Session Details

Pre-Conference Seminars: Tuesday, October 12, 2010

Pre-Conference Seminars:
Pre-Conference Seminars are hands-on, interactive sessions with specially designed exercises and projects that have immediate application. With these full-day application sessions, you will enhance your training experience by establishing a reference point of knowledge, language and methodologies for the rest of the event. These sessions will dive deep into Balanced Scorecard, Business Analytics and Lean Six Sigma to help improve your expertise and gain knowledge of practical tools to implement from field experts.

8:00
Pre-Conference Seminar Registration & Continental Breakfast

9:00 – 4:00, with a Networking Luncheon 12:00 – 1:00

Seminar A:
Balanced Scorecard Fundamentals: Build and Design Your Scorecard
Understanding the fundamentals of the Balanced Scorecard (BSC) methodology is critical to maximizing the execution of strategy. This seminar, including hands-on exercises, will help you learn how to integrate proven BSC tools and techniques to achieve breakthrough results. Learn the basics of Balanced Scorecard design and deployment, while gaining insights into the potential pitfalls and hurdles to successful implementation. Discover the best practices in the latest BSC advancements to accelerate your results towards a strategy-aligned organization. Completion of this seminar will help you translate BSC theory into concrete results for your organization. During this seminar, you will…
• Learn how to use established tools and templates to help accelerate your results
• Discover a roadmap for the journey to developing, deploying and cascading strategy maps and scorecards
• Hear best practices from organizations that achieved Balanced Scorecard Hall of Fame status
Bill Barberg – President and Founder, Insightformation, Inc.

Seminar B:
Effective Use of Information to Drive Business Performance
Research shows that companies using business analytics, predictive tools, and root cause analysis as part of their scorecard and BPM efforts achieve greater performance improvements than those using only scorecards. This interactive course introduces attendees to concepts of business intelligence, business analytics, data visualization, and how to effectively leverage information for business advantage. It covers collecting the data required for business analytics, common challenges and how to overcome them, and best practices for implementing business analytics to achieve improved business performance. Case studies demonstrate how leading companies use business analytics and the benefits they derive from doing so. Exercises provide an opportunity for attendees to apply analytic concepts to their own situations. Live demonstrations will present leading-edge analytic tools and actual techniques. During this seminar, you will:
• Learn what business analytics is, and how it’s commonly used
• See highlights of a recently completed research study on how companies are using analytics in conjunction with their BPM program to achieve superior business results
• Hear examples of how successful organizations can leverage analytics for competitive advantage
• Identify essential elements of a business analytics program
• Discover common business and technical challenges to implementing business analytics
• Understand the role of data visualization in “telling the story” contained in data
Steve Williams – President, DecisionPath
Tom Victory – Principal Consultant, DecisionPath

Seminar C:
Lean Six Sigma White Belt Certification
Eliminating waste as a strategy for improving organizational performance is one of the key factors in any Lean Six Sigma initiative. Our intensive White Belt Certification program is a basic course allowing executives to understand the underlying concepts, methods and tools needed for Lean Six Sigma deployment. These individuals will gain a solid understanding of the Lean Six Sigma methodology and how it can be applied to various projects. Attendees will learn how to utilize the key tools and techniques needed for a Lean Six Sigma deployment. Each attendee will be required to take a 30-minute examination at the conclusion of the course to ensure they have a working knowledge of the information provided. After completion of the course, they will be prime candidates for Green Belt Training. During this seminar, you will…
• Understand the history and background of Lean Six Sigma
• Learn how to develop a project charter
• Evaluate the core concepts of Lean and Six Sigma
• Maximize your understanding of the Lean Six Sigma methodology (focus on DMAIC – Define, Measure, Analyze, Improve, Control)
• Learn how to identify non-value added steps in your process
• Develop skills needed to manage the culture change
• Understand how to use data properly to effectively measure, analyze, improve and control performance
• Evaluate Voice of the Customer (VOC) techniques
• Examine the Cost of Poor Quality (CPQ)
• Learn key data collection strategies
• Receive basic statistics, graphical analysis and Statistical Process Control (SPC) training
Charis Grossman – Six Sigma Black Belt, Process Improvement, LLC

