2009 Annual Conference
Planning for a Sustainable Future

The Strategic Role of Spares in Sustainable Operations

Charles D. Feinstein
Co-Founder, VMN Group

An aspect of sustainability is to meet an ongoing need at reasonable cost, acceptable quality, and sufficient reliability over the foreseeable future. In many industries and applications, spares can reduce risk, reduce cost, improve quality of service and increase reliability. This session will present methodology that finds the value of spares in a dispersed system, identifies the optimal siting of spares, and measures how spares decrease the long-run operating costs. Hence, spares can be a powerful part of long-term strategic planning.

Monday 2:15 - 3:30 pm

Corporate Social Responsibility and the Strategic Planner

Jennifer Russell
President, Mastodon Consulting

How can you be a good corporate citizen, while strengthening business results? How can strategic planners drive their companies towards stronger social responsibility without an organizational mandate? Understand how to mitigate negative impacts of your supply chain, and make CSR a competitive advantage.

Monday 2:15 - 3:30 pm

Addressing Sustainability in Transportation Agency Planning and Management

Peter Plumeau
Director, Policy & Strategy Practice, Resource Systems Group, Inc.

Sustainability planning seeks to ensure that individual, short-term decisions are consistent with strategic, long-term goals that consider economic, social and environmental dimensions. This approach is particularly important in transportation because transportation activities and investments frequently have a wide range of societal impacts (both positive and negative). This presentation will provide guidance and recommendations for institutions and practitioners based
on a combination of practical experience, research and case studies.

Monday 2:15 - 3:30 pm

"MARPERATIONS™" — The New Science of Business

Herb Rubenstein
President, Sustainable Business Group

This presentation produces a new development in the bridging of science and business. It creates a new word never found in the lexicon of any language to describe this new science. Science is about to discover, as it usually (if not always) does, a truth that has always existed in the universe. "Marperations™" the unification, synergy, and integration of marketing and operations has existed since the beginning of time; however, since we did not have a word for it, no MBA program has yet taught it. This term opens the door for the world of business to benefit from a cohesive system; one in which marketing and operations are two sides of the same coin, just as price and quality have become. This new reality of business "Marperations™" is an essential link from business done the old way to business being done in a sustainable manner.

Changes of philosophy only have broad impacts when there are changes in operations of equal innovative stature. "Marperations™" is a massive innovation in business and a critical element in making sustainability an integral component, if not, the integral component, of a business's identity, its way of doing business and its way of marketing its products and services.

Monday 3:45 - 5:00 pm

Connecting the Dots: Linking Sustainability, Strategic Planning & Human Capital

William Schiemann
CEO, Metrus Group, Inc.

This session will begin with an overview of the role of strategic planning in setting long term agendas for sustainability, including the connection of key dimensions of financial, market, customer, human capital, and social/environmental objectives, resulting in peak sustainable performance. Within this framework, the following topics will be covered:

• Importance of factoring triple bottom line thinking into strategy design and deployment by including an environmental component as one of the critical scorecard perspectives (Schiemann & Lingle, 1999).
• Issues in securing senior leadership commitment to broader sustainable outcomes.
• The role of measurement in guiding and testing strategic alignment across units.
• The role and importance of People Equity (Schiemann, 2006) in strategy execution.
• Implications for corporate reputation, brand and employer branding.
• How the above elements will provide a more sustainable approach in turbulent markets.
• Consideration of the various roles that strategic planners can play in sustainability.

Monday 3:45 - 5:00 pm

Executing Sustainable Strategy in a Downturn

Mark Morgan
Chief Executive Advisor, StratEx Advisors, Inc.

The turbulence of the economic phenomenon that has been swirling since late 2007 puts great pressure on strategic planning and organizational agility to move to plans B, C, and perhaps D. Any organization can make broad cuts using numbers. The real question is how to re-shape the strategic plan to achieve short term objectives while maintaining a sustainable enterprise moving forward. Executives, managers, and consultants all need to think more comprehensively about the shape of the strategic plan and do it in real time. This seminar will deliver the context in which the participants can put the concepts to work immediately to the benefit of their organizations.

Monday 3:45 - 5:00 pm

Sustainability Leadership: Strategies and Paradigms

Irene Hughes
CEO, Essence Consulting

Miriam Karell
Founding Sustainability Strategist, Three Point Vision

In many strategic planning processes, greening your business DNA is seen as a strategy instead of a foundational approach in how the strategic plan is created. Organizations spend a lot of time understanding their values. Sustainability looks at understanding both needs and values. This presentation draws on and highlights these distinctions and looks at both needs and values.

Tuesday 10:45 am - 12:00 pm

Sustainable Transformation

Mark Morgan
Executive Advisor, StratEx Advisors, Inc.

