The document discusses various plans needed to build a project, including project plans, communication plans, training plans, and processes for implementing a balanced scorecard. Project plans are typically built in a spreadsheet and include tasks, resources, timelines, costs, and diagrams. Other documents to prepare include goals, statements of work, risk inventories, project charters, and progress reports. Communication plans outline who to communicate with, when, why, what messages to convey, and how. Training plans specify who needs training, when, why, and how the training will be delivered. The final section provides a checklist for implementing a balanced scorecard, including gathering data, assigning responsibilities, creating templates, and integrating it into organizational processes.

1. Plans and Processes to Build
Project Plans
•Typically built in a spreadsheet/project mgmt.
application
•Includes:
– Tasks divided into phases
– Resources assigned to tasks
– Timeline of tasks and phases
– Costs and budget
– Planning diagrams
Building Core Plans

2. Plans and Processes to Build
Project Plans (ctd.)
Other documents to prepare:
– Project goals
– Statement of work
– Risk inventory
– Project charter
– Progress reports
Building Core Plans

3. Plans and Processes to Build
Communication Plans
•Who will you be communicating with?
•When will you need to communicate with these
various groups?
•Why am I communicating with these people?
What am I trying to accomplish?
•What am I going to say to each group?
•How will I get my message across?
Building Core Plans

4. Plans and Processes to Build
Training Plans
•Who will be receiving the training?
•When will they require the training by?
•Why do they need the training?
•What will the training cover?
•How will the training be done?
Building Core Plans

5. Plans and Processes to Build
 Identify how the balanced scorecard fits into your
strategic and financial management processes
 Create a timeline for data gathering, reporting,
evaluating, and updating the balanced scorecard
 Assign responsibility for each of these phases of
activities to a single individual
 Create a template and FAQ sheet for submitting
balanced scorecard data
 Integrate the balanced scorecard into all
organization-critical processes
A Checklist of Processes

6. Plans and Processes to Build
You’re having lunch with an old friend, Bill Builder. Bill runs his own
construction company, which has grown over the past ten years and
now employs 100 people. He mentions that he heard about the
balanced scorecard at an industry conference last week.
“It sounds pretty cool,” he says over a mouthful of linguine. “I think my
business could really benefit from it. But I’m not sure how I’d have to
change the way we already do things. And I don’t know how I would
keep all the information organized and keep everyone informed.”
What would you say to Bill?
Case Study

7. Plans and Processes to Build
You’re having lunch with an old friend, Bill Builder. Bill runs his own
construction company, which has grown over the past ten years and
now employs 100 people. He mentions that he heard about the
balanced scorecard at an industry conference last week.
“It sounds pretty cool,” he says over a mouthful of linguine. “I think my
business could really benefit from it. But I’m not sure how I’d have to
change the way we already do things. And I don’t know how I would
keep all the information organized and keep everyone informed.”
What would you say to Bill?
Case Study