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Officers
Howard Rohm is the Co-Founder and President of the Balanced Scorecard Institute and Founder of the Strategy Management Group, Inc., the Institute’s parent company. He is a performance management trainer, consultant, and technologist with over 40 years’ experience. Howard has trained over 3000 strategic management professionals from over 50 countries and helped dozens of organizations worldwide build balanced scorecard and other performance planning and management systems.
Howard developed the Institute’s Nine Steps to Success™ scorecard methodology in 1997, and his award-winning balanced scorecard and performance management systems have been adopted by Federal agencies, governments and ministries, business and industry, and nonprofit organizations worldwide. Clients include an office of the U.S. Congress, several offices of the United Nations, international non-profit associations such as Susan G. Komen for the Cure, LifeNet, and the The National Marrow Donor Program®/Be The Match Registry®, the Ethiopian Ministry of Health and the government of Botswana, government and defense entities such as the Mecklenburg and Douglas Counties, the City of Newark, Canada Passport Office, the U.S. Departments of Justice and Interior, the U.S. Air Force, Army, Navy and Marine Corps, and major businesses such as Household Mortgage Services, the Bank of Jamaica, Fannie Mae, CISCO, Constellation Energy and many other organizations..
Howard has experience as an operations research analyst, a strategic planner, and a management consultant. He held senior positions with several companies, including Booz, Allen & Hamilton, and at several Federal agencies, including several years as the Executive Director of the Advanced Nuclear Reactor Research and Development Program at the U.S. Department of Energy. Howard was one of the authors of the first National energy plan, in 1976, and worked on several White House nuclear non-proliferation studies in the 1970’s and 1980’s.
He has taught and lectured at five colleges and universities, including the Federal Executive Institute. Howard has undergraduate and graduate engineering and management degrees from Iowa State University and George Washington University, respectively, and he is listed in Who’s Who Worldwide.
Howard is a Certified Performance Technologist (CPT), a Certified Strategic Management Professional (SMP) Pioneer, and a Balanced Scorecard Master Professional (BSMP). He co-authored the Institute Way: Simplify Strategic Planning and Management Using the Balanced Scorecard, and the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide. He is a winner of a team Hammer Award for his work on government performance reform (given by Vice-President Al Gore’s National Partnership for Reinventing Government), and received a Presidential “1000 Points of Light” award for community service from First Lady Barbara Bush at a White House ceremony. He recently was awarded a Triangle (Raleigh, NC) Top 50 Entrepreneur award by Business Leader magazine. Howard is on the Association for Strategic Planning Board of Directors and helped create the Associations Body of Knowledge for professional strategic planning and management certification.
David Wilsey is a strategic planning and performance measurement specialist that works with organizations to improve strategic performance by helping them systematically design and execute strategy, increase employee focus on strategy and results, develop meaningful performance measurements / KPIs, develop consensus around strategy, prioritize more effectively, and improve use of performance management technology. He is an international strategic planning, balanced scorecard and performance measurement thought leader as co-author of BSI’s signature book, The Institute Way – Simplify Strategic Planning and Management with the Balanced Scorecard, co-author of the Strategy Professional Resource Center’s Association for Strategic Planning SMP/SPP/SPA Certification Exam Study Guide, and the author of numerous articles and a widely read blog. He has led numerous BSI client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. He is one of only a handful of Licensed PuMP® (Performance Measure Process) Consultants in the world and is a certified Strategic Management Professional (Association for Strategic Planning). He has helped design all of BSI’s Certification Programs, offered in association with the George Washington University College of Professional Studies.
He has led numerous BSI client engagements and has taught hundreds of participants over many years of balanced scorecard public and client-site workshops. His clients have included UNICEF, the U.S. Border Patrol, KeyLogic Systems, Blue Man Group, Veolia Water NA, U.S. Centers for Medicare & Medicaid, Fort Bragg Army Garrison, Chicago Virtual Charter Schools, Greenville Utilities Commission (NC), Constellation Energy, Dalton Public Schools, HSA Bank, National Cancer Institute/OPIRM, Simmons Foods, the Society of Composers, Authors and Music Publishers of Canada (SOCAN), McLeod Software, CISCO Systems, Shat-R-Shield, and many more. David has experience in a wide range of fields, including consulting, training, engineering, website design, marketing, manufacturing, design, programming, research, education, and multimedia production.
His employment history includes tenures at SAS Institute, Holley Performance, Lunati Pistons, Nesbit Engineering and the University of North Carolina – Chapel Hill. He has a Bachelor’s degree in Music Education from Henderson State University and an MBA from North Carolina State University, with a concentration in Innovation Management.
Joe is the Vice President of Engagement and Delivery, as well as a senior consulting associate, who has 40+ years of extensive experience in business structuring, strategy formulation/implementation including balanced scorecard use, change management, and the design/execution of innovative operational business models/solutions in the private, public, and nonprofit sectors with first-line and executive level management positions.
Joe’s experiences included profit and loss responsibilities, in information technology (hardware and software), consulting, education, and publishing with the IBM Corporation, university senior management and instructor at the Milwaukee School of Engineering, alumnus of the inaugural executive-in-residence program for technology start-ups at the Plug and Play Technology incubator in Sunnyvale, CA, and consultant/instructor with the Balanced Scorecard Institute.
At the Balanced Scorecard Institute, Joe is a project manager/team member for multiple for-profit, government, and non-profit strategy and balanced scorecard projects ranging from high-level organizational strategy to business units through aligned teams and individual strategy and scorecard development. BSI Projects include Cisco, ADP, Community Action Program – San Bernardino County, USAF, KeyLogic Systems, Liebherr Mining Equipment – USA & France, Abu Dhabi Police Department, Fluor Corporation, Regional Resource Center Program – USA, Ethiopia Federal Ministry of Health, Ghana Civil Aviation Authority, Uganda Revenue Authority, Belize Water Services, Central Bank of Belize, cbm Canada, Canada Foundation for Innovation, Puerto Rico Science, Technology and Research Trust, Ghana State Enterprise Commission, Vital FSM PetroCorp, King Faisal Specialist Hospital and Research Centre, Caribbean Community Secretariat, US Army Training and Doctrine Command, San Mateo County Government, US Department of Defense – Defense Media Activity, Meadow Lark Transportation Solutions and the Saginaw Chippewa Tribal College.
