How to Build a Strategy Map and Balanced Scorecard 14-15 May 2017 Doha, Qatar The only Balanced Scorecard and Strategy Execution curriculum designed and endorsed by Balanced Scorecard and Execution Premium Process™ creators, Drs. Robert Kaplan and David Norton. Essential guide to achieve strategic focus and manage your strategy successfully In Strategic Partnership with How to Build a Strategy Map and Balanced Scorecard Course Details How to Build a Strategy Map and Balanced Scorecard is a 2-day training program focused on the Kaplan-Norton Balanced Scorecard™ approach and methodology. Course Objectives: Target Audience: • Gain in-depth understanding and practice on building two • Strategy and performance management crucial tools for managing strategy: Strategy Maps and the executives and practitioners Balanced Scorecard. • Mid-level management • Understand the difference between financial and customer objectives and the enabler objectives in the internal process and learning and growth perspectives. • Master objective causality and how to analyse it. • Identify the relevant KPIs that will enable the successful management of your strategy. • Understand the different processes for identifying targets and when you should apply each of them. • Report on your Balanced Scorecard with the aim to enable data-driven performance conversations. Trainer Details: Victor Sevillano Victor Sevillano has more than 23 years’ experience in Strategy, Marketing and Sales Management, building his career in first-rate national and multi-national organisations across Europe, South America, Middle East and Asia, such as Akzo Nobel, Sara Lee, Nutrexpa, Cosmos Aromática and Palladium. For the last 3 years, Victor has been an advisor to the former CEO of Economy, Finance, Business & Employment at Barcelona City Hall, supporting the execution of the strategic plan in the areas of economic promotion and business development. Clients include Abu Dhabi General Secretariat of the Executive Council, City Hall of Barcelona, City Hall of Sant Cugat, Carrefour Group in Spain, Mercadona in Spain, Jumbo Supermarkets in Chile, Tom Sailor in Venezuela, Diplomatic School in Barcelona, Eurochambers in Brussels. Victor's track record accounts for more than 100 new products and services launched both within the FMCG and B2B markets, over 50 mass media communication and PR campaigns managed, over 35 international conferences and client events, and tens of advisory services to different companies. 2 How to Build a Strategy Map and Balanced Scorecard Agenda Day One 08:30 am Building a Strategy Map Overview of Strategy and Balanced Scorecard and where it sits in the XPP • Start with a quantied vision, values, change agenda and executive interviews. • Outcome level of the Map (nancial/stakeholder and customer perspectives) • How to identify nancial/stakeholder and then customer objectives. • What good nancial/stakeholder and customer objectives look like • Casuality between customer and nancial • Writing objective statements for outcome objectives Practical exercise: Delegates build out nancial and customer perspectives How to identify and build strategic themes • The importance of strategic themes • Running the theme over multiple perspectives or just within the internal process perspective • How to create a Strategic Theme • Theme teams: roles and responsibilities • The “watch outs” of working with strategic themes Practical exercise: Delegates build themes Enabler level map (internal process and learning and growth) • How to identify internal process and learning and growth objectives • What good internal processes and learning and growth look like • Causality between learning and growth and internal process objective • Why 40% of objectives should be in the internal process perspective • Writing objective statements for enabler objectives Practical exercise: Delegates build enabler objectives Analyzing Objective Causality • Why causality is important • Techniques of analyzing causality • What to do with the ndings 04:30 pm Day 1 concludes Note : Coffee breaks & Lunch provided Optional One-on-One sessions with the Palladium Trainer. thepalladiumgroup.com 3 How to Build a Strategy Map and Balanced Scorecard Agenda Day Two 08:30 am Building a Balanced Scorecard Best practice approaches to identifying KPIs based on the objectives • Why it is important to start with nancial/stakeholder KPIs and work down • How to build a Value Driver model • The KPI management process • Potential dysfunctional outcomes of working with KPIs • Examples of KPIs that might be used Practical exercise: Delegates build KPIs using value drivers, based on internal process perspective objectives Identifying targets • Why is it important to start with nancial/stakeholder targets and work down • Different processes for identifying targets; historic baseline, benchmarks, etc • Setting stretch targets • Setting thresholds Identifying strategic initiatives • What a strategic initiative is and what it is not • Difference between strategic and operational initiatives • Building theme based portfolios of strategic initiatives • How to prioritize strategic initiatives • Managing initiatives Practical exercise: Identifying strategic initiatives, focusing on one theme Data Analytics • Overview of techniques for analyzing data within KPIs • Correlation analysis • The ‘watch-outs’ of correlation analysis • The emerging importance of Big Data/Predictive analytics Reporting Scorecard Performance • The do’s and dont’s of building a focused report that enables data-driven performance conversations • What a strategy report should look like • Focusing on the underlying data not the overall KPI score • Technology requirements • Converting reported performance into actionable initiatives or other interventions. Practical exercise: Delegates build a performance report 04:30 pm Workshop Concludes Note : Coffee breaks & Lunch provided Optional One-on-One sessions with the Palladium Trainer. thepalladiumgroup.com 4 How to Build a Strategy Map and Balanced Scorecard Register with us Three easy ways to register Visit http://bit.ly/2nj9Lh5 Email [email protected] Call +971 4 818 7500 Pricing How to Build a Strategy Map and Balanced Scorecard 6600 QAR Discounts - 15% Discount for participants that register online with the following link, http://bit.ly/2nj9Lh5 - 10% Discount for QU faculty, staff and students Cancellation Policy Substitutions may be made at any time. Cancellations must be received by email to [email protected] up to 3 weeks prior to the start date of your training. After this time, all registrations, including no shows, are subject to the full training fee and no refunds will be made. Delegates may request to transfer their registration to an alternative course, subject to our terms and conditions. However, if acancellation occurs within 7 days of the course start date, we regret that no transfers may be made to alternative events and no refunds can be given. Palladium reserves the right to restrict participation in its training programmes to ensure their intent, integrity and quality. Oryx Rotana Doha, Qatar Phone: +974 4402 3333 Web: https://www.rotana.com/rotanahotelandresorts/qatar/doha/oryxrotana Oryx Rotana is strategically located close to Hamad International Airport in Doha and a few minutes away from the city centre, corniche and business district. The property opened in 2010 is a modern, high-tech hotel with stunning interior architecture. Oryx Rotana features an excellent choice of accommodation with 400 deluxe rooms featuring the iconic Club Rotana Lounge and 11 meeting rooms that have been designed for companies looking for an outstanding and modern meeting venue. About Palladium Palladium aims to be a catalyst to an enriched future for all stakeholders, always seeking to deliver enduring change. Palladium provides an array of services that enable public and private organisations worldwide to develop strategies that combine purpose and profit; to better manage these strategies to create a lasting footprint on society; and to apply frameworks to execute meaningful programmes. Our work has the power to transform lives, businesses, societies and economies. Palladium strategy management training is built on the foundations of our thought leadership - Dr Kaplan and Dr Norton and the impactful management frameworks developed by them (Balanced Scoreboard, Strategy Maps and the XPP™) and it combines education, real world experience and certification to enable professionals in both public and private sectors to make strategy happen. 5.