palladium kaplan-norton

PalladiumPalladiumPalladium

In Association With:

The ONLY BSC Certification Program in the World Endorsed by the Creators of the Balanced Scorecard!

thepalladiumgroup.com/getcertified | 800.554.2111

Why Become Kaplan-Norton Balanced Scorecard Certified™?• Improve your strategy management and

execution expertise

• Build your credentials

• Increase your market value and professional capital

• Expand your network

• Validate your strategy management and execution proficiency

Kaplan-Norton Balanced Scorecard Certification Program™

Kaplan-Norton Kaplan-Norton Balanced Scorecard Balanced Scorecard CertificationCertification Program™

Kaplan-Norton Balanced Scorecard Certification Program™


About the PAllAdium KAPlAn-norton bSC CertifiCAtion ProgrAm

Become Kaplan-Norton Balanced Scorecard Certified!

Research shows that a majority of organizations fail to achieve their mission and are unable to deliver results promised by their strategic and operational plans. The reason behind such failure most often lies not with the strategy, but the organization’s ability to execute it.

The Palladium Kaplan-Norton Balanced Scorecard Certification Program improves strategy execution expertise and capabilities through education, real-world experience, and professional certification. The curriculum is designed to teach the Palladium Execution Premium Process™ (XPP), based on the Kaplan-Norton Strategy Management System™—a proven methodology for strategy execution by making better decisions. It is the only certification course endorsed by the creators of the Balanced Scorecard and recognized as the gold standard for strategy practitioner training and certification.

“Successful strategy execution has two basic rules: understand the management cycle that links strategy and operations, and know what tools to apply at each stage of the cycle.”

— Drs. Robert Kaplan and David NortonFounders of Palladium Group, Inc. and Creators of the Balanced Scorecard

“Mastering the Management System,” Harvard Business Review

Palladium Execution Premium Process (XPP) Based on the Kaplan-Norton Strategy Management System


About the KAPlAn-norton bAlAnCed SCoreCArd CertifiCAtion ProgrAm

Level Who is this for? Certification Requirements

Kaplan-Norton BSC CertifiedGraduate

Strategy professionals and business leaders who are seeking to become certified in the detailed body of knowledge of the Kaplan-Norton Strategy Management System (SMS).

BSC Boot Camp course completion + exam

Kaplan-Norton BSC Certified Practitioner

Strategy and performance professionals who are seeking to become certified practitioners in the mastery of the Kaplan-Norton SMS and practical application of the concepts/tools.

BSC Boot Camp course and exam completion + application: two letters of testimonial and BSC work examples

• The ONLY BSC Certification Program in the world endorsed by the creators of the Balanced Scorecard.

• Intensive, five-day course focused on the most critical elements of the Kaplan-Norton Strategy Management System and the six stages of Palladium’s XPP.

• The gold standard in Balanced Scorecard certification.• Certification candidates receive BSC Online Newsletter membership and access to a

library of BSC tools, templates, and articles. • All course participants receive all five Kaplan-Norton books.• Condensed and comprehensive preparation for the certification exam.• Test taking tips, strategies, and “look outs” for the exam.

WhAt SePArAteS the PAllAdium KAPlAn-norton bAlAnCed SCoreCArd CertifiCAtion ProgrAm from the reSt?

KAPlAn-norton bSC Certified grAduAteCandidates must complete the five-day Certification Boot Camp to prepare for and pass an online exam within 12 months to earn certification. Candidates will dive deep into the six stages of Palladium’s XPP, based on the Kaplan-Norton Strategy Management System, and learn the specific skills, tools, and enabling foundations needed to clarify the strategy, drive performance, and optimize data for better decision-making. Candidates are adept at using the BSC and Dashboards to develop the strategy; translate the strategy; align the organization; plan operations; monitor and learn; and test and adapt the strategy.

Certification Requirement: Course completion and passing the online exam.

KAPlAn-norton bSC Certified PrACtitionerCandidates must complete and submit an application for review by the Certification Advisory Board which will require two letters of reference and work-product examples of Balanced Scorecards/Dashboards. Practitioner candidates are recognized as experts of strategy management and exemplify the skills and experience required to successfully implement a sustainable strategy management process in an organization.