Joe is certified by BSI and the George Washington University College of Professional Studies as a certified Balanced Scorecard Master Professional and Project Manager Master Professional as well as a certified Effective Facilitator through the Leadership Strategies Institute and a certified Product Marketing Manager through the Pragmatic Marketing Institute. Joe maintains professional memberships in the Project Management Institute, Association for Strategic Planning, International Society for Performance, Center for Creative Leadership, Data Science Central, Strategic Management Society, Delta Mu Delta – International Honor Society in Business and the United States Naval Institute.
Assignments and projects have been in numerous domestic and international locations including North America, Mexico, Venezuela, Brazil, England, France, Germany, Italy, China, Japan, Taiwan, Australia, India, Ethiopia, South Africa, Ghana, Uganda, United Arab Emirates, Puerto Rico, Federated States of Micronesia, Guyana, Barbados and Saudi Arabia.
Joe has an MBA – Technology Management – University of Phoenix, 2005 and is a Doctoral candidate at the University of Phoenix.
BSI Domestic Associates
Laurie Bacopoulos
Laurie is a Balanced Scorecard Institute Associate, with more than 25 years of experience, working with executives and teams to align business investments and technology to achieve strategic objectives through the execution of project and portfolio management.
Her experience as a coach, strategist and project manager, coupled with her entrepreneurial drive, includes unique strategy execution leadership for private, non-profit, energy and higher education industries. Her responsibilities include designing project management frameworks and implementing systems to drive visibility of resource management. Laurie’s leadership and vision has helped executives embrace the process of establishing a Project Portfolio Management Office that brings value to the bottom line and ensures that the right work is getting done.
Laurie has exceptional facilitation and training skills with a strategic approach that makes her widely sought after for her expertise in delivering solutions that result in operational efficiencies and successful enterprise project implementations.
Laurie’s advocacy for advancing women in business has received numerous accolades. She serves as the Chapter Council Chair for the Association for Strategic Planning where she currently sits on the board.
An avid speaker and instructor, she delivers various presentations on topics including Governance, Project Portfolio Management and Technology strategy alignment. She holds a Masters of Information Systems Management from Keller School of Management, BA in Economics and French from Hollins University and is a Project Management Professional.
Wes Balakian
Wes Balakian is a Balanced Scorecard Institute Associate with over 30 years’ experience in the business management field as a project management consultant, trainer, author and technologist. An internationally known speaker, facilitator, and trainer with over 200 presentations, Webcasts, and workshops to his credit, Wes is the original developer and author of the “Ultimate Project Management training program” covering twenty different courses in portfolio, program and project management including exam certification. He also authored “Harnessing the power of project Management”, and five other published books on project management.” He developed TSI’s public workshop training curriculum which now spans close to 100 classes. He has authored and facilitated numerous planning off-sites, workshops, and training courses on strategic alignment, strategic planning, performance measurement and management, and information technology. Wes has trained several thousand people from more than twenty countries in how to build, implement, and sustain project management teams and PMO’s that are scalable and repeatable business delivery systems.
Wes is a Project Management Professional (PMP), and is an active member of the Project Management Institute Global Operations Center leadership team for the past seventeen years. He has served on the Board of Directors, strategic committees, and held positions of VP of Education and elected Chair in various roles at the institute. Currently Wes is an Advisory board member of the Registered Education Program representing North America. Wes was also newly appointed on a strategic planning committee as an advisor, coach and contributor with the Association for Strategic Planning. He is a member of the Association of Talent Development, The Project Management Institute and The Association for Strategic Planning. In 2010, True Solutions Inc was named one of the top ten Diversity companies to work for in Texas.
Juliette Bastian
Juliette Bastian is the Business Development Director and Senior Consulting Associate with over 28 years of progressive experience in all areas of business administration with governmental and non-profit organizations. She has a proven track record of leadership skills and accomplishments resulting in increased efficiencies, successful project management and effective solutions.
Her experience includes strategic planning leadership for a private non-profit community action agency as well as other executive and management level positions. Her responsibilities have included management consulting, change management, organizational development, special projects, and representation for local government entities at the state and national levels.
Juliette was unanimously appointed by the Board of Supervisors to a leadership position with the responsibility of maintaining accurate records for the largest county in the contiguous United States. She holds the distinguished honor of the first African-American appointed to this position in the state of California.
She has strong leadership, public presentation, educational training, marketing, consulting, analytical, change management, administrative and people skills and has organized and lead numerous fundraising efforts, conferences and other special projects.
Juliette holds a BA in Business Administration from Cal State San Bernardino and is a certified Balanced Scorecard Master Professional, a certified American Management Associate, a Certified Public Office Employee as well as a Passion Test Facilitator.
Kirsten Dubuc, BSP
Kirsten is the Director of Human Resources & Communications. She is a skilled recruiter and human resources professional with 26 years of experience in recruiting and HR management, resource management, annual assessment processes and programs, compensation, performance management, staff productivity and utilization, career counseling and mentoring, meeting retention and attrition goals, assisting with the career development of the staff, and handling reductions in force (RIFs). Kirsten is also knowledgeable of benefits planning and administration, and has experience with public relations and communications as well as event planning.
