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 2016 Pre-Conference Masterclasses


Many attendees at the conference come one day earlier to take advantage of our deep dive Masterclasses learning from international academics and practitioners.


Some bring colleagues who cannot attend the conference but want to learn more…

yes, you can just come for the Masterclasses!

Come along on Wednesday, March 16th and check in to two Masterclasses. We have three in the morning and three in the afternoon.


AM Masterclass #1: 9:00am - 12:00pm

ASK MATT: A Gamified Approach 

to Stronger Strategic Plans  

Anyone who has ever been stuck in strategic planning purgatory knows two things: 1) Getting out is exhausting. 2) Many roads lead to hell. 


So rather than just buying some indulgences—that is, reading dense academic tomes on strategic theory—why not do something far more useful and way more fun? 


In this masterclass you’ll learn about and then learn to play ASK MATT, a gamified approach to stronger strategic plans.  No mere child’s play, ASK MATT is built on the science of conceptual systems.  Research in this field shows how stronger strategic plans don’t result from simply gathering more information, they result from better structuring what we know and what we don’t.  By the time this masterclass ends (assuming you are willing to stop!) you’ll be prepped to show your colleagues back home how they can make their next strategic planning session a heavenly experience.




Dr. Steve Wallis is a Fulbright Specialist who helps universities and research centers accelerate their development.  He is also on the faculty of Capella University, where he mentors doctoral students. 


Morrie Warshawski is a consultant, facilitator and writer.  For more than 30 years he has helped nonprofits reach their strategic dreams.


Learning Track: Interdisciplinary Synergy


To Register for this Masterclass, Click here 


AM Masterclass #2: 9:00am - 12:00pm

Developing Leaders Using Team Insights

at Each Stage of Organization Maturity


Great leadership teams are not born.  Leadership teams become great by performing, observing, assessing, and feeding back insights to each other in ways that drive continuous improvement as their organization matures.  Many leadership teams are deprived of the opportunity to experience such growth and development because organizations where they work rely on broken performance appraisal and leadership development models.  Traditional annual performance reviews, for instance, become rote exercises in form completion, don’t provide enough depth, don’t adapt leadership goals to the level of organization maturity, and by assuming a one-size-fits-all ladder to individual leadership development, don’t help senior teams balance their skill set.  Even worse, the resulting feedback is often ignored, sapping the organization’s overall strategic management capacity.


This masterclass offers a superior approach to strategic leadership development and performance appraisals.  The approach is an easy to implement, proven system based on global research involving thousands of successful leadership teams over many years and at various stages of maturity.  Case studies reveal how rich feedback leads to genuine insights and improved behavior.  Participants will have the chance to practice applying key points to assess their own organizations and teams in light of their stage of maturity.




Peter DiGiammarino is a seasoned C-suite executive who has helped multiple organizations create and implement plans true to their market, offerings, competence, and purpose.  He is currently CEO of IntelliVen, serves on multiple corporate boards, and teaches graduate courses at the University of San Francisco School of Management. 


Brent Green, Ph.D. is an IntelliVen associate who has held many high-profile roles, including Director of Assessment and Learning for The American Management Association International, Director of Organization Effectiveness for McKesson, and Director of Training for Kaiser Permanente.


Learning Track:  Leadership


To Register for this Masterclass, click here


AM Masterclass #3: 9:00am - 12:00pm

Lions and Tigers and Bears, Oh My!

Get to Oz by Making Better Strategic Decisions


Bad decisions are a fundamental reason why organizations don’t get down the road to the brighter future promised by their shared vision. Like Dorothy, who faced flying monkeys, cowardly lions and an impenetrable forest, we are called to understand and navigate a strange and threatening environment with insufficient information to know what’s ahead.  What’s worse, we get lost because we are wired and socialized in ways that lead to flawed decision making.


In this masterclass, we mine the growing body of knowledge being produced by behavioral economists, psychologists and sociologists on mental biases, traps, fallacies and errors that block making good strategic decisions.  We explore the effects of these traps, and show how to recognize them and avoid or mitigate them.  We present an evidence-based decision-making framework to use to reveal when a strategic decision is needed, formulate it, develop options, choose the least risky path, test it to see if it can be improved, and assure the decision is executed and achieves intended results. Finally, we consider how we can learn from our past decisions to improve future decisions.




Lee Crumbaugh, SMP, is President of Forrest Consulting, a firm he founded in 1988. He is current President of the Association for Strategic Planning and author of AHEAD: Strategy is the way to a better future.  Lee has facilitated strategic and business planning, provided implementation services, and counseled senior executives, Boards and teams in more than 50 business and non-profit sectors.  


Learning track:  Advanced Theory and Practice


To Register for this Masterclass, click here



PM Masterclass #1: 1:30pm - 4:30pm

Using Gear Up to Develop Faster, Smarter Strategies


This masterclass puts participants on the fast track to using Gear Up, a clear, powerful strategy development method created by scholars at Stanford University and Harvard Business School.  Based on nine simple paradigms, each represented by a turning gear, Gear Up helps organizations churn out winning strategies and put in place the organizational supports necessary to ensure successful strategic execution.   More than a theoretical introduction, this masterclass presents concise, multi-industry examples, each drawn from a strategy development initiative launched in the past year.  These examples demonstrate how Gear Up is being used by real-world early adopters.  Class participants will also have an opportunity to apply Gear Up to their own organization, so they leave with a concrete vision of how to go to work after the session ends.  




