Develop forward-looking strategies to drive business performance and help achieve the desired goals

Over the last 6 years, the team at The KPI Institute: Documented 8,000+ KPIs from 16 functional areas and 25 industries;Reviewed 1,000+ performance reports from 125 countries;Referenced 30,000+ resources (books, articles, performance reports) as part of the documentation process;Developed 250+ KPI Dashboards and Balanced Scorecards.

With the insights gained we: Assisted 28,000+ organizations in finding solutions for their KPI needs;Trained 2,500+ participants in 40+ countries on how to work rigorously with KPIs.

3 Key Business Benefits Gain competitive advantage by understanding the business context in which strategic planning is used; Attain the desired state of organizational evolution by developing a strategy plan and receive guidance on how to implement it;Ensure excellent strategy implementation by accessing and using rigorous strategy planning tools.

“I contacted The KPI Institute for an in-house training with my team. We found both the material and the way of explaining concepts by doing examples invaluable. I would also say that this is a great value for money if you want to build the competency within your organization.” Fahad A. AlFaadel, Saudi Food and Drug Authority, Saudi Arabia

Info at: www.kpiinstute.org | office@kpiinstitute.org | AU: +61 3 9028 2223 | UAE: +40 3 6942 6935 | RO: +97 1 4311 6556

Certified Strategy and Business Planning Professional

Strategy and Business Planning Framework

STRATEGY AND BUSINESS

PLANNING

v 1.0 2015

CERTIFIED

PROFESSIONAL

C-SBP

8 editions in 2015 5 cities in 2015

2www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

Course Overview

AgendaEducational Resources

In-house Training CourseRegistration

This course will help improve long-term organizational performance through the use of strategic planning tools. Participants will explore the framework that provides the foundation of a successful business strategy, focusing on the main components of a strategy and practicing the development of an efficient strategic plan. By acknowledging the factors and implications involved in designing a strategy, participants can develop and execute smarter and quicker strategic decisions.

Clear strategic thinking should form the support of every business decision. The course will also provide insights on the fundamental principles and methods for communicating strategy across the organization.

Course Overview

Professionals interested in measuring performance

Professionals from different fields, such as finance, human resources, production, logistics, information technology and others, who are interested in strategic planning, will acquire the competencies needed to design a strategy for their organization or department.

Top/middle/lower management professionals

Individuals such as executives or strategic managers, regardless of their field of expertise, will gain the ability and knowledge to develop a strategy tailored for their needs. The tools and resources offered as part of the Certified Strategy and Business Planning Professional Course enable managers to apply the concepts learned within their organizations, immediately after the course.

Performance measurement experts

For professionals such as Data Analysts, Strategy Managers, Performance Management Officers or Performance Architects, it is important to develop competencies in strategic planning especially in terms of analyzing the current state of the organization and cascading the strategy from the organizational level to departments and to the employee level. Usually, this particular audience already has a strategic system set in place and the Certified Strategy and Business Planning Professional Course offers the opportunity to learn the best practices in this field and to identify how they can improve their current processes and approach to strategic planning.

Participants profile

Snehal Kaware, Takreer, UAE Will Barr, GLL, UK

“The content of the program is really to the point and easily customized to the needs of the Oil and Gas Industry.”

“Very interested and pleased with the course. I would recommend to senior colleagues.”

Testimonials

Get a deeper understanding of the connections between organizational strategy and the business environment;

Improve the way you communicate your strategy by discovering relevant internal and external communication tools;

Attain a standardized approach to developing and implementing an organizational and departmental strategy in a successful manner;

Access an innovative learning experience based on a 3 stage educational process;

Obtain a premium recognition as a Certified Strategy and Business Planning Professional by completing a unique international learning program.

Comprehend fundamentals of the strategic planning process;

Use the right tools to scan the external and internal organizational environment;

Understand the steps in designing an organizational and departmental strategy;

Learn how to set clear strategic objectives;

Understand key areas in business planning such as production, talent, financial resources and marketing.

Benefits

Learning objectives

+

Course Overview

3www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

Course Overview

AgendaEducational Resources

In-house Training CourseRegistration

Testimonials

Strategy concepts and strategic thinking

Strategy and business planning: overlapping and specific areas;Reasons, philosophy, principles and rules of strategic planning;Organizational dimensions of strategic planning: governance, cascading and value chains;Activity: Address the strategic planning governance challenges.

Strategy and available resources

The strategy or the resources - What comes first?Types of needed resources;Resources and the check for feasibility.

Vision and mission statements Vision and mission statement; Activity: Define your 3S straight (statements): vision and mission, success, values.

