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Kaplan-Norton

Master Class™

Mastering the New Management System

March 8-9, 2010 | Renaissance Orlando at SeaWorld | Orlando, FL The ONLY Course Taught Directly by the Creators of the Balanced Scorecard! 2 Translate the Strategy Al 3 OOrr i ga th gn ni e za ti o n

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Are You ADDED BONUS! Register for Linking Strategy the 3-Day Conference Package to Operationsand Have Your Scorecard/ Effectively?Dashboard Evaluated FREE!

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Public and Private Sector Best Practices

thepalladiumgroup.com/masterclass | 800.554.2111 In Association With:

Register By January 22, 2010 and SAVE $400!


“Nine out of ten organizations fail to execute their strategies…” Increase your odds of being the one to succeed... Join the strategy gurus, Drs. Kaplan and Norton, for an exclusive engagement where they will personally walk delegates through each stage of their management system and explore the process for effectively linking strategy to operations. Successfully mastering the strategy management system and achieving an execution premium will impact your company in a number of different ways, significantly improving performance from financial, customer, internal, learning and growth perspectives.

Kaplan-Norton Strategy Management System

Research has shown that 70% of organizations that use a formal process to manage strategy out-perform their peers by: • • • •

Increasing Share Price Growing Revenue Gaining Customer Loyalty Strengthening Employee Commitment

• • • •

Creating Brand Value Optimizing Resource Allocation Reducing Cycle Times Managing Risk

This Master Class and hands-on Workshop provides a complete educational spectrum from theory, to practice, to application, arming you with the knowledge and tools you need to not only survive, but thrive in today’s uncertain times. We look forward to seeing you in Orlando!

ADDED BONUS!

Register for the 3-Day Package & Have Your Scorecard/Dashboard

Evaluated FREE!


AGENDA Day 1 7:00-8:00am 8:00-9:30am 9:30-9:45am 9:45-11:00am 11:00-11:15am 11:15am-12:30pm 12:30-2:00pm 2:00-2:45pm

Monday, March 8, 2010 Registration & Continental Breakfast Balanced Scorecard Foundations: Measurement and Leadership Dr. Robert S. Kaplan, Harvard Business School Networking Break The New Strategy Execution Management System & Stage 1: Develop the Strategy Dr. David P. Norton, Palladium Group, Inc. Networking Break Stage 2a: Translate the Strategy: Strategic Objectives and Themes Dr. Robert S. Kaplan Networking Luncheon & Sponsored Briefing Session Stage 2b: Translate the Strategy: Targets and Strategic Initiatives Dr. David P. Norton

2:45-3:45pm

Best Practice Case Study

3:45-4:00pm

Networking Break

4:00-5:00pm

Stage 3a: Align Organizational Units Dr. David P. Norton

5:00-5:30pm

Open Forum with the Strategy Experts

5:30-6:30pm

Networking Reception & Book Signing

Day 2

Tuesday, March 9, 2010

8:00-8:30am

Continental Breakfast Roundtables

8:30-9:45am

Stage 3b: Align Human Capital and Employees Dr. David P. Norton

9:45-10:00am

Networking Break

10:00-11:15am

Stage 4: Linking Strategy to Operations Dr. Robert S. Kaplan

11:15-11:30am

Networking Break

11:30am-12:30pm

Stages 5 & 6: Monitor, Learn, Test, and Adapt the Strategy Dr. Robert S. Kaplan

12:30-2:00pm

Networking Luncheon & Sponsored Briefing Session

2:00-3:00pm

Making Stategy Mangement a Core Competency Dr. David P. Norton

3:00-3:15pm

Networking Break

3:15-4:15pm

Best Practice Case Study

4:15-5:00pm

Open Forum with the Strategy Experts

Workshop 7:30-8:00am 8:00am-4:00pm

Wednesday, March 10, 2010 Sign In & Continental Breakfast Interactive Workshop: Clarifying and Aligning Strategy *Agenda is subject to change

For the most up-to-date agenda and full session details visit thepalladiumgroup/masterclass


DAY ONE Monday, March 8, 2010 Balanced Scorecard Foundations: Measurement and Leadership This opening session recapitulates why financial measurements alone are insufficient for managing today’s complex private and public sector enterprises. The BSC provides a comprehensive and robust system for measuring the performance of enterprises in all sectors of the economy. But more than just a measurement system, leaders have seen how to use the BSC system to drive their change agendas. This session establishes the measurement and leadership foundation for the new strategy execution system.