4:00
Seminars Adjourn

Day One: Wednesday, October 13, 2010

7:30
Conference Registration, Continental Breakfast & Exhibits

8:00
Welcome Address & Opening Remarks by Chairperson
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

8:15
Keynote Address:
Performance Under Pressure: Establish a Winning Performance Strategy Aligned to Business Goals
Today, the majority of organizations, both large and small, continue to battle the economy. Implementing and improving a performance management system is the key to success in overcoming economic challenges, but the intricacies of implementation and improvement can be intimidating and often overwhelming. This keynote address will discuss the current marketplace that many organizations are facing, and how to effectively align performance with organizational strategy in today’s economy.
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

TRACK OVERVIEWS

Track A: Strategy Execution
Formulating strategy can be easy. Executing strategy throughout the entire organization is much more difficult. Without effective execution, no business strategy can succeed. Most managers know far more about developing strategy than about executing it, making it challenging to overcome political and organizational obstacles. Learn how to excel in strategy execution by creating sustainable value for employees, customers and shareholders, as well as define key organizational capabilities and apply a balanced approach to business systems.

Track B: Budget Performance Management
In many organizations, the budgeting process is a burdensome necessity. Too often, budget processes for optimizing business performance are viewed as untraditional rather than powerful tools to increase profit and better align business strategies to outcomes. Organizations must utilize their budgets to strategically deploy and allocate financial resources as well as establish targets and business drivers. Discover how to implement the right budgeting methods to enhance results.

Track C: Lean Six Sigma Methods
Process improvement is a necessity for any high-performing organization. Organizations that don’t strategically think about how to operate “better, faster, cheaper” often experience a decline in customer satisfaction and productivity. High-performing organizations are constantly working to improve the quality of their work while speeding up the process and positively affecting the bottom line. Develop best practices and benchmarks to improve your company’s processes.

Track D: Measure, Monitor and Manage Performance
Executives and managers continually struggle with finding the “right measures” to produce higher levels of growth and performance. Most measures focus on identifying the results that increase shareholder value. However, continual research shows that this has little value if not translated into variables that drive results. This transforms the traditional work of creating a balanced scorecard to one that builds an integrated framework of key “value-creating performance indicators.” Dive into the intricacies facing decision-makers struggling to manage, innovate and transform organizational performance.

Track E: Workforce Measures and Metrics
When there is a clear line of sight between activities and enterprise-wide goals and strategies, employee improvement thrives. As leaders, it is your job to create an environment where employees can find their strengths and maximize their contribution to the business. By developing an effective talent management system and productive succession plan, your organization’s productivity and performance potential can grow exponentially. Identify strategies executives and managers can use to find the right workforce measures and metrics.

Track F: Lean Six Sigma Tools
Once you’ve grasped an understanding of the underlying concepts, methods and tools needed for Lean Six Sigma deployment, it becomes important to learn how to make the most of these resources. Discover how each Six Sigma tool can be applied to various projects within your organization, as well as ways to utilize the strengths of your process improvement team to best use those tools.

CHOOSE TRACK A, B, or C:

9:00
Track A: Strategy Execution
Become a Strategy-Focused Organization
• Identify necessary steps in creating a strategy that increases the opportunity for organizational success
• Improve organizational strategy formulation, execution, alignment and communication
• Discover how to drive a performance culture that ensures the success of key strategic initiatives
Pina Chhaya - Principal Marketing Analyst, DTE Energy

Track B: Budget Performance Management
Utilize Financial Dashboards for Accurate Budget Planning
• Identify key financial indicators to include on your dashboard
• Evaluate which measures and metrics are necessary to streamline the planning process
• Understand how your financial dashboard correlates with the overall strategic plan
Mitch Max – CEO, Virtual Profit Solutions

Track C: Link Lean Six Sigma Methods to Strategy
Build Key Infrastructure to Successfully Deploy Your Lean Six Sigma Initiative
• Lay the foundation for a successful and effective Lean Six Sigma initiative
• Examine the resources and requirements for deploying Lean Six Sigma and how to align those resources to your mission and end-outcome goals
• Identify key tools used to accomplish organizational objectives through process improvement projects
Chuck Spall – Lean Six Sigma Master Black Belt, United Airlines