Values and value drivers Values and drivers;Activity: Draft the Desired State of Evolution.

Company presentations based on day 1

Vision;Mission;Values;Drivers.

Environmental scanning: the external macro-environment

PESTEL analysis;Activity: Apply PESTEL analysis.

Environmental scanning: the external micro-environment

The PORTER’s Model of 5 Forces;Activity: Apply Porter’s Model.

Environmental scanning: the internal environment

Internal systems and capabilities audit;The management mandate;Activity: Practice the internal systems and capabilities audit.

The SWOT synthesis SWOT as an assessment-of-fit tool; SWOT as a springboard for strategy;Activity: Draft a SWOT Analysis.

Sector presentations based on Day 2

The external environment.

Setting objectives and KPIs – part 1

The correlation with the SWOT: problem and objective trees.Activity: Apply objective trees.

Setting objectives and KPIs – part 2

KPI selection;KPI documentation;Activity: Work with KPIs.

The portfolio of initiativesPrograms;Projects;Procedures.

Risk factors and risk management

Risk factors identification; Risk management tools;Activity: Identify projects and improve day-to-day operations.

Company presentations based on Day 3

Objectives as listed in 2014 Annual Reports.

Marketing and strategic management

Connection between marketing and strategic management.

Operations and strategic management

Connection between operations and strategic management.

Human Resources and strategic management

Connection between human resources and strategic management.

Financial resources and strategic management

Connection between resources and strategic management.

Company presentations based on Day 4

A management function of choice.

Strategy visualizationDesired State of Evolution;Performance Scorecard;Performance Dashboard;Strategy Map;Activity: Use performance scorecards and dashboards.

Strategy communication and launch Internal and external communication of the strategy;Activity: Set up a communication strategy.

Strategy implementation, monitoring and control

Annual reviews;Strategy realignment;Strategy and crisis management;Activity: Structure management systems.

Review and Certification ExamCourse review;Certification Exam.

Day 1 Day 2 Day 3 Day 4

Day 5

Agenda

Hanan Ahmed, Abdelmajeed, Supreme Council of Health, Qatar

Angus Steel, Delta Lloyd Asset Management, Netherlands

“(…) the feedback from the participants was gratifying and positive, and we are glad that we took the time and effort to develop such a program to meet the need of our staff for extending their knowledge in the area of KPI and all related.”

“We see the ability to understand and monitor the vital numbers behind the strategies and capabilities of our investments as vital to our competitive edge. I am confident that the course will help us to both sharpen our internal tools and to provide further value in our strategic sparring with company management.”

Agenda

4www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

Course Overview

AgendaEducational Resources

In-house Training CourseRegistration

Inclusions

The Certification Exam will take place at the end of day 5 of training. It contains 75 questions and the necessary score to pass is minimum 50.

Evaluation

Educational Resources

Catalogues: KPI Documentation Forms, Dashboards and Scorecards;

The qualitative reports Performance Management in 2012 and Performance Management in 2013;

Video doodles: “What is a KPI, a KRI and Metrics”, “What is a Dashboard”, “What is a Scorecard”, “Understanding the KPI Documentation Form”;

Other resources: consisting in videos, whitepapers or case studies relevant for strategic planning.

Learning experience

Pre-course This part of the learning experience is meant to ensure a smooth transition to the face to face training. For a successful learning experience, it is highly recommended to take the following steps:

Introduction – share a message to introduce yourself to the other participants in an online group;

Pre-course evaluation – complete a needs analysis by answering a short quiz to establish the current level of knowledge and a section to share expectations. As a part of this self-evaluation, participants can establish personal learning objectives for this training;

Prerequisite reading – review several materials, including topics such as history, management theories. Also, KPI definitions should be reviewed before the core course, in order to gain a more holistic view upon the subject and to create a common knowledge base related to strategic planning;

Guidance and schedule – read a document presenting guidelines on how to maximize your learning experience, by using all the resources offered, as well as a recommended learning schedule.

Core course During the five days of face-to-face training, the course is designed to facilitate experiential learning and ensure a high level of interactivity. Exercises used to enhance the development of the competency range from simple matching of concepts to extensive analyses of case studies. The learning experience consists of:

Applying concepts in practical exercises; Analyzing case studies and identifying solutions; Using templates to develop performance measurement instruments; Sharing experiences and best practices; Constantly evaluating participants’ knowledge, through short quizzes to support the final test.

