Balanced Scorecard template

Balanced Scorecard software with all the power and familiarity of Microsoft Excel.
Plus a Policy Deployment Matrix and more than a dozen surprisingly powerful templates that will bring your strategic planning to a whole new level.

Your strategic planning team uses a Balanced Scorecard to define a set of measures that provide a balanced overall view of the performance of an organization and sub-teams within it.

This simple Excel template come with an online tutorial that succinctly summarizes Balanced Scorecard concepts so concisely that some of your busy executives might not need to purchase and read those long yawn-inducing books.

And it comes with links to a 4-page "idea generators" handout jammed with ideas for how to choose Balanced Scorecard metrics. And answers the question: "What measures have other companies used?"

Includes guidance for how to use this same Balanced Scorecard tool for both:

1. Top-level strategic objectives
2. Each Department's supporting objectives

The big "surprise value" of the Systems2win Balanced Scorecard template, however, is when it is used in conjunction with the Strategic Planning Worksheets. These 11 fill-in-the-blanks worksheets define what your company looks like today, and what you want it to look like once your strategic objectives have been accomplished.

Bookmark = StrategicPlanningWorksheets

Strategic Planning Worksheets To describe how your company is organized now, and your vision of how your company will be in the future.	You have to see these strategic planning tools to appreciate them. Join a free webinar
Organization Overview Who does what, where, and how? Locations, Strategic Business Units, financial info, and more... (12 pages)
Customers & Sales Demand forecasting, pricing, customer touch points, CRM Customer Relationship Management, EDI... (9 pages)
Products & Services Inventory, new product & service development, compliance reporting... (6 pages)
Purchasing Supplier relationships, supply chain management, EDI & Internet, Logistics Partners... (5 pages)
Cost Accounting Inventory valuation, cost allocation methods, activity based cost accounting, overhead allocations, cost pools, drivers, and objects... Contains succinct training for cost accounting methods, and instructions for key factors to consider (10 pages)
Project & Job Cost Accounting Job cost & revenue recognition, job billing, job planning, reporting... (5 pages)
Financial Accounting General Ledger, Accounts Receivable, Accounts Payable, Payroll, HR Human Resources, Fixed Assets, Audit recommendations... (6 pages)
Information Technology Servers, workstations, application software, network, communications... (5 pages)
Sales and Operations Planning Sales & Operations Planning is top management's "handle on the frying pan" (1 page questionnaire. Extensive handouts and coaching for Sales and Operations Planning training)
Production Production process design, production planning, production control, quality control... (8 pages)
Logistics & Materials Planning Inbound & outbound logistics planning, multi-location, picking, Automated Data Collection, material requirements planning, other methods of materials planning... (8 pages)

These Strategic Planning Worksheets were developed by Dean Ziegler, CPIM, when he served as the lead consultant to help over 100 companies select and implement enterprise software projects.

You will be surprised by the level of depth and relevance contained within each - thereby serving as very useful discussion tools for each of the executives on your team to truly understand "what the other guys are trying to do" and how each department can work together to "all be pulling in the same direction".