10:00
Networking Break & Exhibits

10:30
Track A: Strategy Execution
Utilize Performance Management to Turn Strategy into Action
• Create and communicate a strong focus on strategic priorities to boost productivity and achieve organizational goals
• Gain a better understanding of the flow of processes to pinpoint roadblocks and oversights
• Learn how to implement a successful performance management strategy that transcends all levels of the organization
Mitch Max – CEO, Virtual Profit Solutions

Track B: Budget Performance Management
Essentials of Financial Reporting and Analysis
• Identify reporting tools that make analysis easier to understand and communicate
• Understand models commonly used in financial analysis
• Utilize reporting techniques that clearly communicate financial activities across company functions
Andrew Harker - Director of Budget Management, Stanford University; Principal, Ralph Harker Associates

Track C: Link Lean Six Sigma Methods
Streamline Business Processes for Cost Reduction through Lean Six Sigma
• Streamline and streamline business processes within your organization to reduce costs and provide efficient delivery of services
• Identify proven Lean Six Sigma strategies that generate a reduction in cycle time, while increasing quality and dramatically improving cost savings
• Eliminate waste to streamline and accelerate end-to-end business process execution
Jeff Slater – Operating Excellence Leader, Sonoco

11:30
Track A: Strategy Execution
Strategy Mapping: Bridge the Gap between Strategy and Execution
• Align organizational objectives through mapping to accomplish effective strategic planning
• Identify key strategic goals and useful measures for produce results
• Guide colleagues through the process of developing strategic initiatives and measures
Lene Mock - Vice President Enterprise Business Process Group, Sun Trust Bank

Track B: Budget Performance Management
Evaluate Financial Performance with your Scorecard
• Identify best practices in streamlining your budget process with your scorecard
• Learn how to use the scorecard as a strategic tool in fi nancial forecasting
• Use the scorecard to understand how financial performance can be affected by non-finance related processes, and how to address those processes to improve financial performance

Track C: Lean Six Sigma Methods
Integrate Design for Six Sigma (DFSS) to Achieve Operational Excellence
• Transform from a DMAIC system to DFLSS to improve quality and decrease variation
• Implement a DFSS framework with tools and techniques required to increase value to your business and customers
• Overcome barriers to Lean Six Sigma implementation and engage project leaders to ensure results

12:30
Networking Luncheon & Exhibits

CHOOSE TRACK D, E or F:

1:15
Track D: Measure, Monitor and Manage Performance
Measure What Matters: Identify the Right Measures for Corporate Performance Management
• Select a set of measures that highlights the information necessary for informed decision making
• Develop metrics that allow employees to link their activities and outputs to overall corporate objectives and goals
• Define the link between corporate goals and major operational perspectives
Mark Aesch – CEO, Rochester Genesee Regional Transportation Authority

Track E: Workforce Measures and Metrics
Leverage Workforce Planning and Performance with Effective Measures
• Identify best practices in HR metrics and analytics to maximize your organization’s ROI
• Harness the potential of human capital to achieve organizational missions and goals
• Reduce costs and improve satisfaction throughout all of your HR functions
Julius Schillinger - Director, Organization Effectiveness, Health Net Inc.

Track F: Maximize Lean Six Sigma Tools
Integrate Six Sigma Methodologies into Project Management to Identify Opportunities
• Combine project management with Six Sigma practices to enhance results and streamline business processes
• Integrate Lean Six Sigma and project management to strengthen your organizational strategy
• Apply measurement tools to evaluate how the project met or missed the service objectives
Chuck Spall – Lean Six Sigma Master Black Belt, United Airlines

2:00
Track D: Measure, Monitor and Manage Performance
Monitor and Report Key Metrics for Improved Performance, Decision-Making and Transparency
• Understand how KPIs can help identify strengths and weaknesses in organizational performance
• Utilize effective KPIs for more informed decision making
• Generate your KPIs into organizational results and effectively communicate them across the organization
Mark Aesch – CEO, Rochester Genesee Regional Transportation Authority

