Building ‘Best Practice’ Balanced Scorecards

A two-day residential seminar on effective strategic performance management system design

using 3rd Generation Balanced Scorecard techniques

at Moor Hall, Cookham, Berkshire

2010 Dates:16th - 17th September2nd - 3rd December

Gavin LawrieManaging Director

William BarneyPrincipal Consultant

Guillaume VarletConsultant

Performance Management Training

from        2GC Active Management

This course is being presented in association with AKS-Labs

About the Course

Performance Management

!e key to unlock the true potential of your organisation

A Fortune article called "Why CEOs Fail" observed that CEOs fail because they are unable to e!ectively execute their strategy

(however good or bad the strategy is). Such failure is common - another study found that only one in three UK businesses believe they are successfully achieving their strategic goals. Having a good strategy is important, but the

key to strategic success is also being able to put the plan into action and ensure its e!ective delivery.

Performance Management methods help organisations to more e!ectively manage the delivery of strategic plans.

Balanced Scorecard

It is now over 15 years since the Balanced Scorecard framework first gained public acceptance. Since then tens of thousands of public and private sector organisations have adopted it as a performance management tool. Over this time major improvements have been made to the approach: modern 3rd Generation Balanced Scorecards are simpler and quicker to develop, and better to use. Recent advances have made it easier to use Balanced Scorecard to promote organisational alignment, and to link Balanced Scorecard to other management tools dealing with things such as Risk, Quality and Incentives.

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About the Course

Attend this course to:

Obtain an understanding of e!ective performance management using 3rd Generation Balanced ScorecardLearn practical "tips of the trade" that will enhance your ability to design e!ective 3rd Generation Balanced Scorecards within your organisationTest your understanding and practice new skills as you build a "case study" 3rd Generation Balanced Scorecard

Your course will be run by one of 2GC’s in-house consulting team bringing real-world experience to the teaching materials.

Additional benefits

Participants will also receive:

Printed course materialsAccess to electronic copies of the course materials (pdf)Ideas exchange with course leaders, guest speakers and fellow attendees"e opportunity to meet with world class performance management experts such as Gavin Lawrie, 2GC’s Founder and Managing Director

Who should attend?

Performance Management project leaders seeking to learn about the latest Balanced Scorecard methodsSenior managers looking to better understand how to address Performance Management challengesAnyone interested in learning more about the Balanced Scorecard

Need more information?

For more information, call William Barney or Joanne !omas at 2GC on +44 1628 421506, or email training@2gc.co.uk

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About the Course

Comments from previous course participants

Course Tutors "ese courses will be led by experienced 2GC consultants.Each combines hands on practical experience, gained from leading projects to design and implement 3rd Generation Balanced Scorecard, with a deep understanding of the performance management theory that underpins the work. All have worked on projects for both private and public sector organisations, and are experienced course tutors."e course tutors for 2010 are:

William Barney Guillaume VarletDr. Michael ShulverStephen Stringer

Read more about these course tutors at the 2GC Web Site:www.2GC.co.uk

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“I now appreciate when

to use Balanced Scorecard, when

not to use it, and the resources required to implement it properly”

“The mix of conceptual and

practicalsessions worked

really well”

“The best training session I've attended in a

very, very, longtime””

“I understand the process well

enough now to facilitate Balanced Scorecard design in my ownorganisation.

Course Programme

Day 1"e first day looks at methods for e!ective and e#cient design and introduction of Balanced Scorecard based Performance Management systems. "is is supported by exercises to aid understanding and build practical experience.

9.00 Registration and Coffee9.30 WELCOME AND COURSE SUMMARY10.00 THE EVOLUTION OF BALANCED SCORECARD AND CURRENT THINKING The Balanced Scorecard has evolved to become one of the most popular strategic

management tools to date. However, people have different perceptions of what it is. This session explores use of the Balanced Scorecard as tool for strategic and operational management

10.45 Refreshment Break11.00 BUILDING CONSENSUS ON DESTINATION Balanced Scorecards work best when they are focused on

achieving specific goals. Learn how to bring consensus to your management team and how to structure the development of a clear picture of where your organisation is going .

