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Strategy Map &
Balanced Scorecard
Templates
By Ex-Deloitte &
McKinsey
Consultants
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“Strategy without
execution is a dream.
Execution without
strategy is a
nightmare”
Bill Gates
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“Less than 10% of
strategies effectively
formulated are
effectively executed”
Fortune Magazine
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To ensure proper Strategy execution, Norton and Kaplan invented the
2 concepts of ‘Strategy Map’ and ‘Balanced Scorecard’
Strategy Map
Balanced Scorecard
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What is a ‘Strategy Map’?
“The Strategy Map is a representation of the
Strategy on one page, showing the Strategic
Objectives and the Cause-Effect relationships
between them”
6
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6
A Strategy map usually includes the following 4 perspectives:
Financial Perspective
Return on
Investment
Productivity
Strategy
Revenue
Strategy
1.The Financial perspective presents the key levers driving
financial performance
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A Strategy map usually includes the following 4 perspectives:
2.The Customer perspective presents the value proposition of the
company for its customers
Customer Perspective
ReputationImageRelationship
Product
Service
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A Strategy map usually includes the following 4 perspectives:
3.The Internal perspective presents the value chain of the
company, that is to say the macro process of the business
Internal Perspective
“Build the
Brand”
“Make the
Sale”
“Deliver the
Product”
“Service
Exceptionally”
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9
A Strategy map usually includes the following 4 perspectives:
4.The Learning and Growth perspective presents the intangible
assets required to drive performance
Learning & Growth Perspective
+ +Human
Capital
Information
Capital
Organization
Capital
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The 4 perspectives of the Strategy Map need to be aligned
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
Return on
Investment
Reputation
+ +
“Build the Brand” “Make the Sale” “Deliver the
Product”
“Service
Exceptionally”
Productivity Strategy
Human
Capital
Information
Capital
organisation
Capital
ImageRelationshipProduct Service
Revenue Strategy
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11
You’ll find below and in the next slides some Strategy map templates
that you can reused
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
+ +
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Learning &
Growth
Perspective
Financial Perspective
Internal
Perspective
Customer Perspective
Strategy Map Template
Insert your own
text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
Human Capital
Information Capital
Organization Capital
Customer
Management
Operations
Innovation
Insert your own
text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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text
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13
Learning &
Growth
Perspective
Financial Perspective
Internal
Perspective
Customer Perspective
Strategy Map Template
Insert your own text Insert your own text Insert your own text Insert your own text
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Insert your own text Insert your own text Insert your own text Insert your own textHuman Capital
Information Capital
Organization Capital
Customer
Management
Operations
Innovation
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14
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14
Learning &
Growth
Perspective
Financial Perspective
Internal
Perspective
Customer Perspective
Strategy Map Template
Insert your own text Insert your own text Insert your own text Insert your own text
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Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own textHuman Capital
Information Capital
Organization Capital
Customer
Management
Operations
Innovation
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15
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15
Learning &
Growth
Perspective
Financial
Perspective
Internal
Perspective
Customer
Perspective
Strategy Map Template
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16
Learning &
Growth
Perspective
Financial
Perspective
Internal
Perspective
Customer
Perspective
Strategy Map Template
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Learning &
Growth
Perspective
Financial
Perspective
Internal
Perspective
Customer
Perspective
Strategy Map Template
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Increase shareholder
value
Increase revenue per
customer
Increase number of
customers
Improve Asset
Utilization
Improve cost
structure
18
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18
Strategy Map Template
Internal Perspective
Financial Perspective
Learning & Growth Perspective
Customer Perspective
19
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19
The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel
sheets) is available at www.slidebooks.com or by clicking below:
Click below:
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20
Strategy Map Template
Mission &
Vision
• Replace by your own text
• Replace by your own text
• Replace by your own text
 Competitive
awareness
 Shared goals
 Vision & Mission
 Deliverables
• Replace by your own text
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21
Insert Company’s Mission statement
Insert Company’s Vision statement
Financial Perspective
Customer Perspective
Internal Perspective
Learning & Development Perspective
Insert text Insert text Insert text
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Strategy Map Template
22
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22
What is a ‘Balanced Scorecard’?