Track E: Workforce Measures and Metrics
Link HR Initiatives to Business Outcomes through Workforce Analytics
• Identify top performers and high potentials based on relevant metrics
• Measure leadership depth and breadth
• Drive talent management decisions throughout the organization
Brian Wiemhoff – Manager of HR Analytics, Sears

Track F: Maximize Lean Six Sigma Tools
Lean Tools: Understand Value Stream Mapping, 5S and Kaizen
• Understand the key tools and techniques of value stream mapping
• Learn the principles of 5S as an approach to standardizing and improving quality in all business functions
• Evaluate best practices and lessons learned in running Kaizen events
Jeff Slater – Operating Excellence Leader, Sonoco

2:45
Networking Break & Exhibits

3:15

Track D: Measure, Monitor and Manage Performance
Cascade the Balanced Scorecard throughout Your Organization
The Balanced Scorecard is a company-wide initiative that can be successful only when everyone in the organization is active in its execution. When each employee knows what part they play in improving organizational performance, they can work towards set goals.
• Create, administer and execute a comprehensive communication plan to help execute your BSC strategy
• Cascade appropriate communication activities that focus on strategy through human resource’s role in the BSC
• Develop a strategy-focused workforce by aligning employees, values and strategy of the organization
Miguel Velazquez – CIO, Rochester Genesee Regional Transportation Authority

Track E: Featured Sponsor Session
Align Reporting and Information Management with Performance
Without accurate performance reporting, there can be no clear measure of organizational development and success. During this session, identify how the alignment of reporting, and the management of those information systems that gather data, are essential for informed decision making and performance evaluation.
• Understand how to utilize data systems to report performance for improved decision making
• Identify standards for performance measurement metrics and variations among performance measurement systems to obtain accurate information
• Learn how to overcome organizational barriers that delay reporting processes

Track F: Lean Six Sigma Tools
Use Voice of the Customer (VOC) Techniques to Gain a Competitive Advantage
Now more than ever, it’s important for organizations to constantly keep their customer’s needs in mind and better understand how services and products bring value to customers. With spending on the decline, every organization needs to offer a product or service that stands out amongst the rest. By harnessing Voice of the Customer (VOC) techniques your company can ensure the purchaser is getting exactly what they want.
• Uncover methods to define and understand customers priorities and focus improvement efforts in order to stand out amongst the competition
• Create higher levels of customer satisfaction by educating your business on Lean Six Sigma VOC principles and tools
• Capture customer feedback to effectively provide the best-in-class quality product or service that surpasses the competition
Kurt Hofmeister – President, The TOTAL QUALITY Group, Inc.

4:30
Exhibits and Networking Cocktail Reception
Immediately following the conclusion of Day One of the Performance Conference, attendees and presenters are invited to attend the complimentary cocktail reception. The reception will provide attendees with the opportunity to develop new contacts, facilitating long-term relationships for the sharing of innovative ideas.

5:30
Adjourn

Day Two: Thursday, October 14, 2010

7:30
Continental Breakfast & Exhibits

8:00
Opening Remarks by Chairperson
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

8:10
Keynote Address:
An Integrated Approach to Change Management and Performance Management
The road to organizational high performance has hard challenges, and as difficult times have come upon organizations, leaders are faced with new, complex and daunting issues different from those of the past. Leadership skills and organizational strategies require flexibility and change. In this Keynote Address, you will learn invaluable tools and techniques to embrace transformation and to incorporate change management into your performance management system. Consider how clean conceptual contexts can help make strategic execution a core competency in your business.

9:00
Keynote Address:
Harness Innovation to Drive Business Growth
High performing organizations are achieving sustainability and redefining business success through a continuous process of innovation. With new innovative ideas arising everyday throughout organizations, leaders must take chances and make brave decisions. In this Keynote Address, you will learn to:
• Create a competitive advantage to drive sustainability and growth through innovation
• Incorporate innovation into your existing corporate strategy
• Assess the ROI of innovation for employees, communities and stakeholders
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

10:00
Networking Break in Exhibits

TRACK OVERVIEWS

Track G: Performance Management Systems
Continuous studies show that organizations typically use performance management to improve organizational results, stay focused on strategic priorities, shift focus during times of rapid change and provide a culture that will attract and develop employees. Implementing, managing and utilizing a performance management system is no easy task, but it is certainly attainable, and organizations quickly see endless rewards in successful implementation. Identify best practices and techniques to effectively utilize and implement a performance management system within your organization.

