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Balanced Scorecard Master Professional (BSMP) Certification Application Course

8 – 12 December 2013 The Address Hotel, Dubai Marina, Dubai, UAE

Lead A Balanced Scorecard Planning And Management System Implementation

Course Benefits: 1. Comprehensive approaches to strategic planning, strategic management, performance measurement and target setting, initiative prioritization, performance information systems, and program evaluation 2. The Institute’s Nine Step methodology for building and implementing Balanced Scorecard (BSC) planning and management systems 3. Modern approaches to strategic thinking and strategy mapping 4. Communications strategy development and change management aspects of the Balanced Scorecard journey 5. Facilitation and coaching skills necessary to lead team workshops in the development of a Balanced Scorecard system for your organization 6. How to select appropriate BSC software to collect and report performance information throughout the organization 7. How to cascade the enterprise scorecard throughout the organization

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Course Overview

Meet Your Expert Course Director David Jalili Founder and Managing Partner, Ibtikar, UAE Senior Associate, Balanced Scorecard Institute, USA. David is based in Dubai, with specific focus on improving organizational performance through consultancy and training in areas such as strategy, performance, change management, processes, the excellence model and human resources. David has been working extensively in this area for over a decade. He has implemented the Balanced Scorecard and excellence model in numerous organizations in many countries around the Gulf. He has conducted many seminars, lectures and workshops for individual companies and international organizations. He has also fully supported the performance and excellence movement in Dubai. He is a Senior Assessor and past Jury member of the Dubai Quality Award (DQA). He has supported many organizations who have gone on to win the DQA and other prestigious awards. Prior to consulting David held numerous positions with international companies including 10 years with Esso Petroleum Company (Exxon) in UK, 6 years with KPMG Peat Marwick as Senior Consultant in London and Consultancy Manager in the UAE, 5 years as GM in advisory and project implementation with the Government of Dubai and 2 years as GM of GIS, Oman. David holds a B.Sc. In Mechanical Engineering from The City University, London, and an MBA from Kingston University, London. He is Chartered Engineer, Member of the Institute of Mechanical Engineers, British Institute of Management and the Energy Institute. He is a Certified Assessor for the EFQM (Europe), Certified Balanced Scorecard Professional by the Balanced Scorecard Institute. He is also a founder member of the Institute of Auditors, Dubai Chapter, Senior Assessor and ex-jury member of Dubai Quality Award.

About The Balanced Scorecard Institute The Balanced Scorecard Institute provides training, certification and consulting services to commercial, government, and non-profit organizations worldwide. The Institute applies best practices gained from hundreds of consulting assignments and 5,000 trainees in Balanced Scorecard, strategic performance management and measurement, strategic planning, and change management to help executives, managers and analysts transform their organizations into “performance excellence” organizations. The Institute also provides, through the balancedscorecard.org website, extensive resources, including case studies, white papers, articles, and other information based on lessons learned from extensive experience in building strategic management and performance measurement systems using our award-winning Nine Steps to SuccessTM Balanced Scorecard methodology. (Certification and training related to the Nine Steps to SuccessTM facilitation and personal use only. Any use of the Nine Steps to SuccessTM methodology is for internal or other Institute intellectual property beyond internal facilitation use without a formal affiliate or associate agreement with the Institute is prohibited.)

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This is a required course for Balanced Scorecard practitioners who want to achieve the highest level of certification – Master Professional Certification – from the Balanced Scorecard Institute. This course is designed for students who have completed the Balanced Scorecard Professional Certification. This course includes advanced Balanced Scorecard topics, mentoring from a senior Institute certifying trainer, and the development of a student practical application. This five-day course uses the Institute’s nine-step Balanced Scorecard framework: Building and Implementing a Balanced Scorecard: Nine Steps to Success™. The course is taught in an interactive manner, using lecture, lessons learned, practical examples, mentoring with specific help on each student’s application example, shared participant experiences, before and after scorecard examples from actual client engagements, certification exam preparation, and practice sessions. The culmination of the course is a student presentation to the class and instructors. The goals of this course are to: • Learn advanced techniques for building and implementing a Balanced Scorecard performance management system • Learn advanced change management aspects of the balanced scorecard journey • Learn facilitation and coaching skills necessary to lead and participate in team workshops • Learn how to do communications strategic planning • Learn how to overcome the ten most common challenges to success, and practice building a scorecard application under the eye of an experience certifying balanced scorecard trainer. • Develop a full BSC using the Nine Steps to SuccessTM, stage by stage, throughout the week culminating in a prseantaion on Day five as part of the course assessment and exam. Successful implementation techniques will be taught, as will tips and tricks for dealing with implementation issues standing in the way of successful scorecard programs. Change management and facilitation skills will be taught and participants will have a chance to practice these skills. Participants will need to come prepared to develop a real scorecard based on their needs.

