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Balanced Scorecard Design and Development Plan Not Started mOn Plan nComplete ü Issues u
Impact on
Actual Start Tentative Completion Target Completion
Item No Task Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
1. Refresh the Strategic Plan 12/1/04 4/30/05
Review current strategic planning documents
1.1 and determine if the current plan is 11/15/04 3/31/05 n
appropriate for the Balanced Scorecard
Approval of Revised Strategic Plan and Final May have to schedule at joint
2.4 7) Briefing Session
and Complete Strategy Map leadership off-site
Develop Communication Plan for Strategic
2.5 8) Communication Plan
Plan
Launch Action Plan Steps for Strategic Plan May require meetings and other 9) Action Plan for
2.6
with Strategy Map events per the Communication Plan Communication Plan
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Centralize feedback and comments for next Output from this step does not get
10) Feedback Collection
2.7 planning cycle. Collect and recommend for acted upon until next annual planning
System and Reports
next planning session cycle. cycle.
3. Measurements and Targets
Create measurement and target development
11) Performance measurement
3.1 workplan complete with templates and
training, tools, methodology
methodology
DRAFT Page 2 of 15
Map and build a framework structure from the
See other similar models from other Visual prototype framework for
5.1 highest organizational level down to the
performance management projects review
managerial level
DRAFT Page 3 of 15
All Measurements Used in the ESMS Database
PM # Performance Measure BSC Framework Strategic Goal or Major Function / Dept / Service or Product Type of Measure Definition Data Elements To Data Source Data Collection PM Calculation Actual FY 03
Objective per BSC or Organizational Unit Sub Group Line (if applicable) Measure Justification Be Collected Frequency Formula
Strategic Plan D/W/M/Q/SA/A
What is the PM number What metric(s) should we Is this measure a Insert major goals or Insert a list of the Insert a Link here to Insert the Operating Is this measure a Why are we using How do we define this What are the data Where does the How frequently What is the formula What is the
for referencing. Could use to measure whether Customer, Process, Learn objectives in this box as major organizational reference back a list Area such as Product 1) Strategic this metric? measure? elements for data reside? should the data be for calculating the actual result of
be LMR # or a unique we have met our & Grow or Resources a reference in unit names in this of Functions / or Service Line - To be 2) Operational caclulating the collected? measure? this measure
Definition
number for local requirements? measure based on the completing this box for reference in Departments and used for Product 3) Tactical measure? for the Year
metrics? BSC framework? template completing this other organizational Performance Analysis 4) Individual 2003?
template units in completing
this template
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Actual FY 04 Green Amber Red Primary Data Notes
Standard Standard Standard Functional POC Available?
What is the What is the What is the What is the Who is the primary Y/N Are there any additional notes
actual result of Green Amber Red owner for the regarding the measure?
this measure for Threshold? Threshold? Threshold? measure and their
the Year 2004? email address?
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Balanced Scorecard Project
Degree of Reliability
Update Frequency /
Graded Attributes
vs.Subjective)
Quality Review of Metrics
Repeatable
(Hard Data
Review and score all measurements used in your scorecard model
Maximum Score 25
Degree of Support /
Leading or Lagging
Degree of Fit with
Encourages the
Client's Culture
Single or Index
right behavior
Available Info
NonGraded
Attributes
Metric
Total Overall
Points Grade
3 4 5 20 80% Lagging Single
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Strategic
Drivers
Organization
Measures
Critical
Levers
Critical
Processes
Measures
Tools
Project Roster
Name Area Location Desk Phone