At the highest conceptual level, the Balanced
Scorecard is a framework that helps organizations
translate a strategy into operational objectives that
drive both behavior and performance. It includes the
same 4 business perspectives as the Strategy Map:
Finance
Customer
Learning and Growth
Internal
23
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23
A Balanced Scorecard includes strategic objectives, measures and
targets
Perspective
Financial Perspective
F1 Increase earnings per share
F2 Increase revenue per customer
F3 Reduce cost per customer
Strategic Objectives Strategic Measures
• Net income (vs. last year)
• Revenue per customer
• Cost per customer
Targets
+$100M
$300
$75
Statement of
what strategy
must achieve and
what’s critical to
its success
The level of
performance or
rate of
improvement
needed
How success in
achieving the
strategy will be
measured and
tracked
24
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24
A Balanced Scorecard includes strategic objectives, measures and
targets for each one of the 4 perspectives
Perspective
Financial
To satisfy our shareholders,
what financial objectives must
we accomplish?
F1 Increase earnings per share
F2 Increase revenue per customer
F3 Reduce cost per customer
Strategic Objectives Strategic Measures
F1 Net income (vs. last year)
F2 Revenue per customer
F3 Cost per customer
Targets
F1 +$100M
F2 $300
F3 $75
Customer
To achieve our financial
objectives, what customer needs
must we serve?
C1 Insert your own text
C2 Insert your own text
C3 Insert your own text
C1 Insert your own text
C2 Insert your own text
C3 Insert your own text
C1 Insert figure
C2 Insert figure
C3 Insert figure
Internal processes
To satisfy our customers and
shareholders, in which internal
business processes must we
excel?”
I1 Insert your own text
I2 Insert your own text
I3 Insert your own text
I1 Insert your own text
I2 Insert your own text
I3 Insert your own text
I1 Insert figure
I2 Insert figure
I3 Insert figure
Learning & Growth
To achieve our “Financial”,
“Customer” and “Internal
Processes” strategic objectives,
what does the organization need
to learn?
L1 Insert your own text
L2 Insert your own text
L3 Insert your own text
L1 Insert your own text
L2 Insert your own text
L3 Insert your own text
L1 Insert figure
L2 Insert figure
L3 Insert figure
25
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25
Balanced Scorecard Template
Mission &
Vision
TargetsMeasureObjectives
Finance
TargetsMeasureObjectives
Customer
TargetsMeasureObjectives
Learning and Growth
TargetsMeasureObjectives
Internal
26
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26
Balanced Scorecard Template
Perspective
Financial Perspective
F1 Insert your own text
F2 Insert your own text
F3 Insert your own text
Strategic Objectives Strategic Measures
Customer Perspective
Customer
Management
Internal
Perspective
Human Capital
Learning&Growth
Perspective
Product Innovation
Operations
Management
Information Capital
Organization Capital
• Insert your own text
• Insert your own text
• Insert your own text
Responsible Citizen
Targets
+$100M
$300
$75
27
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27
Go to the Excel sheet to access the Balanced Scorecard Excel
template
28
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28
Indicative Strategy Map and Balanced Scorecard Project Plan
Step 0: Kick-Off
Step 1: Provide Business
insights
Step 2: Define Mission and
vision statements
Step 3: Identify Key
Strategic priorities
Step 4: Create strategy
map
Step 5: Create Balanced
scorecard
Step 6: Identify required
initiatives to reach
strategic goals
Step 7: Getting to
First Report
Week
Workshop #1
Workshop #2
Workshop #3
Kick-Off
1 2 3 4 5 6 7 8 9 10 11 12
29
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29
Zoom on Step 0 - Kick-Off
Step 0: Kick-Off
Step 1: Provide Business
insights
Step 2: Define Mission and
vision statements
Step 3: Identify Key
Strategic priorities
Step 4: Create strategy
map
Step 5: Create Balanced
scorecard
Step 6: Identify required
initiatives to reach
strategic goals
Step 7: Getting to
First Report
Week
Workshop #1
Workshop #2
Workshop #3
Kick-Off
1 2 3 4 5 6 7 8 9 10 11 12
30
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30
The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel
sheets) is available at www.slidebooks.com or by clicking below:
Click below:
31
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31
If you need more details, we recommend you to buy one of these 5
books
Amazon
32
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32
The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel
sheets) is available at www.slidebooks.com or by clicking below:
Click below:

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Strategy Map & Balanced Scorecard Templates | By Ex-Deloitte & McKinsey Consultants

  • 1. Strategy Map & Balanced Scorecard Templates By Ex-Deloitte & McKinsey Consultants
  • 2. 2 Insert Your Company Name by clicking on “View” -> “Slide master” 2 “Strategy without execution is a dream. Execution without strategy is a nightmare” Bill Gates
