平衡计分卡(BSC)项目全套模板

BalancedScorecardProjectForwardTemplatesMenuTemplatesarecommonlyusedasatooltoassistinbuildingtheBalancedScorecard.Forexample,wecanuseatemplatetoconstructtheStrategicMapforeachStrategicTheme.ThisExcelWorkbookcontainsseveraltemplatestohelpyoudevelopaBalancedScorecard.Thetemplatesareclean,simplespreadsheetsthatyoucanmodifyeasily.Additionally,thetemplatesarearrangedinsequenceaccordingtotheflowofthedevelopmentprocess.Templates1through14areusedtohelpdesigntheBalancedScorecardwhiletemplates15through18areforinformationpurposesonly.Template123456789101112131415161718*thisisthefinalbalancedscorecardPreparedby:MattH.Evans,CPA,CMA,CFMDatePrepared:April21,2001Notsubjecttocopyright,feelfreetomodifyorchangetheseworksheets.TemplatefordefiningandtestingeachmeasurementCompileattributesforeachmeasurementintheScorecardGridforevaluatingprogramsagainststrategicobjectivesImplementationPlanExampleSummaryofObjectives/Measurements/Targets/Programs*RolloutplanfororganizationalwideimplementationofscorecardO-M-T-PSummaryGenericModelMeasurementBasicsLagLeadComparisonBasictemplateforlistingyourstrategicgoalsChecklisttotestthatyouhaveagoodsetofstrategicthemesFourlayermapforplottingandconnectingstrategicobjectivesDevelopmentTimelineEstablishGoalsCriticalissuesthatCoreTeammustcompletePurposeProcessInputsChecklistTeamFormationChecklistCoreTeamChecklistBasicchecklistofstrategicinformationyouneedtocollectTimelineforSixStepDevelopmentProcessBasicchecklisttofollowinformingthreeteamapproachTitleThemesChecklistStrategicMapMeasurementDefinitionMeasurementSummaryProgramSelectionGridQuickchecklistfordeterminingtargetsCompareoutcomemeasuresvs.drivermeasuresTargetChecklistSummaryofmeasurementtypesandexamplesBasicgenericmodelforbuildingobjectivesandmeasurementsSummarizeControlvs.StrategicManagementProcessCompileselectedattributesforprogramsProgramAttributesControlvs.StrategicBalancedScorecardProjectBackForwardProcessInputsChecklistCompanyRelatedInformationSources:CurrentStrategicPlan(s)CurrentFinancialPlan(s)CurrentMarketingPlan(s)CurrentOperatingPlan(s)AnnualReportsQualityImprovementProgramsCustomerAnalysisInterviewswithExecutiveManagementOtherPlanningDocuments:_____________________________OtherPlanningDocuments:_____________________________OtherPlanningDocuments:_____________________________OtherPlanningDocuments:_____________________________IndustryRelatedInformationSources:CompetitiveAnalysisIndustryTrendAnalysisTechnologyTrendAnalysisMarketingTrendAnalysisOtherIndustryAnalysis:________________________________OtherIndustryAnalysis:________________________________OtherIndustryAnalysis:________________________________OtherIndustryAnalysis:________________________________BeforestartingtheprocessofbuildingaBalancedScorecard,youneedtocollectandgatherstrategicinformationwhichwillhelpserveasinputsintothefirstfewstepsofbuildingtheScorecard.PrepareaCheckListofstrategicinformationsources.Thislistcanbeusedtohelpyougetstarted.BalancedScorecardProjectBackForwardDevelopmentTimeline123456789101112Comments:Thesixstepdevelopmentprocesswilltakeatleast12weeks.Oncecompleted,thenextstepistocascadeouttheBalancedScorecardtootherpartsoftheorganizationbasedontheImplementationPlan.Threedifferenttypesofteamsareusedwithintheprocess:LeadershipTeam:Understandsandarticulatesstrategy,stronglysupportstheScorecard.CoreTeam:Mostimportantteamsincehereiswheremostofthehardworktakesplace-Collectandapplydata,buildmaps,documenttheprocess,etc.MeasurementTeam:Lowerlevelpersonnelwhohavedetailunderstandingsaboutmeasurement.DevelopmentSteps/Week=Step1:EstablishStrategicGoalsStep6:CreateanImplementationPlanStep2:Identify3to5StrategicThemesStep3:BuildaStrategicMapStep4:DefineyourMetrics&TargetsStep5:IdentifyyourProgramsBalancedScorecardProjectTeamFormationChecklistBackForwardLeadershipTeam(Upperlevelmanagement):Teammemberisastrategicthinkerandunderstandstheoverallbusiness.TeammemberisamajorsupporteroftheBalancedScorecard(visibletoeveryone).Teammemberisverysupportiveofothersinvolvedintheprocess(takesownership).Teammemberiseffectiveatcommunicatingstrategytoothers.Teammemberiswellqualifiedtomakedecisionsregardingthemes,objectives,etc.CoreTeam(Middlelevelmanagement):Teammemberhasagoodoverallunderstandingofthebusiness.TeammemberhasgoodskillsatinterviewingandextractingbigpictureinformationTeammemberhashighcreditabilityandrespectwithotherManagers.TeammembercanselltheBalancedScorecardtootherfunctionalareas.Teammemberworkswellwithupperlevelmanagement.Teammemberhasgoodskillsatdocumentingandpresentingstrategicresults.MeasurementTeam(Lowerlevelpersonnel):Teammemberhasaverydetailunderstandingofthefunctionalarea.Teammembercangatherandanalyzedetaildataforclearcommunicationtoothers.Teammembercancomprehendstrategicissuesandconnecttheissuetohis/herjob.Teammemberworkswellwithmiddlelevelmanagement.ThefollowingchecklistcanbeusedasaguidetoformingthethreetypesofteamsthatwilldrivethedevelopmentoftheBalancedScorecard.Selectingtherightpeopleisextremelyimportanttomakingsurethatthedevelopmentprocessrunssmoothly.Bala