11.30 PRACTICAL EXERCISE: CASE PART 1 - DESTINATION STATEMENTS

Practical exercise and discussion looking at the process of building Destination Statements.

13.00 Lunch14.00 PRACTICAL EXERCISE: CASE PART 1 - FEEDBACK AND DISCUSSION14.30 SETTING MEDIUM TERM OBJECTIVES This section explores the methodologies for using the Destination Statement as a basis for

identifying priority medium-term objectives15.15 Refreshment Break15.30 PRACTICAL EXERCISE: CASE PART 2 - STRATEGIC LINKAGE MODELS Practical exercise to build your own Strategic Linkage Model using the Destination

Statement already created.17.00 PRACTICAL EXERCISE: CASE PART 2 - FEEDBACK AND DISCUSSION

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Course Programme

Day 2"e second day continues with practical exercises interspersed with focus sessions on the thinking that underpins performance management, and on how to deal with some of the significant implementation issues you are likely to face.

9.00 INTRODUCTION TO THE DAY9.15 MEASURES, TARGETS AND IDENTIFYING INITIATIVES This section looks at choosing useful measures. There will also be a discussion of targets

and initiatives.10.00 PRACTICAL EXERCISE: CASE PART 3 - CHOOSING MEASURES A practical exercise and discussion of the process of selecting

measures.11.00 Refreshment Break11.15 CASCADING: DEVELOPING ALIGNED SETS OF

BALANCED SCORECARDS So far the course has focused on the basic principles

surrounding what is required to produce a single Balanced Scorecard. This session looks at some of the issues that arise when you plan to implement more than one Balanced Scorecard in your organization.

12.30 MAKING THE PROJECT HAPPEN Setting up and running the management meetings/workshops to design the Balanced

Scorecard.13.00 Lunch14.00 GROUP EXERCISE – FAILURES AND PITFALLS An exercise to discuss some of the issues that arise in the Design process and how to deal

with these.15.00 Refreshment Break15.15 IMPLEMENTATION ISSUES Designing a Balanced Scorecard is only the start - implementation and usage is a major

challenge. This section looks at the key usage issues and ways to improve the value of the tool once it is designed.

16.00 COURSE DEBRIEF / Q&A16.30 FINISH

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Book your place now!

The Course Venue

ese training events will be hosted at Moor Hall, the home of the Chartered Institute of Marketing. Located close to London in Cookham, Berkshire, Moor Hall was originally a 19th Century Manor House and has developed into a tranquil location offering modern state of the art training facilities.

e price for this course includes all meals and one night's accommodation on-site in Moor Hall’s comfortable en-suite guest rooms. Delegates also have free access to Moor Hall’s health and leisure facilities during their stay, which include a fully equipped Gymnasium; a snooker room, and a bar.

Moor Hall is located about 30 miles west of Central London (16 miles from London Heathrow Airport) and can be reached easily by road, rail or air.

Ways to register

To register contact Joanne omas at 2GC using one of the following methods:

Telephone +44 1628 421 506Fax your completed registration form on the following page to +44 1628 421 507Send an e-mail with the registration information from the form on the following page to joanne.thomas@2gc.co.ukComplete the registration form and post it to 2GC Limited, Albany House, Market Street, Maidenhead, Berkshire, UK, SL6 8BE.

Course Fees In order to ensure personal attention and a strongly participative approach we limit each course to 20 places.

e fee for this course is £1,750.00 + VAT at 17.5% (Total £2,056.25) for one delegate.

Places on the September 2010 course booked using this brochure qualify for a special discount of 10% on the course fee. If you book by phone, simply mention that you would like to take advantage of the AKS Labs special discount.

We also offer a 20% reduction for two delegates or more from the same organisation bringing the price per person down to just £1,400.00 + VAT at 17.5% (Total £1,645.00).

e course includes all course materials, meals and overnight accommodation (1 evening).

All registrations for the course must be paid for in advance. Please contact Joanne omas or William Barney on the above number for further details.

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Registration information

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16th & 17th September 2010

2nd & 3rd December 2010

Ways to payAll registrations must be paid in advance of the event

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