  • 3. 3 Insert Your Company Name by clicking on “View” -> “Slide master” 3 “Less than 10% of strategies effectively formulated are effectively executed” Fortune Magazine
  • 4. 4 Insert Your Company Name by clicking on “View” -> “Slide master” 4 To ensure proper Strategy execution, Norton and Kaplan invented the 2 concepts of ‘Strategy Map’ and ‘Balanced Scorecard’ Strategy Map Balanced Scorecard
  • 5. 5 Insert Your Company Name by clicking on “View” -> “Slide master” 5 What is a ‘Strategy Map’? “The Strategy Map is a representation of the Strategy on one page, showing the Strategic Objectives and the Cause-Effect relationships between them”
  • 6. 6 Insert Your Company Name by clicking on “View” -> “Slide master” 6 A Strategy map usually includes the following 4 perspectives: Financial Perspective Return on Investment Productivity Strategy Revenue Strategy 1.The Financial perspective presents the key levers driving financial performance
  • 7. 7 Insert Your Company Name by clicking on “View” -> “Slide master” 7 A Strategy map usually includes the following 4 perspectives: 2.The Customer perspective presents the value proposition of the company for its customers Customer Perspective ReputationImageRelationship Product Service
  • 8. 8 Insert Your Company Name by clicking on “View” -> “Slide master” 8 A Strategy map usually includes the following 4 perspectives: 3.The Internal perspective presents the value chain of the company, that is to say the macro process of the business Internal Perspective “Build the Brand” “Make the Sale” “Deliver the Product” “Service Exceptionally”
  • 9. 9 Insert Your Company Name by clicking on “View” -> “Slide master” 9 A Strategy map usually includes the following 4 perspectives: 4.The Learning and Growth perspective presents the intangible assets required to drive performance Learning & Growth Perspective + +Human Capital Information Capital Organization Capital
  • 10. 10 Insert Your Company Name by clicking on “View” -> “Slide master” 10 The 4 perspectives of the Strategy Map need to be aligned Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective Return on Investment Reputation + + “Build the Brand” “Make the Sale” “Deliver the Product” “Service Exceptionally” Productivity Strategy Human Capital Information Capital organisation Capital ImageRelationshipProduct Service Revenue Strategy
  • 11. 11 Insert Your Company Name by clicking on “View” -> “Slide master” 11 You’ll find below and in the next slides some Strategy map templates that you can reused Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective + +
  • 12. 12 Insert Your Company Name by clicking on “View” -> “Slide master” 12 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Human Capital Information Capital Organization Capital Customer Management Operations Innovation Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
  • 13. 13 Insert Your Company Name by clicking on “View” -> “Slide master” 13 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own textHuman Capital Information Capital Organization Capital Customer Management Operations Innovation Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
  • 14. 14 Insert Your Company Name by clicking on “View” -> “Slide master” 14 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own textHuman Capital Information Capital Organization Capital Customer Management Operations Innovation Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
  • 15. 15 Insert Your Company Name by clicking on “View” -> “Slide master” 15 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text
  • 16. 16 Insert Your Company Name by clicking on “View” -> “Slide master” 16 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text
  • 17. 17 Insert Your Company Name by clicking on “View” -> “Slide master” 17 Learning & Growth Perspective Financial Perspective Internal Perspective Customer Perspective Strategy Map Template Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Insert text Insert text Insert Text Insert your own text Increase shareholder value Increase revenue per customer Increase number of customers Improve Asset Utilization Improve cost structure
  • 18. 18 Insert Your Company Name by clicking on “View” -> “Slide master” 18 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  • 19. 19 Insert Your Company Name by clicking on “View” -> “Slide master” 19 The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel sheets) is available at www.slidebooks.com or by clicking below: Click below:
  • 20. 20 Insert Your Company Name by clicking on “View” -> “Slide master” 20 Strategy Map Template Mission & Vision • Replace by your own text • Replace by your own text • Replace by your own text  Competitive awareness  Shared goals  Vision & Mission  Deliverables • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text • Replace by your own text
  • 21. 21 Insert Your Company Name by clicking on “View” -> “Slide master” 21 Insert Company’s Mission statement Insert Company’s Vision statement Financial Perspective Customer Perspective Internal Perspective Learning & Development Perspective Insert text Insert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Insert text Insert text Insert textInsert text Insert text Strategy Map Template
