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Using OKRs With Balanced Scorecard

By David Wilsey
This whitepaper will help you better understand OKRs (objectives and key results), the benefits and pitfalls of OKRs and how to use OKRs with the balanced scorecard.

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Build Your Organization's Strategic Project Management Capability

This webinar explores strategic project management and how aligning your project management efforts with strategy can help your organization achieve its strategic goals.

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Top 5 Secrets to Build Strategy Alignment

This webinar reveals the top 5 secrets that can help your organization become strategically aligned.

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Is There Any Strategy in Your Company's Strategic Plan?

By Howard Rohm
This article discusses how a company can organize the strategic thinking and planning process and shares a few techniques to help you start a strategy focused journey. 

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What Makes Strategic Planning "Strategic?"

By Tim Johnson
Given that most organizations today perform some level of strategic planning, the real question becomes, “How do we put the strategy back into strategic planning?” This whitepaper discusses five steps to take during a strategic planning effort.

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Strategic Management for State and Local Government

By Howard Rohm
Find out how agencies can improve performance and service with a modern strategic management approach in this Q&A.

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A Peek Behind the Curtain: How Do Successful Companies Innovate?

Featured in Texas CEO magazine. Reposted with Permission.

By Gail Stout Perry
The topic of innovation can be daunting, filled with vague terminology and mysterious processes. How does an organization innovate? How does one create a culture of innovation? And how does one guard against or create disruptive innovation? And what does even mean?

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The Road To ERM: Using the Balanced Scorecard to Implement Enterprise Risk Management.

Originally Appeared in Public Risk, by the Public Risk Management Association. Reposted with Permission.
By Elizabeth Cooper
The balanced scorecard provides a structure that may help public risk managers travel down the path to ERM with fewer bumps and maybe just a little bit faster.

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It’s All Connected: From Innovation to Mission/Vision
Presented by Gail Stout Perry
Learn how municipal governments are using a single solution – the balanced scorecard framework – to not only successfully deal with seemingly disconnected top issues, priorities and concerns, but to also achieve award -winning results.

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Align the Organization: People, Purpose & Performance

By Howard Rohm & David Jalili
True alignment occurs when an organization’s strategy is turned into action at the business and support unit level, and then into action at the employee level for individual employees and teams of employees.  

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A Kite with a Broken String - The Balanced Scorecard

By Gary Cokins
How do executives expect to realize their strategic objectives if all they look at is financial results? Any strategic measurement system that fails to start with a strategy map and/or reports measures in isolation is like a kite without a string. There is no controlling.

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Customer Value Proposition –The Basis of an Organization’s Strategy
By Peter Ndaa
A common challenge for organizations is knowing when and how to shift the emphasis of their value proposition at different stages of their product or industry life cycles. Successful organizations consciously factor the need to adapt their strategy over time.

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Strategic Themes - How Are They Used and WHY?
By Gail Stout Perry
Strategic Themes are essential elements that form the foundation for a balanced scorecard. However, once the scorecard is built, the fundamental role they play is not always clear to the naked eye.

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Themes of Confusion

By David Wilsey
Many practitioners find it difficult to teach their employees what a strategic theme is. Read this article to see how gorillas and Phil Collins can help.

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Build Innovation Into Your Strategy
By Dan Montgomery & Gail Stout Perry
Innovation can include both paradigm-busting breakthroughs and incremental improvements in existing products or services. Read more to see how an organization can articulate, align, and communicate how innovation fits into its overall strategy.

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Evaluation of a BSC System and its Implementation
We are often approached by organizations that have implemented a balanced scorecard system but are not achieving the results they desire. Once your scorecard is built and implemented, how do you ensure its ongoing health and effectiveness?

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How to Measure Innovation

By Mark Malinoski & Gail Stout Perry
This article addresses how to measure difficult concepts such as innovation.

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The Ultimate Balanced Scorecard Sports Metaphor
By David Wilsey
So exactly how is the balanced scorecard like Joe Montana throwing to Dwight Clark to win the Super Bowl?

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Linking Sustainability to Corporate Strategy

By Howard Rohm and Dan Montgomery
A balanced scorecard system aligned with principles of the “Triple Bottom Line” offers a way to accomplish social and environmental goals while integrating them with financial performance and competitive advantage.