The New Strategy Execution Management System & Stage 1: Develop the Strategy Managing strategy execution should be a permanent part of an executive’s job. This requires a management system. Most organizations have pieces of this system, such as budgeting and goalsetting, but the pieces are isolated and incompatible. Further, most organizations do not have a formal process to translate the strategy, test it, and align the organization. This session describes the six stage management system and reviews best practices of how leading organizations formulate their strategies, including mission, values, vision statements, PESTEL and SWOT analysis, and the strategic change agenda.

Stage 2a: Translate the Strategy: Strategic Objectives and Themes This session describes the latest innovations in strategy mapping. Discover how to choose the right strategic objectives directly from the strategy and construct a strategy map around four to six themes that link human capital and process objectives to customer and shareholder objectives.

Stage 2b: Translate the Strategy: Targets and Strategic Initiatives The discussion of Stage 2 continues by showing how to set targets for strategic themes and objectives, the process to select portfolios of strategic initiatives, and the new funding mechanism of strategic expenditures (StratEx). The role of theme owners and theme teams for managing the execution of cross-functional and cross-business strategic themes will be introduced.

Best Practice Case Study This session will highlight best practices, demonstrating today’s stages of the new strategy management system. Visit thepalladiumgroup.com/masterclass for the most up-to-date information.

Stage 3a: Align Organizational Units Most enterprises consist of multiple business and functional units. For the full execution premium to be earned, the enterprise must achieve both vertical and horizontal alignment in each unit’s strategic objectives. Review how to achieve organizational synergies through cascaded and linked strategy maps.

Open Forum with the Strategy Experts

Sign-Up Today for the Free Monthly BSC Online Newsletter! thepalladiumgroup.com/bscol


DAY TWO Tuesday, March 9, 2010 Stage 3b: Align Human Capital and Employees Ultimately, strategy is executed by employees, not the senior leadership team. But employees cannot help implement a strategy that they are unaware of, do not understand, or have little motivation to execute. This session covers the important processes needed to communicate strategy, motivate employees, and align the development of employees’ capabilities and competencies to strategic objectives.

Stage 4: Linking Strategy to Operations While alignment creates value, the benefits cannot be sustained unless the strategy is integrated into the operational processes of the business. This linkage constitutes Stage 4 of the BSC system. Several dimensions of the linkage process will be explored including: 1. linking operational process improvements to strategic objectives such as the role for performance improvement programs (TQM, Six Sigma, Lean) and designing operational dashboards of KPIs that drive continuous improvement; and 2. linking to resource management such as sales planning and rolling forecasts, resource capacity planning, and developing dynamic budgets and pro forma profitability statements.

Stages 5 & 6: Monitor, Learn, Test, and Adapt the Strategy Strategy is a hypothesis on how to satisfy shareholder/stakeholder objectives. A management system must not only define these hypotheses (accomplished in Stages 1 through 4) but also monitor, adapt, and test these theories based on real world experiences. The BSC management system achieves this objective at several levels including conducting operational and strategy review meetings as well as statistical testing of the strategy.

Making Strategy Management a Core Competency The new BSC strategy management system does not manage itself. This session will discuss how a new competency and a new organization, the Office of Strategy Management, has emerged to play this role. Discussions will address your performance management philosophy and management system – static or dynamic / silos or platform.

Best Practice Case Study This session will highlight best practices, demonstrating today’s stages of the new strategy management system. Visit thepalladiumgroup.com/masterclass for the most up-to-date information.

Open Forum with the Strategy Experts

“The program absolutely exceeded my expectations…I consider it a rare and unique opportunity to hear these two thought leaders share their views…Coming to the Master Class and hearing Drs. Kaplan and Norton present an overview of the strategy management framework just really helped solidify my learning. I feel like the event provided value-added depth in every module, as my evaluations scores revealed… straight 5s! This was a learning experience that was worth every penny.” – Lynn Brown-Bulloch, Chief Strategy Officer, American Stainless & Supply

For complete session descriptions visit: thepalladiumgroup.com/masterclass


INTERACTIVE WORKSHOP Wednesday, March 10, 2010

Clarifying and Aligning Strategy

Andrew Pateman Vice President Palladium Group, Inc.

Apply what you have learned... This workshop will focus on the stages that most organizations simply don’t get right, wasting valuable time, resources, and dollars – ultimately jeopardizing their ability to succeed.