  • 22. 22 Insert Your Company Name by clicking on “View” -> “Slide master” 22 What is a ‘Balanced Scorecard’? At the highest conceptual level, the Balanced Scorecard is a framework that helps organizations translate a strategy into operational objectives that drive both behavior and performance. It includes the same 4 business perspectives as the Strategy Map: Finance Customer Learning and Growth Internal
  • 23. 23 Insert Your Company Name by clicking on “View” -> “Slide master” 23 A Balanced Scorecard includes strategic objectives, measures and targets Perspective Financial Perspective F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Strategic Measures • Net income (vs. last year) • Revenue per customer • Cost per customer Targets +$100M $300 $75 Statement of what strategy must achieve and what’s critical to its success The level of performance or rate of improvement needed How success in achieving the strategy will be measured and tracked
  • 24. 24 Insert Your Company Name by clicking on “View” -> “Slide master” 24 A Balanced Scorecard includes strategic objectives, measures and targets for each one of the 4 perspectives Perspective Financial To satisfy our shareholders, what financial objectives must we accomplish? F1 Increase earnings per share F2 Increase revenue per customer F3 Reduce cost per customer Strategic Objectives Strategic Measures F1 Net income (vs. last year) F2 Revenue per customer F3 Cost per customer Targets F1 +$100M F2 $300 F3 $75 Customer To achieve our financial objectives, what customer needs must we serve? C1 Insert your own text C2 Insert your own text C3 Insert your own text C1 Insert your own text C2 Insert your own text C3 Insert your own text C1 Insert figure C2 Insert figure C3 Insert figure Internal processes To satisfy our customers and shareholders, in which internal business processes must we excel?” I1 Insert your own text I2 Insert your own text I3 Insert your own text I1 Insert your own text I2 Insert your own text I3 Insert your own text I1 Insert figure I2 Insert figure I3 Insert figure Learning & Growth To achieve our “Financial”, “Customer” and “Internal Processes” strategic objectives, what does the organization need to learn? L1 Insert your own text L2 Insert your own text L3 Insert your own text L1 Insert your own text L2 Insert your own text L3 Insert your own text L1 Insert figure L2 Insert figure L3 Insert figure
  • 25. 25 Insert Your Company Name by clicking on “View” -> “Slide master” 25 Balanced Scorecard Template Mission & Vision TargetsMeasureObjectives Finance TargetsMeasureObjectives Customer TargetsMeasureObjectives Learning and Growth TargetsMeasureObjectives Internal
  • 26. 26 Insert Your Company Name by clicking on “View” -> “Slide master” 26 Balanced Scorecard Template Perspective Financial Perspective F1 Insert your own text F2 Insert your own text F3 Insert your own text Strategic Objectives Strategic Measures Customer Perspective Customer Management Internal Perspective Human Capital Learning&Growth Perspective Product Innovation Operations Management Information Capital Organization Capital • Insert your own text • Insert your own text • Insert your own text Responsible Citizen Targets +$100M $300 $75
  • 27. 27 Insert Your Company Name by clicking on “View” -> “Slide master” 27 Go to the Excel sheet to access the Balanced Scorecard Excel template
  • 28. 28 Insert Your Company Name by clicking on “View” -> “Slide master” 28 Indicative Strategy Map and Balanced Scorecard Project Plan Step 0: Kick-Off Step 1: Provide Business insights Step 2: Define Mission and vision statements Step 3: Identify Key Strategic priorities Step 4: Create strategy map Step 5: Create Balanced scorecard Step 6: Identify required initiatives to reach strategic goals Step 7: Getting to First Report Week Workshop #1 Workshop #2 Workshop #3 Kick-Off 1 2 3 4 5 6 7 8 9 10 11 12
  • 29. 29 Insert Your Company Name by clicking on “View” -> “Slide master” 29 Zoom on Step 0 - Kick-Off Step 0: Kick-Off Step 1: Provide Business insights Step 2: Define Mission and vision statements Step 3: Identify Key Strategic priorities Step 4: Create strategy map Step 5: Create Balanced scorecard Step 6: Identify required initiatives to reach strategic goals Step 7: Getting to First Report Week Workshop #1 Workshop #2 Workshop #3 Kick-Off 1 2 3 4 5 6 7 8 9 10 11 12
  • 30. 30 Insert Your Company Name by clicking on “View” -> “Slide master” 30 The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel sheets) is available at www.slidebooks.com or by clicking below: Click below:
  • 31. 31 Insert Your Company Name by clicking on “View” -> “Slide master” 31 If you need more details, we recommend you to buy one of these 5 books Amazon
  • 32. 32 Insert Your Company Name by clicking on “View” -> “Slide master” 32 The remaining of the presentation (61 reusable Powerpoint slides + 2 Excel sheets) is available at www.slidebooks.com or by clicking below: Click below: