1. Performance Recognition Program

2. What is Journey to Excellence?
Journey to Excellence is the new performance assessment, communication and recognition program for Councils, Districts and Units.

3. A Special Thanks to the Task Force
Hab Butler - Journey To Excellence Task Force Chairman
Jamie Shearer - Program Impact Department Manager
Neil Lupton – Vice President Program Boston Minuteman Council
Bob Longoria - Assistant Commissioner Western Region Area 6
Bob Coons - National Commissioner Service Team
Steve McGowan - Vice President Outdoor Adventure Central Region
David Biegler - Vice President Council Operations Southern Region
Jan Perkins - Regional Commissioner Western Region
Chris Wolfe - Finance Impact Department Manager
Mark Moshier - Council Fund Development Team Lead
Jim Gilbert - Strategic Planning Team Lead
Kenn Miller - Deputy Regional Director Central Region
A special thanks to this diverse group of volunteers, professionals, and Bob Paladino, a leading expert in the Performance Management field, for guiding and developing this recognition program.

4. A Special Thanks to the Task Force
Larry Brown - Scout Executive
Shane Calendine - Scout Executive
Alan Anderson - Area Director Central Region
Ignacio Gonzalez - Council Strategic Management Team Lead
Mike Hale - Council Organizational Solutions Team Lead
Stan Willey - Organizational Specialist
Michael Watkins - Council Assessment Team
Jeff Rand - Council Assessment Team
Anthony Gibbs - Council Assessment Team
Chuck Keathley - Mission Impact Department Manager
Bob Paladino - Consultant
A special thanks to this diverse group of volunteers, professionals, and Bob Paladino, a leading expert in the Performance Management field, for guiding and developing this recognition program.

5. Here’s how we believe the Journey to Excellence Program can help your Council
Planning
Assessment
Recognition
Incentive for Continuous Improvement
Benchmarking
Early warning of Potential Problems
Non-Intrusive
Support for your Districts and Units
Support from the Area, Region and
National Council

6. Planning
Journey to Excellence Scorecard is a planning framework for your year’s performance targets
Tie your council’s plans into the National Strategic Plan
Plan for improvement and for frequent review of achievement

7. Assessment
Your Council’s Journey to Excellence Balanced Scorecard gives:
An honest and objective evaluation of your council’s strong points and areas needing improvement
Evaluation in overall performance and in 17 specific criteria including areas of:
Finance
Program
Membership
Governance
Criteria are coordinated with BSA National Strategic Plan

8. Recognition
Councils with a satisfactory performance receive the “Bronze” level of recognition
Councils which do better than satisfactory receive higher recognition
Excellent Performance – “Silver” level
Outstanding Performance – “Gold” level
Levels of recognition are determined and published each year

9. Incentive for Continuous Improvement Two Ways to “Travel” Three Levels of Recognition
Gold
Silver
Bronze
Determined Standard (DS)
– set benchmarks
Performance Standard (PS)
– continuous improvement

10. Benchmarking
Bronze, Silver and Gold levels are tracked in overall performance and in each of the 17 criteria
Performance of all Councils is published
Identify Councils doing well in areas you need to improve
contact them through BSA leadership or directly to receive ideas, tips and techniques for improvement.

11. Early Warning of Potential Problems
Balanced Scorecard has several criteria shown to be leading indicators of Council performance
You can be alerted if these criteria become negative and take early action to head off more severe problems

12. Leading vs Lagging Indicators
Leading Indicator
Lagging Indicator
Captain, there’s an iceberg on the far horizon
Captain, the inventory of the
galley shows a lot more ice than
we expected

13. Non-Intrusive
Journey to Excellence criteria are based on information your council is already submitting or is being recorded
Calculation of the Council level Journey to Excellence Balanced recognition requires no extra work and will appear on the dashboard
Balanced Scorecard is provided with your Council’s annual rechartering

14. Support for your Districts and Units
Journey to Excellence evaluation is available for Districts and Units (Packs, Troops, Teams, Crews, Ships)
Criteria are based on factors shown to produce successful, healthy, growing Scouting
Recognition can be awarded based on performance measured or improvement
Evaluation is made at time of district or unit recharter

15. Support by Area, Region and National Council
Area Directors and Area Volunteer Leadership plus Regional and National Leadership have access to Journey to Excellence Balanced Scorecards
Need for and benefit of help and support can be identified very early and provided in a timely manner
Specific areas of strength and weakness are identified so assistance can be very focused
Achievement in line with the National Strategic Plan is tracked

16. Journey to Excellence uses the Balanced Scorecard
Quality
Growth
Quality, growth, and sustainability must all be in balance for success to be truly achieved.
Sustainability

17. Strategic Theme: Operating Efficiency
What is the value of the “Cause and Effect” Strategy Map?
You are the Leader: Your financial results are yellow, why? What is this strategy map telling you? Where is the root cause of the issue? Where would you focus your improvement team?
Houston Hobby
Strategic Theme: Operating Efficiency
Financial
Profitability
Lagging (Outputs)
Fewer planes
More
customers
Customer
Flight
Is on time
Lowest
prices
Process
Fast ground
turnaround
The strategy map is telling the “Fast Turn Around” process is red and that is where they should focus their attention.
Leading (inputs)
People
Ground crew
alignment 17

