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 | [email protected] | AU: +61 3 9028 2223 | UAE: +971 4311 6556 | RO: +40 3 6942 6935
Certified Strategy and Business Planning Professional
Strategy and Business Planning Framework
STRATEGY AND BUSINESS
PLANNING
v 1.0 2015
CERTIFIED
PROFESSIONAL
C-SBP
31 August - 4 September | Doha, Qatar
2www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
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 Zeinab Hassan, Warda, Supreme Council of Health, Qatar
“The content of the program is really to the point and easily customized to the needs of the Oil and Gas Industry.”
“This is a very interesting course and useful in practice. I would recommend it to everyone in my company.”
Testimonials
Course Overview
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
+
3www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
Testimonials
Strategic 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.
Envisioning - part 1 Vision and mission statement; Activity: Define your 3S straight (statements): vision and mission, success, values.
Envisioning - part 2 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 – part 1The correlation with the SWOT: problem and objective trees.The correlation with the 3S: SMART objectives. Activity: Apply objective trees.
Translating SMART objectives into KPIs
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.
Production and strategic management
Connection between production and strategic management.
Talent and strategic management Connection between human resources and strategic management.
Financial resources and strategic management
Connection between resources and strategic management.
Marketing and strategic management
Connection between marketing 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
Fahad A. AlFaadel, Saudi Food & Drug Authority, Saudi Arabia
“(…) 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.”
“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.”
Agenda
4www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
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.
Educational Resources
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.
5www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
Facilitator
Testimonials
“Thanks for a very informative and enlightening session. Would certainly assist me in the long run to further enhance our Corporate Performance Measurement and Management.”
“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.”
“It was a very informative course. Materials were very supportive, to the subject, explained in very nice and professional way, with many examples. Live questions, answers and the workshops were excellent.”
“I was really happy participating at this course. I liked the course instructor’s style in trying to give us all the knowledge and skills related to the course.”
Hasniza Mohd Hassan, Multimedia Development Corporation, Malaysia
Mohamed Salah El-Dein, Salehiya Medical, Saudi Arabia
Saleem Ahmed Qureshi, Salehiya Trading Est., Saudi Arabia
Ragheb Al Qirshi, Supreme Council of Health, Qatar
The KPI Institute offers a broad set of training courses customized to specific functional areas, industries or topics related to performance management.
Access the Training Courses Catalogue below for the complete training offer.
Training CoursesCatalogue 2015
Facilitator
The KPI Institute is the global authority on Key Performance Indicators (KPIs) research and education, providing through its publications and training courses insights on how to measure and learn with KPIs. It developed the first KPI Management Framework and operates several research programs dedicated to performance management, strategy, Balanced Scorecard and Key Performance Indicators. It operates smartKPIs.com, the result of the research program dedicated to documenting and cataloguing how KPIs are used in practice, an online portal containing the largest collection of well documented KPI examples, supported by a community of tens of thousands of members.
Radu Cocean
Radu Cocean is PHD Lecturer at Babes-Bolyai University, specialised in International Marketing, Internal Marketing & Employer Branding, as well as Business Negotiations.
Radu is a certified trainer with a vast experience in Project Management and European Funds.
Since 2010 he has delivered training courses and coordinated follow-ups and capacity-building programs in the Project Management field. He complemented these training programs through consultancy and coaching.
With a strong background in Strategic Planning and as owner of SC HR Tuning SRL, Radu has gained valuable knowledge working as a consultant by accessing European funds, writing and implementing projects. He has elaborated Development Strategies and has delivered training courses on Sustainable Development for the Romanian authorities and for multinational companies.
Starting 2005 Radu is also a board member of ProVobis- the national resource center for volunteerism, where he activates as a facilitator and develops multiple projects that aim to promote NGOs and volunteer work, through training, consultancy, research and facilitation of networking.
6www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
Course Fees
Course Fees
*The course fee includes course materials, lunch and coffee breaks.
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.
Organize this training course in-house
HeadquartersMelbourne Office
Life.lab Building198 Harbour Esplanade, Suite 606, Melbourne Docklands, VIC 3008, AustraliaT: +61 3 9028 2223 M: +61 4 2456 [email protected]
European DivisionSibiu Office
Sibiu City CenterSomesului Street, No. 3 - 550003Sibiu, RomaniaT: +40 3 6942 6935 M: +40 7 4706 [email protected]
Middle East DivisionDubai Office
The Fairmont DubaiSuite 13 - Office 2103, 21st Floor, Sheikh Zayed Road, PO BOX 119724, Dubai, UAE T: +971 4311 6556 M: +971 55 787 [email protected]
Accommodation is not covered by the attendance fee and it needs to be arranged separately by participants.
Our dedicated team can provide you with assistance, information and guidance to help you plan your next training course and ensure you enjoy the services and comfort at a first class hotel.
We invite you to contact the event manager to enquire about special rates from the venue.
Official Course Webpage
Venue
Course Date
$4,500 USD $4,400 USD $3,750 USD31 Aug - 4 Sep 26 August$3,950 USDby May 30th
$4,200 USDby July 30th
General Fee Early Bird 2
Early Bird 1
2 or MoreParticipants
Registration Deadline
The KPI Institute Members
Accommodation For more details visit:
Follow us on:
Grand Hyatt Doha, West Bay Lagoon,Doha, Qatar
7www.kpiinstute.org | [email protected] | Certified Strategy and Business Planning Professional
Course Overview
AgendaEducational Resources
FacilitatorCourse Fees
Registration Form
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.
1. Fill in and submit the registration formavailable online at store.kpiinstitute.org
2. Pay by credit card using the online facility;
3. A tax invoice together with the registrationconfirmation will be sent to you via email (after the attendance fee payment is confirmed).
1. Send an email containing your contactdetails and registration request;
2. An email confirmation containing thetax invoice and bank account detailswill be sent to you;
3. Proceed with the attendance fee payment by bank transfer;
4. Send through email the proof of thepayment transaction completion;
5. A tax receipt together with theregistration confirmation will be sent to you via email (after the attendance fee payment is confirmed).
Registration
Use one of the following options:
Complete this form and fax it to our Dubai Office at:+971 4332 8810
Email us with your registration details
Call us and we will assist you through the registration process.
Teodora [email protected] T: +971 4311 6556
Alexandru [email protected]: +40 7 4706 0997
3 ways to register:
Payment:
Online
Credit card
Bank transfer
Registration form
Direct contact
Registration form
Registration Form
Title
*Please fill out all the fields below
Training course
Date of training course
Telephone
Organization
Department
Job title
Organization size
Industry
Address
How did you hear about us?
City State / Province
Country Postal Code
First name Last name