Balanced Scorecard Basics Course Outline

Balanced Scorecard Basics

How to Use This Guide

Session One: Course Overview

Session Two: Understanding the Balanced Scorecard

What is the Balanced Scorecard?

The Need for the Balanced Scorecard

Session Three: The Ingredients for Success

Is the Balanced Scorecard Right for Us?

Top Ten Scorecard Pitfalls

Session Four: Overview of the Balanced Scorecard Process

The Big Picture

Sample Strategy Map

Sample Balanced Scorecard

Sample Tactical Action Plan

Session Five: Creating a Project Vision Statement

Why We’re Doing What We’re Doing

Making a Statement

Session Six: Understanding Organizational Mission, Vision, and Values

The Building Blocks for Your Balanced Scorecard

Analyzing Sample Statements

Session Seven: Plans and Processes to Build

Building Core Plans

A Checklist of Processes

Case Study

Session Eight: Building Balanced Scorecard Teams

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan

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