1. Balanced Scorecard Templates

2. The Balanced Scorecard
The Balanced Scorecard is a strategic planning and management method used to:
align business activities to a vision and strategy of an organisation
improve internal and external communications
monitor organisational performance against strategic goals.
The design of Balanced Scorecard concerns itself with:
the identification of a small number of financial and non-financial measures referred to as Perspectives
setting targets for the measures and then
measuring them on a regular basis to determine success or failure.

3. Balanced Scorecard Indicator 1 Indicator 2 Indicator 3 Vision
Financial
Customer
Organisational Capacity
Internal Processes
Vision

4. Balanced Scorecard Financial Internal Processes Customer
Objectives
Measures
Initiatives
Customer
Objectives
Measures
Initiatives
Internal Processes
Objectives
Measures
Initiatives
Vision
Organisational Capacity
Objectives
Measures
Initiatives

5. Typical Excel Balanced Scorecard
Indicator
Target
Weight
Description
Value
Financial Perspective Description
KPI - 1
KPI - 2
KPI - 3
Financial Perspective
Total Performance in group
Customer Perspective Description
Customer Perspective
Internal Processes Perspective Description
Internal Processes Perspective
Organisational Capacity
Organisational Capacity Perspective

6. Financial Indicators Finance Objectives Measures Targets Initiatives

7. Customer Indicators Customer Objectives Measures Targets Initiatives

8. Internal Processes Indicators
Objectives
Objective 1
Objective 2
Objective 3
Measures
Targets
Initiatives

9. Organisational Capacity Indicators
Objectives
Objective 1
Objective 2
Objective 3
Measures
Targets
Initiatives

10. Integrated with a Strategy Map
Vision
Priority 1
Priority 2
Priority 3
Mission
Strategic Priorities
Strategic Results
Business Objectives and Strategy Map
Measures
Targets
Initiatives
Financial ↑ ↓
Customer
Internal Processes
Organisational Capacity
Professionalism Commitment Initiative Team Work Winning Mentality
Increase Revenue
Increase Profitability
Reduce Costs
Intrafocus Limited. Please do not copy without permission

11. A Different Approach Financial Internal Learning Vision: Mission:
Customer
Internal
Learning

12. The Quickscore Application
Software is not required to implement a Balanced Scorecard, but it does help. Furthermore a good software tool will allow user to:
organise key metrics in a meaningful way
display data and combinations of data
provide management teams with a clear business overview
allow users to input data easily and frequently
Provide the means to ‘drill down’ to the underlying data should the need arise to question a specific activity
Intrafocus recommends the Spiderstrategies Quickscore product to those companies that want to take a structured approach to rolling out Balanced Scorecards