Balanced Scorecard Designer

Evaluation of approaches to devising Key Performance Indicators (KPI)

Title: Evaluation of approaches to devising Key Performance Indicators (KPI)

Page number: 44

Summary: This paper reviews the background literature on the use (and abuse) of key performance indicators and then offers practical advice on constructing, integrating and reporting KPIs.

The report includes 70 KPIs with judgement and analysis of their practical application.

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You will learn:

• Approaches and uses of Key Performance Indicators;
• Practical advice on constructing, integrating and reporting KPIs;
• Integrating and Reporting KPIs;
• Practical Examples of KPIs;

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Table of contents:

Page Examples

Evaluation of approaches to devising Key Performance Indicators (KPI)

Qualitative or Quantitative Measures? Measuring Intangible Variables

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Balanced Scorecard and Benchmarking

Title: Balanced Scorecard and Benchmarking

Summary: The Balanced Scorecard and Benchmarking document reviews ideas behind benchmarking, the possibility of using Balanced Scorecard for benchmarking, real-life samples of using Balanced Scorecard approach for benchmarking. This presentation is a part of Balanced Scorecard Toolkit.

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Slides number: 65. Formats: PPT (MS PowerPoint), Adobe PDF

• Introduction into Balanced Scorecard and Benchmarking
• Benchmarking structure and procedures
• Pitfalls to be avoided while benchmarking
• Using Balanced Scorecard for Benchmarking
• Best Practices in Benchmarking
• Example to illustrate the use of BSC for Benchmarking
• Balanced Scorecard need to be designed for benchmarking
• Benchmarking stages: Planning, Evaluation, Action, Revise
• Checklists, Case studies and FAQs
• Benchmarking and Balanced Scorecard tools

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Sample slides

Slide 14. Benchmarking details. Processes.

Slide 24. Efficiency frontiers of organizations.

Presentation Content by Slides:

1. Balanced Scorecard and Benchmarking
2. Using Balanced Scorecard for Benchmarking
3. Understanding Benchmarking Process
4. What is Balanced Scorecard
5. Benchmarking using Balanced Scorecard perspectives
6. Benchmarking using Balanced Scorecard indicators
7. Balanced Scorecard vs. earlier concepts
8. What is Benchmarking?
9. Why Benchmarking?
10. Benchmarking and comparison
11. Benchmarking and competitive analysis
12. Benchmarking structure
13. Benchmarking procedures
14. Benchmarking details. Processes.
15. Real-life Benchmarking
16. Using surveys in Benchmarking
17. Pitfalls to be avoided while benchmarking
18. Using Balanced Scorecard for Benchmarking
19. Best Practices in Benchmarking
20. Inter-relationships of management practices
21. Example to illustrate the use of BSC for Benchmarking
22. Using of BSC for Benchmarking. Formulas.
23. BSC for Benchmarking. The range of application.
24. Efficiency frontiers of organizations
25. Balanced Scorecard need to be designed for benchmarking
26. Sharing positive effects with benchmarking
27. Process of Benchmarking
28. Planning stage in benchmarking
29. Using metrics during planning stage
30. Planning stage checklist
31. Planning stage. Case study.
32. Using Balanced Scorecard for benchmarking on planning stage
33. Evaluation stage of benchmarking
34. Evaluation task in benchmarking
35. Evaluation stage in Benchmarking – checklist
36. Benchmarking evaluation stage. Case study
37. Case study. Moving from planning to evaluation stage.
38. The Action stage in the Benchmarking process
39. Release the planned program
40. Action stage in Benchmarking – Checklist
41. Action Stage of Benchmarking. Case Study
42. Benchmarking in action. Case Study
43. Revise. Stage of benchmarking.
44. Analyze results obtained from benchmarking.
45. Benchmarking Revise. Checklist
46. Benchmarking results analysis. Case Study
47. Benchmarking and Balanced Scorecard tools
48. Using the Balanced Scorecard Designer for benchmarking
49. Indicators and weights in Balanced Scorecard Designer
50. Weighted indicators for scorecard or benchmarking
51. Creating evaluation indicators with BSC Designer
52. Measure and evaluation unit in BSC Designer
53. Min and max values for scorecard indicator
54. Balanced Scorecard and Benchmarking. Frequently Asked Questions (FAQs)
55. What changes should be made to scorecard for benchmarking? Frequently Asked Questions (FAQs)
56. Choosing right indicators and activities to benchmark. Frequently Asked Questions (FAQs)
57. Does “benchmarking” mean “comparison”? Frequently Asked Questions (FAQs)
58. Using Balanced Scorecard for Benchmarking. Case Study
59. Benchmarking and TQM. Case Study
60. Successful implementing of benchmarking. Case study.
61. Data collection for benchmarking. Case study.
62. Metrics in Balanced Scorecard and Benchmarking
63. Results of Balanced Scorecard for Benchmarking. Case study.
64. Results and Conclusions
65. Using Balanced Scorecard for Benchmarking – Checklist

