Balanced Scorecard ProjectTemplates Menu
Forward>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 BalancedScorecard. The templates are clean, simple spreadsheets that you can modify easily. Additionally, the templates are arranged in sequence according to the flow of thedevelopment process. Templates 1 through 14 are used to help design the Balanced Scorecard while templates 15 through 18 are for information purposes only. Template1234567101112131415161718TitleProcess Inputs ChecklistDevelopment TimelineTeam Formation ChecklistCore Team ChecklistEstablish GoalsThemes ChecklistStrategic MapMeasurement DefinitionMeasurement SummaryLag Lead ComparisonTarget ChecklistProgram AttributesProgram Selection GridO - M - T - P SummaryControl vs. StrategicGeneric ModelMeasurement BasicsImplementation Plan ExamplePurposeBasic checklist of strategic information you need to collectTimeline for Six Step Development ProcessBasic checklist to follow in forming three team approachCritical issues that Core Team must completeBasic template for listing your strategic goalsChecklist to test that you have a good set of strategic themesFour layer map for plotting and connecting strategic objectivesTemplate for defining and testing each measurementCompile attributes for each measurement in the ScorecardCompare outcome measures vs. driver measuresQuick checklist for determining targetsCompile selected attributes for programsGrid for evaluating programs against strategic objectivesSummary of Objectives / Measurements / Targets / Programs *Summarize Control vs. Strategic Management ProcessBasic generic model for building objectives and measurementsSummary of measurement types and examplesRoll out plan for organizational wide implementation of scorecard* this is the final balanced scorecard
Prepared by: Matt H. Evans, CPA, CMA, CFMDate Prepared: April 21, 2001
Not subject to copyright, feel free to modify or change these worksheets.
