Boot Camp Agenda

Day 1

Registration and Welcome Coffee

Introduction - Kaplan-Norton Strategy Management System

XPP STAGE 1: CLARIFY THE STRATEGY - DEVELOP THE STRATEGY

Module 1.1 Affirm Mission, Values and Quantify the Vision

Module 1.2 Perform Strategic Analysis

Lunch

Module 1.3 Formulate Strategy

Module 1.4 Define the Value Gap

Module 1.5 Implement the Planning Cycle

Module 1.6 Enhance Vision with Themes

Optional One-to-Ones with Palladium Consultants

Day 2

XPP STAGE 2: CLARIFY THE STRATEGY - TRANSLATE THE STRATEGY

Module 2.1 Design Strategy Map with Linked Strategic Objectives

Module 2.2 Define Measures

Module 2.3 Define Targets

Module 2.4 Prioritize Strategic Initiatives

Lunch

Module 2.5 Authorize and Protect Strategy Funding

Module 2.6 Assign Accountability

Module 2.7 Identify Key Risk Indicators

XPP STAGE 3: DRIVING PERFORMANCE - ALIGN THE ORGANIZATION

Module 3.1 Align Business Units to Corporate Strategic Initiatives

Module 3.2 Align Business Support Units

Module 3.3 Communicate Strategy

Optional One-to-Ones with Palladium Consultants

Day 3

Module 3.4 Align Individual Goals

Module 3.5 Define Corporate Strategy

Module 3.6 Align Key Customers

Module 3.7 Align Key Suppliers

Module 3.8 Align the Board

Module 3.9 Align Compensation

Lunch

XPP STAGE 4: DRIVING PERFORMANCE - PLAN OPERATIONS

Module 4.1 Set Priorities for Strategic Processes

Module 4.2 Integrate Financial and Resource Capacity Planning with the Strategy

Module 4.3 Use Process Models to Operationalize the Strategy

Module 4.4 Perform HR Planning

Module 4.5 Perform IT Planning

Optional One-to-Ones with Palladium Consultants

Day 4

Module 4.6 Develop Risk Mitigation Initiatives

Module 4.7 Create Operational Dashboard

Module 4.8 Use Process / Driver Models

Module 4.9 Establish Cross-Business Teams

XPP STAGE 5: OPTIMIZE DATA - MONITOR AND LEARN

Module 5.1 Conduct Operational Review Meetings

Lunch

Module 5.2 Conduct Strategy Review Meetings

Module 5.3 Manage Initiatives

Module 5.4 Review Risk Management Plans and Processes

XPP STAGE 6: OPTIMIZE DATA TEST AND ADAPT

Module 6.1 Test the Strategy’s Cause and Effect Relationships

Module 6.2 Test Robustness of the Strategy

Module 6.3 Use Decision Analytical Models

Optional One-on-Ones with Palladium Consultants

Day 5

INFRASTRUCTURE: LEADERSHIP - LEAD THE CAMPAIGN

A.1 Drive the Strategy Execution Agenda

A.2 Define Strategic Change Agenda

A.3 Align Executive Team Behavior with Strategy

INFRASTRUCTURE: BUILD TECHNOLOGY INFRASTRUCTURE

B.1 Business Intelligence Strategy

B.2 Information Management and Delivery

B.3 Data Governance

Lunch

INFRASTRUCTURE: ORGANIZATIONAL - CREATE OSM INFRASTRUCTURE

C.1 Establish OSM as Strategy Management System Designer

C.2 Make OSM the Process Owner

C.3 Use OSM to Integrate other Strategy Processes

C.4 Provide Staff Resources

C.5 Establish Senior Reporting Level

Certification Boot Camp – Conclusion and refreshments