Pre-Forum Workshop A Exploring The Balanced Scorecard From A To Z Saturday, 5 December 2009

Who Should Attend? This Intensive One-Day Workshop Is Aimed At: o Newcomers to the BSC who wish to get “up to speed” quickly with a comprehensive review of the concept,    benefits (and pitfalls) and an outline of implementation steps o Professionals interested in a wide focused “refresher” for those who already have some knowledge or    experience but who want to stand back and take a helicopter view of what this very powerful and    widely-used management framework is all about Agenda WHAT – Is All The Fuss About? What Is The Balanced Scorecard ? o The basic concept and rationale of the BSC o How does the scorecard align with other commonly used management tools, including budgeting/planning    and quality models o Brief outline of the “Strategy Focused Organisation” o What is the BSC – we will consider a number of examples to illustrate the different ways in which    organisations apply the BSC concept in practice o The critical success factors for a BSC application o How should scorecards be used by management? WHY – Should We Implement The BSC? What Are The Typical Business Benefits? o Understanding the real business purpose for the BSC in your organisation o The generic benefits: Why the BSC has become so widely employed throughout the world, in all industries    and in both public and private sectors o How organisations apply the BSC – the cascade process to align every individual member of staff with the    department/unit and ultimately the corporate level scorecard o What to avoid: Some Scorecards “fail” – what are the more common failure points and how should they be    avoided? HOW – An Outline Of The Main Steps Of Implementation o Clarifying overall objectives and strategies o Constructing a strategy map o Selecting and defining the relevant strategic measures o Setting performance targets and associated initiatives/actions o The BSC “project” dimensions   • Deliverables and timescales   • Resource requirements, including systems   • Sponsorship Benefits Of Attendance o To allow you to gain most from the expert Masterclass and conference presentations during the Forum o To help you in focusing the BSC programme within your own organisation in the most effective manner – noting    that a proportion of Scorecard applications sadly fail to achieve the potential benefits of the BSC About Your Expert Workshop Leader Alan Fell is a highly experienced specialist in corporate performance management having spent more than 30 years involved in a wide range of performance management disciplines – both in policy formulation and practical application roles – and more recently as both a consultant and trainer. Alan’s experiences cover an extensive range of financial management activities – from investment appraisal to budgeting, cost management to strategic planning, profit contribution analysis, capital management and the Balanced Scorecard. For much of his working life he worked at a major UK bank: in his most recent line management role he was Head of Planning and Finance for a major division with 3,000 staff and an annual turnover in excess of US$1bn. For the past 13 years he has operated as an independent management consultant and trainer, concentrating on a range of financial performance management disciplines, especially budgeting, strategic management and Balanced Scorecard. Alan is a highly experienced conference and seminar leader, having facilitated well over 200 events in the last ten years across the UK, Europe, Middle East, Far East, South Africa and the USA. He is a very regular visitor to the Gulf, and has frequently presented at conferences and seminars with IIR Middle East in addition to consulting with a wide number of Gulf and Middle East organisations.

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Pre-Forum Workshop B Practical Use Of The Balanced Scorecard At The Government Level: The Case Of The Municipality Of Jeddah Saturday, 5 December 2009

The Workshop Is Suitable For Participants Who: o Wish to understand more about the practicalities and critical success factors of Public Sector Scorecarding prior    to deciding upon, or commencing, a Balanced Scorecard programme o Are implementing a Public Sector Scorecard and need practical guidance on how to complete the programme    successfully o Have already introduced the BSC but who recognise that they need to refresh either the design/ content or    management usage (noting that ineffective management usage of the BSC is sadly not uncommon) Agenda Achieving a successful Public and Not-for-Profit Sector BSC requires some adaptation of the familiar commercial-business format, both in design and usage. This one-day intensive workshop addresses the special challenges to be managed. It is also suitable for those involved in the development and usage of non-profit Support Unit Scorecards within commercial businesses. For example IT Division This workshop will be undertaken on the basis that attendees: o Have some basic knowledge of the Balanced Scorecard concept o Will contribute effectively to discussion and individual/group exercises during the event. Note, there will be a    number of exercises for participants to undertake, however a laptop will not be required. To enhance the value of the event for attendees, you are encouraged to set out in writing – at least 3 weeks before the event – a note of specific issues and challenges that you want to be covered in the workshop. Session One – What Is Different For The Public Sector Scorecard? o Introduction: An overview of what is different (and what is not different) for the typical Public Sector BSC o Examination of Public Sector BSC examples; what can be learned from them? o Who is the “customer” – often an unclear matter that needs to be clarified o Strategy mapping where finance is not the overall objective o BSC alignment between various Government agencies o Setting relevant and aligned performance targets o The challenges of cascaded targets and initiatives within large Public Sector entities Session Two – How Can The BSC Be Used To Maximum Benefit? o The BSC is simply a management tool: What matters is how effectively that tool is employed. What are the    special challenges of using effectively the public sector BSC – and how these challenges can be overcome? o The management review process – how it can and should be applied at different organisational levels o How to keep the BSC up-to-date. The normal management challenges of ensuring that the BSC does not    become dated are usually accentuated by changing Government priorities. How can management cope with    this extra level of “difficulty”? Session Three – Extended Group Exercise: Developing A BSC And Supporting Strategy Map For A Given Public Sector Situation o Attendees, working in small groups, will be given a hypothetical Public Sector unit briefing pack and then    expected to:    • Create a strategy map    • Translate the map to specific KPIs – selecting the BSC measures    • Set out the management review process to use the BSC    • THEN – present their findings to the course as a whole: Alan will give feedback and recommendations About Your Expert Workshop Leader Dr Mohammed Moustafa Mahmoud is the Advisor To The Mayor of Jeddah And Director Of Office Of Strategy Management And Vice President Organisational Development, Savola. Dr Mahmoud designed and delivered numerous training programmes in leadership, creative thinking, decision making, project management, change management, managerial and supervisory skills and management information systems. He taught graduate and undergraduate courses in production management, service operations management, management statistics, inventory management, computer applications in business, quantitative approach to decision-making. Dr Mahmoud was the Head of the Academic Unit, Institute of Banking Studies, in Kuwait; Associate Professor of Management Science at Athabasca University, Alberta, in Canada; Advisor to the President and Training Expert at Arab Engineering and Management Consultants (Team International) Cairo, Egypt and Assistant Professor of Management, University of Mansoura in Egypt. Dr Mahmoud has a Ph.D. in Business Administration and Management Science.