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Tuesday , May 30 , 2017
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BSI Training and Certification Program Overview

Balanced Scorecard Institute (BSI) training and certification programs are designed to help a diverse of range organizations with balanced scorecard, strategic planning, strategy execution, or KPI / performance measurement & management system development and implementation. Certification courses are designed for practitioners charged with implementing and facilitating strategic planning or scorecard development initiatives at their organizations, while shorter “overview” and “essentials” courses are available for those needing basic understanding of planning and measurement concepts so that they can serve in executive or team roles in the process.

Participants in BSI courses learn to help their organizations:
  • Increase focus on strategy and results 
  • Improve organizational performance by measuring what matters 
  • Align the work people do on a day-to-day basis with strategy 
  • Focus on the drivers of future performance 
  • Improve communication of the organization’s Vision and Strategy 
  • Prioritize in tough economic times.


Professional Certification Programs

BSI Certification Programs, offered in association with the George Washington University College of Professional Studies, are hands-on workshops taught by highly experienced facilitating consultants and designed to enable anyone involved with developing a balanced scorecard or KPI system to act as a coordinating change agent/internal consultant. Instructors work closely with each participant to help them learn how to apply the concepts in their own organizations. The programs are short on dry lecture & academic theory and long on hands-on team exercises and interactive discussion for maximum adult learning, engagement, retention and fun. Rather than reviewing frustrating examples that don't explain how an organization accomplished their results, participants walk through simple methodologies and master the practical steps in applying strategic planning, balanced scorecard, and performance measurement & management concepts to meet the challenges facing a real-world organization.

Balanced Scorecard

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Key Performance Indicator Professional Certification (KPI-P)

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PuMP Blueprint Certification
PuMP® Performance Measure
Blueprint Certification

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"Getting Started" Courses

BSI offers short overview courses for those needing basic understanding of balanced scorecard, strategic planning, and/or KPI development concepts. These courses can help those that serve in executive or team roles in the process that don't otherwise need to be certified practitioners. The courses include brief overview presentations designed for executives, leaders and managers to develop a basic understanding of the benefits and costs of strategic management system development. They are also helpful for minor team members to contribute to the discussion in a more meaningful manner.

Course options include:

  • Balanced Scorecard E-Learning Overview - Online Training
  • Balanced Scorecard Executive Overview - Onsite or Webinar
  • Balanced Scorecard Essentials
  • Principles of the Balanced Scorecard

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Specialty Courses

BSI's Specialty Series course offerings focus on particular topics in which many participants need special focus such as leadership, cascading, process improvement and others. They also include customized workshops for a particular client, industry, or sector. Please contact us for more information about customized onsite workshops such as:

  • Leading Strategy
  • Balanced Scorecard Professional Certification - Customized for Government 
  • Strategic Initiative Management
  • Strategic Management Certification
  • Lean Six Sigma
  • Alignment Optimization

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Feedback From Past Participants
BSI Training Feedback
  • "The BSI Certification goes far beyond studying the theory & history of a balanced scorecard management system. This course gives individuals the tools necessary to build, implement, and manage a comprehensive tier 1-3 scorecard at their own organizations. The knowledge & skills gained are successful combination of theoretical & practical application that empower students to facilitate construction of this scorecard from the ground up” – Shella Blackburn, Manager Corporate Performance, Mission Essential Personnel
  • "The BSP Certification Boot Camp was on enriching learning experience. The case studies and peer interactions helped to turn theory into practice." – David Branch, Director of Business Performance, Constellation Energy
  • “This course converted me from a skeptic into a believer” - Thedora Borissov, Manager, Performance and Measurement, BC Oil and Gas Commission
  • "I will be sending more of my staff to this [BSP Certification] course" Steve Jonnes, FBI, Unit Chief - Performance Analysis Unit
  • "Best professional course I’ve ever taken! The demands are endless" Earnest K. Kiano, Deputy Manager, Kenya Power & Lighting Company
  • “Finally, a comprehensive approach that makes sense and ties all of our tools together”  Todd Moon, Alcohol & Tobacco Tax & Trade Bureau, Chief Operations Service
  • “Although we only implemented the balanced scorecard approach a couple of years ago, we have already seen improvements in our operations. The [Nine Steps to Success™] approach helps us focus on our ambitious goal to drastically increase the number of transplants we facilitate by 2015.” Michael Boo, Chief Strategy Officer, National Marrow Donor Program
  • “Change is easy. Transition is more difficult—Balanced Scorecard Institute showed us not only how to change the organization-but more importantly how to manage the change process effectively.”  Joe Cernero, Professional Development Manager, Choctaw Nation of Oklahoma 
  • “We are very pleased with the help provided by the Institute. We are aiming for high revenue targets in a geographically diverse market, and the Institute helped us translate our strategy into something that employees can actually use.” Laurent Auguste, President and CEO, Veolia Water Americas


What Makes BSI Training Unique?

GWU College of Professional Studies
  • Certifications issued jointly by The George Washington University College of Professional Studies and BSI and include CEU credit 
  • Course curriculum always reflects a "do-it-yourself" approach that can be applied in any organization - large or small, and in any business, government, or nonprofit organization 
  • Balanced Scorecard participants learn a wholly integrated balanced scorecard-based strategic planning and management framework, the Nine Steps to SuccessTM, first developed in 1997 and continually refined in practical application at hundreds of organizations worldwide 
  • KPI and performance measurement participants learn the PuMP® Performance Measure Framework, developed by Stacey Barr and implemented by hundreds of organizations worldwide 
  • Separate frameworks, exercises and examples for business, government, non-profit and defense sectors to address unique needs of different organizations 
  • BSI created the first balanced scorecard certification standards and was the first organization to certify balanced scorecard practitioners, offering dozens of programs per year since the first course in January 2006 
  • BSI was the first to offer an intensive "Boot Camp" certification curriculum and the first to offer two levels of Balanced Scorecard Professional certification
  • BSI offers a full range of training, facilitation, software and consulting services both in the U.S. and internationally, and is the only organization that trains and certifies in the Nine Steps to SuccessTM scorecard framework 
  • BSI certified professionals from organizations all over the world share their experiences with each other in class and then continue learning through a free community of practice on LinkedIn®