Template for strategy map

1. The Strategy Map
Presentation Templates

2. The Strategy Map
• A Strategy Map is a diagram that describes how a company or
organisation can create value by linking strategic objectives in a
cause and effect relationship.
• It is based on the four Balanced Scorecard Perspectives: Financial,
Customer, Internal Processes and Capacity, Learning & Growth.
• The key element of the Strategy Map is that it is linked to the
‘scorecards’ that monitor the progress towards the Strategic
Objectives.
• The ‘scorecards’ will include: metrics, targets for the metrics and
strategic initiatives to drive performance towards achieving the
objectives.

3. 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.

4. Customer Value Proposition
Strategy Map – Classic Kaplan/Norton
Productivity Strategy
Operations Management
Processes
Supply
Production
Distribution
Risk Management
Customer Management
Processes
Selection
Acquisition
Retention
Growth
Innovative Processes
Opportunity Identification
R&D Portfolio
Design / Develop
Launch
Regulatory and Social
Processes
Environment
Safety and Health
Employment
Community
Human Capital
Information Capital
Organisational Capital
Product / Service Attributes
Long-Term
Shareholder Value
Improve Cost
Structure
Increase Asset
Utilisation
Expand Revenue
Opportunities
Enhance
Customer Value
Growth Strategy
Relationship Image
Price Function Service Partnership Brand
Quality Availability Selection
Culture Leadership Alignment Teamwork
Financial
Perspective
Customer
Perspective
Internal
Perspective
Learning &
Growth
Perspective

5. Customer
Perspective
Internal
Perspective
Learning &
Growth
Perspective
Financial
Perspective
Strategy Map - Generic example
Improve Cost
Structure
Increase
Asset
Utilisation
Enhance
Customer
Value
Expand
Revenue
Opportunities
Price Quality Availability Selection Function Service Partnership Brand
Productivity Strategy Revenue Growth Strategy
Production Service Attributes Relationship Image
Operations
Management Processes
Processes that produce
and deliver products and
services
Customer Management
Processes
Processes that enhance
customer value
Innovative Processes
Processes that create
new products and
services
Regulatory and Social
Processes
Processes that improve
communities and the
environment
Human Capital
Skills
Training
Knowledge
Information Capital
Systems
Databases
Networks
Organisational Capital
Skills / Training
Knowledge
Teamwork
Sustained Shareholder Value
+ +
Customer Value
Proposition
Vision: Leading with inspiration and courage, passionate about future possibility and change
Mission: Managing with greatness and strength, improving everything daily

6. Simple Example with ‘Strategic Themes’
Customer
Perspective
Internal
Perspective
Capacity,
Learning &
Growth
Perspective
Customer Intimacy Technology Driven Operational Excellence
Financial
Perspective
Increase Shareholder
Value
Improve position in
Defined Markets
Increase Profitability
Increase Revenue
Streams
Improve Advisor
Position
Increase
Added Value
Improve
Flexible
Solutions
Improve Repeat
Business Rate
Increase
Knowledge
Base Usage
Strengthen 3rd
Party
Relationships
Improve Integrated
Business
Processes
Improve
Resourcing
Services
Improve Cost
Management
Improve
Solution
Processes
Enhance
Relationship Skills
Improve Industry
Knowledge
Improve Solution
Management
Improve Operational
Mgmt Skills
Enhance Career
Planning

7. Public Sector Example
Relationship
Management
Innovation Operational
Excellence
Value to Taxpayer
Safe
Convenient
Bus Services
Clear and
Accurate
Timetables
Support
Business and
Commerce
On Time as
Promised
Create Business Cases
and Secure Funding
Balance Budget
Lower Cost of Bus
Transportation Services
Highly Skilled Bus Drivers
Empowered Customer Service
Agents
Integrated Knowledge
Management Systems
Easy to do
Business With
Streamline
Regulatory
Approval
Processes
Improve
Sustainability of
Communities
Open and Frequent
Communication to Impacted
Customers
Optimise Planning of Bus
Stop Position and
Construction
Drive Innovation in New
Transport Systems
Accelerate
Economic
Development
through Route
Investment
Develop and
Introduce New
Transport
Technology
Understand New Route
Needs (and Old)
Deliver World Class Bus
Services
Provide Cost
Effective
Solutions
Optimise
Availability
of Busses
Improve All
Aspects of Bus
Safety
Stakeholder
Perspective
Customer
Perspective
Internal
Processes
Perspective
Learning &
Growth
Perspective

8. Process
Perspective
Customer
Perspective
Financial
Perspective
Learning &
Growth
Perspective
How should we appear
to customers?
At what do we need
to excel to fulfill
customer
expectations?
How will we sustain our
ability to improve?
What are our most
important financial
outcomes?
Simple Empty Template

9. Financial Perspective
Customer Perspective
Internal Perspective
Learning and Growth Perspective
Theme one Theme Two Theme Three
Focus on Internal Themes

10. Internal Themes + Vision and Mission
Financial Perspective
Customer Perspective
Internal Perspective
Learning and Growth Perspective
Theme one Theme Two Theme Three
Company Core Value Statement
Company VISON Statement
Company MISSION Statement

11. Empty with Vision and Core Values
Financial
Customer
Internal Processes
Capacity, Learning and Growth
Core Value:
Vision:

12. Pastel Colours
Financial
Customer
Internal Processes
Capacity, Learning and Growth
Vision
Core Value:

13. Strong Colours
Financial
Customers
Internal Processes
Capacity, Learning and Growth
Vision
Core Values:

14. Alternate with Strategic Themes
Mission: Vision:
Company
Name
Financial
Customer
Internal
Capacity
Strategic Objective 1 Strategic Objective 2
Strategic Objective 3
Strategic Themes
Theme One Theme Two Theme Three

15. ALess Colourful Version
Mission: Vision:
Company
Name
Financial
Customer
Internal
Capacity
Strategic Objective 1 Strategic Objective 2
Strategic Objective 3
Strategic Themes
Theme One Theme Two Theme Three

16. ASlightly DifferentApproach
Financial
Learning
Internal
Customer
Vision: Mission:

17. AMore Radical Approach
• This circular version is
occasionally used to
focus everything towards
the mission and strategy,
as a rally-call it works
well. However it lacks in
its ability to present
causal linkages
• Tesco used this approach
during their ‘Every Little
Helps’ campaign
Customer
Internal
Financial
Learning
Mission
Vision
Mission

18. The QuickscoreApplication
• Software is not required to implement a Strategy Map or Balanced
Scorecard, but it does help.
• A good software tool will allow user to:
• create meaningful Strategy Maps with minimum fuss
• 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 the Quickscore product to those companies
that want to take a structured approach to rolling out Strategy Maps
and Balanced Scorecards