THE BALANCED SCORECARD

OTI menyelenggarakan

Successfully Implementing
THE BALANCED SCORECARD
Within a Financial Services Organization
Financial Club –Jakarta, 24 – 25 June 2010

Across industries and sectors up to 80% of strategies fail to deliver expected results. The financial services organization is no exception. Globalization, technology and deregulation are just some of the many influences that are making it increasingly difficult for those in the financial sector to gain and maintain a competitive advantage through current strategies. Yet those that successfully implement a Balanced Scorecard strategy management framework are able to put distance between themselves and the rest. These top performing organizations get all of their employees focused on one core outcome…the successful delivery of strategies.

BENEFITS
•Learn how to translate strategy into action.
•Identify the critical few non-financial drivers of successful financial performance.
•Understand how leading financial service companies integrate risk management with the overall management of strategy.
•Develop a winning customer value proposition.
•Find out how to align all of the organization’s functions and people behind corporate strategic goals.

PARTICIPANTS
• President Directors, CFOs, COOs and functional heads: Strategic planners, performance managers and those that have responsibilities within quality, finance, IT or HR departments.

THE OTI DIFFERENCE
OTI has many years experience of helping financial services organizations develop Balanced Scorecards that enable the successful implementation of corporate strategies – through consultancy, training and workshop vehicles. Moreover, for almost a decade OTI has been thoroughly researching and documenting Balanced Scorecard best practices within the financial services sector. All of these capabilities are packed into this highly interactive two-day program.

PROGRAM :
•Introduction
•Challenges facing Financial Services
•Creating Strategic Maps
•Creating KPIs / Targets
•Integrating Risk Management
•Creating a Risk Scorecard
•Selecting Strategic Initiatives
•Cascading the Scorecards

METHODOLOGY
• Lectures
• Exercises
• Case Studies

FACILITATORS
NARESH MAKHIJANI
CMA, MBA, PGDMSM, BSC,
MSID, CMC, MPM, CIE, CCS, B. Coach

is widely acclaimed as one of Asia’s leading management consultants.
He has implemented over 110 Balanced Scorecard projects across 20 industries since
1995. In Financial services, he has implemented Balanced Scorecard for banks,
insurance, leasing and services companies in Indonesia and Asia.

JAMES CREELMAN, BA
is the Global Best Practices Leader for OTI, responsible for thought leadership. Scorecard, including the 2001 book Creating a Balanced Scorecard (within a a Financial Services Organization) for Lafferty Publications and the upcoming 2010 book (published by John Wiley) Creating a Balanced Scorecard for a Financial Services Organization.

INVESTMENT :
Rp. 5.500.000,-