The

Balanced
Scorecard
Your Company Name
Content
2

A brief

Need for Balanced Scorecard

BSC- Perspectives

BSC Perspectives- Measurement

Balanced Scorecard Implementation

BSC Strategy Map

Scorecard- Departmental

Level BSC Execution

Framework Performance
Concept
3

A performance metric
used in strategic
management to identify &
improve various internal
functions of a business &
their resulting external
outcomes

Used to measure and provide Data collection is crucial to As the information gathered is
feedback to organizations providing quantitative results interpreted by managers and
executives and used to make better
decisions for the organization
Need for BSC
4

WHY BSC?

Improves Organization Prioritize Projects/ Focuses on Future

Performance Initiatives Performance

Increases Focus on Align Organization Improves Communication

Strategy & Results Strategy with Workers of Vision & Strategy
BSC - Perspectives
5

Perspective Generic Measurements

Financial Return of Capital Employed, Economic value added, Sales growth, Cash flow

Customer Customer satisfaction, retention, acquisition, profitability, market share

Includes measurements along the internal value chain for:

› Innovation- measures of how well the company identifies the customers’ future needs
Internal Business Process
› Operations- measures of quality’, cycle time and costs

› Post Sales Service- measures for warranty, repair and treatment of defects and returns

Includes measurements for:

Learning and Growth › People- employee retention, training, skills, morale

› Systems- measure of availability of critical real time information needed for front
line employees
BSC Perspectives - Measurement
6

“To satisfy our shareholders and customers,

To succeed financially, how should we
what business processes must we excel at?”
appear to our shareholders?”

Financial Internal Business Process

Objectives Measures Targets Initiatives Objectives Measures Targets Initiatives

VISION
&
STRATEG
Y
“To achieve our vision, how should “To achieve our vision, how will we sustain
we appear to our customers?” our ability to change and improve?”

Customer Learning & Growth

Objectives Measures Targets Initiatives Objectives Measures Targets Initiatives
 7

Balanced Scorecard Implementation

Position of scorecard in company process

Specify
Goals

Financial Learning & Growth

Perspective Perspective
Business Strategy

Customer Internal Implementation

Perspective Perspective

Review of Target
Achievement
BSC Strategy Map
8

Improve Shareholder Value

Shareholder
Revenue Growth Strategy Productivity Strategy
Value
Financial ROCE
Build Increase Improve Cost Improve Asset
Perspective Customer Value Structure Utilization
Franchise
New Revenue Sources Customer Profitability Cost Per Unit Asset Utilization
Customer Acquisition Customer Retention
Product Leadership
Customer Intimacy

Customer Value Proposition Operational excellence

Customer Value Product\Service Attributes Relationship

Perspective Price Quality Time

Functionality Service
Image
Relationships Brand
Customer Satisfaction

“Build the “Increase Customer “Achieve “Be a Good

Internal Franchise” Value”
(Customer Management
Operational
Excellence”
Corporate Citizen”
(Innovation (Environmental
Perspective Processes) Processes) (Operational Processes) Processes)

A Motivated and Prepared Workforce

Learning and
Strategy Competencies Strategic Technologies Climate for Action
Growth Perspective
Scorecard- Department Level
9

How do we look to management?

Business Value
Goals Measures
How do users What must we
see us? excel at?

Internal Efficiency

Are we
User Orientation + Internal Process
Are we
satisfying user Goals Measures Customer Satisfaction Goals Measures working
needs?
= efficiently?

Service Success

What can we do meet the Future Readiness How can we continue to

future needs of improve and create value?
Goals Measures
users?

What technologies and business opportunities/challenges are emerging?

Scorecard- Department Level (Example)
10

Financial
Goals Measures
Maximize value at least cost Cost to Spend Ratio

Purchasing influenced
Maximize cost Savings
savings

Delinquent payment
Timely payments
penalties

Maximize Productivity Ratios

Customer Employee Empowerment Internal Business

Goals Measures Goals Measures Goals Measures
On time delivery as defined Quality of workforce Self Assessment
Timeliness
by customer Assessment of internal
Quality of environment as Acquisition Excellence
quality systems
Quality of product/service Quality of work environment
Quality defined by workers
as defined by customer
Quality/integrity of Assessment of
Accurate, timely and
Responsiveness as defined Executive leadership Leadership as defined management information
Service/ Partnership effective data collection
by customer by workers systems

Learning & Growth

Goals Measures
Self-assessment for
Meet present mission goals
continuous improvement

Self-assessment for
Meet future mission goals
strategic/ tactical planning
BSC Execution Framework
11

STRATEGY MAP BALANCE SCORECARD ACTIONS PLAN

Process: Manufacturing Excellence

Objectives Measurement Target Initiative Budget
Theme: ROCE > xx%, Volume = xx,xxx units

Long term Shareholder Operating Cost & Efficiency Cost / Unit Efficiency Monthly Monitoring
Perspective
Financial

Value ROCE > xx% Capacity Utilization % Utilization Weekly / Monthly Monitoring

Trial Production
Capability Utilization Monthly Monitoring
Improve Productivity Grow Spare Parts Production
Revenue
Brand / Image Warranty Cost Weekly / Monthly Monitoring

