Balanced Scorecard Toolkit

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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 945 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 945 standard requirements:

  1. The customer perspective of a balanced scorecard has objective: retain high value customers. which objective within the balanced scorecard should fall below this objective?

  2. There are now voices that say that the balanced scorecard is pass_, a management fad that had its day. how do you respond to this criticism?

  3. Key performance indicators, value metrics, critical success factors, and balanced scorecards - what do they mean for a project manager?

  4. What process management and improvement tools are you using; PDSA/PDCA, ISO 9000, Lean, Balanced Scorecard, Six Sigma, something else?

  5. How closely does the design of your performance management system conform to the Balanced Scorecard as defined by Kaplan and Norton?

  6. Which performance measurement models is a better choice than the Balanced Scorecard where stakeholder groups are extremely diverse?

  7. Does the project increase your understanding of how your position helps contribute to the overall strategy of your organization?

  8. Are customer metrics part of the senior teams balanced scorecard, with incentives for achieving specific customer-related goals?

  9. Are there relationships amongst balanced scorecard organization performance organization commitment and intellectual capital?

  10. Using the balanced scorecard framework, regression analysis, and flexible budgeting, how does your organization earn profits?


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 945 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. Activity Duration Estimates: Is risk identification completed regularly throughout the Balanced Scorecard project?

  2. Activity List: What is your organizations history in doing similar activities?

  3. Probability and Impact Matrix: What is the level of experience available with your organization?

  4. Procurement Management Plan: Are Balanced Scorecard project leaders committed to this Balanced Scorecard project full time?

  5. Quality Audit: What happens if your organization fails its Quality Audit?

  6. Stakeholder Analysis Matrix: Would it be fair to say that cost is a controlling criteria?

  7. Quality Management Plan: Are requirements management tracking tools and procedures in place?

  8. Procurement Audit: Are advance payments to employees properly authorized and controlled?

  9. Lessons Learned: Was the Balanced Scorecard project manager sufficiently experienced, skilled, trained, supported?

  10. Variance Analysis: Are authorized changes being incorporated in a timely manner?

 
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.