“The Perfect is the Enemy of the Good”
2004 RARE BALANCED SCORECARD 27 measures Used only for Board reporting
“The Perfect is the Enemy of the Good” 2007 RARE BALANCED SCORECARD Renewed focus on outcomes 60 measures!
“The Perfect is the Enemy of the Good” 2008 RARE BALANCED SCORECARD 41 measures (getting closer!)
Don’t need to be rigidly quantitative nor exact Understandable without endless philosophical discussion Provide the information to those who can act on it Measures Guidelines/Values BREAKTHROUGH: CONTRIBUTION NOT ATTRIBUTION
Rare’s Approach: Cascading BSCs Organization Department/ Region Individual Key Tools Strategic Plan Strategy Map Global Balanced Scorecard (BSC) Departmental Balanced Scorecard (DBSC) Monthly Reporting Package Individual Balanced Scorecard (iBSC) Roles & Rewards Key Commun- ications Leadership Team Meetings Board Meetings All-Staff Meetings Quarterly DBSC Reviews Monthly Regional Calls Performance Reviews Goal setting
Our Global BSC 19 measures (and going down)
Rare’s Approach: Project Scorecards Region Program Project Key Tool(s) Departmental Global Balanced Scorecard (DBSC) Program Summary Reports (RarePlanet) Pride Scorecard (RP) -- Flash Report -- Qualitative Input -- Miradi Key Comms Leadership Team Meetings Board Meetings All-Staff Meetings Quarterly DBSC Reviews Monthly Regional Calls Departmental reviews (weekly) QMI reviews (at key points) Informs DBSC
WEEKLY FLASH REPORTS
MIRADI > RAREPLANET DATA EXCHANGE MIRADI EXPORT Miradi export of zipped file with XML data RAREPLANET IMPORT One click upload of exported XML file
PROGRAM IMPACT REPORT FLOW PRIDE SCORECARD (RARE PLANET) Comprehensive view of the status of an individual campaign MONTHLY SUMMARY REPORT (RARE PLANET) Summary of status of a group of campaigns (ie a thematic program) RARE BALANCED SCORECARD (CLEARPOINT) Average status of our projects at the departmental and global level
A BRIGHT SPOT? Do it o Don’t be Joan Rivers o Aim for contribution not attribution o Pick it and stick with it Use it o Schedule the meetings o Hold staff accountable (and recognize the good) o Drive the right behaviors (outputs and outcomes)