Balanced Scorecard Project Templates Menu
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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. Template 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Title Process Inputs Checklist Development Timeline Team Formation Checklist Core Team Checklist Establish Goals Themes Checklist Strategic Map Measurement Definition Measurement Summary Lag Lead Comparison Target Checklist Program Attributes Program Selection Grid O - M - T - P Summary Control vs. Strategic Generic Model Measurement Basics Implementation Plan Example Purpose Basic checklist of strategic information you need to collect Timeline for Six Step Development Process Basic checklist to follow in forming three team approach Critical issues that Core Team must complete Basic template for listing your strategic goals Checklist to test that you have a good set of strategic themes Four layer map for plotting and connecting strategic objectives Template for defining and testing each measurement Compile attributes for each measurement in the Scorecard Compare outcome measures vs. driver measures Quick checklist for determining targets Compile selected attributes for programs Grid for evaluating programs against strategic objectives Summary of Objectives / Measurements / Targets / Programs * Summarize Control vs. Strategic Management Process Basic generic model for building objectives and measurements Summary of measurement types and examples Roll out plan for organizational wide implementatfinal balanced scorecard
Prepared by: Matt H. Evans, CPA, CMA, CFM Date Prepared: April 21, 2001 Not subject to copyright, feel free to modify or change these worksheets.