Dr. Tanai Charinsarn, SMP, is the director of DCON Products Public Company Limited, based in Bangkok, Thailand.  He also teaches graduate strategy courses at Chulalongkorn University, and is a leading strategy consultant in Southeast Asia.  


Learning Track:  Cutting Edge


To Register for this Masterclass, click here


PM Masterclass #2: 1:30pm - 4:30pm

Incubating New Business Ideas


The ancient philosopher Lao-Tzu once quipped, "If you don’t change direction, you may end up where you are heading.” This maxim certainly applies to organizations that say they want to innovate, but then get caught by the inertia of their established business practices.  As a result, these organizations fail to allocate the time, attention, and resources needed to systematically explore new ideas, and they fail to generate the tenacity needed to identify potential winners.  In this masterclass, we explore common challenges to incubating new business ideas, evaluate the pros and cons of different incubation approaches, and learn how to set-up a benefit-producing business incubator/accelerator.  Because resources are perennially scarce, we pay special attention to Lean Startup principles.   





Jitu Marwaha is a senior leader of the corporate strategy team at SanDisk, a role that includes driving the strategic portfolio and managing organic investments across all markets, businesses, and product-lines. He has also set up and manages SanDisk’s business accelerator which, using Lean Startup, is exploring new high tech product areas such as flash-based enterprise storage and in-memory computing.  


Learning Track:  Advanced Theory and Practice


To register for this Masterclass, click here


PM Masterclass #3: 1:30pm - 4:30pm

Peak Performance and Creating Collaborations that Fit!


Historians tell us Napoleon was a successful general until, at Waterloo, he forgot a basic lesson: Don’t fight an uphill battle.  Similarly, many of us don’t realize that as we assemble team-based collaborations, we unwittingly force our collaborators into a preconceived mold of how they should work together.  In essence, rather than leveraging each individual’s natural collaborative style, we create for them an uphill battle.  Especially because so many outcomes in the strategic management life cycle now depend on high functioning collaborations, organizations can ill afford the miscues and missteps that invariably result from such inflexibility.  


In this masterclass we learn how to systematically understand our own instinctive work styles, to likewise understand the work styles of others, and to build the vocabulary needed to discover how we can best work together.  By the end of the class we will see how to harness our own natural strengths and and how others may a different set of collaboration needs, thus optimizing team-based performance.   

 Note* - This Master Class will be a highly interactive session which will require the pre-work of completing the Instinctive Drives questionnaire (20-30 mins to complete):

You will also find more information on the Instinctive Drives System at:





Tracy Kennedy has been passionately advocating the benefits of Instinctive Drives - personally and professionally – since she took her I.D. at age 15. She went on to become the first black belt I.D. consultant and, as highly motivational coach and facilitator, has partnered with hundreds of leaders and teams to deliver positive impacts on performance, morale and business results. As Head of Product and Training at Link-up International, Tracy created exciting new I.D. products and trained consultants and partners to use I.D. to deliver maximum value to their clients.


As co-founder of Instinctive Drives Tracy’s energetic leadership and total passion for the I.D. are driving the transformational shifts enabling more people and businesses to use I.D. to get the results they want. Tracy is loved for her practical and enthusiastic approach and ability to make big ideas come to life. She’s excited about welcoming more partners to Instinctive Drives and growing a vibrant I.D. Community.


Learning Track: Interdisciplinary Synergy


To Register for this Masterclass, click here


Masterclass Pricing

Member  $195   Non Member $295






Members Non-Members
Two Day Rate (3/1/16 - 3/17/16) $1,295 $1,495
One Day Rate (3/1/16 - 3/18/16) $700 $800
Nonprofit, Government or student* (until 3/17/16) $795 $995
Masterclasses $195 $295

*Student registrants must be enrolled in post-secondary institutions on at least a half-time basis. Nonprofit registrants must be full-time employees of incorporated charitable organizations.














ASP conference participants will enjoy a special discount on guest rooms at the Sheraton Fisherman’s Wharf Hotel: $199/night single or double occupancy. To make a reservation, guests may call toll-free 1-888-627-7024 and use group discount "ASP Annual Meeting" or click here to make a reservation online.


Please note: Additional nights before and after the ASP conference dates may be booked at the ASP group rate. For additional nights, please contact the hotel sales office directly at 415-627-6507 or email



Thank you to our Sponsors & Exhibitors




Cancellation Policy:


Can’t make it to the conference at the last minute? We have some options:



Prior to February 14: 50% Refund

From February 15 to February 29:  25% Refund

After March 1- no refunds will be given



If you wish to transfer your conference registration to a colleague. You can do that at no additional charge. Let us know your name and your email, and your colleagues name and your colleagues email.


Written requests for cancellation must be emailed to

Contact Us

200-411 Richmond Street East
Toronto, ON M5A 3S5
f. 416.929.5256

Please note that this address may require additional postage.

Please check with your local post provider for details.