Certification Requirement: Practitioner candidates must attend the Certification Boot Camp, pass the certification exam, and receive application approval.


About the KAPlAn-norton bAlAnCed SCoreCArd CertifiCAtion ProCeSS

I. Register to Become a Certification CandidateRegister as a candidate at: thepalladiumgroup.com/getcertified or call 800.554.2111All certification candidates must register. Delegates who wish to attend the Kaplan-Norton Balanced Scorecard Certification Boot Camp™, but are not seeking certification, do not need to register to become a certification candidate.

II. Complete the Certification RequirementsBoth Kaplan-Norton BSC Certified Graduate and Certified Practitioner candidates must complete the 5-day Kaplan-Norton Balanced Scorecard Certification Boot Camp.

III. Pass the Certification ExamA certification candidate who has completed the Kaplan-Norton Certification Boot Camp may register to take the certification exam to become Kaplan-Norton BSC Certified. The certification exam is oriented on the Kaplan-Norton Strategy Management System, the six stages of Palladium’s XPP, and associated best practices. The certification exam is comprised of a series of multiple choice questions and a number of free response essay questions.

IV. Advance to Kaplan-Norton BSC Certified PractitionerKaplan-Norton BSC Certified Graduates who wish to advance to the Certified Practitioner level may apply online at: thepalladiumgroup.com/getcertified or call 800.554.2111 for an application. Applicants must present BCS work examples, as well as two letters of testimonial to the quality and impact of their BSC work, that will be reviewed by the Certification Advisory Board.

Certified Graduates and Practitioners have the option to upgrade to the Premium Certified Community and Diploma. The Premium Certified Community is a private online community that provides members access to a library of tools, templates, and case studies while facilitating connections with a global network of strategy professionals and experts.

I. Register to become a Certification Candidate

II. Complete Certification Education Requirements

III. Pass the Certification Exam

IV. Advance to Kaplan-Norton BSC Certified Practitioner

STEPS TO BECOMING CERTIFIED

QueStionS? Call our Certification boot Camp hotline at 800.554.2111 or email [email protected].


The ONLY Boot Camp in the world endorsed by

Drs. Robert Kaplan and David Norton Dr. Robert S. Kaplan

Harvard Business SchoolDr. David P. Norton

Palladium Group, Inc.

About the PAllAdium KAPlAn-norton bSC CertifiCAtion boot CAmP

the exAm PrePArAtion you need

The five-day Certification Boot Camp provides a deep dive into Palladium’s XPP and the six stages of the Kaplan-Norton Strategy Management System—arming you with the necessary skills, tools, and foundations needed to clarify the strategy, drive performance, and optimize data for better decision-making.

Since its inception in 2008, the program has over 600 candidates, including CEOs, Vice Presidents, Directors, and Managers, from large and small organizations, in both the private and public sectors across 43 countries!

Learn the:• Processes of effective strategy development and translation• Components of a complete strategy map• Steps to properly design a Balanced Scorecard• Methods and techniques necessary to cascade and align strategy• Principles of effective execution and governance• Key linkage points between strategy and operations• Processes and tools to monitor/test/adapt strategy and improve decision-making

By completing this Boot Camp, you and your team will not only be better strategy management practitioners, you will also be ready for the certification exam.

Wherever you are in the process of preparing for certification, this intensive training will stimulate, educate, and accelerate learning and practitioner networking.

in-houSe CertifiCAtion And trAiningDid you know we can bring Certification and Training Courses

directly to you and your organization?

For In-House Certification, contact Karen DiMartino, 781.402.1225.For In-House Training, contact Mario Bognanno, 781.402.1117.