Low Cost Manufacturing Man-hour per Unit

Weekly Monitoring
Offer product & services that are
Perspective

World-Class Quality Standards Defect per Unit

Daily Monitoring
Customer

consistent, timely and low cost

World-Class Delivery Timing Sales Delivery
Daily Monitoring

Knowledge & Skilled Partner Direct Pass Rate Daily Monitoring

Low Cost World Class
High Customer Satisfaction Market Feedback
Weekly Monitoring

Customer Satisfaction Productivity Cycle Time Enhance

Hourly Monitoring
Ensure operational excellence as Brand
Meet Daily Plan Daily Monitoring
Delivery Reinforce Brand
well as being socially responsible
Perspective

VVIP Daily
Image Sales
Monitoring
Internal

KAIZEN MonthlyVolume
Follow-up
Monthly Monitoring
Continuous Improvement
ICC Specific Programmed
Prod. & Sales Mtg.

Operational Excellence Process Innovation NPI Timely Introduction Weekly Follow-up

Industrial Accident Cross Audits

Safety & Health
Commuting Accident Defensive Driving
Alliances with SBUs Socially Responsible Toxic Waste Disposal Facility Readiness
Environment
ISO 9002 Certification
Perspective
Learning &

Develop the Necessary Skills R&D Development Training & Skill Build-up
Strategic jobs & systems
Growth

Information Systems Availability ALC, Procurement, Financial Set-up, Test & Validation
Skills Info, System
Performance Dashboard- For the month of Aug’17
12

Financial Perspective Customer Perspective

140 140
120 120
100 100
80 80
60 August 60 August
40 40
Comments Comments
20 After a poor start the financials 20 General trend is upwards however
0 are picking up with a general 0 we are seeing a sharp decline
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar trend upwards. Need to recognise Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar this month. May be connected to
Actuals Target
the workforce are over utilised. Actuals Target
over- utilisation.
Trends Trends

Internal Perspective Learning & Growth Perspective

120 120

100 100

80 80

60 60
August August
40 40
Comments Comments
20 20
Generally below target we are not After a good recovery in July we are
0 recruiting fast enough and 0 seeing another decline in August.
Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar existing staff have too many Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Focused attention must be placed
Actuals Target roles. Actuals Target on training programmes.
Trends Trends
 13

C ffee
Time
11:00am-11:15am
 14

Charts &
Graph
 15

Area
100%
100
%
90
%

Chart
80
%
70
%
60
%
50
%
40  Product 01
%
30 This slide is 100% editable. Adapt it to your needs
% and capture your audience's attention.
20
%

10
%0%
 Product 02
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov This slide is 100% editable. Adapt it to your needs
Dec and capture your audience's attention.
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on it and select “Edit Data”.
100% Stacked Line
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100
%  Product 01
90
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80
%
70
%
60
 Product 02
percentage

%
50 This slide is 100% editable. Adapt it to your needs
% and capture your audience's attention.
40
In

30
20
%  Product 03
% This slide is 100% editable. Adapt it to your needs
10 and capture your audience's attention.
%
0%
FY01 FY02 FY03 FY04

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Data”.
High Low Close Chart
17

10 10
0  Product 01
9
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90 8 and capture your audience's attention.
80 7
Market Size (RMB 100

70 6
60 5  Product 02
50 4 This slide is 100% editable. Adapt it to your needs
40 and capture your audience's attention.
3
Million)

30 2
20 1
10 0
 Product 03
0 This slide is 100% editable. Adapt it to your
FY 01 FY 02 FY 03 FY 04 FY 05 FY 06 FY 07
needs
FY 08 and capture your audience's attention.

In Years
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on
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 18

98%
Column 10
0
90

Chart 80
70
60

percentage(%)
50
40
 Product 01

Sales in
30
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and capture your audience's attention.
10
0
Ja Feb Mar Apr Ma Ju
n Financial Year In y n
 Product 02
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 19

Additional
Slides
Meet Our Team
20

Name Here Name Hare Name Here Name Here

Designation Designation Designation Designation

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 21

Our Mission
Vision
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Mission
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Value
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 About Us
22

Value Client
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Preferred By Many
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Target Audiences
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Comparison
23

95% 55%
Male vs Female
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 Our Goal
24

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Note:
Sources:
 25

$5MM
Financing How much capital are you willing
to raise?

$10MM
Valuation of the company

Investment Terms
Preferred Equity (convertible in to common) @ X pre-money
valuation

Convertible note @ $X valuation cap; 1.5 X premium

 26

Quotes - Bill Gates

I choose a lazy person to do a

hard job. Because a lazy person will
find an easy way to do it.
Timeline
27

2015 2016 2017 2018 2019

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Puzzle
28

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Targe
29

t
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02 This slide is 100% editable. Adapt it to your needs

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 30

Mind Map
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capture
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Bulb Or Idea
31

Idea 01 Idea 02 Idea 03

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 32

Thank
Address:
You
Contact Numbers: Email Address:
# street number, city, state For Your Attention
0123456789 emailaddress123@gmail.com