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BSC Template: Instructio

Instructions
1. Enter your objectives in column E.

2. Enter your measures in column G.
3. Remember to adjust your merged cells b/t column
E and G so that your measures align with your
objectives.
4. Adjust your number format for actual and targets
in columns I-W.
5. Enter your targets (for your annual target, it may
roll up or be independent from your quarterly
targets)
6. Enter you actuals each quarter (for annual, it may
roll up in a sum or average).
7. Use the drop down in columns J, M, P, S, and V to
show your color status for the quarter and for the
year.  The following are the options for status:
On Target
Caution
Needs Help
No Data
8. Enter your initiatives in column Y.  Please note
that some initiatives may repeat.

3. This Excel template does not support a strategy map. Learn how ClearPoint can help you manage and report on your Balanced Scorecard: www. If you let more than one person use the template. This Excel template is only for one level in an organization.ructions & Cautions Cautions 1. 4. and so it does not support alignment across organizations. 6.clearpointstrategy. This Excel template was not designed to support qualitative assessments. you may create version control issues. This Excel template does not automatically evaluate measures as they are manual without conditional formatting.com . 5. This Excel template does not evaluate objectives or initiatives 2.

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00 On Target 0.00 Measure 13 0.00 $0.00 Objective 5 On Target Measure 10 0.00 0.00 Business Measure 15 ### On Target ### Objective 8 Measure 16 0.00 On Target $0.00 $0.00 On Target $0.00 0.00 0.00 Measure 5 ### ### Objective 3 On Target Measure 6 ### On Target ### Measure 7 $0.00 Measure 11 $0.00 $0.00 Caution $0.00 On Target 0.00 No Data 0.00 Objective 10 Learning On Target Measure 22 $0.00 On Target $0.Balanced Scorecard Temp Perspective ObjectiveMeasure Q1 Q2 ActualStatus Actual Measure 1 $0.00 On Target On Target 0.00 Financial Measure 3 0.00 Objective 9 Measure 19 ### On Target ### Measure 20 ### On Target ### Measure 21 $0.00 0.00 Objective 6 On Target Measure 12 $0.00 Objective 1 On Target Measure 2 $0.00 Objective 4 On Target Customer Measure 8 $0.00 Processes Measure Measure 17 18 ### 0.00 Internal Objective 7 Measure 14 0.00 Objective 12 Measure 25 ### On Target ### .00 Measure 23 0.00 $0.00 Measure 9 0.00 & Growth Objective 11 On Target Measure 24 0.00 On Target On Target ### 0.00 On Target 0.00 Objective 2 Needs Help Measure 4 0.

00 On Target $0.00 On Target $0.00 On Target 0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Target 0.00 On Target $0.00 On Target $0.00 On Target 0.00 On Target $0.00 On Target 0.00 On Target ### On Target ### On Target ### On Target ### On Target 0.00 On Target $0.00 Needs Help 0.00 On Target 0.00 Caution $0.00 On Target $0.00 On Target 0.00 On Target 0.00 On Target $0.00 No Data 0.00 On Target 0.00 On Target 0.00 On Target $0.00 Caution $0.00 On Target 0.00 On Target $0.00 Needs Help 0.00 On Target 0.00 Caution $0.00 On Target 0.00 On Target $0.00 On Target 0.00 On Target $0.00 On Target $0.00 No Data 0.00 On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target $0.00 On Target $0.00 On Target $0.00 On Target $0.00 On Target 0.00 On Target 0.00 On Target 0.00 Caution $0.00 Needs Help 0.00 On Target 0.00 On Target 0.00 Needs Help 0.00 On Target 0.00 No Data 0.00 On Target 0.00 On Target ### On Target ### On Target ### On Target ### On Target 0.00 No Data 0.00 On Target 0.00 On Target $0.00 On Target $0.00 On Target 0.00 On Target 0.00 On Target ### On Target ### On Target ### On Target ### .00 On Target 0.00 On Target $0.00 On Target $0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Target 0.00 On Target $0.00 On Target 0.00 On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target ### On Target $0.00 On Target 0.rd Template Q2 Q3 Q4 Year-To-Date Status ActualStatus ActualStatus TotalStatusTarget On Target $0.00 On Target $0.

Initiatives Initiative 1 Initiative 2 Initiative 3 Initiative 4 Initiative 5 Initiative 6 Initiative 7 Initiative 8 .