Certification Program Overview June 19, 2014 Today’s Agenda History Certification Leadership Certification Credentials Certification Process Resources/Registered Education Providers Why ASP Certification Current Statistics Q&A History of ASP Certification Programs Certification Project Approved by the National Board of Directors in May 2008 Core Team of Senior Planning Professional formed in June 2008 Credentialing at Two Levels of Professionalism plus a Student/Associate Level Strategic Planning Professionals (SPP)—Level I Strategic Management Professionals (SMP)—Level II Student/Strategic Planning Associate Level in August 2009 Certification Program introduced at the ASP Annual Conference in Pasadena, CA, February 2010 First Nationwide Testing administered in June 2010 Purpose of the ASP Certification Programs Establish Strategic Planning and Management as a recognized professional discipline with LeadThink-Plan-Act as its essential competencies. Provide an objective criterion for organizations to assess the competence of Candidates for staff or consultant positions requiring Strategic Planning and Management expertise. Establish the Body of Knowledge (BOK) in outline form for the Strategic Planning and Management profession. Establish a robust set of education programs for assisting individuals in preparing for initial certification, professional career growth, and recertification by current “best in class” experts. Establish ASP as the premier association in Strategic Planning and Management. Certification Governance ASP Board of Directors Certification Management Team ASP Board of Directors Certification Applications Team Certification Program Director Certification Features Enables Strategy Professionals to become highly knowledgeable and skilled in the strategic planning discipline. . Establishes Best Practices and Clear Professional Standards Only Certification for Strategic Planning and Management Professionals in the World based on a formal Body of Knowledge. Certification Levels Strategic Management Professional Level 2 Strategic Planning Professional Strategic Planning Associate Level 1 Strategic Planning Associate Strategic Planning Associate (SPA) Certification Designation Student, Apprentice, or New to Strategic Planning Eligibility Meet ASP criteria for Student membership* Has a senior planning professional mentor, preferably ASP certified No prior experience in Planning nor demonstration of Business Acumen Agree to apply for SPP within 2 years No Exam Required * To qualify for the Student Membership Discount, proof of full-time student status is required. Strategic Planning Professional Strategic Planning Professional (SPP) Role: Works with Executives, Managers, and their Teams Interpersonal leadership skills with Executives An accomplished analyst in future environmental scanning Excellent critical thinking skills Basic understanding of strategic and systems thinking Facilitates actions, execution, and implementation of strategic plans Eligibility 2 years (minimum) in an internal planning role or as a junior external planning consultant College Graduate or 5 years work experience in strategic planning or related field Exam covers Level I in Body of Knowledge (BOK) Framework and contains 160 questions – 3 hours Recertification every three years Strategic Management Professional Strategic Management Professional (SMP) Role: Works with C-level Executives and their Teams Strategic and systems thinker Demonstrates strategic leadership in an organization or the strategic planning field. Eligibility 5 years (minimum) as an experienced internal Executive or external Consultant leading multiple Strategic Planning assignments College Graduate or 10 years work experience Exam covers Level II in Body of Knowledge (BOK) Framework and contains 160 questions – 3 hours to complete. Recertification every five years Level 1 2. THINK—Level I 2.1 Think Content—Level I - The candidate should know and/or understand how to 2.1.1 Design a future global environmental scanning system and process utilizing accepted methodologies for today’s global competition. 2.1.2 Ensure that enterprise-wide risk management, scenario planning, portfolio analysis, and futuring are part of the strategic planning process. 2.1.3 Support full economic and portfolio analysis of tentative/alternative strategic directions to ensure their viability, growth, and sustainability. 