Proven process.

Custom approach.
Sustainable results.
Our philosophy of management translates an organization’s strategy
into a set of objectives, measures, targets, and initiatives and aligns
the organization to them. Research shows that 70% of organizations
with a formal strategy management process report performance
results greater than those without such a process. To execute your
strategy, you need to build a comprehensive management system—
and know how to use it.

– Drs. Robert S. Kaplan and David P. Norton

Palladium founders and creators of the
Balanced Scorecard, strategy map, and
Kaplan-Norton strategy management system

Organizations that adopt the Kaplan-Norton approach significantly

outperform those that do not over a three-year period beginning with
the year of adoption. The results provide strong evidence that the
Balanced Scorecard is an effective strategy management tool that
leads to improved shareholder returns.
– Advances in Accounting,
Volume 24, Issue 1, June 2008
Strategy is important, but it
is the execution that counts.
You’ve developed a brilliant strategy that promises impressive results—leaps in profitability,
unprecedented workforce productivity, increased efficiencies, major inroads into your
competitors’ market share, or improved mission outcomes.

But can you execute that strategy—put it into action through the right day-to-day
processes, operations, and technologies? If not, you won’t reap an Execution Premium—the
breakthrough performance results that put you far ahead of your peers.

90% of organizations fail at execution. That’s because they lack a comprehensive,

disciplined system for managing the implementation of their strategy. The 10% that build a
rigorous system gain a sustainable competitive advantage.

Palladium knows how to make strategy execution a long-term core competency in your
organization—no matter what its industry, where it operates, or whether it’s a corporation,
not-for-profit entity, or government agency.

How do we help? We deploy our unique resources—including the world’s largest body of
strategy execution know-how and our proven Palladium Execution Premium Process™
(XPP)—to show you how to construct and sustain a strategy management system tailored
to your organization. Our goal is to become your long-term partner, earning your trust
through our deep expertise, excellent advisory skills, and commitment to your success.

Proven process. Custom approach. Sustainable results.

Proven process.
Our powerful Execution Premium Process—the XPP—was developed by Drs. Robert S. Kaplan
and David P. Norton and their Palladium colleagues, the world’s leading experts on linking
strategy to operations for sustainable performance.

We’ve used the XPP as a management platform to help hundreds of organizations

worldwide to:

Clarify strategy by establishing their vision and mission, articulating how

the organization will differentiate itself from competitors and create new value
for stakeholders, mapping the cause-and-effect linkages behind the strategy,
and using tools to report progress on their strategy execution.

Drive performance by managing strategic initiatives; linking the strategy

to operational planning, budgeting, and forecasting processes; strengthening
financial consolidation processes; reporting performance results; and allocating
resources dynamically.

Optimize data by leveraging business intelligence and analytical tools and

technology to gather the right data; drawing the most valuable insights from it;
and making timely, well-informed business decisions.

Holistic, practical, and proven, the XPP ensures that your key business processes,
operations, and technologies support your strategy.

Only the XPP creates and reinforces the linkages between strategy, people, processes, and
data—repairing the fragmentation that impairs execution in so many organizations.

Palladium is the only firm that offers its clients a complete strategy execution
system—a system supported by our heritage of innovative thought leadership and
practical implementation expertise. And we’ve used this distinctive competence to help
organizations in every industry, in every part of the world, achieve their own
Execution Premiums.
 The success we’ve had at Nemours
is evidence of the effectiveness of
the Palladium Execution Premium
Process. We selected it as our
preferred framework for executing and
monitoring our management system.
– Dr. David Bailey
Chief Executive Officer
Nemours

Palladium Execution Premium Process™ (XPP)

Custom approach.
With Palladium’s Execution Premium Process, you can begin anywhere in the process and
plot a course tailored to your needs. We provide a range of options to make your strategy
execution sustainable. You can assemble a powerful combination of consulting, technology,
conferences, communities, and certification—a mix of services only Palladium provides.
By customizing an approach that is right for your organization, you will start generating
better results, faster.