At the Balanced Scorecard Institute, Kirsten works with Executive Leadership team to forecast upcoming business needs and outline future hiring requirements. She directs the annual assessment process and goal setting, and is responsible for making compensation suggestions and adjustments. She acts as an advisor to the Leadership Team on strategic HR issues, including: employee relation issues, training, goal setting, and career development for the staff. She investigates any employee relations issues and works with the Leadership Team to bring resolution to each of them. Kirsten is also responsible for all of BSI’s domestic and international conferences and has organized and implemented events throughout the US as well as Dubai and Riyadh in the Middle East.
Kirsten’s career has spanned multiple industries including technology, government, non-profits, and financial institutions. And she has worked for organizations such as Deloitte Consulting, PriceWaterhouseCoopers, Coopers & Lybrand, Freddie Mac, and General Dynamics just to name a few.
Kirsten is a certified Balanced Scorecard Professional (BSP) and holds a BS degree in Communications from James Madison University and has won several Service Awards during her career.
Ken Dufault
Ken Dufault is a well-rounded Senior Leader and a Balanced Scorecard Institute Consultant. He has over 25 years of strategic planning, facilitating, coaching, leading and mentoring human performance in the private and public business and service sectors. Over the past decade Ken has facilitated learning for hundreds of professionals in the areas of: Performance Management, Leadership Excellence, Change Management, Sales Force Optimization and High Performance Selling Skills.
Ken is passionate about business with a keen focus on Strategy Execution and alignment of Human Performance. He facilitates monthly sessions for emerging leaders in the area of Leadership Development. Ken has presented on local, national and international stages for audiences of various sizes on topics ranging from Sales Force Optimization, Relationship Management and Strategy Execution. He has lectured at the University and College level. He has presented to many professional groups including Physician and Nursing Associations.
Ken has led businesses in the retail sector as a National Retail Manager of a Global Medical Device Company and Vice President and General Manager of a Medical Distribution company. Ken is a proud member of the University Of Manitoba Asper School of Business Associates. Also a member of the Manitoba Chamber of Commerce and a continuous supporter of Junior Achievement. Ken is an Advisory Board member for a pharmaceutical company and is a current mentor for Futurpreneur where he actively mentors young start-up entrepreneurs. In addition to an Executive Masters of Business Administration degree, Ken holds certifications as a Balanced Scorecard Professional, Balanced Scorecard Master Professional, Certified Lean Six Sigma, and Change Leadership.
Core Competencies
Strategic Planning
Core Curriculum Design & Development
Group Facilitation and Instruction
Financial and Human Resource Management
Project Management and Change Implementation
Leadership Development and Coaching
Performance Management Systems: Design and Implementation
Standard Operating Procedures Development
Organizational Theory and Design Structure
Academic & Industry Accreditation
MBA – Executive Masters of Business Administration
PBDM – Post Baccalaureate Diploma in Management
Certified in Profiles International: Profiles XT & 360 Assessments
Green Belt – Lean Six Sigma
BSMP – Balanced Scorecard Master Professional
BSP – Balanced Scorecard Professional
Betty Ellis
Henry Gonzalez
Henry Gonzalez is a Balanced Scorecard Institute Senior Associate with more than 30 years of federal government service.
He has helped clients with strategic planning, leadership, acquisitions, and program management. In addition to teaching BSI classes on strategic planning and balanced scorecard, he also teaches leadership courses associated with Dr. Stephen Covey’s best-selling book, “The 7 Habits of Highly Effective People”, continuing the similar facilitation work he had done earlier in his career for the Department of the Navy. He brings his perspective as an accomplished practitioner to these leadership classes.
His federal career as an engineer, manager and senior executive focused on program management and acquisition of advanced technology systems for national missions in naval warfare, air traffic management and homeland security/law enforcement. He led organizations of up to 400 federal employees, oftentimes assigned to integrate disparate units with new organizational missions or to turn poor performance around. Henry also led strategic planning efforts for agency components of up to 35,000 employees and used the balanced scorecard approach in a major regional and operational organizational unit. As a seasoned executive, during the last few years of his federal career he focused on solving complex agency-level and cross-agency issues through collaborative leadership, rational analysis and strategic communications.
Beside his professional life and experience, Henry has been very active with non-profit volunteer organizations. He is the Vice President of a national historic lighthouse preservation organization and was co-leader of the non-profit’s first Strategic Plan and is on its Strategic Planning Committee. He and his wife also recently started a non-profit to support the primary, secondary and university education of over 400 children and students in a remote area of Haiti.
Henry holds a Bachelor’s of Science degree in Ocean Engineering from Florida Atlantic University, as well as Master’s of Science degrees in Ocean Engineering and in Ocean Systems Management from the Massachusetts Institute of Technology, where he was also a Graduate Research Assistant.
Richard Juarez
Richard Juarez is a Balanced Scorecard Institute Senior Associate. Richard has served in multiple executive-level roles with his most recent being that of Senior Director, Enterprise Strategic Services for a mid-market organization where he led the strategic planning process for a parent organization, three subsidiaries, and their support units. Richard’s unique perspective on challenges and decisions organizations face while on their balanced scorecard journey comes from having implemented and managed BSI’s Nine Steps to Success™ at his organization over the course of three years.
Richard has also served as CEO for a non-profit organization, managed international physical security projects, led startups in Mexico City, Mexico and Lima, Peru, and worked in various consulting roles. These roles have spanned multiple markets to include education, medical transportation, security force training and management, indigent care, community services, international healthcare, Latin America sales and training, community blood banking, biologics testing, and cellular therapy.
Richard earned his Bachelor of Science degree in Healthcare Administration from Texas State University and his MBA from Sul Ross State University. He also earned a Project Management Diploma at Universidad ESAN in Lima, Peru. Richard holds certifications as a Balanced Scorecard Master Professional (BSMP), Performance Measure Blueprint Professional (PuMP®), Project Management Professional (PMP), and a certificate in Management Reporting: Systems and Strategies from Cornell University.