Through commoditization or saturation, organizations face the strategic challenge of transforming the organization to a new type of enterprise in order to adapt to changing market demands. This puts a unique strain on the strategic planning process to cope with the broad range of strategic investments required to take the organization to the next level. By focusing on the right things and making comprehensive decisions, organizations increase their odds of success.

Tuesday 10:45 am - 12:00 pm

The Art and Science of Bringing the VOC into Strategic Planning Efforts for a Sustainable Future

Joely Gardner, Ph.D.
CEO, Human Factors Research, Inc.

Doing “good” through sustainability planning may be a worthwhile social goal, but is it good for your business and your relationship with your customers? Do you understand how key customer segments view and value your efforts? Are there sustainability strategies that are more (or less) highly valued by customers? Are there initiatives that you can develop that help your customers meet their sustainability goals? Can you rely on customers for cutting edge or innovative ideas?

This interactive presentation will introduce the art and a science of bringing your customer to the design table and a wide range of powerful methods to capture and integrate the Voice of the Customer (VOC) into strategic planning.

Tuesday 10:45 am - 12:00 pm

Positioning and Growth for the Emerging Firm in a "Triple Bottom Line" World

Jane Christie
President, NRG Resources, Inc

Jennifer Beever
CMO for Hire and President, New Incite

Jim Wilson
Managing Director, Claremont Strategy Center

The presentation will demonstrate how a new management team, in a promising but challenging business situation, successfully positioned start-up NRG Resources, Inc. (“NRG”) as a credible supplier of “solutions for sustainability” to established industrial customers.

Tuesday 10:45 am - 12:00 am

An Improved Strategy Methodology - Cisco's "Follow the Sun" Virtual Planning

Dart Lindsley
Senior Manager of Business Architecture, Cisco Human Resources

Ken Ketch
Founder, GroupMind Express

This presentation will provide hands on experience of best practices for using web-based decision support tools to improve planning processes. Participants will learn how to bridge the time and distance challenge that faces all disbursed organizations. We will explore several aspects of using technology to improve the speed and quality of planning decisions.

Tuesday 10:45 am - 12:00 pm

Discovering and Using the Benefits of Sustainability Practices

Anika Savage
Co-Founder, Art of the Future

Michael Sales
Co-Founder, Art of the Future

Putting sustainability considerations at the heart of strategy yields unexpected benefits for the organization, the environment, communities both within and external to the organization and the longevity of knowledge assets. Participants in this experiential workshop draw on both Future Studies scanning tools and on elements of Structural Dynamics—a systems thinking approach to scenario planning developed by the presenters—to gain a “big picture” perspective on sustainability as a strategic principle in their organization. This view is used to analyze the specific benefits derived from sustainability and how to employ those insights to move others to action

Tuesday 10:45 am - 12:00 pm

Effective Strategy Formulation, Planning and Management Using the Balanced Scorecard

Howard Rohm
President & CEO, Balanced Scorecard Institute

Successful scorecard systems are built, implemented, and sustained by paying attention to five guiding principles. First, organize the scorecard effort like it’s a marathon race, making sure the system fits the culture of the organization; second, build down from a shared vision of the future; third, craft the strategic story on how the organization creates value for customers and stakeholders and develop a strategy map; fourth, measure what matters strategically, and fifth, make strategy actionable for everyone in the organization. Presentation take-aways from this session include:

• Understand how you can apply best practices to your scorecard initiative
• Learn how to build employee buy-in to the new system
• Learn how to incorporate customer and stakeholder needs in strategy and system development
• Learn how to use a disciplined framework, customized for your organization, to build your scorecard
• Learn how to overcome challenges and sustain your scorecard system for the long-term

Tuesday 10:45 am - 12:00 pm

Integrating Safety Management System Strategies into the Organization's Overall Strategic Thrust

Jon Kevin Loebbaka
General Manager of Universal Alloy Corporation

Alfred O. Lewis, Ph.D
Professor, Economics and Law, Montreat College, Professor, Strategic Management and International Finance, Alliant International University, Professor, Strategic Management, UCSD-Strategic Management Program.

Tom Quick
Director, HSE Performance Systems for Bureau Veritas.

Performance improves as leadership leverages their organization’s strategic approaches and competencies across its core and support strategic thrusts. Organizations’ cultures influence the processes underlying the collection and deployment of an organization’s strategy and ultimately its effectiveness. The presentation will examine how safety strategies significantly improve as organizations integrate stakeholder cooperation and knowledge coordination within their safety management system (SMS) implementations, and, other core and supporting strategic thrusts.

Tuesday 2:15 - 3:30 pm

Planning for Success – A Principle-Based Approach toward Sustainability

Caroline Nolan
Managing Director, Haig-Barrett

In this session, we peel back the layers of jargon to help participants better understand and translate natural laws into basic principles for success toward sustainability; and finally, how to practically integrate these principles into the planning process. In this way, participants will be better able to think about, plan for and execute successful sustainability strategies within their organizations.