Consulting Technology
Our teams of seasoned, highly skilled Palladium is the only firm that implements
experts provide a comprehensive set both the management system and the
of best practices, intervention techniques, technology that scales and sustains it.
and proven tools to tackle your toughest Pairing your strategic goals with the right
execution challenges. Leveraging technology solutions drives informed
Palladium’s extensive strategy, performance decision making, competitive advantage,
management, and business intelligence and breakthrough performance.
knowledge base, our teams bring highly
To help you accomplish these goals,
specialized wisdom and experience to the
Palladium offers a wide range of technology
table. We are committed to your success,
services and expertise. For example:
and we do not succeed unless you do.
• Assessments & Diagnostics: We help
• Need to build the leadership discipline
you identify gaps, plan for organization
and change initiatives required to
and process change, envision the right
convert your strategy from a great idea
information architecture, and map your
to operational reality? Bring in our
road to success.
strategy and performance experts to
accelerate strategy to results. • Solution Frameworks: We link strategy
to operations with analytic frameworks
• Want to understand the execution
that help improve the effectiveness
barriers unique to your industry? Draw
of decision making and solve complex
from our industry experts’ experience
business challenges.
to outperform your peers.
• Systems Implementation: We have
• Want to understand where you are
extensive experience implementing a
in the Execution Premium Process,
wide range of business and financial
where you need to go, and how to get
applications that help scale and sustain
there? Take our Execution Premium
your organization’s performance.
Assessment™—the XPA—to identify how
to close the performance gap.
 Conferences Communities Certification
At our world-class executive conferences When you connect with other practitioners, Palladium’s certification and training
and summits, you’ll gain exposure to subject you share insights and learn from one programs provide hands-on skills building
matter experts’ latest thinking about key another’s successes and struggles. Palladium for the strategy and performance
topics such as strategy management, has long provided ways for executives to management practitioner—from creating
metrics, and business performance. You’ll tap into the power of community—and is a strategy map and Balanced Scorecard to
hear how other executives—from a diverse continuing to innovate in this area. leading strategy review meetings. The only
array of enterprises around the world—have certification and training approved by Drs.
Palladium’s Execution Premium
made strategy execution a core competency Kaplan and Norton, our “boot camps” and
Community™—XPC—is the premier global
in their organizations. seminars blend classroom-style instruction
online community for strategy and
with smaller group facilitation, all guided by
Each event gives you a wealth of performance management practitioners.
Palladium experts.
opportunities to: The community is led by Drs. Kaplan and
Norton and is home to the world’s most You can also earn certification credentials
• Hone awareness and understanding of
comprehensive and authoritative body through our programs. Become certified,
strategy and performance management
of knowledge on strategic performance and you:
in your organization.
management. XPC offers global 24/7 peer-
• Demonstrate that you’ve mastered the
• Gain executive buy-in for strengthening to-peer networking, discussion forums,
strategy management system.
your strategy management system. best-practice sharing, and benchmark data,
as well as a solution center. • Spread a powerful body of knowledge
• Glean insights from best-practice case
throughout your organization.
studies. Our research working groups pair XPC
members and Palladium experts to • Help your organization make strategy
• Network with your peers. co-create new approaches that advance management a core competency.
the state of strategy and performance
• Accelerate team learning.
management knowledge. • Join a powerful global network of
• Meet one-on-one with Palladium certified practitioners.
experts to discuss your needs.
You and your organization win.
Sustainable results.
Hundreds of organizations—from around the globe—have partnered with Palladium to
achieve breakthrough, sustainable performance. Their results speak volumes:

Canadian Blood Services: CBS put strategy at the center of its plan to transition into a
more critical player in Canada’s healthcare system. Palladium’s solution included adopting
the Balanced Scorecard, implementing an Office of Strategy Management, aligning resources
to the strategy, and ensuring each business line was aligned to corporate priorities.
Execution Premium: National order fill rate increased from 80% to 98% in four years.
Percentage of donors rating their satisfaction as 10 on a 1-10 scale improved from 26% to
43%. Percentage of hospitals reporting this rating went from 17% to 29%.