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Title: How to calculate performance indicators step-by-step.

• This document is a part of BSC Toolkit.

Pages number: 3

Summary: Balanced Scorecard is a well-known concept and it’s easy to find helpful articles about what this concept is. Balanced Scorecard projections and perspectives are also talked about much. Business professionals lack essential information about real-life metrics and information on how to build actual scorecard, which supports weights and scores, which allows calculating the performance values. This whitepaper is a Balanced Scorecard design toolkit, which contains some “how-to” ideas.

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Key topics:

1. Measuring business performance with Balanced Scorecard concept. Balanced Scorecard helps to measure performance and share business goals.
2. Balanced Scorecard Toolkit: Perspectives and Metrics. Four must-use perspectives to describe any business unit. Always need to start with these metric groups.
3. Balanced Scorecard Toolkit: Weights and Scores. The Balanced Scorecard should be represented as a set of metrics, weights and scores.
4. Balanced Scorecard Toolkit: Calculations. Steps to calculate performance using a given values of metric importance and user’s scores.
5. Normalization and performance calculation. Calculating the performance value using normalized score and weight values.
6. Conclusion. Remember to carefully evaluate Balanced Scorecard metrics

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Abstract: Balanced Scorecard concept is about measure and control. The first step is to determine the goal of Balanced Scorecard: it should help to measure and control the performance of business unit; The next step is to assign a target performance values and develop a plan to archive the target results; The final step is controlling the performance, re-thinking business and separate business processes;

Balanced Scorecard must be a document packed with performance information. That’s why it is the best way to share management and business goal ideas with colleagues.

Building a Scorecard that works involve two main processes: suggesting a proper metrics and calculating the total performance;

Metrics should be designed by key managers; suggested metrics should be carefully evaluated in action. As for calculating performance, start with some simpler tools, such as spreadsheet processor to describe the Balanced Scorecard of the business unit and calculate the performance.

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Test results of Balanced Scorecard implementation

Title: Testing Balanced Scorecard Results

Summary: This part of the Balanced Scorecard Toolkit is a guide on how to measure and evaluate results of Balanced Scorecard design and implementation.

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Slides number: 28. Formats: PPT (MS PowerPoint), Adobe PDF

• Testing the results of Balanced Scorecard Implementation. Introduction.
• Steps included in the Phase of Testing the Results of BSC Implementation
• Preparations prior to initiating the testing phase. Determining the results of parameters of Balanced Scorecard. Updating the core elements of Balanced Scorecard.
• FAQ and Case Study

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Sample slides

Slide 8. Structuring hypotheses for testing

Slide 22. Why update balanced scorecard? Reasons scheme.

