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Building a Balanced Scorecard
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Step 1: Team Formation and
Organizational Assessment
Selected strategic team
Developed team plan, schedule, budget
Examined mission, vision statements;draft a vision of the future for the
organization
Identified needs, key success factors toachieve the vision
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Engagement Timetable
3 weeks 4th week 5th 7th
weeks
8th 32nd
weeks
Manageme
nt review,resource
commitme
nts
Team
selection
Team
orientationand
training
Build and
implementprocesses
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Tools for Organizational
Assessment
Mission & Vision statement reviews
Organizational chart review
Customer Analysis Organizational Assessment
SWOT Analysis
Benchmarking against otherorganizations
Gap analysis
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University of Bohol
Vision Statement
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Step 2: Define Strategic Themes
Derived from vision & assessments
Sorted out related issues
Provided more specific focus for planning
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Examples of Strategic Themes for
UB
Effective and Efficient
Social, Educational, and Economic
Opportunity Community Health & Safety
Growth Management & Environment
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Step 3: Define Perspectives and
Desired Outcomes
Perspectives: diverse ways of looking at
the organization
Desired Outcomes: meaning of missionsuccess for each perspective & strategic
themes
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Example of Strategic Framework
(Perspectives & Strategic Themes)Perspective
s
Theme 1:
Effective &
Efficient
Theme 2:
Social,
Education,
& Economic
Opportunities
Theme 3:
Community
Health &
Safety
Theme 4:
Growth
Managemen
t &
Environment
Customers
Business
Processes
Financial
Value
Learning &
Capacities
Desired Outcomes
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Examples of Perspectives and
Desired Outcomes
Perspectives
Employee and Organizational Capacity
Internal Business Processes
Customer view
Financial Value
General Goal: UB will provide services in a highly efficient,
effective and inclusive manner, and be
accountable for results.
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Step 4: Create a Strategy Map
For each strategic theme, the team
proposed a chain of causes and effects
that they believe will lead to desired
outcomes.
They mapped the chain on a strategy
map
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Strategy Map (example)
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Example of Strategy Map
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Step 5: Define Performance
Measures and Targets
For each theme/desired outcome goal,
the team asked how will we know if this
goal is being achieved?
Team identified how each goal should be
measured, e.g. surveys, data collection,
etc.
Team examined baseline data (where
available) to set schedule and targets
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Example of Strategic Plan
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Measures Before Projects!
The strategic planning process should use
initiatives to help the organization achieve itsstrategic objectives, not as ends in themselves.
Public sector and nonprofit organizations are
especially guilty of often confusing initiative
completion as the target rather than
improvements in mission objectives and agency
effectiveness. -- Kaplan & Norton, 2001
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Example of Performance
Measurements
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Step 6: Develop Strategic
Initiatives
The team prioritized needs based on
strategic importance and performance,
and created initiatives for improvements.
Each initiative was linked to strategic
measurements so its progress could be
monitored
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Example of Strategic Initiatives
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UB BSC Implementation
MilestonesJun 2003 Expand coverage of data collection and reporting
Apr 2003 Initial system demonstration
Feb 2003 Select best bid & award contract for initial system
Nov 2002 Request for Proposal to acquire an automatedBSC system
Oct 2002 UB results reported in local news
May 2002 Department Scorecards completed
Feb 2002 BOT Approved Corporate Scorecard
Jun 2001 BOT Adopted UB Vision 2015
Mar 2001 BOT Established Vision Elements
Jan 2001 BOT Agreed to Develop a Community Vision
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Step by Step to Specific Plans
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