positions change
Identify when measures and practices need to be revised or reoriented to remain aligned with
overall strategy
Terry Brown
Partner, ParCon Consulting, LLC

4:15
Conference Adjourns



In-House Training
One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site
trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to
customize a program that addresses your exact challenges and provides a more personal learning experience,
while virtually eliminating travel expenses. Whether you require training for a small group or for an organization-
wide initiative, the advanced learning methods employed by the Institute will create an intimate training
atmosphere that maximizes knowledge transfer to enhance the talent within your organization.

CUSTOMIZATION
We realize that not all obstacles can be overcome by applying an “off-the-shelf” solution. While many training
providers will offer you some variation of their standard training, the Institute’s subject matter experts will work
with you and your team to examine your programs and determine your exact areas of need. The identification
of real life examples will create a learning atmosphere that resonates with participants while at the same time
providing immediate return on your training investment. Using interactive exercises that employ actual projects
or scenarios from your organization, instructors can address specific challenges and align the curriculum of each
session to your objectives. While the majority of on-site trainings are focused on smaller groups, the Institute also
has the ability to accommodate organization-wide training initiatives. Utilizing multiple instructors, the Institute
has the capacity to deliver courses to groups of up to 300 participants per day.

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

Strategic Planning Workforce Management Program Evaluation
Performance Measurement Budgeting and Forecasting Administrative Management
Project Management Contracting Change Management
Lean Six Sigma Performance Reporting 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@ASMIweb.com

“A performance measurement system
such as the Balanced Scorecard allows an
agency to align its strategic activities to
the strategic plan.”
– PAUL A., BSC INSTITUTE



Logistics & Registration
VENUE AND HOTEL: CPE CREDITS:
Balanced Scorecard 2010 will be held at Delivery Method: Group-live
The Performance Institute Conference Center Program Level: Basic
in Arlington, VA, just one block east of the Prerequisites: None
Advanced Preparation: None
Courthouse Metro stop on the Orange Line. A
CPE Credits: 18 Credits
public parking garage is located just inside of the
building for $10/day. The American Strategic Management Institute (ASMI) is
registered with the National Association of State Boards of
Conference Address: Accountancy (NASBA) as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State
The Performance Institute Conference Center boards of accountancy have final authority on the acceptance
1515 N. Courthouse Road, Suite 600 of individual courses for CPE credit. Complaints regarding
Arlington, VA 22201 sponsors may be addressed to the National Registry of CPE
Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417.
877-992-9522
Website: www.nasba.org.

A limited number of rooms have been reserved at QUALITY ASSURANCE
the Arlington Rosslyn Courtyard by Marriott at the
ASMI strives to provide you with the most productive and
prevailing rate of $170 until July 23, 2010. Please effective educational experience possible. If after completing
call the hotel directly and reference code “Balanced the course you feel there is some way we can improve, please
Scorecard” when making reservations to get the write your comments on the evaluation form provided upon
discounted rate. The hotel is conveniently located your arrival. Should you feel dissatisfied with your learning
three blocks from the Rosslyn Metro station. Please experience and wish to request a credit or refund, please
submit it in writing no later than 10 business days after the end
ask the hotel about a complimentary shuttle that is
of the training to: ASMI: Corporate Headquarters; 805 15th
also available for your convenience. Street NW, 3rd Floor; Washington, D.C. 20005

Arlington Rosslyn Courtyard by Marriott Note: As speakers are confirmed six months before the
1533 Clarendon Blvd., Arlington, VA 22209 event, some speaker changes or topic changes may occur in
the program. ASMI is not responsible for speaker changes,
Phone: 703-528-2222 / 1-800-321-2211 but will work to ensure a comparable speaker is located to
http://www.CourtyardArlingtonRosslyn.com participate in the program.

If for any reason ASMI decides to cancel this conference,
TUITION & GROUP DISCOUNTS: ASMI accepts no responsibility for covering airfare, hotel
or other costs incurred by registrants, including delegates,
The tuition rate for attending Balanced sponsors and guests.
Scorecard 2010 is as follows:
DISCOUNTS
Offerings *Early Bird Rate Regular Rate
• All ‘Early Bird’ Discounts must require payment at time of
Full Conference $1699 $1799 registration and before the cut-off date in order to receive
Half-Day $399 any discount.
Workshop Only • Any discounts offered whether by ASMI (including
team discounts) must also require payment at the time
Full-Day $599 of registration.
Workshop Only
• All discount offers cannot be combined with any other offer.
• Discounts cannot be applied retroactively
*For the Early Bird Rate, Register by April 19, 2010
For more information on Group Discounts for Payment must be secured prior to the conference. If payment
Balanced Scorecard 2010, please contact is not received by the conference start date, a method of
payment must be presented at the time of registration in
Paul Rogers at 858-737-4122 or email him at order to guarantee your participation at the event.
Paul.Rogers@ASMIweb.com



Logistics & Registration
to register
Call Fax this Form to Visit
877-992-9522 866-234-0680 www.ASMIweb.com/Scorecard

Registration Form
Yes! Register me for Balanced Scorecard 2010
Yes! Register me for the half day workshop
Yes! Register me for the full day workshop
Please call me. I am interested in a special Group Discount for my team

DELEGATE INFORMATION

Name Title

Organization Dept.

Address

City State Zip

Telephone Fax Email

PAYMENT INFORMATION:
Check Purchase Order / Training Form Credit Card

Credit Card Number Expiration Date Verification no.

Name on Card Billing Zip

Please make checks payable to: ASMI

CANCELLATION POLICY: ASMI will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start
date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event
start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All
cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final
until you receive a cancellation confirmation email.

I have read and accepted the Cancellation Policy above.

ACKNOWLEDGED AND AGREED

By: __________________________________________________________________________________________ Date: _______________________

Priority Code: B316-WEB


ASMI’s vision
In this challenging economic landscape, organizations must develop and execute
innovative strategies to survive and thrive. Performance and process improvement
methodologies give managers the tools they need to run leaner, more efficient businesses.
The mission of the American Strategic Management Institute (ASMI) is to connect business
leaders with best-in-class practices and training to address management challenges
and improve results. ASMI has grown into one of the nation’s most innovative training
providers, combining market research and industry insight to deliver experiences and tools
to inspire leaders and grow businesses. Through virtual sessions, national summits, training
programs and consulting services, ASMI brings together leaders to share insights, ideas
and actions to transform organizations.

Areas of Focus:
Performance Management: Using business analytics to drive strategy
Process Improvement: Leaning processes for efficiency and quality improvement
Financial Management: Budgeting and forecasting for better decision-making
Project Management: Managing projects to deliver results on time, within scope and in budget
Leadership Development: Building leadership skills to manage in times of change and conflict

Services:

Virtual Training Briefings 90-minute training sessions for the latest tools and
techniques to deliver results.

National Summits National events allowing business leaders to share best practices
and strategies for success.

Training Programs Methodology-based training modules in management
competencies, offered publicly or custom-designed for your organization

Consulting Services Field experts who can bring bold change to your workforce,
planning processes.

ASMI Corporate Headquarters
805 15th Street, NW, 3rd Floor
Washington, DC 20005
Ph: 877-992-9522 Fax: 866-234-0680
www.ASMIweb.com

B316

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