Post-course After the course, participants are offered the resources and the platforms that will encourage both knowledge improvement and experience sharing. The after-course learning experience is comprised of:

Action plan – submit a plan to state the changes you intend to make in your department or organization in terms of Strategy Planning, 3 days after the training course;

In-house presentation – submit a PowerPoint presentation that you will deliver within your organization, on key topics covered during the training course;

Additional reading – read a list of resources (books, articles and videos), meant at ensuring a continuous learning experience;

Follow-up – fill in a survey, 3 months after the course, to determine what you have successfully applied within your organization, as a result of attending the training course.

Course materials that consist in: Course slides; Course notes.

Toolkit:

Performance Management System Architecture;Desired State of Evolution;Strategy Map;Dashboard;Scorecard;Portfolio of Initiatives;KPI Documentation form.

Subscription to smartKPIs.com available for 6 months, providing access to over 8000 KPI examples;

One research report from the Top 25 KPIs series;

One webinar from the 2014 Performance Management Webinar Series.

Educational Resources

5www.kpiinstute.org | office@kpiinstitute.org | Certified Strategy and Business Planning Professional

Course Overview

AgendaEducational Resources

In-house Training CourseRegistration

If you have a group of five or more to train you can save time and money by running this training course in-house. Use the contact details provided below to request a customized offer from one of our training solution specialists.

Embedded learningOur aim is to do more than just deliver the course – we want to ensure that your people gain long-term benefits from their training and perform better in their jobs so that you see the return in your investment of your people.

Increased relevanceYou can enhance the effectiveness of your training program by incorporating a real live audit with the assistance of the facilitator – making the course more relevant to you and your business.

ExclusivityEach in-house training session is exclusive to your organization – you can introduce company sensitive or market competitive information into sessions, without commercial compromise.

Cost savingsThere are clear cost savings to be made – you save on travel, accommodation expenses and employee’s time.

FlexibilityThe KPI Institute in-house training is flexible, adaptable and effective, ensuring that you get the best possible learning experience.

Organize this training course in-house

In-house Training Course

Testimonials

The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.

Each of these courses is developed based on The KPI Institute’s research and aims to provide practical solutions for improving business performance.

Access the Training Courses Catalogue for the complete training offer.

Training Courses Catalogue 2015

“Particularly adept at building and sharing knowledge... creativity, research and exemplary stakeholder management skills were essential to success.”

“A powerful insight into your hidden potential that can drive you to a high level of excellence.”

“This is one of the best programs regarding performance management, I have ever attended. I highly recommend this training for any manager who wants to manage his/her business in the right way.”

“I would rate the training 10 out of 10 and highly recommend it to others. The facilitator managed to get excellent group interaction right from the beginning, the course was interesting, informative and very well presented.”

Gavin Haberfield, Department of Treasury and Finance, Australia

Alassane B. Ndiaye, Qalinca, Belgium

Perviz Aslani, EMBAWOOD, Azerbaijan

Mohamed Salah El-Dein, Salehiya Medical, Saudi Arabia

In-house Training Course

HeadquartersMelbourne Office

Life.lab Building198 Harbour Esplanade, Suite 606, Melbourne Docklands, VIC 3008, AustraliaT: +61 3 9028 2223 M: +61 4 2456 8088office@kpiinstitute.org

European DivisionSibiu Office

Sibiu City CenterSomesului Street, No. 3 - 550003Sibiu, RomaniaT: +40 3 6942 6935 M: +40 7 4706 0997office@kpiinstitute.org

Middle East DivisionDubai Office

The Fairmont DubaiSuite 13 - Office 2103, 21st Floor, Sheikh Zayed Road, PO BOX 119724, Dubai, UAET: +971 4 311 6556 M: +971 5 5787 6427office@kpiinstitute.org

SE Asia DivisionKuala Lumpur Office

Wisma UOA II21 Jalan Pinang, Unit 11-10, 50450Kuala Lumpur, Malaysia M: +60 11 3303 2135 office@kpiinstitute.org

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Course Overview

AgendaEducational Resources

In-house Training CourseRegistration

Registration

Registration cancellation procedure

Any withdrawals have to be announced at least two weeks before the beginning of the course, through fax or e-mail. In this situation, the attendance fee will be refunded, less $400 retained for administrative expenditure.

The attendance fee will not be refunded if the withdrawal from the course takes place less than 2 weeks before its start date. If you find yourself in the impossibility to attend the course after the registration process is already completed you may delegate another person to attend the course in your place without any further fees charged. If you have confirmed and made the attendance fee payment but you didn’t attend the course, the course attendance fee will not be refunded.

If you attend the course only partially (one day or a limited number of sessions), you will not benefit from any attendance fee reduction or refund.

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