Course Methodology For each step of the course, we will use case studies and exercises in small groups to allow each participant to practice facilitation techniques and receive feedback from the instructor. You will work with your colleagues from a wide variety of organizations with different perspectives. You come to the program with an application example from your organization or from a personal interest area, and you build your scorecard during the class, with expert instructor feedback at each step of the process. Course Materials: • A 400-page workbook and a collection of current lessons learned and best practices on the many aspects of scorecard systems • Performance Toolkit® with worksheets for each step of the methodology • Reference material, including a change management book • Readiness assessment and lessons learned tips • Sample organization assessment survey with questions • Sample strategy maps on large-format charts • Packet of case studies and exercises • Advanced consultant toolkit material, including templates, detailed guidelines for consulting and facilitation, sample schedules for building a scorecard system, definitions, and a summary of each step in the process Prerequisites This course is designed for participants that have already completed the Balanced Scorecard Professional Certification Boot Camp plus passed the BSP Certification Exam. Participants are highly discouraged from taking the application course immediately after taking the BSP program, as the application program experience is improved dramatically when the participants have real world problems to discuss and address. Allowing for at least three to six months of practical experience using the framework after completing the BSP program is recommended before taking the application course.

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Balanced Scorecard Master Professional (BSMP) Certification Application Course 8 – 12 December 2013 • The Address Hotel, Dubai Marina, Dubai, UAE Course Timings: Registration and coffee will be at 08:00 on Day One. The course will commence at 08:30 and conclude at 17:00. There will be refreshment breaks at appropriate times and lunch will be served at 12:30.

Course Outline

Day One To Day Three

• •

Introduction • Introductions, expectations, and participant knowledge • Workshop objectives • Agenda, schedule, and logistics • Introduction to the workbook and course • Definitions • Application development and presentation description and requirements

• •

Advanced Scorecard Development Techniques

Learning Objectives: Advanced techniques for surveying customers and employees, strategy mapping, performance measurement and target setting, initiative management, and scorecard cascading; rewards and recognition.

Overview Of Balanced Scorecard Principles

Learning Objectives: Review the basic principles of Balanced Scorecard strategic planning and management systems; discuss building, implementation, and sustainment issues; discuss critical success factors of successful systems; discuss managing the scorecard project; contrast the differences and similarities in scorecard systems for different organizations; discuss a typical BSC cycle. • • • • • • • • •

Review and contrast different approaches to performance management and measurement Benefits of scorecard systems Definitions Differences among business, government, and nonprofit scorecard systems Review of the basic components of scorecard systems, and how they fit together Summaries, challenges, and lessons learned for each scorecard system framework step Characteristics of good Sample BSC strategies, strategy maps, and performance measures Challenges of scorecard systems and how to overcome them

The Balanced Scorecard Development Process

Learning Objectives: Discuss principles and success factors of managing scorecard development programs; contrast the differences and similarities in scorecard systems for different organizations; discuss a typical BSC cycle; learn effective facilitation techniques. Managing the process Creating a realistic scorecard development schedule Securing resources and getting people on-board Dealing with objections Facilitating scorecard development workshops

• • •

Changing hearts and minds through interactive communications Employee motivation Rewards and incentives Tips on building and sustaining employee buy-in Advanced performance measures’ considerations Cascading the scorecard throughout the organization – aligning vision, strategy, and work Project management Best practices Class dialogue around student issues

Day Five Managing With The Balanced Scorecard

Learning Objectives: Organization considerations for managing scorecard systems; using scorecard information to improve performance; strategic budgeting • •

Implementation issues Review of software options for collecting, verifying and validating performance data and information Strategic budgeting using the Balanced Scorecard Using performance information to improve organization performance Sustaining the scorecard system Class dialogue around student issues

Application And Certification Exam

Learning Objectives: Present the practical Balanced Scorecard example for the organization that has been developed over the past five days • • • •

20 minute presentation Critique, feedback and review Work through issues facing scorecard Implementation in your organization

Who Should Attend?