Dunkin’ Brands: After the largest coffee and baked goods chain in the world was bought
by a consortium of venture capital firms, it partnered with Palladium to overhaul existing
financial planning, budgeting, and reporting processes to support its aggressive growth plans.
Execution Premium: Palladium drastically reduced Dunkin’ Brands forecasting cycle, cut
reporting time from weeks to one day, increased data accuracy, and developed a long-range
planning application allowing Dunkin’ Brands to better achieve its global growth targets.

Lockheed Martin Enterprise Information Services (EIS): After supporting the Lockheed
and Martin Marietta integration, EIS wanted to become the supplier of choice for internal
IT services and position Lockheed to win large IT-related contracts. Palladium helped EIS
execute its customer-solutions strategy through rollout of the Balanced Scorecard.
Execution Premium: EIS realized 15% productivity savings for EIS, and 10% for its
internal customers, and new business for Lockheed’s operating divisions, thanks to EIS’s
program knowledge.

Millipore: This life sciences industry leader needed a framework for managing strategy
execution and key business processes to achieve its growth goals. Palladium pioneered the
integration of the Balanced Scorecard with driver-based rolling forecasts, dynamic resource
allocation, and peer-based external benchmarks for goal-setting and incentive management.
An Office of Strategy Management was established to make strategy execution a core
competency, and to create a new culture focused on execution, performance, accountability,
and growth. Execution Premium: In four years, the company’s revenue grew 82%, and its
stock performance, up 41%, became the second best in its peer group.

US Army & Air Force Exchange Service: Running 3,100+ facilities (e.g., stores, gas
stations) around the world for military personnel, AAFES needed a more efficient supply
chain. With Palladium’s help, it standardized processes for supply-chain data validation,
pricing analysis, and data reconciliation. Execution Premium: Inventory shrank by $108
million. Revenues jumped 10% from 2003 to 2007. Employee satisfaction rose 10%.
Customer traffic increased 16%.
 The Global Standard for Strategy Execution
Only the highest performing organizations earn entrance into the Palladium Balanced
Scorecard Hall of Fame for Executing Strategy.® Since the Hall of Fame’s inception in 2000,
inductees have demonstrated mastery of the XPP strategy management system and have
achieved and sustained unprecedented results. Hall of Fame organizations are the proof
cases that the XPP is effective in helping sustain performance results. More than 130
strong, Hall of Fame members include some of the most admired enterprises in the world—
from every geography and every industry. A representative sample is shown below.

Process Discrete
Manufacturing Manufacturing

Telecom Consumer
and Utilities Products

Government Financial
and Military Services

Healthcare Non-Profit
 Strategy
Senior executives consistently name strategy execution as their most pressing management
clarify strategy
challenge. Our analysis of high performing organizations shows that successful execution
results from having a specific management framework for clarifying your strategy and
linking it to your people, processes, and technology.

Exceptional organizations don’t leave strategy execution to chance.

In these enterprises:

• All members of the leadership team participate fully in

Palladium has really helped us
developing the strategy and are personally involved in translate our strategy—take
executing it. our vision as well as our
objectives and turn them into
• The strategy is clearly expressed. The best way to describe action. Defining our measures,
a strategy is through a strategy map—a tool Palladium
aligning our initiatives, and
created.
providing greater visibility into
• Strategy is measured, cascaded through the organization, our performance objectives
and reported. has enabled us to make better
management decisions for our
• Resources are aligned to the strategy. Otherwise, strategy
future growth.
remains a paper exercise.
– Bryan Timm
• There is organizational support for the changes required Executive Vice President and
throughout the implementation of a new strategy. Change is Chief Operating Officer
an inherent part of strategy execution. Columbia Sportswear Company

• Strategy execution is coordinated through an Office of

Strategy Management.

Palladium’s Executive Strategy Manager The ESM allows for better meeting
(ESM) is a web-based software application management by enabling you to
that accelerates Balanced Scorecard and communicate your corporate strategy
strategy map design and strategy reviews. and identify the key performance drivers
The only application built and managed by throughout your organization.
the creators of the Balanced Scorecard, Drs.
Kaplan and Norton, and their team, the ESM To learn more, visit:
helps you create strategic alignment at the www.executivestrategymanager.com
corporate, division, and individual levels.
Palladium’s Strategy Services

• Strategy clarification, planning, and measurement – Palladium’s unique

approach to strategic planning and development creates a strategy
designed for execution.

