Templates are commonly used as a tool to assist in building the Balanced Scorecard. For example, we can use a template to construct the Strategic Map for each Strategic Theme. This Excel Workbook contains several templates to help you develop a Balanced Scorecard. The templates are clean, simple spreadsheets that you can modify easily. Additionally, the templates are arranged in sequence according to the flow of the development process. Templates 1 through 14 are used to help design the Balanced Scorecard while templates 15 through 18 are for information purposes only. 1) Process Inputs ChecklistBasic checklist of strategic information you need to collect 2) Development TimelineTimeline for Six Step Development Process 3) Team Formation ChecklistBasic checklist to follow in forming three team approach 4) Core Team ChecklistCritical issues that Core Team must complete 5) Establish GoalsBasic template for listing your strategic goals 6) Themes Checklist Checklist to test that you have a good set of strategic themes 7) Strategic MapFour layer map for plotting and connecting strategic objectives 8) Measurement Definition Template for defining and testing each measurement 9) Measurement SummaryCompile attributes for each measurement in the Scorecard 10) Lag Lead ComparisonCompare outcome measures vs. driver measures 11) Target ChecklistQuick checklist for determining targets 12) Program AttributesCompile selected attributes for programs 13) Program Selection GridGrid for evaluating programs against strategic objectives 14) O - M - T - P SummarySummary of Objectives / Measurements / Targets / Programs 15) Control vs. StrategicSummarize Control vs. Strategic Management Process 16) Generic ModelBasic generic model for building objectives and measurements 17) Measurement BasicsSummary of measurement types and examples 18) Implementation Plan ExampleRoll out plan for organizational wide implementation of scorecard
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