Best Practices Guide to Using Balance Scorecard for Strategic Planning


Training investment is inclusive of an e-certificate and a printed learning material

P 5,580.00 / person - when you register and pay on or before July 7

P 6,580.00 / person - Regular Rate

*Optional:
Add ₱450 for a printed copy of a certificate of attendance inclusive of delivery charge


THURSDAY & FRIDAY, AUGUST 7 & 8, 2025 * 1:30PM TO 4:45PM VIA ZOOM


Strategic planning is the process that enables a company to define its strategy and allows it to articulate the courses of action it will take to pursue its vision. The Balanced Scorecard (BSC) created by world-renowned professors Kaplan and Norton became the popular gold standard in strategic planning and strategy execution due to its effectiveness in guiding organizations to growth and success.

Jumpstart your 2025 mid-year planning session in preparation for 2026 with this two-session webinar that will teach you how to use this world-class framework providing your organization with the 360° approach to strategic planning and developing effective action plans. The framework organizes everything in a visually-friendly and easy-to-understand strategy map that everyone in the organization can quickly relate, recall and remember.

When you attend this training, it will become easier for you and your management to create and develop your own winning action-oriented strategic plan towards growth and sustainability. The application of BSC best practices and tools are applicable to small, medium and large enterprises.  Enroll and take advantage of the opportunity to learn how successful global companies (e.g. Apple, Ford, Phillips, UPS, etc) achieve greatness through a systematic planning process using the Balanced Scorecard.

Duration:  6 Hours broken down into 2 sessions (3 Hours per session).

Why Attend This Training?

  1. Comprehensive Understanding: Gain a thorough understanding of the Balanced Scorecard framework and how to apply its best practices in your organization’s strategic planning sessions.

 

  1. Strategic Alignment and Refresh: Learn how to align your organization's vision and strategy with measurable goals and performance metrics. Whether you’re refreshing existing strategic plans or developing them for the first time, this training will guide you in adapting to the present times.

 

  1. Sustainability Integration: Discover how to incorporate the concept of sustainability into your strategic plans, ensuring your organization’s growth is aligned with environmental, social, and governance responsibilities.

 

  1. Enhanced Performance: Learn best practices for implementing the Balanced Scorecard to monitor and manage performance, identify gaps, and drive continuous improvement.

 

  1. Expert Insights: Benefit from the expertise of seasoned master trainer who has successfully applied the Balanced Scorecard in diverse industries, providing you with practical insights and real-world examples.

 

 

LEARNING OUTCOMES

At the end of the training, participants and the organization should be able to:

 

  • Identify all programs and activities needed to be put in place a scorecard to achieve business objectives.
  • Build the Performance Management Scorecard for the organization, department and implemented KRA’s for the individual champions.
  • Highlight all issues and concerns attendant to the programs and activities identified and provide short, medium and long-term solutions to address those issues and concerns.
  • Know to prioritize which activities to be undertaken in the context of the Organization-wide Strategy Plan
  • Build a highly motivated performance-driven team who can easily understand and execute your organization’s strategy with a visually-friendly strategy map.

 

 

The knowledge you will gain are applicable to all types of organizations (public, private, non-profit, small, medium, and large entities) who want to use the Balanced Scorecard and its Performance Management System



COURSE DIRECTOR & INTERNATIONAL MASTER TRAINER



Kama Neson Ganeson, PMP, CORS, CSAP, CLA-BCMS, CLA-ISMS, CCP, PMI-RMP



He is a Malaysia-based Master Trainer with over 30 years of experience in the field of Governance, Strategic Management, Enterprise Risk Management, Quality & Productivity, Business Continuity & Resiliency, Crisis & Disaster Recovery, Information Security, and IT Service Management.

For a span of 10 years, he resided in North America, Europe, the Middle East, China, and the more prosperous regions of Southeast Asia. During this time, he dedicated himself to assisting private companies and government agencies in implementing a wide range of standards through his work, consultancy, and training services.