• Organizational alignment and engagement – We help you cascade your

strategy to ensure the right mix of scorecards, dashboards enabled by
business intelligence technologies, measures, and reporting. The result?
Everyone in your organization is tracking and working toward common
objectives.

• Resource allocation and portfolio management – Our proven approach

to initiative management arms you with a process for identifying,
selecting, funding, executing, and monitoring initiatives and programs
that drive your strategy execution.

• Strategy reporting and governance – We help you develop reports,

coach your management team on managing strategy in a new way, and
instill a discipline of sound analysis and effective decision making.

• Change and transformation – Palladium helps your leadership team

identify and manage risks and barriers to change.
 Performance
Management
To achieve and sustain success, your organization must manage performance. That means
drive performance
linking your strategy to your operations, aligning planning and execution processes, and
synchronizing business unit and enterprise objectives. On average, companies realize only
a fraction of the financial performance that their strategic plans promise—primarily due to
failures of planning and execution. High performing organizations optimize planning and
consolidation processes, identify critical business processes and levers, and dynamically
allocate resources to drive performance.

In organizations that excel at performance management:

• Strategic, financial, and operational plans are aligned to ING Investment Management
ensure that critical initiatives receive the resources they has partnered with Palladium
need to deliver results. over the years to build first-
• Planning, performance reporting, and rolling forecasts form class performance management
a closed loop, enhancing responsiveness to changing capabilities, processes, and tools
business conditions. within the Finance Department.
Palladium has helped us envision
• Financial consolidation processes are efficient, accurate,
a future state, adopt best
timely, and aligned with the planning process to enable the
practices, build a roadmap to
effective management of results, external reporting, and
close the gaps, and implement
compliance with regulatory requirements.
lasting change. The resulting
• Dashboards and reports examine forward-looking standardized financial planning,
metrics, so adjustments can be made while there’s still reporting, and analysis processes
time to respond. and tools have enabled Finance
• Dashboards and scorecards are used not just to identify to be more efficient, react quickly
issues that need rectifying but also to pinpoint successes to the changing environment,
that can be repeated across the organization. proactively analyze potential
operating challenges, and
increase the level of accuracy and
transparency.
– Jeffrey T. Becker
Chief Executive Officer
ING Investment Management,
Americas
Palladium’s Performance Management Services

• Integrated operational and financial planning – We help you define the

activities, resources, and business processes you need to create and meet
financial objectives as well as employee, capital, and project plans.

• Forecasting, resource allocation, and investment management –

Our approach to designing and implementing a rolling framework
transforms planning from an annual activity to a continual, dynamic
process that adapts as business conditions evolve.

• Financial close and consolidations – We improve your process

efficiencies and effectiveness, shorten closing timeframes, expand
decision analytics, comply with statutory requirements, and increase your
visibility into the business.

• Reporting, operational dashboards, and analytics – Palladium creates

frameworks and processes to help you identify potential challenges,
leverage successes, and streamline financial reporting.

• Performance management systems implementation – We implement

systems and technology that help scale and sustain results.
optimize data Business Intelligence
With more and more available data, how do you know you’re analyzing the right data to
support your strategic intent? You need accurate, relevant data to monitor outcomes, gain
insights, anticipate risks, and adapt. A combination of best practices and technology will
yield the data you need to meet your strategic objectives. Research shows that combining
the Balanced Scorecard with business intelligence (BI) produces results four times greater
than either approach alone.

In organizations that excel at business intelligence:

• Data and information consistently align with strategic objectives, and BI is linked to
strategic performance drivers.

• Decision processes are fact-based. Intuition and gut feelings give way to focused
analytics as the basis for answering important questions.

• Master data management is a core focus. It is critical for the alignment of

operational and analytic processes that enable effective analytical systems with an
enterprisewide vision.

• BI supports multiple perspectives, each of them equally important to the

organization’s success:

– Data to measure progress toward strategic objectives are

reported using tools that facilitate strategy reviews and
decision making.

