Employees Customers Shareholders Make/Buy Sell Recordkeeping

1 1 1 1 1 1

2 2 2 2 2 2

3 3 3 3 3 3

CORE VALUES/BELIEFS Purpose TARGETS (3-5 Years) GOALS (1 YEAR) ACTIONS (QTR) THEME YOUR ACCOUNTABILITY
(Should/Shouldn't) (Why) (Where) (What) (How) (QTR/ANNUAL) (Who/When)
Qtr # Your KPIs Goal
Revenues Deadline 1
Profit Measurable Target/Critical #
Market Cap
Gross Margin 2
Cash
A/R Days Theme Name
3

Rev/Emp

Actions Key Thrusts/Capabilities Key Initiatives Rocks Scoreboard Design

To Live Values, Purpose, BHAG 3 – 5 Year Priorities Annual Priorities Quarterly Priorit Who Describe and/or sketch your design in this place Quarterly Priorities Who
1 1 1 1 1

2 2 2 2 2

3 3 3 3 3

4 4 4 4 4

5 5 5 5 5

Core Competencies Profit/X Brand Promise KPIs Critical #: People (B/S) Critical #: People (B/S) Celebration Critical #: People (B/S)

Between green & red Between green & red Between green & red

BHAG ® Brand Promises Critical #: Process (P/L) Critical #: Process (P/L) Reward Critical #: Process (P/L)

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Between green & red Between green & red Between green & red

Strengths Weaknesses Opportunities Threats

1 1 1 1

2 2 2 2

3 3 3 3
 Year 2014 Quarter: Q1 2014
COMPANY VALUES 2020 Vision 2010 Annual Theme 2010 PLAN Quarterly Goals Quarterly Theme Name Departmental Quarterly Themes
(Guiding Principles) (Long Term What) (The Big Hill) (Quantitative Targets) (Quantitative) (The Hill We're Taking!) (Your departmental quarterly hill to take)
Revenue Revenue
Technology
Bookings Bookings
Net Income Net Income
Marketing
Cash Flow Cash Flow Deadline
Our Who (Still Determining) Quarterly Theme Target
Annual Theme Target 2010 Top Initiatives Q1 Business Top Initiatives Owner Sales
(Core Customer) (The Critical Number)

Critical The Critical Support

Numbers Number
Finance
Critical Critical Number
Number Goal HR
Goals
3 Year Key Goals How Will We Deliver Customer Wow? Celebration/Reward
Quarterly Theme Actions Owners Departmental KPIs
(If we hit quarterly hill goal)
1 Your 6 Month KPIs Green SuperGreen
1
2 1
Celebration for the
3
SLT
2
2
4 3
5 4
3
How Will We Deliver Employee Happiness? 5
6
4 Celebration for the
7
Company
8
5
9
Purpose What Drives Our Economic Engine? Sandbox We Play In Opportunites to Exceed Quarterly Plan 5 Dysfunctions Model Departmental Priorities
Industry
Product(s)
What Are We Passionate About?

Segment(s)
3 Year Big Goal (2012) Can Be Best in The World At?

Geography
10 Year BHAG (2020 Vision) Hedgehog Concept Customer Types We Won't Accept Threats to Making Quarterly Plan
Values Acronym SLT Quarterly Self-Assessment
Results
Accountability
Differentiating Activities Brand Promise Current SMB Market Share Commitment
Conflct
Trust
Overall Avg.

Strengths Weaknesses Opportunities Threats Risks