Balanced Scorecard Executive Overview

An overview of the Balanced Scorecard as a strategic performance management system and why organisations use it to track performance.

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Delivery methods

In-Person Training (Onsite)

1 day training

Virtual Instructor-Led Training

1 x 3hr tutorials

based on the '9 steps to success' framework

Public Training Dates

View Training ScheduleFind a date that suits you

related certifications

Balanced Scorecard Certification

KPI Certification

Course overview

Attending this course, delegates will gain a far greater understanding of how the experience and benefits of a Balanced Scorecard system and its practical implementations expand the vast potential of their organisations.

This executive, three-hour-long Balanced Scorecard Overview is designed for delegates in private entities, governmental departments, parastatals, and non-profit organisations responsible for building implementing and sustaining a Balanced Scorecard System in their organisation. This intervention is designed to provide an overview of Balanced Scorecard principles and to develop an understanding of some of the best practices in implementing Balanced Scorecard methodologies.

Course Durations

In-Person Training (Onsite)

1 day training

Virtual Instructor-Led Training

1 x 3hr tutorial

Objectives & Topics

Understanding the Balanced Scorecard as a management tool
Recognising the growth of Balanced Scorecard as a holistic system
Creating a foundation to build a balanced scorecard
Understanding strategic themes, maps, objectives, and initiatives
Applying a cascading approach
Appreciating the role of automation
Understanding the role of evaluation of your Balanced Scorecard system
Practical guidelines in the implementation of the Balanced Scorecard System

How the Balanced Scorecard can improve organisational performance in an aligned structure.
Customising the basic principles of the Balanced Scorecard to different types of organisations, their structures, and industries.
Practically implementing a Balanced Scorecard in a disciplined and structured manner.
Understanding the role of Strategy Maps, Strategic Objectives, and Strategic Initiatives.
Creating relevant performance measures at an organisational level and cascading these down aligned to working teams.
Building accountability throughout the organisation.
Informing and linking business processes (such as budgeting and operational execution) in one holistic system.

Understanding the Balanced Scorecard as an integrated management framework

Introduction to Balanced Scorecard concepts
Application of Balanced Scorecard in various organisations
Management thinking and the link to the Balanced Scorecard
Best practice examples in implementing a Balanced Scorecard System
Understanding the change management aspects of implementing a BSC
Implementing a disciplined framework approach to developing your BSC
Managing the challenges in implementation

Understanding the core components of Balanced Scorecard methodologies

Developing a disciplined framework
Creating Strategic Objectives
Developing Strategic Maps
Developing Performance Measures
Developing Strategic Initiatives

Alignment and cascading of the Balanced Scorecard in the organisation

Developing and alignment and cascading system
Ensuring that balanced is achieved in the cascading system
Developing Tier 2 implementation plan
Developing a Tier 3 implementation plan

Application Discussion

Strategic Challenges the organisation is facing at present
Systemic performance challenges being experienced at present
How the Balanced Scorecard as a management system helps solve organisational challenges
Implementation considerations

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Benefits of attending

Benefits gained

Understanding the Balanced Scorecard as a management tool.
Recognising the growth of Balanced Scorecard as a holistic system.
Creating a foundation to build a balanced scorecard.
Applying a cascading approach.
Understanding the role of evaluation of your Balanced Scorecard system.
Practical guidelines in the implementation of the Balanced Scorecard System.

Who should attend?

This course is recommended for board members, executive management, and other members of an extended balanced scorecard development team. This course would greatly benefit those seeking the best practical ideas for a successful implementation or needing a general awareness of balanced scorecard concepts to support their organisation’s development effort.

customer feedback

The course was excellently delivered, and it fully met all my expectations about BSP. The facilitator, Mark, demonstrated real expertise in this area. The facilitator responds and clarifies information effectively. He willingly provides further explanations for any missed concepts.

This course really opened my thinking & vision in preparing scorecards. Our perception of targets now has a bigger picture. We have to use strategic & also create a balance. Can’t wait to get back to the office to share with colleagues and will also be useful at our unit strategy session.

The training is simply excellent. The combination of Mark's experience, technical knowledge, approachability & facilitation skills had me engaged throughout the 5 days. Thank you & very well done.

The training is good, very informative and the examples ad case studies will give a clearer picture of how to apply the concepts. The interaction while individuals plan different instructions gives insight into different alterations that once we use to find solutions to issues.

The training was extremely useful in identifying current challenges within the organisation and individual departments. It has helped us to recognise areas that need improvement.

This is a real practical solution to business & performance management situation especially in Africa government institutions.

The training was well paced and planned out. The Virtual Learning classroom was well organized. Facilitator's use of the whiteboard was amazing.

Course Facilitator

Mark Van Rooyen

Senior Partner & Lead Consultant

The course will be facilitated by Mark van Rooyen, who has trained many Balanced Scorecard Bootcamps over the last 20 years, for various organisations. His experience in strategy, management and performance systems will ensure value for all delegates. His success in delivering many courses across the continent, and his understanding of various operational environments, make his presentation and training highly effective.