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Evidence of a Mature Scorecard: The Power of Alignment!

By Gail Stout Perry
While talking to a reservationlist whose job it is to answer phones and book local flights, it was suddenly clear that this person was clearly attuned to the big-picture strategy and performance of not only her organization, but of her government.

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The Strategic Management Maturity Model™
Many of our clients ask a similar question: where do we stand compared with other high performing organizations in terms of strategy management? Answer: use the SMMM to assess your performance!

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Strategy-Based Balanced Scorecards for Technology Companies
By Howard Rohm & Mark Malinoski
The Balanced Scorecard as a Technology Company’s Strategic Planning and Management System.

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Any Strategy in Your Strategic Plan?

By Howard Rohm
Is your strategic plan devoid of strategy? 

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A Balancing Act
By Howard Rohm
A seminal article about how to implement a Balanced Scorecard.

 

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Sustaining New Directions

By Howard Rohm & Larry Halbach
A sequel to a Balancing Act about how to implement and sustain a balanced scorecard.

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Using the Balanced Scorecard to Align Your Organization

By Howard Rohm
Balanced scorecards, when developed as strategic planning and management systems, can help align an organization behind a shared vision of success.

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Improve Your Performance "News"

By David Wilsey
Thanks to Facebook, Twitter and breaking news email alerts, employees know that a vague acquaintance ate corn flakes for breakfast and the stock market crashed 5 minutes ago, but have no idea how their organization is performing towards its strategic goals.

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Scorecard Driving Strategy at Veolia Water North America


With a new CEO and ambitious revenue goals, Veolia NA first successfully implemented a balanced scorecard and then integrated the scorecard deeper into its organization using an e-learning tool.

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Award for Excellence: AMEDD Finds Direction

The Army Surgeon General and Commander of the US Army Medical Command champion used the balanced scorecard as “the principal tool by which they improve operational and fiscal effectiveness and better meet the needs of patients and stakeholders.”

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Success Story: NMDP Turning Vision into Action

The strategic planning effort at the National Marrow Donor Program®/Be the Match®, dubbed Vision into Action, has driven creative thinking around how to improve efficiencies and cost effectiveness and get people thinking about how they could double transplant volumes within five years!

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View the NMDP Strategy Map >>     View the NMDP Department Strategy Map >>

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Award for Excellence - Mecklenburg County North Carolina

The County’s focus on citizens has successfully transformed the county government and positioned it for a tough times!

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Make Performance Improvement Strategic

By Howard Rohm
Have you ever wondered if your performance improvement interventions are aligned with corporate strategy?

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Improving Government Performance

By Howard Rohm
Do your government leaders have a clear strategy? Is that strategy communicated with clarity? Do you have a disciplined way of prioritizing between competing programs and services under tighter and more stringent budgets?

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Putting Out Fires (Literally) with a Balanced Scorecard

The Northwest Fire District (AZ) needed to re-create its strategic plan and decided to use the Institute’s Nine-Steps™ framework in an effort ensure the plan was reflective of the needs of its stakeholders.

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What is a Balanced Scorecard?


The balanced scorecard is a strategic planning and management system used to align business activities to the vision and strategy of the organization, improve internal and external communications, and monitor organizational performance against strategic goals.

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What Should You STOP Doing?
By Gregg Fellows
With the economy still in “transition,” many executives are cautiously thinking about strategies to recover, recapture and rebuild. But are those re-ignited initiatives the right investments today? What should you be doing? Or, just as important – what should you stop doing?

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What Should Your Company Measure Besides Financial Results?

By Will Kaydos
Most people don’t recognize that performance measurement lies at the heart of the improvements we humans have made in our standard of living in the past few centuries.

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The Deming Cycle

By Paul Arveson
W. Edwards Deming in the 1950’s proposed that business processes should be analyzed and measured to identify sources of variations that cause products to deviate from customer requirements.

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A Process Improvement Archive
Compiled by Paul Arveson
Ever wondered what Affinity Diagraming, Cause-and-Effect Diagrams, Pareto Charts and Flowcharts are all about?

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Survey Development Primer
Compiled by Paul Arveson
Many times balanced scorecard measures depends on data collected by surveys. This article includes excerpts from authorities on survey design and survey methods, providing some of the basic principles used to develop a survey for supporting the balanced scorecard.

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