Will Kaydos
Will Kaydos is a Balanced Scorecard Institute Senior Associate. He has been helping organizations improve their performance for thirty years. His experience includes operations management, performance measurement, the balanced scorecard, strategic planning, total quality management, management systems, and Baldrige assessment. He has facilitated strategic planning and developing balanced scorecards for private and public sector organizations such as Mecklenburg County (NC) and Golden Sunlight Mines. Mr. Kaydos is a recognized authority on performance measurement and management.
The measurement systems he developed as President of PCA Laboratories were instrumental in building a company recognized around the world as the best in its industry. This experience inspired him to develop the concept of Operational Performance Measurement, which he refined while implementing successful measurement systems in manufacturing, administrative and service applications. His books, Operational Performance Measurement: Increasing Total Productivity and Measuring, Managing, and Maximizing Performance, have been praised by leaders in performance measurement and management, including prominent executives such as Bob Galvin of Motorola and Tom Gelb of Harley-Davidson. His latest book, Thin Ice and Melting, examines the current state of the U.S. economy.
Will has an MBA in Operations Management from the Wharton School and a BS from Clarkson University.
Mark Malinoski
Mark is a technology and business manager with 30 years experience in engineering, marketing, sales and general management. His expertise is the development and launch of disruptive, breakthrough products to global market segments. Mark’s focus is on balanced scorecard systems and strategic initiatives for technology companies.
Mark’s years of consulting experience in strategic planning and support services for M&A is complemented by 30 years of experience in high tech equipment firms, including VP/GM roles within Schlumberger (SLB), JDS Uniphase (JDSU) and others, as well as M&A experiences in acquisition, divestiture, integration, and operation of merged entities.
Mark’s international business experience includes customer engagements in Europe, Japan, Korea, Taiwan, PRC and Southeast Asia. He has established and managed international sales and support channels, as well as multi-million dollar capital equipment co-development projects.
As a technologist, Mark holds 6 patents and has been published in major technology forums. He is experienced in semiconductor test and diagnostics, complex real-time s/w systems, as well as information and collaboration systems.
Mark holds a BSEE from the University of Pittsburgh. He began his career as an engineer with Rockwell (ROK) and Tektronix, before spending 10 years with Tokyo based Advantest (ATE), aiding in the formation and growth of its US subsidiary.
Mark Malinoski
Doug Maris
Doug Maris is a Balanced Scorecard Institute Senior Associate with over twenty-five years’ executive leadership and strategy experience. He is an experienced facilitator and exceptional instructor. As a big-picture thinker and problem solver, he strives to help organizations focus on what matters most, make better strategic decisions, and grow.
Doug’s vast healthcare experience includes serving as a Senior Director of Business Development for a senior healthcare company where he developed, launched, and led a strategic management system for a large healthcare organization with 2,200 employees and $175 million annual budget. He also served as Executive Director for three large senior living/healthcare communities, responsible for over 600 employees and successful fiscal management of a $10,000,000+ annual operations budgets. While serving with a large senior living/healthcare non-profit organization, Doug served as project manager/lead for major corporate-wide change initiatives and projects (including integration to electronic health record platform, centralizing procurement automation and systems, establishing executive team dashboards, creating systems for increasing utilization of rehab service line, and initiating new reporting and metrics systems). Additionally he wrote and executed the business plan to launch a large pharmacy serving multiple campuses throughout Illinois and generating additional revenues for the company.
Other healthcare experience includes serving as a six-year member of the board of directors for his local hospital, serving on the strategy and ethics committees. He has provided strategy consulting and training services for hospitals, senior living organizations, and aging services associations. He has lectured for healthcare associations including Life Services Network and the LeadingAge PEAK Summit. Doug also has many years’ experience assisting non-profit organizations with articulating a strategic & operating plan with a focus on execution and developing key performance metrics.
Doug has also led two large churches as senior pastor through significant seasons of growth and outreach via major strategic management and change processes. Additionally, he has taught as an adjunct professor for Lincoln Christian University for over twenty years offering college and graduate-level courses. He is also former 6-year board director with the Abraham Lincoln Memorial Hospital and current second-term board member of the Olympia Community Unit School District #16.
Doug earned his M.A. and M.Div. from Lincoln Christian University. He also earned the Strategic Management Certificate from DePaul University and is a Certified Strategic Management Professional and Certified Strategic Planning Professional, both through the Association for Strategic Planning. Doug is also a Certified Balanced Scorecard Professional and a member of the International Association of Facilitators.
He enjoys attending his children’s extracurricular sports and activities, reading, boating, golf, and the Chicago Cubs (sometimes).
Dr. Sandy McLure
Dr. Sandy McLure is a Balanced Scorecard Institute Senior Associate and an experienced analyst, evaluator and facilitator, with over 30 years experience working for the multinational corporation, Unilever. He is a Chartered Mechanical Engineer (UK) and fulfilled a wide variety of engineering management positions during his Unilever career in the UK, The Netherlands and Zimbabwe. He spent much of his last 10 years with Unilever improving asset productivity by promoting and developing the application of Professional Project Management and associated tools and techniques such as Value Management, Value Engineering and Risk Analysis/Management. During this period, he was also actively involved in implementing TQM in his unit, leading to ISO 9001 certification.
For the Balanced Scorecard Institute, Sandy has experience building balanced scorecards for clients such as a construction company, a photonics equipment manufacturer, a professional association, a consulting company, a satellite communications company and an international organization. Sandy is also an instructor for many of the Institute’s courses, including the Balanced Scorecard Master Professional Certification course, the Balanced Scorecard Professional Certification Boot Camp, Advanced Balanced Scorecard, Introduction to the Balanced Scorecard and Developing Meaningful Performance Measures.
Sandy also has federal government experience as a contractor to the Department of Labor for cost-benefit analysis and budget/performance integration, the Department of Transportation for competitive sourcing, and Office of Management & Budget for an E Gov project.
