Balanced Scorecard

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 Checklist
Basic checklist of strategic information you need to collect

2) Development Timeline
Timeline for Six Step Development Process

3) Team Formation Checklist
Basic checklist to follow in forming three team approach

4) Core Team Checklist
Critical issues that Core Team must complete

5) Establish Goals
Basic template for listing your strategic goals

6) Themes Checklist
Checklist to test that you have a good set of strategic themes

7) Strategic Map
Four layer map for plotting and connecting strategic objectives

8) Measurement Definition
Template for defining and testing each measurement

9) Measurement Summary
Compile attributes for each measurement in the Scorecard

10) Lag Lead Comparison
Compare outcome measures vs. driver measures

11) Target Checklist
Quick checklist for determining targets

12) Program Attributes
Compile selected attributes for programs

13) Program Selection Grid
Grid for evaluating programs against strategic objectives

14) O - M - T - P Summary
Summary of Objectives / Measurements / Targets / Programs

15) Control vs. Strategic
Summarize Control vs. Strategic Management Process

16) Generic Model
Basic generic model for building objectives and measurements

17) Measurement Basics
Summary of measurement types and examples

18) Implementation Plan Example
Roll out plan for organizational wide implementation of scorecard

Click here to download the template.