Balanced Scorecard Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Balanced Scorecard Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Balanced Scorecard related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Balanced Scorecard specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Balanced Scorecard Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 995 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Balanced Scorecard improvements can be made.

Examples; 10 of the 995 standard requirements:


1. Does the mission, vision, or values statements need to be modified to provide guidance for a strategic plan with a focus upon an institutional financial vision using the balanced scorecard approach?
   
   

2. Are you clear whether your aim is to improve a specific situation/process/activity, or is it part of a rolling program of continuous improvement?
   
   

3. Which performance perspectives in the balanced scorecard model measures the ultimate value that your organization provides to its shareholders?
   
   

4. Does the independent contractor peer review program for contractors purchasing systems change any of the balanced scorecard procedures?
   
   

5. Which performance perspectives in the balanced scorecard model includes measures as productivity, flow time, and asset utilization?
   
   

6. Did breakthrough improvements in quality, productivity, and customer service provide substantial benefits to your organization?
   
   

7. Are there robust systems for collecting and analysing performance data – including balanced scorecard and benefits realization?
   
   

8. Why do other organizations decide to implement balanced scorecard reporting rather than implementing financial only reporting?
   
   

9. How rapidly does the facilities team respond to complaints and what percentage of complaints is resolved on the first visit?
   
   

10. Do changes in audit actions and attitudes consistent with increased auditor scepticism deter aggressive earnings management?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Balanced Scorecard book in PDF containing 995 requirements, which criteria correspond to the criteria in...


Your Balanced Scorecard self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Balanced Scorecard Self-Assessment and Scorecard you will develop a clear picture of which Balanced Scorecard areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Balanced Scorecard Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Balanced Scorecard projects with the 62 implementation resources:


• 62 step-by-step Balanced Scorecard Project Management Form Templates covering over 1500 Balanced Scorecard project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Audit: Are open purchase orders with a fixed monetary limitation used for local purchases of small dollar value?
   
   

2. Change Management Plan: Have the business unit contacts been briefed by the Balanced Scorecard project team?
   
   

3. Executing Process Group: Contingency planning. if a risk event occurs, what will you do?
   
   

4. Duration Estimating Worksheet: For other activities, how much delay can be tolerated?
   
   

5. Schedule Management Plan: Are the processes for status updates and maintenance defined?
   
   

6. Risk Management Plan: My Balanced Scorecard project leader has suddenly left your organization, what do you do?
   
   

7. Change Management Plan: Has the relevant business unit been notified of installation and support requirements?
   
   

8. Risk Management Plan: Does the Balanced Scorecard project team have experience with the technology to be implemented?
   
   

9. Procurement Audit: Are copies of policies made available to staff members involved in budget preparation and administration?
   
   

10. Human Resource Management Plan: Have Balanced Scorecard project team accountabilities & responsibilities been clearly defined?


 
Step-by-step and complete Balanced Scorecard Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Balanced Scorecard project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Balanced Scorecard project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Balanced Scorecard project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Balanced Scorecard project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Balanced Scorecard project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Balanced Scorecard project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Balanced Scorecard project with this in-depth Balanced Scorecard Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Balanced Scorecard projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Balanced Scorecard and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Balanced Scorecard investments work better.

This Balanced Scorecard All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.