Sandy has B.Sc. (1st Class Honours) and Ph.D. degrees in Mechanical Engineering from the University of Glasgow, Scotland. He is a Member of the Institution of Mechanical Engineers (UK) and obtained a Certified Diploma in Accounting and Finance from the UK ACCA. He has been Chairman of the Value Management Group of the Dutch Association of Cost Engineers and Chairman of the UK Institute of Value Management.
Suzy Nisbet, SPHR, CCP
Suzy Nisbet is a Human Resources Management Consultant and a Balanced Scorecard Institute Senior Consultant. She has over 25 years of human resources and strategic management experience as a consultant, facilitator, and practitioner. She provides expert advice and guidance to companies in the private sector, including manufacturing, technology, life sciences, healthcare, and services. Suzy also regularly consults with government, university, and non-profit clients.
In addition to working 11 years at SAS, the world’s largest privately held software company, Suzy also held management roles at BuildNet and the N.C. Office of State Personnel. She now helps clients build strategic management plans to create a results-oriented environment. Through coaching executives and managers in positive employee engagement, Suzy focuses on individual alignment with top-level strategy. Sample BSI clients that Suzy has served include Liebherr Group, Tolko Industries, Arapahoe County Government, Wake County Community Services, Fort Bragg, Capital Metro Austin, U.S. Defense Accounting and Finance Service, and Ethiopia Federal Ministry of Health.
Suzy is an instructor for Duke University Continuing Studies and is a regular presenter at human resource management professional association meetings and conferences. In addition to a Bachelor of Arts degree (magna cum laude) from Campbell University, Suzy holds certifications as a Balanced Scorecard Professional, Senior Professional in Human Resources, Certified Compensation Professional, and Global Remuneration Professional.
Candice Ramer
Peggy Rohm
Randy Rollinson
Randy Rollinson is a Balanced Scorecard Institute Senior Associate and the Senior Vice-President of Strategy Management Group. He is a nationally recognized leader in the practical application of strategic management principles, tools and techniques. Since 1985, he has served more than 2600 clients in a wide range of industries with practical strategy facilitation, board development and performance management services. He has international consulting and training experience in Poland, Rwanda, Belarus and China. He has a special focus on industry associations. Over his career he has specialized in strategic management consulting, teaching and software development.
Randall’s instructional design work includes the Strategic Management Certificate Program, which won the 2001 Exemplar Award from the International Association for Continuing Education and Training, as an “exemplary, outstanding results-oriented program.” The most recent version of this online / onsite certification program is now offered in partnership with George Washington University College of Professional Studies.
He is a founding board member of the Chicago Chapter, Association for Strategic Planning (ASP.) He is a certified Strategic Management Professional, an ASP Pioneer and an ASP Registered Educational Provider. He is a partner in the Strategy Professional Resource Center. He recently co-authored a strategic management reference book entitled Strategy in the 21st Century: A Practical Strategic Management Process. In January 2011 he published an article in the journal Strategy and Leadership entitled “Should strategy professionals be certified.” In addition he is President and co-founder of LBL Strategies, Ltd, a certified veteran’s owned business.
Randall holds an MBA in Management / Information Systems from DePaul University, a master’s degree in rehabilitation counseling and a bachelor’s degree in psychology from Southern Illinois University. He has taken advanced certificate level training from DePaul University in executive information systems and project management. In 2012 he completed a Certificate in International Trade program at the World Trade Center of Illinois. He has taken Balanced Scorecard training through the Balanced Scorecard Institute and George Washington University College of Professional Studies. He recently completed an Advanced Measurement Certification program from the Balanced Scorecard Institute.
Dr. Gardner Shaw
Dr. Gardner Shaw is a Balanced Scorecard Institute Senior Associate. Dr. Shaw is a management consultant and executive trainer who focuses on helping organizations achieve better results. He has over 20 years of experience in management, applied statistics, organizational behavior, training and facilitation, and policy implementation. Much of Dr. Shaw’s work has been with the senior leadership of organizations, in strategic planning, performance measurement, and system/process analysis. He has designed and delivered courses in performance measurement, process analysis and process management for managers and internal consultants, and is a frequent speaker at conferences on performance management.
He worked (in conjunction with Howard Rohm) to develop a Balanced Scorecard Strategic Management System for the Joint Interagency Task Force – East, and to provide training in performance measurement of IT professionals in GSA. He has also worked with the several agencies in the Department of Labor in improving the linkage of their performance measures to their mission, and identifying more outcome-oriented measures, as well as assisting in specific performance and process improvement initiatives. Dr. Shaw worked with senior managers of the FDIC in developing results-oriented performance measures of agency performance, as part of Strategic Planning process. He worked with Division managers within FDIC in developing Annual Performance Plans.
In addition, he has provided strategic planning support to such organizations as the Defense Intelligence Agency, the Joint Staff, and the National Institute for Occupational Safety and Health. He has provided support in performance measurement and process improvement to Federal agencies that include the Internal Revenue Service, the Joint Staff, and the Defense Security Service. Dr. Shaw has served as a senior consultant with Process Management International (PMI), providing consulting, facilitation, and training expertise to a variety of government sector clients. Prior to working with PMI, Dr. Shaw provided consultation and training support to the U.S. Environmental Protection Agency and the Department of Energy’s civilian radioactive waste management program.
Dr. Shaw was a member of the faculty of SUNY Buffalo, where he did research and writing in organizational behavior and inter-organizational relations, and taught in the areas of public management, applied statistics, public policy analysis, and economic and risk assessment. He has also served as director of research for a private, non-for-profit business association, as a high school principal, and as a secondary school teacher.
Terry Sterling
Terry is a Senior Associate and Certified Balanced Scorecard Master Professional with over 30 years of experience working in both the private and public sectors. As the former CEO of two successful business ventures, he has held various managerial and leadership positions over his career and has expertise in balanced scorecard, strategic planning, performance measurement, staffing analysis, work-flow analysis, time and motion studies, organizational assessment and work-load analysis. As an international consultant, facilitator and lecturer, he has developed and taught courses on a wide variety of topics, including balanced scorecard, performance measurement, strategic planning, promotional processes, and facility/property management. He has lectured throughout the United States, Canada and the Middle East on a variety of topics.
