The Balanced Scorecard

The Balanced Scorecard workshop provides participants with background and resources in all areas that are important to lead or participate on a team to build, implement, and sustain a balanced scorecard planning and management system in their organization. The program includes in-depth study of strategic thinking, strategic planning, organization assessment, strategy mapping, performance measures and target setting, strategic initiatives, automation, cascading and strategic management.



​Comprehensive approaches to strategic planning, strategic management, performance measurement and target setting, initiative prioritization, performance information systems, and program evaluation
Building and implementing balanced scorecard planning and management systems
Organization development practices, such as SWOT analysis, employee assessment planning, customer and stakeholder identification, and balanced scorecard program planning
Modern approaches to strategic thinking and strategy mapping
Communications strategy development and change management aspects of the balanced scorecard journey
Facilitation and coaching skills necessary to lead team workshops in the development of a balanced scorecard system for your organization
How to select appropriate software to collect and report performance information throughout the organization
How to cascade the enterprise scorecard throughout the organization


Understand the key concepts of the Balanced Scorecard, and why it is gaining so much attention in corporate, nonprofit, and governmental organizations
Learn a systematic, nine-step methodology for building and implementing the Balanced Scorecard, based on the performance management theory developed at Harvard University and the Institute’s international Balanced Scorecard consulting experience
Receive a Performance Scorecard Toolkit with worksheets for each step of the methodology, and a CD with course and reference material