Presentation Content

1. Testing Balanced Scorecard Results
2. Testing the results of Balanced Scorecard Implementation. Introduction.
3. Steps included in the Phase of Testing the Results of BSC Implementation
4. Preparations prior to initiating the testing phase. Introduction.
5. Objectives of pre-testing phase
6. Using relationships from the strategy map
7. Balanced Scorecard Testing Benchmarks
8. Structuring hypotheses for testing
9. What have an influence on performance measures
10. Pre-testing phase checklist
11. Determining the actual values for parameters of BSC. Introduction.
12. Objectives of Balanced Scorecard parameters checking
13. Checking Balanced Scorecard values
14. Collaborative parameters overview
15. Analyzing indicators and categories
16. Balanced Scorecard analysis checklist
17. Updating the Core Elements of Balanced Scorecard – Objectives, Measures and Targets. Introduction.
18. Objectives for core elements updating
19. Objectives for Balanced Scorecard updating
20. Modifying key elements of Balanced Scorecard
21. Factors of Balanced Scorecard Update
22. Why update balanced scorecard? Reasons scheme
23. Getting feedback for Balanced Scorecard update
24. Scorecard update checklist
25. Testing Balanced Scorecard. FAQs.
26. Determining results of Balanced Scorecard. FAQs.
27. Case Study. Testing the results of parameters of BSC.
28. Case Study. Checking Scorecard Values.

admin BSC Toolkit balanced scorecard test, bsc test, implementation, kpi, metrics, testing

Implement Balanced Scorecard in business processes

Title: Implementing Balanced Scorecard

Summary: This part of the Balanced Scorecard Toolkit is a guide on how to implement balanced scorecard into the business to measure, control and improve business performance

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Slides number: 36. Formats: PPT (MS PowerPoint), Adobe PDF

• Implementing Balanced Scorecard into business processes
• Balanced Scorecard Implementation Scheme
• Steps of Balanced Scorecard Implementation process: Technical Implementation, Organizational Integration, Technical Integration, Operation of the BSC system
• FAQ and Case Study

Slides number: 36. Formats: PPT (MS PowerPoint), Adobe PDF

• Implementing Balanced Scorecard into business processes
• Balanced Scorecard Implementation Scheme
• Steps of Balanced Scorecard Implementation process: Technical Implementation, Organizational Integration, Technical Integration, Operation of the BSC system
• FAQ and Case Study

Sample slides

Slide 9. Technical Implementation Scheme

Slide 14. Objectives of business integration

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Presentation Content

1. Implementing Balanced Scorecard
2. Implementing Balanced Scorecard into business processes
3. Balanced Scorecard Implementation Scheme
4. Steps of Balanced Scorecard Implementation process
5. Technical Implementation. Introduction.
6. Objectives of Technical Implementation
7. Key objectives in technical implementation stage
8. The task of technical implementation
9. Technical Implementation Scheme
10. Key issues of technical implementation
11. Process of technical implementation
12. Technical Implementation Checklist
13. Organizational Integration. Introduction.
14. Objectives of business integration
15. Integration of Balanced Scorecard with business processes
16. Business implementation scheme
17. Reengineering and reframing in implementation process
18. Structural changes while implementation
19. Implementation Checklist
20. Technical integration. Introduction.
21. Objectives of technical integration
22. Levels of technical integration
23. Integration with databases
24. Combining data for Balanced Scorecard
25. Technical integration checklist
26. Operation of the BSC system. Introduction.
27. Objectives of operational management
28. Analyze and update Balanced Scorecard
29. Updating target values and scorecard model
30. Balanced Scorecard Operational Scheme
31. Logical operations with Balanced Scorecard
32. Operations in Balanced Scorecard. Checklist
33. FAQs. Better implementation.
34. FAQs. Business Integration.
35. Case Study: Implementing Balanced Scorecard in Proto Auto Works.
36. Case study: Technical implementation.

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Build Balanced Scorecard

Title: Building Balanced Scorecard

Summary: This part of the Balanced Scorecard Toolkit is a guide on how to build balanced scorecard to measure, control and improve business performance

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Slides number: 31. Formats: PPT (MS PowerPoint), Adobe PDF

• Building a balanced scorecard to measure, control and improve company performance
• Steps in Building a Balanced Scorecard
• Process 1. Strategy formulation. Prepare vision and mission statements for Balanced Scorecard design.
• Process 2. Deciphering process improvements from organizational strategies by linking the two.
• Process 3. Deciding for the measurements and Targets. Creating performance indicators.
• FAQ and Case Study

Sample slides

Slide 5. Objectives of strategy formulation

Slide 14. Objectives of linking strategy and processes.

