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Strategy Map Template & Balanced Scorecard Template | By ex-McKinsey

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Go to www.slidebooks.com to Download and Reuse Now a Strategy Map Template & Balanced Scorecard Template in Powerpoint & Excel | Created By ex-McKinsey & Deloitte Strategy Consultants.

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Strategy Map Template & Balanced Scorecard Template | By ex-McKinsey

  1. 1. Strategy Map & Balanced Scorecard Templates By Ex-Deloitte & McKinsey Consultants
  2. 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. 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. 44 To ensure proper Strategy execution, Norton and Kaplan invented the 2 concepts of ‘Strategy Map’ and ‘Balanced Scorecard’ Strategy Map Balanced Scorecard
  5. 5. 55 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. 66 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. 77 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. 8 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now
  9. 9. 99 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”
  10. 10. 1010 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
  11. 11. 1111 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
  12. 12. 1212 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 + +
  13. 13. 1313 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
  14. 14. 1414 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. 15 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now
  16. 16. 1616 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
  17. 17. 1717 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
  18. 18. 1818 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
  19. 19. 1919 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
  20. 20. 2020 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
  21. 21. 2121 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  22. 22. 22 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now
  23. 23. 2323 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  24. 24. 2424 Strategy Map Template Internal Perspective Financial Perspective Learning & Growth Perspective Customer Perspective
  25. 25. 2525 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
  26. 26. 2626 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
  27. 27. 2727 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
  28. 28. 2828 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
  29. 29. 29 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now
  30. 30. 3030 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
  31. 31. 3131 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
  32. 32. 3232 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
  33. 33. 3333 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
  34. 34. 3434 Balanced Scorecard Template Mission & Vision TargetsMeasureObjectives Finance TargetsMeasureObjectives Customer TargetsMeasureObjectives Learning and Growth TargetsMeasureObjectives Internal
  35. 35. 3535 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
  36. 36. 36 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now
  37. 37. 3737 Go to the Excel sheet to access the Balanced Scorecard Excel template
  38. 38. 3838 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
  39. 39. 3939 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
  40. 40. 4040 Create your Strategy Map and Balanced Scorecard teams Leadership Team Key Role ‒ Champion process and make strategic decisions ‒ Participate in workshops ‒ Provide resources Who? ‒ Leaders of organization Core Team Key Role ‒ Lead the execution of the process Who? ‒ Experienced mid-level managers representing the different Business units ‒ Management Consultants Measurement Team Key Role ‒ Develop detailed definition of measures and targets ‒ Identifies data sources for measures Who? ‒ Finance managers ‒ Data analytics managers
  41. 41. 4141 Identify Key success factors Ensure that project sponsorship is from a high enough level Make sure to get the Buy-I of the entire Leadership Team Involve the right people
  42. 42. 4242 Example of agenda Project overview Project Deliverables Project Timing Responsibilities Next steps
  43. 43. 43 Download Now the rest of this Document and 10,000+ Powerpoint and Excel Documents at www.slidebooks.com or by clicking anywhere on this page Download Now

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