PASt delegAteS hAve SAid…• “extremely valuable experience…”

• “good balance with tactical approach to implement…”

• “will aid in the development of an OSM for our organization…”

• “takes the BSC concept to the highest level of comprehension, which is to make it so practical that there is no other substitute / alternative at this point in time…”

• “gave us the knowledge to translate strategic vision into operational execution. We now know how to bridge this gap to add value to the organization…”


boot CAmP AgendA

DAY ONE8:30am Registration & Continental Breakfast

9:30am- 5:00pm Introductions

Kaplan-Norton Strategy Management System

Clarify Strategy - XPP Stage 1: Develop the Strategy

5:30pm Welcome Networking Reception

DAY TWO8:00am Continental Breakfast

8:30am-5:00pm Clarify Strategy - XPP Stage 2: Translate the Strategy

Driving Performance - XPP Stage 3: Align the Organization

DAY THREE8:00am Continental Breakfast

8:30am-5:00pm Driving Performance - XPP Stage 3: Align the Organization (Continued)

Driving Performance - XPP Stage 4: Plan Operations

DAY FOUR8:00am Continental Breakfast

8:30am Optimize Data - XPP Stage 5: Monitor and Learn

Optimize Data - XPP Stage 6: Test and Adapt

5:00pm Distribution of Kaplan-Norton Book Sets

DAY FIVE8:00am Continental Breakfast

8:30am Infrastructure - Executive Leadership

Infrastructure - Technology

Infrastructure - Office of Strategy Management

Conclusion - Certification Exam Information

2:30 PM Distribution of CPE Certificates

Enroll today and receive all five Kaplan-Norton

books!

Morning and afternoon breaks, along with lunch (at 12:30pm) will be provided daily.


2010 CertifiCAtion boot CAmP SChedule

Discounted Hotel Rates Available: Discounted hotel rates have been negotiated for delegates at our host hotels. To take advantage of the discounted rates call hotel reservations (numbers listed below) and mention “Palladium.” Discounted rooms are based on availability.

Act quickly! Available rooms fill up quickly, and past room blocks have sold out. Rates after expiration date (see below) or when the block has sold out, are subject to the hotel’s discretion. Hotel reservations, cancellations, and charges are the delegate’s responsibility.

March 15-19 | Ottawa, ON Canada The Westin Ottawa | 11 Colonel By Drive, Ottawa, ON K1N 9H4, CanadaReservations: 800.937.8461 | Discounted Rate: $129 (plus applicable taxes) Expires: 2.19.10

June 21-25 | Cambridge, MALe Meridien Cambridge | 20 Sidney Street, Cambridge, MA 02139Reservations: 617.577.0200 | Discounted Rate: $189 (plus applicable taxes) Expires: 5.28.10

October 18-22 | Washington, DCThe Westin Arlington Gateway | 801 North Glebe Road, Arlington, VA 22203Reservations: 703.717.6200 | Discounted Rate: $233 (plus applicable taxes) Expires: 9.27.10

December 6-10 | Miami, FLThe Westin Colonnade | 180 Aragon Avenue, Coral Gables, FL 33134Reservations: 305.441.2600 | Discounted Rate: $129 (plus applicable taxes) Expires: 11.5.10

RESERVE YOUR STAY!


Jonathan H. Smith, Sr.Be it known that has mastered Palladium’s Kaplan & Norton Balanced Scorecard Strategy Execution Body of Knowledge and

Methodologies and by having passed the Certification Exam and complied with all the requirements prescribed by

the Kaplan & Norton Balanced Scorecard Certification Program and Review Board is registered asKaplan & Norton Balanced Scorecard Certified.This Certificate, Number

is granted on

by _______________________________________________ by _______________________________________________

Dr. Robert S. Kaplan, Chairman of Professional PracticeDr. David P. Norton, Founder & Director


Palladium Group, Inc.by _______________________________________________ by _______________________________________________

Robert L. Howie, Jr., Managing DirectorKaren A. DiMartino, Director of Training



08-101December 30, 2008

CAnCellAtionS: Payment is due at the time of registration. Cancellations and transfers must be in writing, subject to a 10% service fee if received two weeks before the start date. After that date, cancellations are non-refundable and transfers are not allowed. You may make substitutions at any time; please notify us in writing as soon as possible.

boot CAmP regiStrAtion informAtion

regiSter• Visit: thepalladiumgroup.com/getcertified• Call: 800.554.2111• Email: [email protected]

enrollment feeS• Single Boot Camp Registration Fee: $5,995• Certification Candidate Registration Fee: $295• Certification Examination Fee: $495 • Premium Certified Community and Diploma Fee (on successful completion of the Certification Exam): $595• Certification Annual Renewal Fee: $295 and attendance at a Palladium Group, Inc. Conference/Summit every two years

GSA Rates Available! Call 800.554.2111 for details.Discounts, group or otherwise, may not be applied.