He has rolled out many international quality training programs in Vietnam, Malaysia and the Philippines both for the public and private sectors with brand names such as AMEX, Sitel, Toshiba, Fujitsu, McDonalds, Jollibee, BDO, SM, Metrobank, Cebu Pacific, SSS, Philhealth and many more.  He is rated highly as a master trainer for various programs and as an expert facilitator of strategic planning using the Balanced Scorecard.

Who Should Attend?


    Business Owners

    Board Directors

    C-Level Executives

    Division Heads

    Department Managers

    Supervisors

    Planning Committees

    Consultants


Module 1: Introduction to Strategic Planning (BSC Model)

  • What is a Strategic Planning vs Operational Planning
  • Purpose and Objective of Planning
  • Balanced Scorecard – What is It and How does it work?

 

Module 2: Back to the Future Results (as per BSC Framework)

  • High Level Overview of Previous year accomplishments & challenges
  • Review departmental highlights from previous years.

 

Module 3: Tone at the Top (as per BSC Leadership Goal)

  • Key Message from Top Management
  • Direction Setting with Departmental Leaders (3 to 5 Years)

Team Activity – Boston Prioritization Matrix

 

Module 4: Strategic Objectives Analysis (using BSC Method)

  • Define Vision, Mission and Values
  • SWOT / SVOT Analysis (Internal)
  • PESTLE Analysis (External)
    • Key Focus On
      • P: Current Gov Directions & Developments
      • E: UN SDG Alignment / Climate Change
      • S: Social Challenges (Workforce & Pandemic – New Normal)
      • T: NIST Cybersecurity / Data Protection
      • L: Laws and Regulations
      • E: Various Challenges on US and Other Forex
    • PORTER 5 Forces Analysis (Portfolio Competitiveness)

 

Team Activity – DELPHI Technique OR Nominal Group Technique

 

Module 5: Understanding and Mapping all Risks (Risk Based Approach)

  • Consolidation & Review of the V/W & T Risks (SWOT / SVOT)
  • Consolidation & Review of the PESTLE Risks
  • Risk Treatment Plans (Accept, Avoid, Mitigate or Transfer)
  • Opportunity Plans (Exploit or Baseline) the S&O (SWOT)

 

Team Activity – Treatment & Monitoring plans for all Identified High Risks

 

 

Module 6: Building your Balanced Scorecard

  • Creating your Strategic Scorecard Objectives
    • Financial Objectives
    • Stakeholder / Customer Objectives
    • Internal Business Processes Objectives (Operational)
    • Learning & Growth Objectives (Talent Dev, Reskilling, Upskilling etc.)
  • Mapping all Objectives (Interconnecting the dependency)
  • Creating your ACTION Plans behind each Objective
  • Risk Assessment of proposed ACTION – Creating alternative options
  • Creating your KRA & KPI for each objective (Weighted Average Model)

 

Team Activity – Balanced Scorecard Build Up, Risk Assessment, KPI/KRA targets

 

Module 7: Essential Advice and Insights on Budget Planning

  • Resource Requirements to achieve Action Plans
    • People Development
    • IT Systems / Tech Upgrades
    • Infrastructure
    • ISO Management Systems
    • Others

 

NOTE: The Center for Global Best Practices conducts strategic planning facilitation as a service.



Those from government are exempted from the P2,000.00 per day limit set by COA for attending training provided by the private sector based on Department of Budget and Management Circular No. 563 dated April 22, 2016.

Attending this training is not covered by Philippine Procurement Law or RA 9184 based on its Revised IRR’s Section 4.5-b. which classifies training continuing education, conferences and similar activities as "non-procurement activities that shall be governed by applicable COA, CSC, and DBM rules".
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For clarification or request for an invitation letter, you may reach out to:

Contact Person: Glaisie Falculan
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Email: glaisie.cgbp@yahoo.com


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