Balanced Scorecard Training Program

Balanced Scorecard and 
Key Performance Indicator 
Training Program 
2024 - 2026

©1997-2023 Balanced Scorecard Institute
Our Understanding of Your Situation
•
Interest in training City staff on BSC and KPI basics
•
Annually for three years, two groups of up to 10 
employees to attend Balanced Scorecard Essentials 
conducted in a single day or over two consecutive 
days in 3-hour sessions
•
Annually for three years, three groups of up to 10 
employees to attend Key Performance Indicator 
Essentials conducted in a single day or over two 
consecutive days in 3-hour sessions.
•
Training to be conducted virtually
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©1997-2023 Balanced Scorecard Institute
Balanced Scorecard Essentials
 Course Overview
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©1997-2023 Balanced Scorecard Institute
Key Performance Indicator Essentials
 Course Overview
4

©1997-2023 Balanced Scorecard Institute
Our Training Approach
• Hands-on Exercises
• Case Studies
• Practical “Real-World” Examples
• Small Working Group Environments
• Interactive Lectures and Discussions
• Develop Understanding By Doing
• Credly Badge Issue
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©1997-2023 Balanced Scorecard Institute
Why the Balanced Scorecard Institute?
• 10,000 + Trained in the Balanced Scorecard, Key Performance 
Indicators, Objectives and Key Results, Strategy Execution, and 
Strategic Project Management
• We are the Original Certifying Body for Balanced Scorecard 
Certification
• Over 25 Years of Global Experience (in More than 60 Countries)
• Recognized Experts Across Multiple Industry Segments to 
Include: Education, Government, Military, Healthcare, Banking, 
Profit and Non-profit Organizations
• Experts in Developing Strategy, Meaningful Performance 
Measures, Strategic Project Management and Strategy 
Execution
The PMI Authorized Training Partner seal is a mark of the Project Management Institute, Inc.
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©1997-2023 Balanced Scorecard Institute
What Others Say About Our Courses
“Finally, a comprehensive approach that makes sense and ties all of our tools together” –
Todd Moon, Alcohol & Tobacco Tax & Trade Bureau, Chief Operations Service
“The Balanced Scorecard Professional Program is an excellent system to implement into your 
organization in order to align people, resources and projects to your mission and vision, while 
continuously evaluating and improving performance! The Program is definitely worth any 
organization's time and money.” – Karen Comfort, Associate Deputy Director, United States 
Department of Agriculture
“The OKR Professional Course brings clarity, precision, and simplicity to the complex problem of measuring what 
matters” - Dan Colman, Owner of Gray Zone Solutions, LLC
“My online learning experience was seamless. The structure of how it was delivered made it a highly comfortable 
learning space that allowed time for discussions within small learning groups. The 2-week online schedule was 
welcomed as the scheduling allowed sufficient time for reading, review and preparation for the sessions” – Sasha 
Dhoray, Corporate and Alumni Relations, Arthur Lok Jack Global School of Business
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“The KPIP training opened my eyes to the real methods of how to create lasting measures that truly enhance and 
improve an organization’s performance” – Tyler Rodriguez, Management & Program Analyst, US Air Force Manpower 
Analysis Agency

©1997-2023 Balanced Scorecard Institute
Our Instructors and Key Staff
David Wilsey
CEO
Joe DeCarlo
VP & Senior Consultant
Terry Sterling
Training Director
 & Senior Consultant
Betty Ellis
Logistics Manager
Dr. Sandy McLure
Senior Consultant
Suzy Nisbet
Senior Consultant
Henry Gonzalez*
Senior Consultant
Susan Sweetman
Senior Consultant
Dr. Shane Sokoll*
Senior Consultant
Alan Fell
Senior Consultant
Click Here for Biographies
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Robert McDonald
Business Development Director

©1997-2023 Balanced Scorecard Institute
Suggested Daily Class Schedule
Morning Session: 09:00 am – 10:30 am 
Break: 10:30 am – 10:45 am
Morning Session (Cont.): 10:45 am – 12:00 pm 
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*Hours may be adjusted at client request
Option 1: Mornings over 2 Consecutive Days
Option 2: Full-day Session
Morning Session as Above
Lunch: 12:0o pm – 1:00 pm
Afternoon Session: 1:00 pm – 2:30 pm
Break: 2:30 – 2:45 pm
Afternoon Session (Cont.): 2:45 pm – 4:00 pm

