Oct

02-03

Corporate Performance Management (Oct 02-03)

Today's energy businesses face increasing competition and changing priorities and must constantly improve operational excellence and efficiency. Corporate Performance Management participants represent influential leaders in the strategic development and implementation of performance measurement and reporting as well as sustainable performance improvement. Discussions focus on promoting a performance culture in order to provide enhanced business results, and presentations feature case studies on benchmarking, measurement and reporting strategies, change management and process improvement.

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General Details

  • Program Chair(s)
  • Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District

    • Program Location
    • Western Energy Institute Facilities
    • 1001 SW 5th Ave, Suite 325
      Portland, Oregon 97204
    • Who Should Attend
    • Managers and high impact individual contributors responsible for corporate performance improvement initiatives and benchmarking strategies, and leaders developing and implementing performance indicator measures and practices to improve overall company performance.

  • Registration Options
  • Member: $399 USD

    Registration includes a networking dinner Monday night as well as catered breakfast, lunch, light snacks and beverages at the meeting. Guest tickets are available for $90 and allow for a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event.

  • General Cancellation Policy
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Kara Wolfe, Program Manager at (503) 688-2794.

Agenda

Monday, October 2, 2017

12:30 PM - 1:00 PM

Registration and Networking

Arrive early to network with other attendees. Light refreshments provided.

1:00 PM - 1:30 PM

Welcome
Speaker(s): Janette Cruz, Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District

Our chair will welcome us and share insights into Sacramento Municipal Utility District.

1:30 PM - 2:00 PM

Introductions

Via a visual exploration exercise, attendees will visit current Corporate Performance Management challenges through a creative lens.

2:00 PM - 2:15 PM

Networking Break

We will break for 15 minutes.

2:15 PM - 3:15 PM

Measure Design and Strategic Alignment
Speaker(s): Laura Johnson-Graham, PhD, Lori Nice, Policy Analyst, Bonneville Power Administration, Laura Johnson-Graham PhD, Director, Strategic Planning, Bonneville Power Administration

Join us for an in-depth exploration of methods and models used to tie measures directly to strategy. We will explore the big picture of strategic architecture and how an organization’s strategy is expressed at the highest level down to the nuts and bolts of identifying, piloting and managing with key performance indicators that track the health of the organization. The session will also introduce levels of measurement and explore how well chosen measures can help managers drive strategic outcomes at a very practical level. Some practical tools and frameworks will be presented for immediate use in your organization.

3:15 PM - 3:30 PM

Networking Break

We will break for 15 minutes.

3:30 PM - 5:00 PM

Deep Dive into Design and Alignment
Facilitator(s): Janette Cruz, Laura Johnson-Graham PhD, Director, Strategic Planning, Bonneville Power Administration, Lori Nice, Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District, Lori Nice, Policy Analyst, Bonneville Power Administration

This time is reserved for a deeper dive into measurement design and strategic alignment. Attendees will apply previously presented tools and frameworks to current Corporate Performance Management issues.

6:00 PM - 8:30 PM

Networking Dinner

Join for a hosted dinner at Ringside Fish House:

838 SW Park Ave
Portland, OR 97205

Tuesday, October 3, 2017

7:30 AM - 8:00 AM

Networking Breakfast

Breakfast will be provided onsite.

8:00 AM - 9:00 AM

Communicating Business Results
Speaker(s): Jacob MacIntyre, Project Manager, Portland General Electric, Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District

In an industry that demands optimal performance to meet customer and stakeholder needs, utilities constantly work to identify, monitor and control metrics in all areas of business. While achieving a nuanced understanding of metrics within corporate performance management itself is important, a large portion of an organization’s ultimate success toward optimization depends on how well they communicate results to customers and stakeholders. Join this session to obtain new insights into how to communicate performance results in ways that facilitate comprehension and maximize value.

9:00 AM - 9:15 AM

Networking Break

We will break for 15 minutes.

9:15 AM - 10:15 AM

Change Management
Moderator(s): Janette Cruz, Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District
Panelist(s): Judy Cocchiarella, EP&P Manager, Organizational Change, CBAP, CSSGB, Puget Sound Energy, Carolyn Selin, Seth Johnston, Sr OD Consultant, NW Natural

Hear from two utilities as they compare and contrast change management methodologies and applications. Come prepared to share insights into your organization's change management initiatives as the group explores how to best determine the impact of change management practices and gain visibility into change saturation within an organization.

10:15 AM - 10:30 AM

Networking Break

We will break for 15 minutes.

10:30 AM - 11:30 AM

Problem Solving
Speaker(s): Ross Henderson, Performance Consultant, Puget Sound Energy, Liz Zimmerly, Performance Support Services Manager, Seattle City Light

Join this session to learn about problem solving tools and techniques two utilities use to improve organizational performance and become more intentional in addressing customer and stakeholder needs and expectations. This session will identify best practices and provide attendees practical tips on conducting root cause analyses, building business cases, implementing corrective actions, and measuring success.

11:30 AM - 12:30 PM

Networking Lunch

Enjoy a catered lunch onsite.

12:30 PM - 1:30 PM

Working Breakout Session
Facilitator(s): Ross Henderson, Liz Zimmerly, Performance Support Services Manager, Seattle City Light, Ross Henderson, Performance Consultant, Puget Sound Energy

Applying learnings from previous sessions, participants will devise solutions to provided scenarios. 

1:30 PM - 1:45 PM

Networking Break

1:45 PM - 2:30 PM

Final Roundtable
Facilitator(s): Janette Cruz, Enterprise Performance Planning Coordinator, Sacramento Municipal Utility District

This time is reserved for the group to return to topics that came up throughout the forum that merit fuller discussion.

2:30 PM - 3:00 PM

Wrap-up and Spring Planning

Join for a discussion on spring 2018.

Hotel + Travel

  • Hotel Monaco
  • 506 S.W. Washington Street
  • Portland, Oregon 97204
  • Phone: 800-711-2971
  • Reservation Instructions
  • Please contact the hotel directly at (800) 546-7866 to reserve your room, or complete your reservation online. Identify yourself as being with Western Energy Institute to receive a special rate of $185 USD/night. This rate is guaranteed until September 11, 2017 or until the WEI room block is full.


  • Click here to make your reservation now.

Meet The Speakers

Ross Henderson

Puget Sound Energy

Performance Consultant

Liz Zimmerly

Seattle City Light

Performance Support Services Manager

Jacob MacIntyre

Portland General Electric

Project Manager

Janette Cruz

Sacramento Municipal Utility District

Enterprise Performance Planning Coordinator

Judy Cocchiarella

Puget Sound Energy

EP&P Manager, Organizational Change, CBAP, CSSGB

Seth Johnston

NW Natural

Sr OD Consultant
Learn More

Seth Johnston is a Senior Organizational Effectiveness Consultant in the Human Resources department at NW Natural. He’s new to the team, having joined NW Natural one year ago. Prior to NW Natural Seth was an HR Business Partner at a large software company. One of his primary goals is to build the change management capability within the organization.

Lori Nice

Bonneville Power Administration

Policy Analyst

Laura Johnson-Graham PhD

Bonneville Power Administration

Director, Strategic Planning