2.1.4 Assist senior management with industry and organizational structural analysis in search of a better business model. 2.1.5 Gather customer satisfaction information and intelligence, especially regarding their wants, needs, loyalty, and retention. 2.1.6 Offer a full range of organizational growth strategies; from organic to development, to mergers/acquisitions, to strategic alliances, etc. 2.1.7 Assist the collective management team in developing and using a common framework and language to become a strategy-oriented organization attuned to the frequency of the business’ dynamic nature and processes. 2.1.8 Provide benchmarking and best practices research on what works or does not work. 2.1.9 Focus the organization on strategic goals and measurements for its short and long term success. Level 2 2. Strategic Thinking—Level II 2.4 Strategic Thinking Content—Level II The candidate should know and/or understand how to 2.4.1 Provide strategic intelligence to senior management to lead competitive advantage and strategy discussions, ending with consensus decision-making, where possible. 2.4.2 Evaluate different strategic alternatives to create a uniqueness that creates value for their customers and a competitive advantage for the organization. 2.4.3 Assist senior management with the development of their vision and mission/purpose, core values and long range direction for the future. 2.4.4 Assist senior management with value chain management analysis, sustainable value chains, and business models that drive entrepreneurial behavior. 2.4.5 Link strategic thinking with strategic budgeting to ensure a focus on the future and opportunities vs. sunk costs. 2.4.6 Guide the dissemination of acquired knowledge to the entire organization in a form that is useful. Certification Application Process ASP has a two-part application process Review of a Qualifying Application Professional Testing Center (PTC) Application The purpose of the ASP Certification Qualifying Application is to determine an Applicant's eligibility to test for the indicated Certification Exam, and reflects the professional experience/education necessary for the Applicant to qualify to be recognized by ASP as a credentialed professional upon passing the exam. Professional Testing Center (PTC) (www.ptcny.com) is the independent third party that manages the ASP Exam Testing Program. Certification Application Process Qualifying Application Components Qualifying Application Form Case Study - 1,000 words Required SMP Level II Optional for SPP Level I SPA use the Case Study for an essay Professional References 3 for SMP 2 for SPP Career Bio - Current professional resume, curriculum vitae or other description of professional education and experience, especially that related to strategy work Qualifying Application Overview Formal Education Speaking Formal Professional Development Professional Experience Informal Education Business Acumen Publishing Case Study Teaching Application Fee Structure Fee Structure ASP Members Non-Members Qualifying Application FeeSMP, SPP,SPA $100 $150 Candidate Exam Fee $300 $400 InternationalTest Center Surcharge $100 $100 Testing Period Transfer Fee $150 $150 Recertification (SPP and SMP only) $175 $275 Upcoming Exam Testing Fall 2014 Saturday, November 1 through November 15, 2014 Electronic exam Testing Center Deadlines ASP Qualifying Application – Friday, July 18, 2014 (outside of the US and Canada) ASP Qualifying Application – Friday, August 15, 2014 (US and Canada) Upcoming Exam Testing Spring 2015 Saturday, May 1 through May 16, 2015 Electronic exam Testing Center Deadlines ASP Qualifying Application – Friday, February 6, 2015 (outside of the US and Canada) ASP Qualifying Application – Friday, February 27, 2015 (US and Canada) How To Prepare to Pass the ASP Exam Review the Sample Questions on the ASP website Review the Recommended Bibliography for ASP Certification Exam Preparation Consider attending ASP Registered Education Provider (REP) program or purchasing their books and training materials Form a Chapter Study Group Use the PTC Testing Software Demo located at http://www.ptcny.com/cbt/demo.htm Registered Education Providers DMA, Pllc Strategic Management Association / Chicago Chapter ASP / LBL Strategies, Ltd. The Balanced Scorecard Institute Terry Schmidt – Management Pro Haines Centre for Strategic Management ASP NorCal Chapter Certification Exam Preparation Program Fall 2014 Five 2-hour Virtual Sessions using an Interactive Collaborative Learning Platform Begins: September 13, 2014 Saturdays, 09:00-11:00AM PT Tuition: $500 for ASP Members and $700 for Non-Members *Non-member fee includes one-year ASP membership. Who Should Attend* Experienced strategy and change management professionals who: •are already approved exam candidates or who intend to apply for either the Level I Strategic Planning Professional (SPP) or Level II Strategic Management Professional (SMP) Certification Exam Lead Facilitator: Terry Schmidt -- ASP Registered Educational Provider and President, Management Pro and founder, Strategic Planning Academy; core member of ASP team which developed the Certification program and Exam, original ASP SMP Pioneer #004 •meet ASP eligibility criteria for Level I SPP and have a basic familiarity with and experience in the strategy field before enrolling in this program. If not, formal coursework focusing on strategy would be advisable. Lead Designer: Joyce Reynolds-Sinclair PhD -- original ASP SMP Pioneer #015 who contributed to the development of the ASP Certification Exam; former ASP Certification Application Review Team Chair and ASP Cert Management Team member; ASP Hall of Fame 2010; Managing Director, GEO Group Strategic Services, LLC *This is NOT a certificate course that teaches strategy, but a guided process that helps you draw from your knowledge and experience for passing the exam. Platform Moderator: Ken Ketch -- Winter 2012 CEP graduate; ASP NorCal Chapter President; Principal, GroupMindExpress, which donates the platform for the Planning and Collaboration Center to ASP Registration closes on Wednesday, August 13, 2014 For questions, send an email to NorCalCertificationProgram@strategyplus.org . SPRC Certification Exam Preparation Materials Certification Study Guide • Study topics • Exam topic descriptions • Sample exam questions • “Must read” external references • Test-taking strategies • Online practice tests Online (streaming) webinars: • Four 90-minute webinars organized around the four ASP building blocks - LEAD, THINK, PLAN and ACT • Offered on-demand • Register for all four webinars and receive a free copy of the Study guide • On-line practice exams included Strategy Professional Resource Center = Balanced Scorecard Institute + LBL Strategies (Randy Rollinson) + New York Center for Strategic Innovation, LLC. (Frank Mruk). Visit strategyprocenter.com to order- $89 ©2014 Strategy Professional Resource Center. All Rights Reserved. Do not copy without permission. 25 Balanced Scorecard Institute Certification and Training Comprehensive programs on leading a strategic planning and management system implementation, based on a balanced scorecard Certifications offered in association with: Learn BSI’s Nine StepsTM methodology Ideal for professionals charged with building, implementing, managing, and sustaining strategic planning and management systems Cary, NC / Washington, DC / San Jose, CA / Lagos, Nigeria / Nairobi, Kenya / Johannesburg, South Africa Pretoria, South Africa / Melbourne, Australia / Dubai, UAE / Winchester, United Kingdom www.balancedscorecard.org ASP CERTIFICATION SUPPORT SUPPORT MATERIAL Standards of the Strategic Planning Field: Volume I Leading and Thinking Competencies Author: Stephen Haines and Barbara Collins ASP Exam Prep Practice Exam eBook: 160 Practice Questions and Answers Author: Stephen Haines, Sheridan Barker and Loren Tarantino Standards of the Strategic Planning Field: Volume II Planning and Change Competencies Author: Stephen Haines http://store.systemsthinkingpress.com/Merchant2/merchant.mvc?Screen=CTGY&Store_Code =csmintl&Category_Code=ASP-EXAM Haines Centre www.HainesCentre.com 619-591-8776 UPCOMING WORKHSOPS Haines Centre – www.hainescentre.com - 619-591-8776 Why ASP Certification? Ahmed Samy Director, Corporate Strategy Office Western Region Municipality, Abu Dhabi Certification Statistics (as of Spring 2014) Strategic Management Professionals Pioneers 25 Professionals Strategic Management Professionals 49 Professionals Strategic Planning Professionals 36 Professionals Strategic Planning Associates 2 Professionals Total of 112 Certified Professionals as of Spring 2014 30 Who Has the First Question?