Course Overview
This course combines the Institute's 3-day introduction (Course 301 - Introduction to the Balanced Scorecard) and advanced (Course 401: Advanced Balanced Scorecard - Train-the-Trainer) courses into a fast-paced five-day course. Our Building and Implementing a Balanced Scorecard: Nine Steps to Success^TM framework is the basis of the course, where the emphasis is on shared participant experiences, lessons learned, and best practices. Small-group exercises are used for each step in the framework, to reinforce the lectures, and participants are encouraged to bring their organization's strategic planning material to share with the class and receive instructor feedback.  Topics covered by the course include:

• Basic concepts of the balanced scorecard and how it can be used to improve organization performance
• How the balanced scorecard applies to different types of organizations
• How to build and implement a balanced scorecard using our award-winning nine-step methodology
• How to develop Strategy Profiles^TM , strategy maps, and initiatives for improving organization strategy and processes
• How to develop meaningful performance measures and targets for balanced scorecards
• The correct sequence of steps that are necessary to build a strategy-focused organization
• How a scorecard system can drive a performance-based budget and employee accountability
• How to automate the scorecard, and get performance information throughout the organization to better inform decision making
• How to cascade the scorecard to all levels of an organization
• How to develop an evaluation plan, to make corrections to strategy, measures, and initiatives
• How to be an effective team member of a balanced scorecard development team 

New for 2009!
Take this course and an exam to qualify for Balanced Scorecard Professional (BSP) certification.  If you want, you can later "upgrade" to Balanced Scorecard Master Professional (BSMP) certification!

Who Should Attend 
This course is recommended for executives, managers, planners and analysts who are part of a balanced scorecard development team, and are seeking the best practical ideas for improving organizational performance.

Course Benefits 
You will understand the key concepts of the balanced scorecard, and why it is gaining so much attention in corporate, nonprofit, and governmental organizations. You will learn a systematic, nine-step methodology for building and implementing the balanced scorecard, based on the performance management theory developed at Harvard University and our international balanced scorecard consulting experience. You will receive a Performance Scorecard Toolkit ^TM with worksheets for each step of the methodology, and a CD with course and reference material..

Performance measurement software will be illustrated to show how you can use tools to assist in setting up scorecards, and in collecting and reporting strategic information. You will also learn about some of the challenges and pitfalls of developing and sustaining a balanced scorecard strategic management system, and how to overcome the challenges

Continuing Education Units
Attendees completing this course will qualify for 3.5 CEUs through our alliance with the University of South Carolina.

Hands-On Training
Through case studies and a series of interactive small-group workshops, you will apply the balanced scorecard concepts to meet the challenges facing a typical organization. Exercises performed throughout this course include:

• Launching a BSC program and establishing work teams
• Incorporating communications planning and change management into the scorecard development process
• Use an organizational assessment to set vision, mission, and strategy
• Understand who your customers and stakeholders are and what they need from your organization
• Develop an organization's strategic themes, strategic results, and perspectives
• Use Strategy Profiles^TM to understand the customer value proposition
• Develop strategic objectives and strategy maps
• Derive performance measures and targets, aligned to the strategy map
• Develop new initiatives to execute strategy
• Sustain the scorecard with a Strategy Management Office
• Define enterprise performance information requirements and select appropriate software
• Scorecard deployment, performance-budgeting, and forecasting

Instructors
The course will be taught by the Principals and Associates of the Balanced Scorecard Institute. These instructors have specialized expertise in balanced scorecard training, facilitation and consulting in public and private-sector organizations.

Feedback from past participants:
“…the BSC program was one of the best professional development experiences I’ve ever had."

“I loved the case study exercises!”

"Very useful charts and checklists to evaluate the process of developing performance measures."

“…the case study was very supportive of understanding the process of developing and mapping strategy."

"...the methodologies in this presentation are a powerful medium for achievement of the right strategic objectives."

"...good information on what we need to do at our respective workplaces to effectively cascade the balanced scorecard."

Public Sector Discount: 
There is a $150 discount for participants from public sector and not-for-profit organizations (use discount code NP).

Multi-Registration Discount: 
There is also a $100 discount for three or more participants from the same organization. We encourage more people from the same organization to attend so that they can collaborate during the workshop.

Early Bird Special: 
$100 additional discount per participant for signing up 30 days before the start of the course.

Course Outline

Module I. Introduction to the Course 
(Learning Objectives: Introduce the course modules; introduce the case studies and exercises; introduce participants; define terms; and discuss reference material.)

• Introductions, expectations, and participant knowledge
• Workshop objectives
• Agenda, schedule, and logistics
• Definitions and references
• Introduction to the examples, case study, small-group exercises, performance measurement software, and the performance scorecard toolkit

Module II. Building a Balanced Scorecard System 
(Learning Objectives: Explain the evolution of measurement and strategic management systems; understand the history of the balanced scorecard; list reasons for adopting a balanced scorecard system; learn about the Institute’s Nine Steps to Success™ scorecard framework;  identify the six steps needed to build a scorecard system and the three steps needed to implement these systems; learn how to contribute and lead a balanced scorecard team; learn about scorecard system components and how each component contributes to a management system; learn advanced techniques for scorecard program planning, change management, organization assessment, developing strategic objectives and strategy mapping, performance measures, and strategic initiative identification and prioritization.)

• Introduction to performance management and measurements
• Balanced scorecard concept, origin and history
• Reasons for undertaking a balanced scorecard project
• Similarities and differences among BSC and other performance systems
• Advantages of using BSC performance systems
• Contrast private sector, public agency and nonprofit use of scorecards
• Key questions the BSC seeks to answer
• The nine-step methodology for building and implementing a balanced scorecard project
• Building the scorecard system
  • Step 1: Assessment
  • Step 2: Strategy
  • Step 3: Strategic Objectives
  • Step 4: Strategy Mapping
  • Step 5: Performance Measures and Targets
  • Step 6: Strategic Initiatives
• Guidelines for assembling the scorecard components
• Scorecard roll-out and example

Module III. Implementing a Balanced Scorecard 
(Learning Objectives: Learn how to implement a scorecard system; learn how to automate the scorecard system; learn how to cascade the scorecard system to business and support units, and to teams and individuals; learn how to evaluate the management system; learn how to use scorecard information to improve performance.)

• Implementation issues 
• Aligning strategy and work throughout the organization
• Implementing the scorecard system
  • Step 7: Automation
  • Step 8: Cascading
  • Step 9: Evaluation
• Collecting, verify and validating performance data
• Transforming data into information
• Software options for managing performance information
• Cascading the scorecard throughout the organization
• Employee motivation
• Linking strategy to resource decisions
• Linking performance to rewards
• Using performance information to improve organization performance
• The scorecard as a learning framework  

Module IV. Communication and Change Management 
(Learning Objectives: Understand how interactive communications and engaged leadership are key components of the scorecard development process; learn how to plan for and implement change; learn about recognition, rewards, and incentives in scorecard systems.)

• Engaging employee hearts and minds
• The internal change journey
• Leading sustainable change
• Guidelines for communicating scorecard plans and results

Module V. Facilitating the Scorecard Process
(Learning Objectives: Learn techniques of facilitation; learn how to facilitate scorecard development workshops.)

• Challenges  
• Basic elements of facilitation
• Decision-making methods
• Organizing and leading scorecard development workshops