Balanced Scorecard City of West Des Moines Leadership Development Program April 6, 2006

Definition The Balanced Scorecard is: a performance management system used to translate strategy into tangible objectives and measures.

The Balanced Scorecard is:

a performance management system used to translate strategy into tangible objectives and measures.

Definition (Continued) By using four perspectives: Serve Customers, Manage Financial Resources, Improve Processes, and Support Employees, a balanced approach is used to evaluate organizational strategy.

By using four perspectives:

Serve Customers,

Manage Financial Resources,

Improve Processes, and

Support Employees,

a balanced approach is used to evaluate organizational strategy.

Why Change to Balanced Scorecard? More Strategic than Tactical Proactive vs. Reactive More Employee Participation

More Strategic than Tactical

Proactive vs. Reactive

More Employee Participation

Structure Strategic Themes as Foundation Strategic Themes Strategies Measures Goals/Initiatives Measures Serve as Indicators and Link to Strategies instead of just tasks “ Red Flag” Analogy Performance Management vs. Performance Measurement

Strategic Themes as Foundation

Strategic Themes

Strategies

Measures

Goals/Initiatives

Measures Serve as Indicators and Link to Strategies instead of just tasks

“ Red Flag” Analogy

Performance Management vs. Performance Measurement

Change Strategy Planning Council—Purpose Fluidity—monitor what is useful Advance the Quality Initiative (example)

Strategy Planning Council—Purpose

Fluidity—monitor what is useful

Advance the Quality Initiative (example)

Visio System Online Interactive System for Accessing Balanced Scorecard information Easier to find information (paperless) Easier to update Plan for including departmental information

Online Interactive System for Accessing Balanced Scorecard information

Easier to find information (paperless)

Easier to update

Plan for including departmental information

Decision-Making Citywide Example: Facilitate Balanced Economic Development Building Permit Evaluations Departmental Example: Balance Growth with Sustainability—P&R % of dollars going towards existing facilities versus amount for all parks and facilities in CIP

Citywide Example:

Facilitate Balanced Economic Development

Building Permit Evaluations

Departmental Example:

Balance Growth with Sustainability—P&R

% of dollars going towards existing facilities versus amount for all parks and facilities in CIP

What are the next steps?? Better link to budget Departments and citywide scorecard more integrated Better link to goals/initiatives

Better link to budget

Departments and citywide scorecard more integrated

Better link to goals/initiatives

What can this group do? Get involved with your department’s scorecard Actively monitor the data (citywide and departmental) Ask questions Ensure the scorecard is tied to how decisions are made

Get involved with your department’s scorecard

Actively monitor the data (citywide and departmental)

Ask questions

Ensure the scorecard is tied to how decisions are made