Terry has provided training and consulting services to both domestic and international clients such as the Abu Dhabi Police, the US Border Patrol, Linde Process Plants, the City of Richmond, VA, Five Acres and the United Methodist Church GCORR. Terry has also worked closely with many governmental entities in assisting them with developing meaningful performance measures to improve organizational performance. He was responsible for the development, implementation and management of the Balanced Scorecard process for a law enforcement agency comprised of more than 3,200 employees. This process included the procurement, implementation and administration of a performance based software management program.
Terry has a Master’s Degree in Managerial Leadership from National-Louis University, a Bachelor’s Degree in Finance from Olivet Nazarene University, and an Associate’s Degree in Law Enforcement from Carl Sandburg College. He also received certification as an Advanced Planner from IALEP (International Association of Law Enforcement Planners). Terry is a registered Investment Advisor Representative and holds a Series 65 license from the SEC (Securities and Exchange Commission). He also maintains Series 6, 63 and 26 licenses with FINRA (Financial Industry Regulatory Authority) and is a former assessor for CALEA (Commission on Law Enforcement Accreditation).
Terry Sterling
Dr. Gerald Turner
Dr. Gerald A. Turner is a Balanced Scorecard Institute Senior Associate. He is also a certified Balanced Scorecard Professional (BSP) and has been with The Institute for 12+ years. Gerald is a business entrepreneur, executive coach, trainer, and consultant to executive management with 38+ years of global business management experience. Throughout his career, as trusted advisor to executive leadership teams, he has developed high-impact, results-oriented solutions to resolve key business performance and productivity issues that generate value deficiencies. His approaches and methods may include The Balanced Scorecard, Enterprise Transformation & Leadership, Corporate Performance Management, Business Systems Dynamics, Logic Model, The Performance Prism, Advanced Program Management, The Baldrige Award, and EFQM-BEM. He has advanced through various positions of increasing responsibility including engineering & technology director, chief systems engineer, VP of operations, COO, CEO and senior consultant to executive management. He has also acquired extensive business performance management experience as a senior consultant and executive advisor within Cap Gemini, Ernst & Young Consulting, Accenture, Hitachi Consulting, and Booz Allen Hamilton. His most recent engagements have included development of state-of-the-art enterprise transformation and change leadership programs for major Fortune 500 corporations in Europe, the Middle East, Africa, The Americas, Asia, Caribbean Basin, Pacific Rim, Mexico, and Canada.
Dr. Turner holds an AS in Electrical-Electronic Engineering Technology, BS in Electrical Engineering, BS in Mechanical Engineering, and MS in Industrial Systems Engineering & Management from Cleveland State University’s Fenn College of Engineering, and an Executive MBA in Systems Dynamics & Management from Baldwin-Wallace University. He also holds an earned PhD in Operations Research & Systems Management from Columbia and has recently completed post-doctoral studies in Business & Systems Dynamics at the Massachusetts Institute of Technology (MIT). He has been a guest lecturer and visiting professor in executive management and MBA programs at a variety of universities throughout the US including the University of Texas at Dallas, University of Dallas, Old Dominion University, Norfolk State University, Cleveland State University, Baldwin-Wallace University, George Washington University, and Texas A&M in the areas of Enterprise Transformation, Systems Engineering & Management, Operations Research, Supply Chain Optimization, Operations Management, and Strategic Program-Project Management. He is also a Certified Management Consultant (CMC®), Certified Program Manager (CPgM®), Certified in Systems Management (CSM) and a Licensed Registered Professional Engineer (PE®) in Electrical and Mechanical Engineering.
Dr. Turner’s professional affiliations have included the Association for Strategic Planning (ASP), MIT System Dynamics Society (SDS), International Society for Performance Improvement (ISPI), Project Management Institute (PMI), Performance Measurement Association (PMA-UK), International Council on Systems Engineering (INCOSE), Institute of Management Consultants (IMC), The Peter F. Drucker Society, Armed Forces Communications & Electronics Association (AFCEA), Aeronautics & Aerospace Institute (AAI), National Society of Professional Engineers (NSPE), Institute of Management Accountants IMA), Institute for Operations Research & Management Science (INFORMS), Institute of Electrical & Electronics Engineers (IEEE), The Institute of Industrial Engineers (IIE), Society for Advancement of Consulting (SAC) and International Centre for Business Performance (ICBP-UK).
Maria N. Wall, P. E.
Maria N. Wall, P.E. is an Associate. She has over 15 years of experience in engineering, strategic planning, CRM, business intelligence, process improvement, and market analysis. She is recognized for facilitating and leading diverse, cross-functional teams in defining and executing customer-driven business strategies. Maria has helped companies in the financial services, real estate, industrial materials and government sectors build profitable relationships with their customers; analyzing data critical to their business strategy and implementing solutions to improve operational efficiencies and marketing effectiveness.
Previously, Maria worked at Cherokee Investment Partners, Beazer Homes, PricewaterhouseCoopers, American Express, and North Carolina Department of Transportation.
Maria has an MBA in Marketing, Operations, and Information Management from Wharton Business and a BS in Civil Engineering from Virginia Tech.
BSI International Associates
Eddy Abou Chakra
Eddy is the Managing Partner at VANGUARDS Consulting with 25+ years of experience in supporting clients solve critical challenges around strategy formulation, organizational design, performance management and information systems in several industries such as banking, FMCG, real estate, hospitality, F&B, healthcare, aviation, government and oil & gas.
His professional background includes various key positions in international firms (including Horwath and BDO International), as well as ADDIMA Consulting, a strategy and management consulting firm.
Eddy’s hands-on expertise lies in formulating strategies, analyzing, auditing and redesigning business processes and leading comprehensive business transformation projects aimed at improving organizational performance, operational efficiency and processes effectiveness.
Eddy is a regular keynote speaker in major strategy and performance management forums in the GCC region. On behalf of the Balanced Scorecard Institute, he recently trained and certified over 2000 government employees from across all government entities in the Kingdom of Saudi Arabia. He also acts as professional advisor for a number of General Managers, Executives and Government Officials within his areas of expertise.
As a Balanced Scorecard Master Practitioner (BSMP), a Certified Information Systems Auditor (CISA), a Key Performance Indicators Professional (KPIP) who holds a Certification in E-Commerce (CEC) and a Performance Measurement Blueprint Methodology (PuMP), Eddy is well equipped to head major turnaround projects in the public and private sectors.
Alan V. Fell
Alan is a Balanced Scorecard Institute Senior Associate and a UK-based management consultant and trainer who has focused his last 22 years’ experience on the Balanced Scorecard and its practical application as the key enabling tool to achieve effective strategy execution.
After an executive-level career with a major London-based bank, Alan began a second career as an independent consultant / trainer in 1996, having already achieved 3 years’ experience of leading an early BSC programme within his former bank. As Alan describes it – “when we started our BSC in 1993 there were no consultants, trainers, text-books nor conferences on the subject. We just had the initial Harvard papers and a lot of initiative and enthusiasm – and hard work. It’s a great way to learn.”
As a trainer, focusing mainly on the Balanced Scorecard and Strategy Execution matters, Alan has conducted well over 300 events across the world, but with a special focus on the Middle East and South East Asia. Alan’s Scorecard assignments have covered a wide range of industry sectors, within family, private and public ownership.
In addition to the conventional development of Scorecards, Alan has 3 special areas of interest on the subject:
Ensuring that organisations make the best use of the Scorecard concept and tool: too many organisations struggle with this aspect of their strategy management
The “HR Scorecard” which focuses on the development of the Learning & Growth / Organisational Capacity perspective (always the most challenging part of the Scorecard) and the Tier 2 development of the HR function Scorecard
Applying the Balanced Scorecard concept to SMEs: an exercise in pragmatic adaptation
Alan brings a practical and disciplined approach to his consulting and training assignments with the ultimate focus on helping organisations to improve real-world sustained business performance rather than simply aligning with text-book theory.
Pascale Fressoz
Pascale Fressoz, is a Balanced Scorecard Institute Associate and a Balanced Scorecard North Africa Senior Associate that has more than 20 years of business experience within an international and multicultural environnment, including in North Africa, Africa and Middle East. She worked in England in the IT industry for six years, developing sales activities, then moved into the pharmaceutical industry for sales/marketing and clinical trial management activities (project management). She also worked in the tourism industry as a deputy director before creating her consulting firm. Pascale created a strategy and sustainable development consulting firm, Millenium Entreprises, in Haute-Savoie – France, to help private and public sector organizations in the evaluation, definition and implementation of strategies based on the Balanced Scorecard Institute’s Nine Steps to Success™ methodology.
Pascale worked for business companies, cities, business schools and also UN agencies (France, England, Switzerland, Egypt, Gabon, Gambia, Tunisia, Oman, etc).
With a strong focus on social issues, she created an NGO in 2006 in Geneva, the International Alliance for the Millenium Development Goals (aiodm2015.org), and co-founded the Coalition of NGO for the MDG’s, in 2010. The NGO created sites and focal points in more than 10 countries (Tunisia, Ivory Coast, Senegal, India, etc) . She organised a number of high level conferences on fight against poverty and sustainable development, especially at the UN Palais in Geneva. She is part of different networks and is elected in Thônes and CCVT council (Haute-Savoie).
Pascale has been rewarded by the Ivory Coast government with the “Legion of Honour”. She has also been nominated as Honorous Citizen of the Village of Eri Makouguié, in Africa Ivory Coast, where she implemented an innovative program “AIODM Millenium Villages”
Pascale is the co-author of a chapter of Effective Strategy Execution book of Bernd Heesen and the French Review of Management.
Rami Itani
Rami is a Partner at VANGUARDS Consulting with 13+ years Strategy and Management Consulting experience for prestigious organizations such as Ernst & Young and PricewaterhouseCoopers.
Throughout his career, he supported multinationals improve organizational results by translating their strategy into operations from strategy formulation to business process re-engineering and implementation.
Rami’s strategy formulation and execution expertise includes the Balanced Scorecard framework, organizational design, business process management, workflow & manpower optimization, as well as policies and procedures development in the areas of Human Resources, Finance, and Operations.
Rami regularly facilitates strategy formulation, strategy management, business process re/design and Finance related workshops to a variety of clients across different industries such as banks, financial institutions, petrochemicals companies & government entities. As such, he recently trained over 2,000 Saudi Government Officials on Strategy, Balanced scorecard and Performance Management in-line with Kingdom of Saudi Arabia Vision 2030.
He also acts as a professional advisor to a number of General Managers, Executives and Government Officials within his areas of expertise.
Rami is a Balanced Scorecard Master Practitioner (BSMP), a Key Performance Indicators Professional (KPIP) and a Certified Business Process Associate (CBPA). He holds a BS. in Banking and Finance. He is also a member of the Association of Business Process Management Professionals (ABPMP).
Clive Keyte
Clive is a strategy and business performance focused management consultant with over 25 years’ experience in the international IT and communications industry. He has frequently been at the leading edge of new technology introduction including; internet, mobile, voice products and more recently SaaS and Cloud. He is a motivational leader who has managed business creation, strategy, sales and product development in the UK, Europe, USA and Japan.
Clive has spent his career helping both large and medium sized organisation create and implement effective business strategies. While at IBM he was responsible for the introduction of the first Internet based services into the European marketplace. Following a move to Fujitsu he became the Strategy Director for Application Services, Europe helping the company to get to grips with Cloud based technologies. Clive is certified by the George Washington University and the Balanced Scorecard Institute as a Balanced Scorecard Master Professional.
Farzaneh Majed, BSP, KPIP
Farzaneh is a Balanced Scorecard Institute Strategic Partner and Advisory Board Member with over 20 years of successful business development, change management and innovation experience who has a passion for excellence and thrives on driving change. Farzaneh’s extensive career at global level has resulted in many successful initiatives being adopted lucratively. She believes in simplifying processes and delivering results through strategic planning and effective execution.
As the CEO and Managing Partner of Transform Alliance (TA), Farzaneh is committed to assisting organizations achieve transformation through the engagement of TA’s alliance partners. Having identified the mission of the organization, clients are guided and closely monitored on the journey from Strategy Formation and Implementation to Change Management. A key focus throughout is the end result and measurement of the ROI on each project.
Farzaneh joined the Institute for International Research (IIR) Middle East in 1994 and progressed from a position as Conference Manager to the global role of Partnership Director – Professional Development & Learning Division within Informa PLC.
In this capacity, Farzaneh was responsible for consolidating the network of 500 trainers, ensuring consistency of commercial terms, and worked closely with the trainers and training business managers to develop key products. She also transformed the relationships Informa had developed with key accreditation and certification bodies. During her role, Farzaneh reported to the Managing Director and led a team to manage Informa’s pool of subject matter experts more efficiently. She was instrumental in identifying new talent to ensure the sustainability of the business.
Farzaneh is a Key Performance Indicator Professional (KPIP), Balanced Scorecard Professional (BSP) and has a Master’s Certificate in Project Management from George Washington University. She has an Honours degree in Combined Sciences (Statistics & Biology) from University of Brighton in the UK.
Charles Odoch Langoya
Charles is the BSI Regional Coordinator for Africa who has over 17 years experience working at management level on strategy development and management in the transformation of public sector institutions. He previously worked for the BSI as embedded Consultant at the Federal Ministry of Health, Ethiopia and was Manager; Corporate Performance Management at Uganda Revenue Authority.
He has facilitated Balanced Scorecard training and development at All Africa Leprosy, Tuberculosis and Rehabilitation Training (ALERT) Centre, the Africa Import Export Bank – Cairo and Harare, Uganda Revenue Authority, The Central Bank of Uganda, Uganda Finance Trust, Uganda Parliamentary Commission, Kenya Electricity Generation Company and The National Bank of Commerce Tanzania. Charles is currently working on a project to revamp the performance of 41 State Owned Enterprises in Ghana.
Charles holds a Masters Degree in Management Sciences and is a development studies profession with a wide range of experience in financial management, activity based costing and budgeting, and organizational culture management. He is an Alumnus of Makerere University – Kampala, Uganda Management Institute, Public Administration International (UK), and Maastricht School of Management (The Netherlands).
William Sam
William Sam is an engineer with qualification, professional certification, and experience in electrical, electronics, and software engineering. He is an IEEE Computer Society Certified Software Development Professional and Software Engineering Certified Instructor and also holds the Balanced Scorecard Master Professional Certification jointly issued by the Balanced Scorecard Institute and the George Washington University Center for Professional Studies.
His experience in the past 19 years includes several ICT and Management Consulting Projects, where his focus has been on Business Process Reengineering and Automation, developing information systems strategic plans, software requirements specifications, software architectures and designs. William has worked in several African countries including Ghana, Nigeria, Egypt, Gambia, Benin and Liberia.
In addition to being a Senior Associate of the Institute, William is also Director of Technologies for Balanced Scorecard West Africa, an affiliate of the Balanced Scorecard Institute based in Lagos, Nigeria. At BSWA, in addition to facilitating Balanced Scorecard Professional training, he works with clients to design, develop and automate their Strategic Planning and Execution processes based on the Balanced Scorecard and the Balanced Scorecard Institute’s Nine Steps to SuccessTM methodology.
Kayode Sufianu
Kayode is the Managing Director and CEO of BSI Affiliate Balanced Scorecard West Africa and a BSI Senior Associate.
He was Managing Director of Access Bank Plc. and Societe Bancaire Nigeria Ltd until April 2004. He also worked with the Central Bank of Nigeria and the then Nal Merchant Bank Plc. He is an expert in structured credit transactions and has led several corporate restructuring exercises and capacity building engagements. He was consultant to the UK Department for International Development (DFID) and the World Bank on Nigerian financial sector review studies and the study of financial integration in Africa.
Kayode holds the Institute’s Balanced Scorecard Master Professional (BSMP) certification and is a M.Sc. Economics graduate of the University of Lagos, a Fellow (FCIB) and Financial Studies Diploma (DipFS) holder, of the Chartered Institute of Bankers, England, an alumnus of the Lagos Business School Advanced Management Programme and a certified business counselor.
Mark Van Rooyen
Mark is a Balanced Scorecard Institute Senior Associate and the lead consultant of BSS Africa, a South African based consulting and training firm owned by PMI Africa.
Mark has more than 25 years experience in facilitating change in organizations. Some of the key areas of expertise are strategic development, change management, performance management, and management development.
Mark’s role as a facilitator, trainer and business coach and his emphasis on practical “how to” strategies and tactics in various industries and governmental sectors, allows him to share his experiences and some proven best practices from a range of disciplines. Some of the private and public organizations that have benefited from Mark’s consulting and training services include: Botswana Ministry of Health, Swaziland National Housing Board, De Beers, Anglo American, BMW SA, Social Security Commission of Namibia, NAMFISA, SEDA, Telkom SA, Botswana Telecoms, African Banking Corporation, FNB Insurance, Central bank of Lesotho, Law Society of South Africa, ECDC, National Communications Agency and many government ministries and departments in southern Africa.