Learn how to set a strategic destination for your organization, decompose it into manageable components, create a value proposition, select a strategy, and then articulate it inside the framework of the strategy map. Palladium’s most recent cases will be incorporated while hands on exercises will give participants invaluable experience with tools and techniques ensuring learning points are fully understood and can be translated into each unique situation.

Workshop Outline I. Develop the Strategy

Delegates will be quickly immersed in the strategic development process and learn how each of the steps builds upon one another in creating an integrated strategy. Creating effective visions and missions are covered as is the “value gap.” The discussion will review different value propositions, how they are created, and how they are used to determine the type of strategy an organization chooses. The module will wrap up with a presentation of generic strategies and illustrate how they are translated into an organization’s value chain and ultimately the framework of the strategy map.

Exercise: Decomposing the value gap

II. Translate the Strategy

With the key aspects of the strategy developed, participants will learn how to translate the strategy into the architecture of the strategy map. Perspectives, themes, and linked objectives will be discussed. Participants will be given an opportunity to review and discuss a variety of different strategy maps as well as compare and contrast key variations.

Exercise: Creating a strategy map

III. Align the Organization

Once the strategy map is built, alignment is achieved by cascading the parent level strategy map to subordinate business and support units. In this module, participants will learn about the three key methods to cascading the strategy as well as the tools and meetings used to gain and maintain alignment in organizations. Participants will review cases of successfully cascaded strategies and discuss their own alignment situations.

Exercise: Completing an alignment matrix

ADDED BONUS! Register for the 3-Day Package & Have Your Scorecard/Dashboard Evaluated FREE!


REGISTRATION & HOTEL Reserve Your Stay!

Renaissance Orlando at SeaWorld Reservations: 800.836.7610   Discounted Hotel Rates Available Discounted hotel rates have been negotiated for delegates at the Renaissance Orlando at SeaWorld, 6677 Sea Harbor Drive, Orlando, FL 32821. To take advantage of the discounted rate of $179 (plus applicable taxes), book by 2.12.10 by calling hotel reservations and mentioning that you are attending the Palladium Kaplan-Norton Master Class. Discounted rooms are based on availability.

Reserve your stay early!

Available rooms fill up quickly, and past room blocks have sold out. Rates after 2.12.10, or when the block has sold out, are subject to the hotel’s discretion. Hotel reservations, cancellations, and charges are the delegate’s responsibility.

Register Today!

ADDED BONUS!

• Call: 800.554.2111 • Email: ConferencesNA@thepalladiumgroup.com • Visit: thepalladiumgroup.com/masterclass

Packages  Master Class & Workshop 3.8.10-3.10.10

Master Class Only 3.8.10-3.9.10

Early Bird Pricing*

Register for the 3-Day Package & Have Your Scorecard/Dashboard

Evaluated FREE!

SAVE $400

Standard Pricing 1.23.10-3.8.10

$3,495

$3,895

$2,495

$2,895

Expires: 1.22.10

Earn 18 CPE Credits when you attend this event!

Delegates are entitled to 18 credits upon completion of the conference. No prior course or advanced preparation is required. Palladium Group is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 (www.nasba.com).

Cancellation Policy

Cancellations must be received in writing by 2.22.10, and are subject to a 10% service fee. After this date, all registrations, including “no shows”, are subject to the full Conference fee. You may make substitutions at any time; please notify us in writing as soon as possible by emailing ConferencesNA@thepalladiumgroup.com or calling 800.554.2111 * Early bird savings cannot be combined with any other discount including team/group offers. Valid on new registrations only.

For Palladium Client and Government pricing please call 800.554.2111

Group and Team Discounts Available! Call 800.554.2111 for details


Dr. David P. Norton Palladium Group, Inc.

800.554.2111

thepalladiumgroup.com/masterclass

Are You Linking Strategy to Operations Effectively?

Dr. Robert S. Kaplan Harvard Business School

The ONLY Course Taught Directly by the Creators of the Balanced Scorecard!

March 8-9, 2010 | Renaissance Orlando at SeaWorld | Orlando, FL

Mastering the New Management System

Master Class™

Kaplan-Norton

Evaluated FREE!

Register for the 3-Day Package & Have Your Scorecard/Dashboard

ADDED BONUS!

55 Old Bedford Road Lincoln, MA 01773

Master Class Orlando_2010  

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