Strategy Map Evaluation Checklist

Top level:
Mission statement
Vision statement

Strategic Results:
Are the top-level strategic results clearly stated?
(Whether for a theme or the corporate map)
Strategic themes
Number?
Right level of strategic altitude or granularity?
Not a perspective?
Independent and non-conflicting?

1. Perspectives
Right categories covered?
Appropriate names?
Right order?
Right number?

2. Objectives
Placed in the right perspectives?
Strategic - Granularity?
Verbs used?
Continuously measurable?
Number?
Balance?
"and"?
Narrative?
Owner?
Measures?

3. Links
Linked?
Links appropriate?
Flow upward?

3. Measures
Outcomes and results?
Ratios?
Transparent?

4. Targets
Some rationale for basis?

5. Initiatives
Criteria for selection identified?
Sequenced appropriately?

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Most common deficiencies in strategy maps:

1. Objectives are really initiatives (too granular)
2. Objectives are really performance measures
3. No links, or objectives “stand alone”
4. No outcome measures
5. Arbitrary targets
© 2005 The Balanced Scorecard Institute
www.balancedscorecard.org