Professional Documents
Culture Documents
Balanced Scorecard Design and Development Plan Not Started m On Plan n Complete
Issues u
Impact on
Actual Start Tentative Completion Target Completion
Item No Task Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
1. Refresh the Strategic Plan 12/1/04 4/30/05
Review current strategic planning documents
1.1 and determine if the current plan is 11/15/04 3/31/05 n
appropriate for the Balanced Scorecard
Approval of Revised Strategic Plan and Final May have to schedule at joint
2.4 7) Briefing Session
and Complete Strategy Map leadership off-site
Develop Communication Plan for Strategic
2.5 8) Communication Plan
Plan
Launch Action Plan Steps for Strategic Plan May require meetings and other 9) Action Plan for
2.6
with Strategy Map events per the Communication Plan Communication Plan
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Project Plan mnüu
Date of Report Jun 30, 2005
Balanced Scorecard Design and Development Plan Not Started m On Plan n Complete
Issues u
Impact on
Actual Start Tentative Completion Target Completion
Item No Task Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
Centralize feedback and comments for next Output from this step does not get
10) Feedback Collection
2.7 planning cycle. Collect and recommend for acted upon until next annual planning
System and Reports
next planning session cycle. cycle.
3. Measurements and Targets
Create measurement and target development
11) Performance measurement
3.1 workplan complete with templates and
training, tools, methodology
methodology
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Project Plan
M
mnüu
Date of Report Jun 30, 2005
Balanced Scorecard Design and Development Plan Not Started m On Plan n Complete
Issues u
Impact on
Actual Start Tentative Completion Target Completion
Item No Task Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
M Target)
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Project Plan mnüu
Date of Report Jun 30, 2005
Balanced Scorecard Design and Development Plan Not Started m On Plan n Complete
Issues u
Impact on
Actual Start Tentative Completion Target Completion
Item No Task Comments Deliverables Lead
Date Start Date (Actual vs. date & Status
Target)
DRAFT Page 4 of 15
Issues u
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All Measurements Used in the ESMS Database
PM # Performance Measure BSC Framework Strategic Goal or Objective per Major Organizational Unit Function / Dept / Sub Group Service or Product Line (if Type of Measure Measure Justification Definition Data Elements To Be Data Source Data Collection Frequency PM Calculation Formula Actual FY 03
BSC or Strategic Plan applicable) Collected D/W/M/Q/SA/A
What is the PM number for What metric(s) should we use to Is this measure a Customer, Insert major goals or objectives in Insert a list of the major Insert a Link here to reference Insert the Operating Area such Is this measure a Why are we using this How do we define this measure? What are the data elements Where does the data How frequently should the What is the formula for What is the actual
referencing. Could be LMR # or measure whether we have met our Process, Learn & Grow or Resources this box as a reference in organizational unit names in back a list of Functions / as Product or Service Line - To 1) Strategic metric? for caclulating the measure? reside? data be collected? calculating the measure? result of this measure
a unique number for local requirements? measure based on the BSC completing this template this box for reference in Departments and other be used for Product 2) Operational for the Year 2003?
metrics? framework? completing this template organizational units in Performance Analysis 3) Tactical
Definition
6 of 15
All Measurements Used in the ESMS Database
PM # Performance Measure Actual FY 04 Green Standard Amber Standard Red Standard Primary Functional POC Data Available? Notes
What is the PM number for What metric(s) should we use to What is the actual result What is the Green What is the Amber What is the Red Who is the primary owner Y/N Are there any additional notes regarding the
referencing. Could be LMR # or measure whether we have met our of this measure for the Threshold? Threshold? Threshold? for the measure and their measure?
a unique number for local requirements? Year 2004? email address?
metrics?
Definition
7 of 15
Balanced Scorecard Project
Degree of Reliability
Update Frequency /
Graded Attributes
vs.Subjective)
Quality Review of Metrics
Repeatable
(Hard Data
Review and score all measurements used in your scorecard model
L2.4
L3.1
L3.2
L & G Objective (L3)
L3.3
L3.4
Instructions:
Rate each Measurement for these attributes on a scale of 1 to 5:
1. Update Frequency: Measurement can get updated on a regular basis; M for Monthly, Q for Quarterly, A for Annual, etc.
2. Degree of Reliability: Can you easily measure the performance objective or is it too subjective when it comes to measurabili
3. Encourages the right behavior: Measurements should not confuse, distort, or create the wrong performance behavior within
4. Degree of Fit: Measurement fits with the culture and processes of Organization and flows well from Lower Level to Upper Le
5. Degree of Support: Client has existing procedures and processes that can support the measurement (such as available data
Maximum Score 25
Encourages the right
Degree of Support /
Leading or Lagging
Degree of Fit with
Client's Culture
Single or Index
Available Info
NonGraded
Attributes
behavior
Metric
Total Overall
Points Grade
3 4 5 20 80% Lagging Single
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Strategic
Drivers
Organization
Measures
Critical
Levers
Critical
Processes
Measures
Tools
Project Roster
Name Area Location Desk Phone
Cell Phone Email