Class dialogue around student issues

This course is recommended for executives, managers, planners and analysts who are seeking the best practical ideas in improving organizational performance, and who want to achieve the highest level of certification – Master Professional Certification – from the Balanced Scorecard Institute.

Day Four Change Management Aspects Of Balanced Scorecard Systems

Learning Objectives: Understand the people side of implementing a change initiative; obstacles and how to overcome them.

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• • • • • •

• • • •

Class dialogue around student issues

• • • • •

Use a readiness assessment to define the organization’s readiness for change Theories of change Review models for change from experts in the field of change management Developing a change management plan Class dialogue

+971 4 335 2438

This Application course offers certified Balanced Scorecard Professionals a way to “upgrade” their work to full BSMP certification. The program is ideal for participants charged with building, implementing, managing, and sustaining Balanced Scorecard planning and management systems. It was developed for members of internal Balanced Scorecard teams who want to learn how to build, deploy, and sustain scorecard systems, and for anyone who wants to incorporate lessons learned and best practices into the development of a strategic management system.

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Balanced Scorecard Master Professional (BSMP) 8 – 12 December 2013 Certification Application Course The Address Hotel, Dubai Marina, Dubai, UAE FIVE WAYS TO REGISTER IIR Holdings Ltd. P.O Box 9428 Dubai, UAE

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DISCOUNTS AVAILABLE FOR 2 OR MORE PEOPLE CALL – +971 4 335 2483 E-MAIL – a.watts@iirme.com WEB BC5518 Event

Course Fee Before 22 September 2013

Course Fee Before 13 October 2013

Final Fee

Balanced Scorecard Master Professional (BSMP) Certification Application Course 8 – 12 December 2013

US$ 4,350

US$ 4,850

US$ 5,000

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Course fees include documentation, luncheon and refreshments. Delegates who attend all sessions will receive a Certificate of Attendance.

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Payments A confirmation letter and invoice will be sent upon receipt of your registration. Please note that full payment must be received prior to the event. Only those delegates whose fees have been paid in full will be admitted to the event. You can pay by company cheques or bankers draft in Dirhams or US$. Please note that all US$ cheques and drafts should be drawn on a New York bank and an extra amount of US$ 6 per payment should be added to cover bank clearing charges. In any event payment must be received not later than 48 hours before the Event. Entry to the Event may be refused if payment in full is not received. Credit card payment ‰ If you would like to pay by credit card, please tick here and a member of our team will contact you to take the details

Cancellation If you are unable to attend, a substitute delegate will be welcome in your place. Registrations cancelled more than 7 days before the Event are subject to a $200 administration charge. Registration fees for registrations cancelled 7 days or less before the Event must be paid in full. Substitutions are welcome at any time.

Avoid Visa Delays - Book Now Delegates requiring visas should contact the hotel they wish to stay at directly, as soon as possible. Visas for non-GCC nationals may take several weeks to process. All registrations are subject to acceptance by IIR which will be confirmed to you in writing. Due to unforeseen circumstances, the programme may change and IIR reserves the right to alter the venue and/or speakers.

Event Venue: The Address Hotel, Dubai Marina, UAE Tel: +971 4 436 7777 Accommodation Details We highly recommend you secure your room reservation at the earliest to avoid last minute inconvenience. You can contact the IIR Hospitality Desk for assistance on: Tel: +971 4 407 2693 Fax: +971 4 407 2517 Email: hospitality@iirme.com © Copyright I.I.R. HOLDINGS B.V.

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Balanced Scorecard Master Professional (BSMP) Certification Application Course