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Corporate Performance Management office Boot Camp

earn up to 21 CPE Credits!

Acquire the Necessary Knowledge and Tools to Develop a Comprehensive CPM Framework

Corporate Performance Management Off ice P M A C B O OT January 11 - 13, 2012 | San Diego, CA

Experience an Intense Three-Day Training on Best Practices in Performance Management Learn and apply the five key principles of CPM and effective implementation

Gain Expert Insight on the Critical Success Factors of Performance Measurement Utilize the right measures to align strategy, objectives, and tactics

Acquire the Knowledge, Skills, and Tools to Establish Your CPM Office Discuss the core competencies necessary for performance management excellence

Employ Leading Balanced Scorecard and Strategy Mapping Practices Leverage maps and scorecards to manage performance and execute strategy

Presented in association with:

www.ASMIweb.com/CPM 1 1

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Corporate Performance Management office Boot Camp

Jan uary 11 , 2012

Establishing a CPM Office, Part I 8:00 Registration and Continental Breakfast

8:30 Morning Sessions

Review Key Concepts in Team Building and Facilitation (step by step exercise) »» Learn the critical success factors in building and sustaining teams

Review the 5 Key Principles and Best Practices of CPM and the Prototype Organizational Structures »» Principle 1: Establish a CPM Office and Officer

»» Understand the importance of collaboration in setting direction and problem solving

»» Principle 2: Refresh and Communicate Strategy

»» Establish disciplines of personal accountability

»» Principle 4: Improve Performance

»» Identify and remove barriers to success

»» Principle 3: Cascade and Manage Strategy »» Principle 5: Manage and Leverage Knowledge

Understand Essential Practices in Change Management (step by step exercise) »» Examine the change management process »» Discuss the importance of the human element »» Identify the emotional and psychological response to change

12:00 Lunch Break

who

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Should Attend?

»» Chief Executive Officers

»» Chief Financial Officers

»» Budget Officers

»» Chief Operating Officers

»» Directors

»» Strategic Planning Officers

»» Strategy Management Leaders & Directors

»» Program Analysts

»» P erformance & Quality Improvement Leaders

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Establishing a CPM Office, Part I 1:00 Afternoon Sessions

Principle 1: Establish and Deploy a CPM Office and Officer and Design Your CPM Office (exercise) Learn and review best practices on the following CPM functions: »» Executive sponsorship »» Organizational level and reporting relationship

Principle 1 (con’t): Understand Competencies Required of the CPM Office to Achieve Award Winning Results Principle 2: Refresh and Communicate Strategy (review examples)

»» CPM office staff

Examine and analyze best practices on the following CPM functions:

»» Leadership and ability to influence

»» Strategic planning

»» Ownership of CPM methods

»» Core services

»» CPM, Industry, and Company Knowledge

»» Link strategic planning and budgeting process

»» Collaborative Maturity

»» Communications plan

»» Ability to Learn

4:00 Day One Adjourns

5 p o t 1. Transform your organization’s performance management processes

Corporate Performance Management office Boot Camp

Jan uary 11 , 2012

Reasons to Attend:

2. Implement a CPM office and framework that fosters longterm results

3. Identify the measures that drive performance and facilitate strategy execution

4. Link performance measures to all business processes

5. Establish the foundation for a comprehensive CPM function

ASMIweb.com/CPM

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Corporate Performance Management office Boot Camp

Jan uary 12 , 2012

Establishing a CPM Office, Part II 8:00 Registration and Continental Breakfast

8:30 Morning Sessions

Principle 3: Cascade and Manage Strategy

Principle 4: Improve Performance – Six Sigma

Identify and discuss best practices on the following CPM functions:

Learn and review best practices on the following CPM functions:

»» Partner with business owners

»» Prioritize improvement projects

»» Develop Level 1 balanced scorecard

»» Leverage customer facing processes

»» Leverage proven BSC or comparable methods

»» Leverage process improvement methods

»» Cascade BSC to lower levels

»» Realize the value from benchmarking processes

»» Align support services

»» Create a performance improvement culture

»» Align teams and individual employees »» Link compensation »» Manage using measures »» Automate measurement

12:00 Lunch Break

1:00 Afternoon Sessions

Principle 5: Manage and Leverage Knowledge Learn and review best practices on the following CPM functions: »» Develop knowledge management (KM) processes »» Leverage technology »» Develop expert locator systems »» Link KM with performance improvement process »» Share best practices with strategic planning »» Maintain a virtual KM network

4:00 Day One Adjourns

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CREATE YOUR ROADMAP: Prepare CPM Office Implementation Plan (A step by step exercise)


Performance Measurement Establish Measures to Manage Strategy 8:00 Registration and Continental Breakfast

