The Balanced Scorecard is a strategic planning and management method used to align business activities to a vision and strategy of an organisation and improve internal and external communications monitor organisational performance against strategic goals. This presentation contains a set of useful templates

1. Balanced Scorecard Templates

2. The Balanced Scorecard
• The Balanced Scorecard is a strategic planning and
management method used to:
• align business activities to a vision and strategy of an organisation
• improve internal and external communications
• monitor organisational performance against strategic goals.
• The design of Balanced Scorecard concerns itself with:
• the identification of a small number of financial and non-financial
measures referred to as Perspectives
• setting targets for the measures and then
• measuring them on a regular basis to determine success or failure.

3. Balanced Scorecard
• Indicator 1
• Indicator 2
• Indicator 3
• Indicator 1
• Indicator 2
• Indicator 3
• Indicator 1
• Indicator 2
• Indicator 3
• Indicator 1
• Indicator 2
• Indicator 3
Financial Customer
Organisational
Capacity
Internal
Processes
Vision

4. Balanced Scorecard
Financial
Objectives
Measures
Initiatives
Vision
Customer
Objectives
Measures
Initiatives
Organisational Capacity
Objectives
Measures
Initiatives
Internal Processes
Objectives
Measures
Initiatives

5. Typical Excel Balanced Scorecard
Indicator Target Weight Description Value
Financial Perspective Description
KPI - 1
KPI - 2
KPI - 3
Financial Perspective Total Performance in group
Customer Perspective Description
KPI - 1
KPI - 2
KPI - 3
Customer Perspective Total Performance in group
Internal Processes Perspective Description
KPI - 1
KPI - 2
KPI - 3
Internal Processes Perspective Total Performance in group
Organisational Capacity
KPI - 1
KPI - 2
KPI - 3
Organisational Capacity Perspective Total Performance in group

6. Financial Indicators
Finance
Objectives Objective 1 Objective 2 Objective 3
Measures
Targets
Initiatives

7. Customer Indicators
Customer
Objectives Objective 1 Objective 2 Objective 3
Measures
Targets
Initiatives

8. Internal Processes Indicators
Internal Processes
Objectives Objective 1 Objective 2 Objective 3
Measures
Targets
Initiatives

9. Organisational Capacity Indicators
Organisational Capacity
Objectives Objective 1 Objective 2 Objective 3
Measures
Targets
Initiatives

10. Financial • • ↑
• ↓
•
Customer • • ↑ •
Internal
Processes
• • •
Organisational
Capacity
• • •
Professionalism - Commitment - Initiative - Team Work - Winning Mentality
Priority 1 Priority 2 Priority 3
Vision
Mission
Strategic
Priorities
Strategic
Results
Business Objectives and Strategy Map Measures Targets Initiatives
Increase
Revenue
Increase
Profitability
Reduce
Costs
Integrated with a Strategy Map
10

11. A Different Approach
Financial
Learning
InternalCustomer
Vision: Mission:

12. The QuickscoreApplication
• Software is not required to implement a Balanced Scorecard, but
it does help. Furthermore a good software tool will allow user to:
• organise key metrics in a meaningful way
• display data and combinations of data
• provide management teams with a clear business overview
• allow users to input data easily and frequently
• Provide the means to ‘drill down’ to the underlying data should the
need arise to question a specific activity
• Intrafocus recommends Quickscore to those companies
that want to take a structured approach to rolling out
Balanced Scorecards