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Presentation Content by Slides:

1. Building Balanced Scorecard
2. Building a balanced scorecard to measure, control and improve company performance
3. Steps in Building a Balanced Scorecard
4. Introduction for strategy formulation
5. Objectives of strategy formulation
6. Strategy formulation. Why need it?
7. Strategy formulation. Most common problems.
8. Strategy formulation cycle
9. Classes of basic strategy
10. Key issues strategy must base on
11. The process of strategy formulation
12. Checklist for strategy formulation
13. Deciphering process improvements from organizational strategies
14. Objectives of linking strategy and processes.
15. Processes and their stakeholders
16. Customer Strategies
17. Customer Strategies. Operational Excellence.
18. Identifying customer requirements
19. Customer requirements in linking strategy to processes
20. Key Customer Requirements
21. Checklist for linking strategy to processes
22. Deciding for the measurements and targets. Introduction.
23. Objectives when creating measurements and target values
24. Characteristics of measures
25. Creating targets and target values
26. Linking target values to day-to-day operations
27. Measures and targets checklist
28. Case Study: Building a Balanced Scorecard
29. Case Study: Linking strategy to processes.
30. Building Balanced Scorecard. FAQs.
31. Building Balanced Scorecard. FAQs.

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Examine company before BSC implementation

Title: Examining the company before Balanced Scorecard implementation

Summary: This part of the Balanced Scorecard Toolkit is a guide on how to examine company before Balanced Scorecard implementation in order to collect necessary data for future Balanced Scorecard Design and Implementation.

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Slides number: 41. Formats: PPT (MS PowerPoint), Adobe PDF

• Examining the company before Balanced Scorecard implementation
• Steps included in examination of company before balanced scorecard implementation.
• Process 1. The SWOT Analysis.
• Process 2. Critically analyze the vision statement and corporate values of the company.
• Process 3. Financial Status Analysis.
• Process 4. Analyzing the Level of expertise and processes
• FAQ and Case Study

Sample slides

Slide 7. SWOT Analysis. Sample.

Slide 16. Analysis of vision statement and corporate values. Scheme.

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Presentation Content by Slides

1. Examining the company before Balanced Scorecard implementation
2. Company Examination.
3. Steps included in examination of company before balanced scorecard implementation.
4. Process 1. The SWOT Analysis. Introduction.
5. SWOT Analysis. Objectives.
6. SWOT Analysis. Objectives scheme.
7. SWOT Analysis. Sample.
8. “Can do” and “Cannot do” of SWOT analysis.
9. Internal Aspects in SWOT Analysis.
10. Internal Aspects in SWOT Analysis. Scheme.
11. External Aspects in SWOT Analysis.
12. External Aspects in SWOT Analysis. Scheme.
13. SWOT Analysis. Checklist.
14. Process 2. Critically analyze the vision statement and corporate values of the company. The introduction.
15. Analysis of vision statement and corporate values. Objectives.
16. Analysis of vision statement and corporate values. Objectives scheme.
17. Analysis of vision statement and corporate values. Detailed description.
18. Analysis of vision statement and corporate values. Ways to bring values in behavior.
19. Attributes that can be incorporated in a corporate value system.
20. Corporate value system. Scheme.
21. Analysis of vision statement and corporate values. Checklist.
22. Process 3. Financial Status Analysis. Introduction.
23. Financial Status Analysis. Objectives.
24. Financial Status Analysis. Detailed Description.
25. Analyzing the Financial Status.
26. Analyzing the Financial Status. Scheme.
27. Other processes to be examined in financial status analysis.
28. Financial Status Analysis. Checklist.
29. Process 4. Analyzing the Level of expertise and processes
30. Analyzing the Level of expertise and processes. Objectives.
31. Analyzing the Level of expertise and processes. Detailed description.
32. Analysis of process helps in improving it. Steps to be done.
33. Analysis of process helps in improving it. Scheme.
34. Analyzing the Level of expertise and processes. Detailed Description.
35. Analyzing the Level of expertise and processes. Checklist.
36. FAQs. Start with analysis.
37. FAQs. Requirements.
38. FAQs. Purpose of analysis.
39. Case Study. Premier retail chain.
40. Case Study. Starting with SWOT.
41. Case Study. Conclusions.

admin BSC Toolkit balanced scorecard, BSC, examining company

Balanced Scorecard Presentation

Title: Balanced Scorecard Presentation

Summary: The Balanced Scorecard Toolkit reviews the history of Balanced Scorecard concept, compares this concept with other management concepts, gives a detailed ideas on how to develop, implement and use Balanced Scorecard to improve business productivity. This presentation is a part of Balanced Scorecard Toolkit.

