2013 Q2 ABM SMART Meeting

Denver, Colorado
Monday, April 29, 2013

Agenda:  Monday – April 29, 2013 (Meeting Room)

7:30a - 8:30         Breakfast provided at the hotel buffet included with rooms

8:30 - 9:00            Welcome and introduction of attendees

9:00 - 10:15         “Activity Value Management Workshop” Part 1 - Brian Higgins

In this workshop long time (over 20 years) ABM practitioner Brian Higgins shares his unique approach to using activities to create Activity Value Management (AVM). While these tools may look familiar, Brian has a different view and emphasis that may give you new ways to articulate and achieve higher results. Part 1 provides an overview and historical context that has shaped and honed this approach.

10:15 -10:45                Networking Break

10:45 - 12:00 pm       Workshop Part 2 – Interactive Experience - This part shifts to an interactive experience workshop format providing opportunities to apply the concepts of AVM using their own work environment. These tools we focus on generating immediate benefits that attendees can take back and use.  

12:00 – 1:00        Networking Lunch

1:00 - 2:45            Workshop Part 3 – Hands-on Application - Participants will learn, through “hands-on” experience, how to:

·      Identify and cost organizational processes and activities — uncover the true cost of products and services without using outmoded allocation methods or cost driver rates that tend to distort costs

·      Uncover new opportunities for both growth and profit improvement, capitalizing on an enhanced understanding of the linkages between costs, customer loyalty, and employee satisfaction

·      Eliminate unnecessary and avoidable costs by understanding the non-value-added and non-mission-related work that is robbing your organization of its rightful competitive position

·      Discover “hidden” opportunities to enhance financial and operational performance often missed by contemporary improvement techniques

·      Jump start improvement initiatives such as Six-Sigma, Service-Profit-Chain, Balanced Scorecard,® Malcolm Baldrige, Survey Research, and ISO, etc., identifying the most opportune areas for improvement that will produce the highest returns on investment while creating a benchmark to measure actual improvement — optimizing rather than maximiz¬≠ing your investment

2:45 – 3:15           Afternoon Networking Break

3:15 – 4:15           Workshop Part 4 – Review of the AVM Success Tools – Participants will explore the tools that enable the AVM process to create a unique perspective for each organization in terms of processes, activities, costs, lines of business, and shareholder opinions. These include:

-          True Line of Business Costing

-          Mission-Critical Analysis

-          Line of Business Profitability Analysis

-          Cost Factor Analysis

-          Cross-Functional Evaluation

-          Fragmentation

-          Forward and Reverse Audit Trails

4:15 - 5:15            “Where are they now?” – follow up on the team from Current, Inc. featured in Chapter 8 of Lessons from the ABM Battlefield edited by Steve Player and David Keys (MasterMedia Ltd: New York, 1995)

                                This case took place in Colorado Springs. We update the company history and try to find the project team responsible for the implementation. We will track the chapter authors, Robert C. Thames and Joe Bagan. At the time of this implementation, Current was owned by Deluxe, Inc out of Minneapolis who subsequently joined this group. We will also seek an update on them.

5:15 – 5:30           Wrap-up and Benefits and Concerns

6:30 - 8:30            Team Dinner


Agenda:  Tuesday – April 30, 2013 (Conference Room)

7:30 - 8:00            Continental Breakfast

8:00 - 8:30            Recap of Day One: What did we learn? How will we apply it?

8:30 – 9:30           Follow-up on “Improving the Effectiveness of IT Financial Management” (1Q 13)

-          Participant updates on actions                                           Group Discussion

-          Case Study “Finding all the IT costs outside IT”            Joel Munch

“Joel is the former CIO of Thompson Creek Metals Co. He will share the experience many company face when they realize huge portions of IT costs are hidden in operating department accounts far from IT view. With iPads and other mobile devices, cloud computing, and other new technologies, this problem is only getting bigger. Joel will share how you can help your management team find optimal answers (Many years ago Joel served as part of Arthur Andersen’s Advanced Cost Management team).

9:30 – 10:00        In the News Update – Let us know what new items you are finding that we should share with the group. This quarter will (1) review Cost Management magazine, (2) discuss the Society of Cost Management, and review a change management tools approach to help you be more innovative. 

10:00 – 10:30      Morning Networking Break

10:30 – 11:15      Book review and discussion featuring Beyond Performance Management: Why, When, and How to Use 40 Tools and Best Practices for Superior Business Performance” by Jeremy Hope and Steve Player (Harvard Business School Press: Boston, 2012).

                                This session will provide a quick overview to the book’s format as well as its contents. Attendees will rate to 40 topics to help identify those tools for additional discussion. We will also try a group exercise to see if we can use the book’s format to efficiently develop content in new areas.                 

11:15 – 11:45      Preview of next Quarter’s Meeting featuring “Islands of Profit in a Sea of Red Ink: Why 40% of Your Business Is Unprofitable and How to Fix It” by guest speaker Jonathan L. S. Brynes (Portfolio Penguin: New York, 2010).  

11:45 am – Noon      Wrap Up and Box Lunches


Contact Information

  • Phone: 214-239-0155, Email: heather@theplayergroup.com
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