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Certificate in Strategy Planning Maturity Assessment

  • Training

  • 20 Hours
  • The KPI Institute Pty. Ltd.
  • ID: 5693490
This micro-certification course explores the essential elements of developing a strategy planning framework in organizations and assessing its complexity using a maturity model.

The maturity assessment methodology presented is the proprietary knowledge of the hosts and Global Performance Audit Unit, built on 10+ years of research and practical experience in strategy formulation.

Overview:

Professionals enrolled in this course have the opportunity to access one-time and free of charge the full assessment tool - Strategy Planning Maturity Model Framework v2.0 - and gain practical experience in identifying the strengths and weaknesses of organizational practices and formulating improvement recommendations in 6 key areas:
  • Organizational Identity
  • Strategy Formulation
  • Strategy Articulation
  • Strategy Alignment
  • Strategy Review
  • Strategy Governance & Communication

Benefits:

Ensure you have the right tools, processes, and people in the right place for your Strategic Planning process
  • Identify the weaknesses of your current Strategic Planning Framework and learn how to shift to the next maturity level
  • Maximize the added value generated by your Strategic Planning by elevating current practices to best practices
  • Conduct a one-time free assessment using the host and GPA Unit's methodology for an organization of your choice
  • A dedicated module to Performance Culture is offered as part of this course.

Course Content

Module 1.1 - Strategy Planning Essentials
  • The Performance Management Framework
  • Organizational Identity
  • Strategy Formulation
  • Strategic Planning Models
  • Objectives, KPIs and Initiatives
  • Strategy Alignment
  • Strategy Governance and Communication
Module 1.2 - Performance Culture Essentials
  • Communication, Leadership & Buy-in
  • Innovation & Engagement
  • Learning & Knowledge Sharing
  • Happiness & Well Being
  • Governance and System Intergration
Module 2 - Performance Management System (PMS) Audit
  • Key Terminology
  • Audit Typology
  • Audit Principles
  • The Role of PMS Audit
  • Governance
  • Audit Objectives, Scope and Criteria
  • The PMS Audit as a Project
  • The PMS Audit as a Process
Module 3 - Maturity Assessment Methodology
  • What are Maturity Models?
  • Integrated Performance Management Maturity Model
  • Assessment Methdology
  • Maturity Levels:
  • Strategy Planning Maturity Levels
  • Performance Culture Maturity Levels
Module 4 - Evidence-based Assessment
  • Data Collection for Evidence-based Assessment
  • Documents Presentation - Strategy Planning
  • Documents presentation - Performance measurement
  • Documents presentation - Performance improvement
  • Documents presentation - Performance culture
  • Documents presentation - General management tools
  • Documents Sampling
  • Documentation Tutorial
Module 5 - Perception-based Assessment
  • Data Collection Through Survey
  • Data Analysis for Survey Results
  • GPA Unit Online Platform for Assessment - Tutorial
Module 6 - Interviews
  • Interview Guide Development
  • Conducting Interviews
Module 7 - Data Analysis
  • Data Consolidation: Documents, Survey and Interviews
  • Final Maturity Score Interpretation
  • Data Interpretation Case Study
Module 8 - Audit Outputs
  • Audit Outputs and Communication
  • Audit Report Structure
  • Audit Conclusions and Recommendations
  • Roadmap for Continuous Improvement
Module 9 - Course Review
  • Course Review

Speakers

Cristina Mihailoaie
Business Unit Manager - Research Division

Cristina is a subject matter expert with 10 years of experience in strategy and performance management. Her expertise in building on research background, that investigated the challenges and solutions to optimize management practices in organizations and develop sound frameworks. She was involved in and coordinated more than 100 research reports related to KPI usage and performance measurement. She was a key contributor to the Integrated Performance Maturity Framework, the proprietary tool of The KPI Institute and GPA Unit for evaluating the maturity of organizations. Her activity also included the development of customized assessment frameworks for government entities, personalized strategy maps, scorecards, and dashboards from companies in oil&gas, manufacturing, telecommunications, finance, and banking.

Cristina has conducted more than 10 performance management system audits as a lead subject matter expert, supporting organizations in improving their strategy, performance measurement, and employee performance management processes and tools.

Furthermore, she has been in a management position for the past 5 years, dealing directly with the challenges of planning and executing strategy in the agile business industry, such as research and training.

Her teaching skills are recognized by a Master Trainer certificate provided by Association for Talent Development, USA, and complemented by over 1,000 hours of client workshops, open training courses, and conference presentations.

Who Should Attend

Strategy Management Experts
Strategy Managers, Performance Management Specialists on matters of corporate performance, Business Planners, or Independent Consultants in this domain are the parties directly interested in developing a tool that will enable them to assess fast, objectively, and against best practices the strategy planning framework of an organization.

Audit Professionals
Audit experts, from any background, looking to garner greater knowledge regarding the assessment of organizational performance systems through the use of The KPI Institute’s trademarked Integrated Performance Maturity Model Framework and developed by the Global Performance Audit Unit (the GPA Unit).

Executives
Senior Managers and Executives can find value in this micro-certificate by acknowledging the fundamental best practices in strategic planning and learning about maturity model assessments, with functional principles that can be applied in area.