Tuesday 2:15 - 3:30 pm

Collaborative Innovation: The Key to Sustainable Competitive Advantage

Dr. Howard S. Rasheed
CEO, Institute for Innovation

Organizations spend tremendous resources on systems throughout the value chain process—from production to customer service. Although disruptive ideas are at the core of sustaining a competitive advantage, many do not invest in developing a collaborative system for transformational innovation.

Dr. Howard Rasheed will present an interactive workshop to demonstrate a process of sustainable strategic planning. The premise of the session is that future sustainability is accomplished by establishing a perpetual culture of open innovation. This collaborative innovation system facilitates interactions with diverse and globally dispersed stakeholders to anticipate “creative disruptions” in your internal Value Chain and your external Value Network. The methodological framework is an emergent, multi-disciplinary, and neuroscience-based ideation process to maximize consistent opportunity recognition and strategic planning for managers.

Tuesday 2:15 - 3:30 pm

The Balanced Scorecard

Gerald Taylor
President & Managing Consultant, The Performance Management Group LLC

The Balanced Scorecard presentation is an overview designed for those who wish to understand the basic principles and applications of the balanced scorecard as a tool in a company's strategic management system.

As a result of the overview, each audience member will be able to answer the following questions:

1. What is the Balanced Scorecard?
2. What is the value of implementing the Balanced Scorecard?
3. What is the most feasible approach to implementing the Balanced Scorecard?
4. How would a company go about implementing a Balanced Scorecard?

Moreover, the audience will learn the elements of how to create an overall company vision that is tangible and fits with the prevailing company strategy. The audience will also learn how to define specific and distinct departmental mission statements that articulate directly into the overall company vision.

Part of the presentation will consist of an overview of strategy mapping. It will focus on:

1. Establishing company critical success factors.
2. Defining executive level scorecards and related strategic objectives.
3. Translating strategic objectives into mid and manager level scorecards.
4. Articulating scorecards into operational goals and objectives.
5. Tie and link operational goals with each employee function.

Tuesday 2:15 - 3:30 pm

Using Sustainability Strategies to Achieve a Global Competitive Edge

Mona Pearl
Founder & COO, BeyondAStrategy, Inc.

Corporations need to change significantly the way they do business and need to adopt new responses and strategies to a new reality. How to implement strategies that make the corporation more sustainable themselves and more sustainable to the environment? Developing the future generations of socially conscious executives and professionals will influence the need for major investments into sustainable strategies for social, economic, and government participants worldwide.

Tuesday 3:45 - 5:00 pm

Plan and Achieve Your Sustainable Future With Open Innovation Jungle Survival Skills

Chas Klivans
President, The CEO's Navigator

It is a jungle out there - learn not just to survive but thrive in this economy, when we need to throw out the window most everything that worked in the past economy. For a business this is just like being in a survival situation. In this new economy, businesses survive and thrive with Open Innovation - a proprietary business solution of The CEO's Navigator that has roots in the survival skills Chas Klivans used to get out alive from an Afghanistan prison and the jungles of Peru and Malaysia. Open Innovation can increase sales, decrease costs, align the right team, or increase shareholder wealth.

Value to Attendees: In this highly interactive session, members will gain an understanding with real company stories how to employ this safe and repeatable innovation process to produce predictable company growth. 1/3 of the presentation is learning Open Innovation's new tools, and 2/3 is a workshop gaining hands-on experience using these new innovation tools.

Tuesday 3:45 - 5:00 pm

Putting Future in the Center of Strategic Planning - Building Future Management Systems

Don Heathfield
Founder, The Future Map

Financial crisis, recession and uncertain economic environment are testing the abilities of management teams to foresee, prepare and lead. Building effective strategies and proactively managing change is increasingly important to enterprises; however, only a handful of companies have developed “future management” systems and processes that put future in the center of decision making.

This presentation will help participants understand the methodology and software tools behind the Future Management Systems using case studies of projects that are being implemented. It will address the needs of both corporate practitioners and consultants who are looking for ways to increase the value of strategic planning for their enterprises and to acquire new, state of the art tools.

Tuesday 3:45 - 5:00 pm

True Green: Customer Experience, Not Ad Messages

Michael Kanazawa

Very quickly companies have learned that it is 'popular' with customers to be sustainable and green. And with that has come an explosion of green messaging, saying that almost every company is sustainable and green. But beyond changing out the light bulbs, placing recycling bins around the office, and printing collateral on recycled paper, some companies are driving true change... for the better. Better products, better cost structures, better relationships with customers.

Clorox, PG&E and start-up KOR are all great examples of companies that are making real changes in their core strategy and operating plans and aligning their organizations to support sustainability as a business objective, not a marketing pitch. What does it take to make the real shift?

Tuesday 3:45 - 5:00 pm