Palladium Group, Inc. reserves the right to restrict participation in the Certification Program and Boot Camp to ensure the intent, integrity, and quality of the program.

CPe CreditS Delegates are entitled to 35 CPE credits upon completion of the program. No prior courses or advanced preparation is required. Palladium Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of the continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry, 150 Fourth Avenue North, Nashville, TN 37219-2417. Tel. 615.880.4200 (nasba.org).

Produced by

Palladium Group, Inc. is the global leader in helping organizations execute their strategies by making better decisions. Our expertise in strategy, risk, corporate performance management, and business intelligence helps our clients achieve an execution premium. Our services include consulting, conferences, communities, training, and technology. Palladium’s Balanced Scorecard Hall of Fame for Executing Strategy™ recognizes organizations that have achieved an outstanding execution premium. For more information visit thepalladiumgroup.com.

in Association With

Harvard Business Publishing (HBP) is a not-for-profit, wholly-owned subsidiary of Harvard University. Its mission is to improve the practice of management in a changing world. HBP does this by serving as a bridge between academia and enterprises around the globe through its publications and reach into three markets: academic, enterprise, and individual managers. HBP is the official publisher of Palladium research and publications.


regiStrAtion And hotel informAtion

Managing with Measures™How-To Training SeminarMay 20-21, 2010 | Boston, MANovember 2-3, 2010 | Cambridge, MAThis business truism is as relevant today as it was when it was first spoken. Performance measurement is a business discipline that has grown dramatically in importance over the past 20 years. As business intelligence platforms increase data availability and analytical techniques provide greater insight, measurement information has grown in volume. Unfortunately, many organizations have not kept pace with the tools and techniques needed to master measurement in today’s fast-paced business environment. Studies show that while measure volume is increasing, measurement information still is largely financially oriented. Further, organizations have difficulty harvesting insight from their performance measurement information. As a result, some organizations are literally ‘drowning’ in data and are not appreciably better off than they were decades ago.

Managing with Measures provides insights and information from across the performance measurement value chain. Leading measurement authorities will introduce participants to proven methods for turning information—measures and metrics—into higher business performance, by showing how to develop the performance measurement value chain in order to address the key questions of business performance:1. How are we doing today (and what is driving how we’re doing)?2. How do we need to be doing tomorrow?3. What must we do to close the gap between today’s and tomorrow’s performance?

Topics Covered• Uncovering the challenges with performance measurement today• Deepening understanding of what performance measurement is and is not• Defining and explaining types of effective measures• Reviewing basic and advanced measure techniques• Understanding the process to develop measures• Introducing measures best practices• Identifying the measures every mangers needs to know• Discussing challenges and pitfalls in performance measurement

regiSter• Visit: thepalladiumgroup.com/howto• Call: 800.554.2111• Email: [email protected]

enrollment fee• Enrollment Fee: $2,995 per person

hotelMay 20-21, 2010Sheraton Boston Hotel | 39 Dalton Street, Boston, MA 02190Reservations: 888.627.7054 | Discounted Rate: $209 (plus applicable taxes) Expires: 4.26.10

November 2-3, 2010Le Meridien Cambridge | 20 Sidney Street, Cambridge, MA 02139Reservations: 617.577.0200 | Discounted Rate: $209 (plus applicable taxes) Expires: 10.15.10

What gets measured, gets done!

