Balanced Scorecard

Balanced Scorecard - Balanced Scorecard Project Templates...

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Balanced Scorecard Project Templates Menu Templates are commonly used as a tool to assist in building the Balanced Scorecard. For example, we can use a template to construct the Strategic Map for each Strategic Theme. This Excel Workbook contains several templates to help you develop a Balanced Scorecard. The templates are clean, simple spreadsheets that you can modify easily. Additionally, the templates are arranged in sequence according to the flow of the development process. Templates 1 through 14 are used to help design the Balanced Scorecard while templates 15 through 18 are for information purposes only. Template Title Purpose 1 Basic checklist of strategic information you need to collect 2 Timeline for Six Step Development Process 3 Basic checklist to follow in forming three team approach 4 Critical issues that Core Team must complete 5 Basic template for listing your strategic goals 6 Checklist to test that you have a good set of strategic themes 7 Four layer map for plotting and connecting strategic objectives 8 Template for defining and testing each measurement 9 Compile attributes for each measurement in the Scorecard 10 Compare outcome measures vs. driver measures 11 Quick checklist for determining targets 12 Compile selected attributes for programs 13 Grid for evaluating programs against strategic objectives 14 Summary of Objectives / Measurements / Targets / Programs * 15 Summarize Control vs. Strategic Management Process 16 Basic generic model for building objectives and measurements 17 Summary of measurement types and examples 18 Roll out plan for organizational wide implementation of scorecard * this is the final balanced scorecard Prepared by: Matt H. Evans, CPA, CMA, CFM Date Prepared: April 21, 2001 Not subject to copyright, feel free to modify or change these worksheets. Forward> Process Inputs Checklist Development Timeline Team Formation Checklist Core Team Checklist Establish Goals Themes Checklist Strategic Map Measurement Definition Measurement Summary Lag Lead Comparison Target Checklist Program Attributes Program Selection Grid O - M - T - P Summary Control vs. Strategic Generic Model Measurement Basics Implementation Plan Example
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Balanced Scorecard Project Process Inputs Checklist Company Related Information Sources: Current Strategic Plan(s) Current Financial Plan(s) Current Marketing Plan(s) Current Operating Plan(s) Annual Reports Quality Improvement Programs Customer Analysis Interviews with Executive Management Other Planning Documents: _____________________________ Other Planning Documents: _____________________________ Other Planning Documents: _____________________________ Other Planning Documents: _____________________________ Industry Related Information Sources: Competitive Analysis Industry Trend Analysis Technology Trend Analysis Marketing Trend Analysis Other Industry Analysis: ________________________________ Other Industry Analysis: ________________________________ Other Industry Analysis: ________________________________ Other Industry Analysis: ________________________________ <Back Forward> Before starting the process of building a Balanced Scorecard, you need to collect and gather strategic information which will help serve as inputs into the first few steps of building the Scorecard. Prepare a Check List of strategic information sources. This list can be used to help you get started.
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This note was uploaded on 01/27/2011 for the course BUS 113 taught by Professor Dr.lee during the Spring '10 term at Capilano.

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Balanced Scorecard - Balanced Scorecard Project Templates...

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