Balanced Scorecard Toolkit

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Determine customer/market requirements through research, customer consideration, and review of parts usage reports and apply information to product sourcing and supplier identification for customer product inquiries and purchase requisitions.

More Uses of the Balanced Scorecard Toolkit:

  • Organize CAPEX, capitalization, non capitalization associated to the IT portfolio and oversee operational execution of the strategic initiative framework.

  • Establish that your planning develops a dashboard/Balanced Scorecard with metrics to drive operational efficiencies (while enhancing staff satisfaction and Customer Service, resources permitting).

  • Formulate: research Market intelligence and competitor offerings on assigned commodity groups, remain current on all products available or forthcoming to the market and proactively source existing and new parts and identify appropriate suppliers.

  • Communicate proactively with the leadership on risks and issues, act as a trusted advisor and work in partnership with the leadership Team to advance the mission of your organization.

  • Develop operating Policies and Procedures for the Health Center; conduct meetings with subordinates to ensure compliance with established practices; implement new policies and keep employees abreast of current changes and standards.

  • Bring Data Driven Problem Solving approaches and iterative capability building to address most meaningful enterprise challenges and drive sustained profitable growth.

  • Establish that your project maintains safe and clean work environment by practicing instructed use of all supplies, tools, equipment, while adhering to compliance with established Policies and Procedures.

  • Ensure your organization uses a fact based, analytical, Systems Thinking approach to assessing and designing solutions by gathering input from various sources and considering the impact of decisions.

  • Confirm your organization develops and monitors annual information resources operating and capital budgets to ensure that areas of responsibility have the necessary funding to carry out established organizational goals and objectives.

  • Orchestrate: technical acumen understanding and utilizing professional skills and knowledge in a specific functional area to conduct and manage everyday Business Operations and generate innovative solutions to approach function specific work challenges.

  • Oversee: monitor operational metrics, identify and research trends and anomalies to identify Process Improvement and Cost Savings opportunities across the distribution.

  • Be able to adopt a systematic approach to identify, analyze and bring about improvements to existing processes and optimization of Business Requirements.

  • Standardize: direct a team that delivers a portfolio of product solutions to support market specialization, category leadership and achievement of the enterprise financial objectives.

  • Analyze and compare your organizations product offering to competitor offerings and recommend new product additions for expansion of current product lines.

  • Confirm your organization ensures that each assigned plant has a comprehensive system to track and monitor costs on a daily/monthly basis to determine performance and develop plans to address variances.

  • Coordinate with staff across your organization to secure buy in and participation from all levels throughout implementation and execution of strategic initiatives.

  • Ensure your project meets personal goals and actively contributes to the achievement of team and organizational targets/goals as reflected on the Balanced Scorecard, strategic plan, and department SMART goals.

  • Arrange that your organization provides input into annual Marketing And Sales plan; develops and maintains business relationships with customers, and develops new business partners and alliances for the branch.

  • Manage: monitor and track the work of individual departments to ensure set goals are met and roles and expectations are aligned and understood throughout your organization.

  • Collaborate with Human Resources to develop a coaching platform and monitor functions as training, development, evaluations, benefits and incentives and employee relations.

  • Formulate: an individual of highest personal and professional integrity, principle and knowledge, earning respect and support when making difficult decisions and choices.

  • Ensure you administer; lead delivery of and accurate reporting of Procurement Balanced Scorecard measures and Value Contribution targets operational metrics, savings, quality etc.

  • Establish that your business meets personal goals and actively contributes to the achievement of team and organizational targets/goals as stated on the Balanced Scorecard and in the annual plan.

  • Govern: coworker relationships interacting with others in a way that builds openness, trust, and confidence in the pursuit of organizational goals and lasting relationships.

  • Manage the overall planning, control, Status Reporting, stability and delivery of the IT Project Portfolio to ensure delivery on plan to time, cost and quality.

  • Develop, gather and analyze statistical data to establish key organizational quality metrics related to the Balanced Scorecard and perform periodical review to evaluate trends and results.

  • Analyze portfolio activities, expenses, benefits, establishing goals and communicating strategy throughout your organization and participate as an active member of the IT Leadership team.

  • Be able to put concepts into action; Activity Based Costing/management, Balanced Scorecard, bench marking techniques, best practices, Key Performance Indicators.

  • Make sure that your organization meets personal goals and actively contributes to the achievement of the team and organizational/targets/goals as stated on the Balanced Scorecard in the annual plan.

  • Gather detailed cost elements and work with current pricing information to negotiate with suppliers on quality requirements, prices, payment terms, lead times/delivery, freight payment terms and any other fiscal benefits.


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 999 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 999 standard requirements:

  1. Is it clearly defined in and to your organization what you do?

  2. What happens at your organization when people fail?

  3. Is the Balanced Scorecard risk managed?

  4. If your company went out of business tomorrow, would anyone who doesn't get a paycheck here care?

  5. How do you foster the skills, knowledge, talents, attributes, and characteristics you want to have?

  6. What is a worst-case scenario for losses?

  7. Is the final output clearly identified?

  8. How does your organization evaluate strategic Balanced Scorecard success?

  9. Where do you need Balanced Scorecard improvement?

  10. What would be a real cause for concern?

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 994 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. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Balanced Scorecard project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Balanced Scorecard Project Team have enough people to execute the Balanced Scorecard project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Balanced Scorecard project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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



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.