BOSTON PHOTO

AdditionAl PAllAdium2010 trAining

AdditionAl PAllAdium2010 ConferenCeS And SummitS


Kaplan-Norton Master Class™: Mastering the New Management System

March 8-9, 2010 | Renaissance Orlando at SeaWorld | Orlando, FLSeptember 29-30, 2010 | The Boston Park Plaza | Boston, MA

thepalladiumgroup.com/masterclass

Increase your odds of being the one to succeed... Join the strategy gurus, Drs. Kaplan and Norton, for an exclusive engagement where they will personally walk delegates through each stage of their management system and explore the process for effectively linking strategy to operations. By successfully mastering the strategy management system, ultimately achieving an execution premium, will impact your company in a number of different ways—significantly improving performance from financial, customer, internal, and learning and growth perspectives.

“The program absolutely exceeded my expectations…I consider it a rare and unique opportunity to hear these two thought leaders share their views…Coming to the Master Class and hearing Drs. Kaplan and Norton present an overview of the strategy management framework just really helped solidify my learning. I feel like the event provided value-added depth in every module, as my evaluations scores revealed…straight 5s! This was a learning experience that was worth every penny.” —Lynn Brown-Bulloch, Chief Strategy Officer, American Stainless & Supply

Renaissance Orlando at SeaWorld | 6677 Sea Harbor Drive, Orlando, FL 32821 Reservations: 800.836.7610 | Discounted Rate: $179 (plus applicable taxes) Expires: 2.12.10

The Boston Park Plaza | 50 Park Plaza at Arlington Street, Boston, MA 02116Reservations: 617.426.2000 | Discounted Rate: $229 (plus applicable taxes) Expires: 9.3.10

regiSter• Visit: thepalladiumgroup.com/events• Call: 800.554.2111• Email: [email protected]

enrollment feeS• Standard pricing starts at $2,895 with early bird rates as low as $2,495.

hotel informAtion

ConferenCeS And Summit regiStrAtion informAtion

Dr. Robert S. KaplanHarvard Business School

Dr. David P. NortonPalladium Group, Inc.

AdditionAl PAllAdium2010 ConferenCeS And SummitS


Business Performance Conference 2010: Measures That Matter™

May 11-12, 2010 | Loews Portofino Bay Hotel | Orlando, FLthepalladiumgroup.com/perform2010

Everyone is being forced to do more with less these days, yet performance must increase, but how?

Palladium’s Business Performance Conference will challenge the way you think about performance measurement. Critical issues and obstacles organizations face when it comes to delivering results in today’s business environment will be tackled by a hand-picked faculty of thought leaders and performance experts. Delegates will learn leading edge techniques, examine best practice case studies and hear from renowned industry experts concerning how to overcome present performance challenges. Take-aways include proven performance measurement practices, frameworks, and systems that will help immediately improve the monitoring and management of business performance.

“Taught me the value of collaboration, engagement, and where performance metrics live in that space.” — Cory Skinner, RIM

Loews Portofino Bay Hotel | 5601 Universal Blvd. Orlando, FL 32819Reservations: 866.360.7395 | Discounted Rate: $239 (plus applicable taxes) Expires: 4.16.10

Palladium 2010 Americas SummitNovember 10-11, 2010 | Hilton La Jolla Torrey Pines | San Diego, CA

thepalladiumgroup.com/summit2010

The 2010 Summit is the annual event for strategy professionals, performance managers, and business leaders interested in keeping current with latest management thinking on how organizations can achieve focus and control in a challenging new economy. The Summit is rich in performance management case studies and best practice sessions with keynotes from leading experts on strategy and performance management. Each year, the Summit hosts the Palladium Balanced Scorecard Hall of Fame for Executing Strategy awards ceremony, announcing the latest winners of this prestigious global award.

“I particularly enjoyed interacting with Drs. Kaplan and Norton as well as the extensive geographic range of companies and speakers.” — Les McLean, Western Water

Hilton La Jolla Torrey Pines | 10950 North Torrey Pines Road, La Jolla, CA 92037Reservations: 800.445.8667 | Discounted Rate: $199 (plus applicable taxes) Expires: 10.18.10

hotel informAtion

hotel informAtion

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