Where can I find a good template to use to get started quickly with the Balanced Scorecard? I'd like to use the framework, but don't want to invest too much time in getting spun up.

asked Apr 05 '10 at 18:45

Jason's gravatar image

Jason
11667


Jason-

To help nonprofit and social sector leaders better understand the purpose and value of a Strategy Map, we have compiled and posted a number of real nonprofit, educational, medical, government, and professional examples in our library of strategy management white papers.

Each white paper follows a similar framework of describing typical balanced scorecard layouts, the four perspectives (customer, financial, internal processes, and learning and growth), and then briefly overviews the purpose of Balanced Scorecard objectives. After quickly covering the basics, each white paper introduces 5-10 real balanced scorecard strategy maps.

Each whitepaper can also be downloaded directly by clicking the links below:

Example Strategy Maps for Charity and Nonprofit Organizations

Example Strategy Maps for Government, Police, Community Development, and Citizen Support Agencies

Example Strategy Maps for Medical and Healthcare Organizations

Example Strategy Maps for Public, Private, and Charter Schools and Libraries

Example Strategy Maps for Societies, Associations, and Unions

We have spent an incredible amount of time compiling and organizing this library and will greatly appreciate any and all feedback!

answered Jun 05 '11 at 00:49

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CB Software
315

edited Jun 05 '11 at 01:04

Be careful about not wasting too much time to get spun up. I was working today with the CEO of a company, and he had previously launched a Balanced Scorecard within a division of his business before he was promoted. We told him that we were prepared to move quickly since he already had a good template for his scorecard. He responded that he did not want to move to quickly because it was important for his leadership team to buy into the process and to own the scorecard. He did not want to have a team that looked to him for the answers. He wanted them to participate in coming up with the answers.

answered Apr 15 '10 at 22:49

Ted%20Jackson's gravatar image

Ted Jackson
1339915

I don't know if this is helpful, but there's an Excel template (or at least a Microsoft Office template) available from the Office website. Looks like it was created by BearingPoint.

http://office.microsoft.com/en-us/templates/TC011628371033.aspx

answered Apr 06 '10 at 12:43

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John Jones
1223

Now, that being said, you can find some good examples of scorecards in all of the Norton Kaplan books. Strategy Maps has many good maps, and all of the other books have examples across all sectors. Further, Harvard Business Review press produces the Balanced Scorecard Report which has good examples also. These become ways to generate good thinking and ideas to drive your thinking with the Balanced Scorecard.

answered Apr 15 '10 at 22:51

Ted%20Jackson's gravatar image

Ted Jackson
1339915

We just posted a bunch of nonprofit, government, education, and association templates for strategy maps on our website. You can find the Whitepapers by clicking on the link. If you are a mission-driven organization, I would encourage you to look around the website and download what you need.

answered Jun 02 '11 at 13:07

Ted%20Jackson's gravatar image

Ted Jackson
1339915

Further, Harvard Business Review press produces the Balanced Scorecard Report which has good examples also. These become ways to generate good thinking and ideas to drive your wow gold thinking with the Balanced Scorecard.

answered Oct 11 '11 at 02:45

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Patricia
1

We just built out a new toolkit with instruction and an example throughout. We're calling it the Strategy Execution Toolkit, and it includes a balanced scorecard template. Check that out for an up-to-date template. Hope it helps!

answered Apr 08 '15 at 19:11

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Dylan ♦♦
528212144

edited Apr 08 '15 at 19:28

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