Track H: Business Intelligence Tools and Techniques
Business Intelligence (BI) focuses on the use of information to drive effective business actions. Capturing, organizing and communicating key business requirements for your BI program requires an approach that aligns your company’s business strategy and objectives with the technical infrastructure to deliver the right management information to the right people at the right time. Learn how to use BI to execute strategy, optimize business processes and improve performance.

Track I: Improved Customer Management Practices
Most successful organizations do not measure success based solely on internal performance, they look outward to the customer as well. By creating an environment and culture based on the customer, your business can better understand their needs and wants, which in turn drives profitability. Discover how to better identify the needs of your customer and create a strategic plan to put a greater focus on customer management.

Track J: Project Management Essentials
The project management process enables project managers to produce deliverables in the least amount of time, for the lowest cost and with the highest quality. Develop specific goals, objectives and deliverables to control the elements of projects. Learn how to prioritize project selection to maximize your organization’s resources and be a successful project leader.

Track K: Leadership Vision and Strategy
Enabling performance management within your organization takes a collaboration of technology, strategy and leadership. Often times, the importance of the leader’s role in driving change through your teams and organizations is overlooked. Learn proven strategies to guide your organization to the next level.

Track L: Customer Experience
Most senior business leaders agree that differentiating your product solely on the traditional physical elements of price, delivery or even quality is no longer a sustainable business strategy. A new differentiator has emerged, and that is the purposeful management of your customer experiences. Creating memorable customer experiences can improve customer loyalty, satisfaction and your market position. However, many companies fail to recognize the importance and value in purposefully enhancing each step of the customer experience with their company. Learn how to create, design and execute memorable customer experiences to build positive customer relationships that result in revenue growth.

CHOOSE TRACK G, H or I:

10:30
Track G: Performance Management Systems
Build a Corporate Performance Management Framework in Your Organization
• Leverage existing systems and infrastructure to align performance objectives with corporate strategy
• Achieve higher levels of efficiency through effective reporting cycles and communication
• Gain a greater understanding of current performance levels and devise a roadmap for the journey ahead
Bob Paladino – ASMI Senior Fellow; Managing Partner, Bob Paladino and Associates

Track H: Business Intelligence Tools and Techniques
Design a Dashboard with Business Metrics to Maximize Performance
• Recognize and avoid the common pitfalls in dashboard design
• Match your strategy and performance goals to the metrics in your dashboard
• Arrange data to communicate clearly, effectively and efficiently
Mitch Weisberg – Managing Director, Lumen, Inc.

Track I: Improved Customer Management Practices
Create Your Own Culture of Service to Ensure Buy-In, Sustainability and Results
• Learn the whys and hows of building your culture model organically
• Find out how detailed evaluation and analysis identifies gaps in performance and areas of strength
• Understand the relationship between feedback, metrics, analysis and improved business performance

11:30
Track G: Performance Management Systems
Manage for Results Using the Balanced Scorecard
• Supervise the overall function of the BSC to guarantee strategic success and execution
• Manage the BSC as an effective tool used to carry out planned processes to achieve long term goals
• Track and monitor the progress seen as a result of implementing the BSC
Bob Paladino – ASMI Senior Fellow; Managing Partner, Bob Paladino and Associates

Track H: Business Intelligence Tools and Techniques
Identify Tools and Techniques for Data Management
• Identify essential BI tools that gather and evaluate data efficiently
• Transition from individual to centralized BI platforms
• Better understand the BI services model

Track I: Improved Customer Management Practices
Monitor and Leverage Customer Data to Assess and Improve Customer Experience
• Gather and gain valuable customer feedback and data to create more value for your customer
• Discover new approaches for listening to the Voice of the Customer to identify areas of improvement
Josh Stalker - Strategy Management Senior Manager, Lockheed Martin