8:30 Morning Sessions

Strategy Mapping and Balanced Scorecard Key Concepts »» Align organizational objectives through strategy mapping to accomplish an effective planning process »» Utilize the BSC as a framework for successfully executing strategy »» Learn how to use established tools and templates to accelerate results

Key Concepts in Performance Measurement »» Leverage clarity and provide context to strategic objectives that gives measures more meaning and impact »» Engage in a hands-on exercise for developing outcome-specific performance measures »» Learn practical tips for developing, defining, and deploying leading indicators and measures that drive performance

12:00 Lunch Break

Corporate Performance Management office Boot Camp

Jan uary 13, 2012

1:00 Afternoon Sessions

Key Concepts in Performance Measurement (con’t) »» Cascade measure to front-line employees

Inventory and Prioritize Strategic Initiatives »» Analyze and collect data to make informed decisions

»» Create a system for monitoring and managing measures

»» Manage and report on strategic initiatives to ensure company-wide alignment

»» Develop a closed-loop process for data gathering, reporting, and analysis

»» Utilize performance analysis to close gaps and define following steps

4:00 Performance Measurement Training Adjourns

ASMIweb.com/CPM

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Corporate Performance Management office Boot Camp

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. On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: »» Strategic Planning »» Performance Management »» Project Management »» Lean Six Sigma »» Workforce Management »» Leadership and Change

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.

t u o b a

Your Trainer

Bob Paladino, president and founder of Bob Paladino & Associates, LLC, is a long time thought leader and implementation expert in the Corporate Performance Management (CPM) field. His firm offers CPM services for rapidly implementing and integrating the CPM office, strategic planning, Balanced Scorecards, 10 Step Business improvement programs to drive breakthrough results. He led the CPM office for Crown Castle International to win the BSC Hall of Fame Award, APQC Best Practice Award and WSJ Top 20 Most Improved Companies in Shareholder Value. He is a certified Malcolm Baldrige examiner and CPA. He is published in leading journals and is among highest rated speakers at college, corporate and industry events.

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ASMIweb.com/CPM


Venue and Hotel: A limited number of rooms have been reserved at the The Westin San Diego at the prevailing rate of $181. This rate is based on Government Per Diem and the discounted rate is only secure up until 3 weeks prior to the start of the event. When calling the hotel please reference the Performance Institute and the name of the event “CPM Office Boot Camp” when making reservations to get the discounted rate. The Westin San Diego 400 West Broadway San Diego, CA 92101 (619) 239-4500 *To register online, please visit www.ASMIweb.com/CPM and click on the Venue and Hotel tab.

Tuition & Group Discounts: The tuition rate for attending the 2012 CPM Office Boot Camp is as follows: Pricing

Expires 11/11

CPM Office Boot Camp $1299

Expires 12/11

Closing

$1499

$1599

About the American Strategic Management Institute (ASMI) ASMI is private think tank seeking to improve corporate performance through the principles of accountability, performance and engagement. We serve as the nation’s leading authority and repository on performance-based management practices in the private sector. Our mission is to identify, study and disseminate the leading management innovations pioneered by “best-in-class” organizations. Through our national conferences on pressing issues, interactive training programs for managers, best practice research and strategic consulting services, the Institute provides cutting edge expertise in the design, implementation and evaluation of strategies to solve operational and managerial challenges and enhance organizational performance.

Quality Assurance:

For more information on pricing or group discounts for CPM Office Boot Camp, please contact please contact Andrea DiRaddo at 202-739-9601 or email her at Andrea.DiRaddo@ASMIweb.com

CPE Credits Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Preparation: None CPE Credits: 21 Sponsor Organization Name and Sponsor ID Number: Thompson Media Group 109435 Thompson Media Group is registered with the National Association of 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.

Corporate Performance Management office Boot Camp

Logistics & Registration

The American Strategic Management Institute (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 on the evaluation form provided upon your arrival. Should you feel dissatisfied with your learning 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: Quality Assurance 805 15th Street, NW, 3rd Floor Washington, DC 20005 Note: As speakers are confirmed six months before the event, some speaker changes or topic changes may occur in the program. The Institute 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 airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts & Payment: • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount. • Any discounts offered whether by ASMI (including team discounts) must also require payment at the time of registration. • All discount offers cannot be combined with any other offer. • Discounts cannot be applied retroactively. 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 at the event.

ASMIweb.com/CPM

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Corporate Performance Management office Boot Camp

3 easy ways to register: Call:

Visit us online:

Fax this form:

877-992-9522

www.ASMIweb.com/CPM

866-234-0680

Registration Form o Yes! Register me for CPM Office Boot Camp. o Please call me. I am interested in a special Group Discount for my team. Delegate Information

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Cancellation Policy: The American Strategic Management Institute (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.

o I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: _________________________________________________________________________________Date: _______________________________________

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Priority Code: B373-WEB

Please make checks payable to: The Performance Institute


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