2-Day Training Course: Learn Advanced Tools & Techniques To Build, Implement and Sustain an Integrated Strategic Planning And Management System Based On The Balanced Scorecard
Key Learning Objectives
The course is taught as a hands-on workshop using interactive lectures, practical examples, case studies, shared participant experiences, and practical sessions.
The learning goals of the course are to:
- Review best practices in building and implementing a balanced scorecard strategic management system
- Cascade the system to encompass all organisational tiers and operations
- Employ change management to sustain the system
- P ractice facilitation and coaching skills that will be useful in your organisation
About the Course
The Balanced Scorecard is a strategic planning and management system that is used to align operational activities with the vision and strategy of an organisation, and to construct performance management systems that work. Successfully applied in small and large businesses, organisations and governments globally, the Balanced Scorecard is best practice modern management.
The Advanced Balanced Scorecard forms Part 2 of the Balanced Scorecard Professional Certification course. (The ‘Introduction to the Balanced Scorecard Course’ is required before taking this course).
This course builds on the introductory knowledge gained in Part 1 (Course 301) by focusing on common scorecard development difficulties and nuances found in real world organisations that have implemented the BSC. It investigates in detail areas such as strategic thinking, practical examples, cascading, budgeting, change management, facilitation evaluation and other advanced topics.
At the completion of Part 1 (Introduction) and Part 2 (Advanced), participants are eligible for Balanced Scorecard Professional Certification offered by the US Balanced Scorecard Institute through its association with the George Washington University College of Professional Studies (exam completion required).
Who Should Attend
This course is designed for people in private, public or non-profit sector organisations who have responsibility for building, implementing and maintaining a scorecard and other performance management systems. Typical attendees include those with responsibilities for implementing and/or maintaining the management system; developing appropriate performance measures; selecting software tools; cascading the scorecard; evaluating or reporting strategic and operational performance data; and/or improving resource allocation decision making.
“This is really a useful course and highly related to my job. The trainer was knowledgeable and gave good examples and case studies to practice and understand the concepts.”
Head of Performance Management, SOCSO
“Instructor was excellent, easy to understand, friendly, knowledgeable and professional. His wide experience and coaching style facilitated for perfect learning environment.”
Head of Corporate Planning, Social Security Organisation
The Advanced Balanced Scorecard course covers the Balanced Scorecard Institute’s ‘Nine Steps to Success’ ™ Balanced Scorecard Methodology, providing advanced tools and techniques to help managers and analysts to build, deploy and sustain a scorecard system in their organisation.
The course provides a brief review of basic scorecard building steps, adds advanced building techniques and explores in detail areas such as cascading a scorecard system throughout an organisation; and evaluation of the impact of the scorecard system and how to make corrections. The course includes additional focus on change management and strategic facilitation of teams:
Module 1: Evaluation to Assessment
Module 2: Advanced Strategic Foundations Development – how to analyse, identify and correct poor strategic foundation design, & migrating from other planning models to the balanced scorecard
Module 3: Advanced Objective & Strategy Map Development – strategic objective and strategy map best practices
Module 4: Advanced Performance Management – How to use several frameworks, such as the Logic Model, the Decision Model and the Critical Question model to develop a family of potential measurements for each objective
Module 5: Advanced Measurement Definition, Implementation & Visualisation
Module 6: Advanced Strategic Initiative Prioritisation & Management
Module 7: Advanced Scorecard Alignment & Cascading – How to build organisational alignment through advanced cascading techniques
Module 8: Maintaining & Sustaining a Balanced Scorecard – Day-to-day management and budgeting with a Balanced Scorecard
On-site & in-house training
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