Implementing Balanced Scorecards

“Together everyone achieves more.”

-- Who knows, but it makes sense!

“Teamwork is the fuel that allows common people to produce uncommon results.”

-- Successories poster

“Effective teams are a necessary part of any high performance organization.”

-- Kevin McManus, the Systems Guy

Example Scorecard Process Implementation Checklist

These are the most common actions that are required to put a balanced scorecard system in place:

Check when Done	Measurement Setup ... Have you
	Defined five to six key performance areas?
	Identified one or two measures for each performance area?
	Created operational definitions for each measure?
	Defined data inputs, collection frequencies, and calculation methods?
	Used historical data and SPC to define process capability?

Check when Done	Scorecard Setup ... Have you
	Assigned weights to each performance area?
	Established performance ranges for each key measure?
	Aligned each performance range with annual goal expectations?
	Used historical data to test the scorecard's possible results?
	Ensured that scorecard setups are linked between workgroups?
	Achieved the desired level of balance between performance areas?

Check when Done	Process Roll-Out ... Have you
	Put in place daily collection systems, such as personal performance journals?
	Used computers whenever possible to avoid manual data collection and crunching?
	Set up a means of visually displaying daily and YTD performance trends?
	Provided basic training on how the process works?
	Linked your formal recognition system to the scorecard process?
	Built scorecard review into regular workgroup meeting agendas?
	Established a process for reviewing scorecard results and making adjustments as part of your annual planning?
	Integrated the process into each associate's daily job?

I would be happy to customize and facilitate a workshop for designing and implementing your own scorecard process - just send me an e-mail if you would like further information on how this can be done. Keep improving!

Would you like to learn more about the "Balanced Scorecard" workbook?

Click on one of the following links to learn even more about how my balanced scorecards workbook can help you put balanced scorecards in place:

	"Balanced Scorecards " workbook overview
	Workbook table of contents
	Example scorecard
	Measurement Power System
	Great Systems! home page

“The only thing I know is that I do not know it all.” -- Socrates

For pricing or to place an order, contact me at: kevin@greatsystems.com