– Performance management processes use core operational and

financial data for driver-based modeling, with BI to support
Palladium helped us establish a reporting and analysis.
strategic EPM and BI platform
– Data and information are delivered in formats that optimize
for planning and management
decision making at the front lines, enabling managers to
reporting. We are pleased to effectively orchestrate day-to-day operations.
partner with them as our primary
consultant and integrator.
– John Krzysiak
Senior Vice President,
Business Analysis
General Dynamics
Information Technology
 Palladium’s Business Intelligence Services

• BI strategy and roadmap – We assess your organization’s current and

future-state analytic technology infrastructure and create a roadmap of
quick wins.

• BI alignment and governance – Our expertise in data governance and

processes that manage, standardize, deliver, and support BI programs
ensures ongoing accuracy of your data.

• Analytic information architecture – We design and build the analytic

information architecture needed to enable your BI programs.

• Information management infrastructure – Our experts create

components such as data warehouses, data marts, master data
management, and extract/transfer/load (ETL) processes that scale and
sustain your results.

Our offerings are enhanced by our strategic partnerships:

 Start today.
You’ve seen the evidence that the Execution Premium Process works. You’ve been
introduced to our customized service offerings, and you’ve examined the sustainable results
our clients have achieved.

We offer a wealth of ways to get started—from attending a conference to participating

in a training seminar to speaking with one of our Palladium experts about our consulting
offerings. Read one of the many books and articles we’ve published on strategy execution,
or join the XPC, the premier online community of practitioners devoted to strategy and
performance management. Palladium helps you achieve strategic success.

Not sure where to begin, or where your biggest opportunities are? Take the Palladium
Execution Premium Assessment™ (XPA), a tailored diagnostic survey that quickly shows how
your organization compares to the highest performing organizations. The XPA delivers a
fast-track roadmap showing you the best places to achieve results.

Take the first step. Visit us at www.thepalladiumgroup.com.

Palladium’s Execution Premium Community • Thought leaders in the field including

(XPC) is a unique, high-impact, global online Drs. Kaplan and Norton and dozens of
community of strategy and performance other experts.
management practitioners that provides • Global 24/7 peer-to-peer networking
members with an exclusive, secure and discussion forums.
location to exchange knowledge and share • The world’s most comprehensive and
experiences with peers facing similar authoritative body of knowledge on
strategy and operational issues. strategic performance management,
including print and multimedia case
By joining the XPC, you gain access to:
studies, articles, executive interviews,
• A community of practice where toolkits, videos, and e-learning
members’ experiences, ideas, and best courses developed by Palladium and
To learn more visit: Harvard Business Publishing.
practices are showcased and shared.
www.thepalladiumgroup.com/xpc

Palladium’s Execution Premium Community (XPC) provides those of us

dedicated to improving the strategic performance of our companies the
ability to exchange best practices with peers and access the expertise of the
pioneers of performance management.
– Takehiko Nagumo
Senior Vice President and
Strategic Performance Manager
Union Bank
 Executing our strategy using the Kaplan & Norton process has
given us the discipline to keep the promises we make to our
employees, customers, and shareholders.
– Ralph Izzo
Chairman and Chief Executive Officer
Public Service Enterprise Group (PSEG)

Call 1.800.773.2388 or email inquiries@thepalladiumgroup.com to get started.

 Palladium has offices worldwide:
Barcelona Lisbon
Contact us now for more information on how to
Boston London
successfully measure and manage tomorrow’s
Chicago Madrid
performance today. Call 1.800.773.2399 or email
Dallas New York
inquiries@thepalladiumgroup.com.
Dubai Sydney
Houston Washington, D.C.

About Palladium Group, Inc.

Palladium Group is the global leader in helping organizations execute their strategies by making
better decisions. Our expertise in strategy, risk, performance management, and business intelligence
helps our clients achieve an execution premium. Our services include consulting, technology,
conferences, communities, and certification. Palladium’s Balanced Scorecard Hall of Fame for
Executing Strategy recognizes organizations that have achieved an outstanding execution
premium. For more information visit www.thepalladiumgroup.com.

55 Old Bedford Road • Lincoln MA 01773 • 1.800.773.2399 • inquiries@thepalladiumgroup.com

©2010 Palladium Group, Inc.