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Slides number: 77. Formats: PPT (MS PowerPoint), Adobe PDF

• What is Balanced Scorecard
• Getting benefit of Balanced Scorecard
• Examining company
• Building Balanced Scorecard
• Implementing Balanced Scorecard
• Use Balanced Scorecard to improve business performance
• Examining company after Balanced Scorecard implementation and usage

Sample slides

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Presentation Content by Slides:

1. Balanced Scorecard Toolkit
2. Scorecard Toolkit Content
3. What is Balanced Scorecard
4. Balanced Scorecard in business
5. Balanced Scorecard Perspectives
6. Balanced Scorecard Basics
7. Definition of Balanced Scorecard
8. Why scorecard is “balanced”?
9. Problems that Balanced Scorecard helps to solve
10. Balanced Scorecard Solving business management problems
11. 4 default perspectives of Balanced Scorecard and the basics of using them. Scheme.
12. 4 default perspectives of Balanced Scorecard and the basics of using them
13. Scorecard History. Improving performance.
14. Scorecard History. Balanced Scorecard today.
15. Changes in the measures of Organizational Performance with time
16. Who create the concept first?
17. Book “The Balanced Scorecard”
18. BSC Method Competitors
19. BSC vs. Business Excellence Model
20. BSC vs. Business Excellence Model
21. BSC vs. Performance Prism
22. BSC vs. AIE
23. Terminology in Balanced Scorecard
24. Balanced Scorecard Definitions
25. What are Metrics, KPIs and BSC?
26. Comparison between BSC, KPIs and Metrics
27. Who and how may benefit form using Balanced Scorecard
28. Balanced Scorecard Stakeholders
29. Business Owners’ viewpoint
30. Top Managers’ viewpoint
31. Employees’ viewpoint
32. Examining Company before Scorecard Implementation
33. Examining Company. Company management.
34. What Processes should be examined
35. Business processes in Balanced Scorecard
36. How to examine business processes for Balanced Scorecard
37. Special attention Balanced Scorecard checklist
38. Analyzing processes from 4 viewpoints
39. Financial perspective
40. Customer perspective
41. Internal process perspective
42. Education and growth perspective
43. Building Scorecards
44. Building Scorecard – Case Study
45. Building Scorecard – Business Impact
46. Defining Key Performance Indicators
47. All indicators should be numerical
48. Target values for KPIs
49. Grouping Indicators
50. The sum of indicators should cover 90% or more of business that they describe
51. Indicators should not repeat each other
52. Indicators should be grouped in 4 perspectives
53. Weighting indicators and calculating the total
54. Each perspective and each indicator should have relative weight
55. Calculating the total performance taking in account indicators’ weights and values
56. Balanced Scorecard Designer software
57. Implementing BSC
58. Implementing BSC. Scheme.
59. Phases of Balanced Scorecard Implementation
60. Implementing Balanced Scorecard – Typical Mistakes
61. Balanced Scorecard Implementation Success Factors
62. Defining Input and Output data channels, depending on viewpoint
63. How do owner get information from Balanced Scorecard?
64. How does owner share his vision with management using Balanced Scorecard
65. CEO uses information from Balanced Scorecard
66. CEO sending information to Balanced Scorecard
67. Inputs for other employees, analysis of current data and business system
68. Other Employees: output data channels
69. Using Scorecard to improve performance
70. Owner Communications based on BSC indicators
71. CEO communications based on balanced scorecard indicators
72. Other Employees’ communication based on BSC indicators
73. Examining company after scorecard implementation
74. Analysis of compare in terms of performance change
75. Balanced Scorecard implementation results in terms of employees involvement
76. Balanced Scorecard Implementation results in terms of business units and processes involvement
77. Company performance change examining checklist

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License

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