©1997-2023 Balanced Scorecard Institute
BSI Responsibilities
•
Course Instructor(s)
•
Instructor Travel Arrangements (Onsite Only)
•
All Student Materials
•
Miro Platform
•
Zoom or MS Teams Platform
•
Registration Support
•
Professional Services Delivery
•
Certificates of Attendance
•
BSP Certification Certificate
•
Credly Badge for Certifications
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©1997-2023 Balanced Scorecard Institute
Your Responsibilities
•
Shipping Costs of Student Materials (if applicable)
•
Student Rosters 2 Weeks in Advance of Course Dates
•
Individual Laptop Access for Each Participant
•
Video and Audio Capabilities for Each Participant
•
Participant Understanding Cameras are to Be On During 
Course
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©1997-2023 Balanced Scorecard Institute
Your Investment
Course
Number of 
Courses 
Per Year
Class 
Size
Online Course Fee, 
LMS Access Per 
Course
Instructor Travel 
Related Expense
Total
Cost
Balanced Scorecard 
Essentials
2
10
$ 5,250
NA
$10,500
Key Performance 
Indicator Essentials
3
10
$5,250
NA
$ 15,750
ANNUAL TOTAL
$26,250*
Online Course Delivery
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*Pricing based on 3-year contract

©1997-2023 Balanced Scorecard Institute
Terms and Conditions
Fees
The pricing is fixed for up to 90 days beyond the proposal date and will be in effect for any agreed‐upon work for one year from date of signing 
of this agreement.  Client is responsible for any, and all fees, taxes, and other charges required by client’s country or locality.
Expenses
Shipping of hard copies of Student Packets (if applicable) will be billed at cost to Client. Student Packets are mailed to a single point-of-contact 
as designated by the client.   If applicable, all Instructor travel related costs will be billed, at cost, to client.  This includes airfare (economy plus), 
lodging, meals, rental car, gas and any other related expense.
Payment Terms
Fees and Expenses are due and payable upon receipt by Client of an undisputed invoice without any deductions or setoffs. Payments utilizing 
credit cards will be charged a 3% fee.  Payment in full prior to the start of the course is required to initiate the work unless other arrangements 
have been agreed to by all parties. Purchase Orders are acceptable for entities of the United States Federal Government. A signed copy of the 
“Acceptance of this Proposal” is required prior to the commencement of any course as outlined in this proposal.
Confidentiality and Privacy
BSI agrees to keep strictly confidential, all information about Client or any study findings/data, or any individual or organization studied, 
except where permission to release this information is provided. BSI agrees to the confidentiality of all information obtained (including that 
obtained from or about individuals) during the course of a project in accordance with Government or generally accepted industry privacy 
requirements. BSI will sign necessary confidentially agreements at the request of Client.
Intellectual Property
Ownership of BSI intellectual property used to create and develop the Client management system or measurements will remain with BSI. 
Client will have no right, title, or interest of any kind or nature whatsoever in the intellectual property that BSI uses, including the Building and 
Implementing a Balanced Scorecard: Nine Steps to Success™ framework, and associated training materials, databases, and toolkits.
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©1997-2023 Balanced Scorecard Institute
Communications
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Balanced Scorecard Institute
Director of Training: Terry Sterling
Phone: +1 727-386-9950
Email: tsterling@strategymanage.com
Logistics: Betty Ellis
Phone: +1 919-460-8180
Email: bellis@strategymanage.com
City of Glendale, Arizona
Point of Contact: Jenny Durda
Business Intelligence and Analytics Officer 
Phone: +1 623-930-2241
Email: jdurda@glendaleza.com

©1997-2023 Balanced Scorecard Institute
Next Steps
ACCEPTANCE
Please lock in the pricing in this proposal by indicating your acceptance of this approval by returning this agreement by fax to: 
(919) 460‐0867, by email to Contracting or by mail to: 
Balanced Scorecard Institute,
2000 Regency Parkway, Suite 420 
Cary, NC 27518
Submission of a SF182 is acceptable in place of this agreement. By submitting a completed SF182, or in signing this proposal, 
Client agrees to all the terms listed within this agreement.
__________________________________________ 
 
_______________________
David Wilsey, CEO – Balanced Scorecard Institute 
 
Date
a Strategy Management Group company
__________________________________________ 
 
_______________________
City of Glendale, Arizona 
 
 
 
Date
October 30, 2023
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