12:30
Networking Luncheon & Exhibits

CHOOSE TRACK J, K or L:

1:15
Track J: Project Management Essentials
Align Projects with Organizational Strategy
• Evaluate resources to prioritize project selection
• Streamline project management to remain on track with your organization’s overall strategy
• Better understand the fundamentals of portfolio management
Trina Crockett – Client Relationship Manager, Kepner Tregoe - North America Consumer Products Practice

Track K: Develop Strong Corporate Leadership Strategies
Leadership Essentials: Leading with Confidence
• Learn to promote cooperation and build trust within your organization
• Determine your personal vision and what you stand for as a leader
• Express your leadership style with confidence
Jean Nitchals – ASMI Senior Fellow; Performance Management Consultant, STAR Collaborative

Track L: Customer Experience
Connect the Customer and Employee Experience to Increase Results
• Discover the link between employee engagement and customer experience
• Apply practical techniques to create a work environment where employees want to give their best for customers
• Discuss the ROI and impact of your front-line staff on your bottom line
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

2:00
Track J: Project Management Essentials
Effectively Manage People and Projects
• Learn how to delegate and track assignments as a project leader
• Understand how to keep team members on track when you don’t hold an authoritative role
• Overcome roadblocks and challenges in a team environment
Trina Crockett – Client Relationship Manager, Kepner Tregoe - North America Consumer Products Practice

Track K: Leadership Vision and Strategies
Leadership Skills for Implementing Change Initiatives
• Lead others in your company to become opportunity seekers
• Discover innovative approaches to growth
• Learn to experiment and take risks to lead change
Jean Nitchals – ASMI Senior Fellow; Performance Management Consultant, STAR Collaborative

Track L: Customer Experience
Drive Profitability with an Effective Customer-Focused Online Experience
• Leverage Web 2.0 to sustain long term business value and customer loyalty
• Align the online customer experience with brand to drive customer growth and business profitability
• Cultivate and drive innovation from customer feedback and insight with online tools
Stuart Meyler – Principal, Beeby Clark+Meyler

2:45
Networking Break in Exhibits

3:00

Track J: Project Management Essentials
Develop Project Management Skills with the Latest Methodologies
• Describe the differences between operations, projects and programs
• Define roles, review the necessary skills of project managers and identify possible competency gaps
• Understand the key organizational influences that may affect a project
Trina Crockett – Client Relationship Manager, Kepner Tregoe - North America Consumer Products Practice

Track K: Leadership Vision and Strategies
Implement Change Management within your Organization
One of the most significant challenges in any business is gaining support for a new approach to organizational processes, all the while knowing you will encounter resistance from colleagues and executives alike. As a champion of any new initiative, your role includes informing and motivating all members of an organization to embrace change.
• Effectively communicate the importance of new processes and the role each person will play in making a change
• Identify initiatives to bring colleagues and executives on-board and willing to embrace new processes
• Learn how to overcome inevitable challenges and roadblocks in change implementation
Denise LaMare – Human Resources and Change Leader, STAR Collaborative

Track L: Featured Sponsor Session
Performance Management Tools
Almost all organizations utilize Excel and PowerPoint, but most tend to outgrow manual tools like these once performance management becomes more pervasive in their organizations. Keeping track of, updating, and publishing multiple level information simply becomes too labor intensive to manage with tools that weren’t designed for this critical job.
• Identify key indicators that signify your organization’s performance management needs have outgrown basic tools
• Understand how different tools can enhance performance
• Highlight technology that will help you maximize your performance management efforts

3:45
Chairperson’s Closing Remarks: Develop and Capitalize on a Performance Management System
This closing discussion will deliver the final words on performance management. Throughout the conference, many topics have been discussed. Theories have been formulated to support performance management. Measures and metrics have been mapped for enhanced management flexibility along with many other performance topics. This discussion will highlight in detail what these performance strategies do for organizations to prove that the effort put forth to implement a performance management system is truly worth the capital and dedication from employees.
Roy Barnes – ASMI Senior Fellow; Former Senior Vice President - Strategic Management and Customer Development, Marriott Vacation Club International

4:15 Conference Adjourns