18. How are Balanced Scorecard Criteria Determined?
3 levels
Bronze
Silver
Gold
20th percentile of Councils OR show a measurable improvement
50th percentile of Councils OR show a measurable improvement
and be over a minimum standard
90th percentile of Councils OR show a measurable improvement
and be over a good standard
The Balanced Scorecard for Councils is determined based on a calendar year
A key to Journey to Excellence is Continuous Improvement

19. How is your overall rating determined?
You receive points in each of the 17 Categories
Gold, Silver, Bronze or no rating (no points)
Your total points are added to give your total score
Criteria which correlates most with success receives the most points
No one criterion is mandatory
Your total score determines your overall rating
For Gold is 1200*, Silver is 950, Bronze is 700(*Overall Gold requires at least Bronze on req. 1)

20. Here are the Criteria areas
FINANCE Bronze Silver Gold
Fiscal Management: Maintain positive
Unrestricted net assets in the Operating Fund
to support Annual Operating expenses.
2) Fundraising: Increase council-generated
net contributions in the Operating Fund over
prior year.
3) Endowment: Add new permanently
restricted gifts to the Endowment Fund.

21. MEMBERSHIP Bronze Silver Gold 4) Membership Impact: Increase market share (traditional plus Exploring) 5) Membership/Youth Growth: Increase number of registered youth (traditional plus Exploring) 6) Youth Retention: Improve retention rate of traditional youth

22. PROGRAM Bronze Silver Gold 7) Cub Scout Advancement: Increase the percentage of Cub Scouts earning rank Advancements. 8) Boy Scout Advancement: Increase the Percentage of Boy Scouts earning rank 9) Cub Scout Camping: Increase the percentage of Cub Scouts attending day camp and/or resident camp 10) Boy Scout Camping: Increase the percentage of Boy Scouts and Varsity Scouts attending long-term camp and/or high-adventure program 11) Community Service: Increase the amount of community service provided by Scouts, leaders and other participants.

23. UNIT SERVICE Bronze Silver Gold
Youth-Serving Executives: Maintain or
improve ratio of youth-serving executives
to total available youth.
13) Commissioner Service: Increase the
number of registered commissioners
over prior year.
Unit Visitations: Improve the rate of
visitations to units by commissioners.

24. LEADERSHIP AND GOVERNANCE Bronze Silver Gold
Council Leadership: Have a trained
and engaged executive board.
16) District Leadership: Increase the
number of volunteers serving on district
committees.
17) Unit Leadership: Increase the
number of direct contact leaders who
are trained.
TOTAL POINTS ALL CRITERIA

25. Here’s how a Balanced Scorecard might be calculated for a typical Council
Bronze Silver Gold
Fiscal Management
Fundraising
Endowment
Membership Impact
Membership/Youth Growth
Retention
Cub Scout Advancement
Boy Scout Advancement
Cub Scout Camping
Boy Scout Camping
Community Service
Youth Serving Executives
Commissioner Service
Unit Visitations
Council Leadership
District Leadership
Unit Leadership
Sum
Total is points. Since Silver is 950 and Gold is 1200, this Council qualifies for Silver

26. Criteria Standards Change Each Year
Each year, the criterion requirements will be tightened to reflect the improved performance by councils
New standards for 2012 will likely be announced in early 2012
Council performance for 2011 will determine the 2012 standards, so 2011 data will need to be collected and analyzed
A Silver performance for 2011 might only rate Bronze in 2012
The criteria will likely be the same; it will never hurt to do better and improve

27. Who now uses the Balanced Scorecard Concept?
American Express
Anheuser Busch
AT&T Mobility
Bank of America
Caterpillar
Chrysler
Consolidated Edison
Coors
Department of Defense
Federal Reserve Bank
GE Capital
Johnson & Johnson
Halliburton
Hewlett Packard
Mastercard
Merck & Co.
Microsoft
Pricewaterhouse
Procter and Gamble
Verizon
American Red Cross
And Many Others
Key Scouting Volunteers use and are
comfortable and familiar with the Balanced Scorecard

28. District and Pack Criteria
District, Pack, Troop, and Crew are all in packet.

29. Future Measures
Voice of the Customer (VOC) youth survey ratings – age appropriate- including Net Promoter Score (NPS)
VOC – parents (NPS)
VOC – council (NPS)
VOC – chartering organizations (NPS)
VOC – camper (NPS)
Diversity indicator
Innovation 29

30. Journey to Excellence Summary
Measuring our Continuous Improvement
Recognizing and Publicizing Outstanding Performance
Identifying Potential Problems so they can be addressed and corrected
Encouraging Mutual Assistance and Support
Building Better Scouting for More Scouts
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