Balanced Scorecard Professional certification (BSP)

Understand and apply organisational performance management principles using the Balanced Scorecard Management System and Nine Steps to Success Framework.

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Delivery methods

In-Person Training (Onsite)

5 day training

In-Person Training (Public)

5 day training

Virtual Instructor-Led Training

10 x 3hr tutorials

Course Accreditations

Public Training Dates

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Course overview

Gain the requisite skills to guarantee that your organisation’s balanced scorecard is methodically built, implemented explicitly with your unique needs, and sustained through careful planning and management.

The Balanced Scorecard Professional Certification Course provides delegates with the necessary tools for building, implementing, and sustaining balanced scorecard planning and management systems in their organisation. Created by the Balanced Scorecard Institute, the certification program is consistent with basic balanced scorecard concepts and terminology developed by Kaplan & Norton.

Course Durations

In-Person Training (Onsite)

5 day training

In-Person Training (Public)

5 day training

Virtual Instructor-Led Training

10 x 3hr tutorials

Objectives & Topics

The program is designed around practical techniques and templates, real-life case studies, and time for participants to practice what they learn with support from experts.

Participants will learn how to:

Articulate the six steps needed to build a scorecard system and the three steps required to implement these systems
Explain the evolution of measurement and strategic management systems
Identify reasons for adopting a balanced scorecard system
Anticipate challenges that need to be overcome
Contrast the differences and similarities in scorecard systems for different organisations
Utilize an organisation assessment to set vision, mission, and strategy
Define strategic themes and results
Develop Strategic Objectives and a Strategy Map
Define performance measures, targets and thresholds
Developing Initiatives and a prioritisation plan
Identify and understand the three implementation steps of
Automation, Cascading and Evaluation
Use software to communicate performance information
Cascade the scorecard throughout the organisation
Using scorecard information to improve performance
Overcome the challenges of integrating balanced scorecard systems with other enterprise-wide systems
Apply the BSC to an organisation’s needs making it relevant to company-specific issues

Why the balanced scorecard is still one of the most influential and effective management tools.
Basic elements and concepts of a balanced scorecard.
How scorecards are created using the Balanced Scorecard Institute’s Nine Steps to Success™ methodology.
How to contribute to your team’s mission, vision, core values, and customer value proposition development.
The basics of performance measure and target development.
What cascading scorecards to all levels in the organisation can create in terms of strategic alignment.
How to engage leaders and employees in the origination’s shared direction.
How to overcome anticipated challenges with proposed solutions.

Module I. Introduction

Introductions, expectations, and participant knowledge
Balanced scorecard concept and origin
Course and module overview

Module II. Overview of the Balanced Scorecard (BSC)

Introduction to performance management and measurement
Balanced scorecard history
Reasons for undertaking a balanced scorecard project
Advantages of using BSC performance systems
Contrast private sector and public agency use of scorecards
Key questions the BSC seeks to answer
Sample BSC performance measures
The Nine-Step Methodology for building and implementing a balanced scorecard project
Anticipate challenges of scorecard systems
Indicators of successful projects

Module III. Building the Balanced Scorecard

Step One: Assessment - Utilize an organisational assessment to set vision, mission, and strategy
Step Two: Strategy - Identify customer groups and develop the Customer Value Proposition
Step Two: Strategy - Develop Strategic Themes and Strategic Results
Step Three: Strategic Objectives - Develop strategic success drivers
Step Four: Strategy Mapping - Develop cause-effect relationships among the objectives
Step Five: Performance Measures - Derive Strategic Measures, targets, & thresholds
Step Six: Strategic Initiatives - Define criteria for Selecting and prioritising Initiatives

Module IV. Implementing the Balanced Scorecard

Step Seven: Performance Analysis
- Collect, verify, and validate performance data
- Transform data into information
- Software options for managing performance information
Step Eight: Alignment
- Cascade the scorecard throughout the organisation
- Employee motivation
- Link strategy to resource decisions
- Link performance to rewards
Step Nine: Evaluation
- Utilize performance information to improve organisational performance
Implementation issues
Align strategy and work throughout the organisation
Develop an internal and external communication plan
Scorecard rollout, training, and change management

Module V. Next Steps

Integrate the scorecard with other enterprise management and information systems
Share best practices

Module VI. Getting Your Scorecard on Track

Overcome obstacles and challenges within your organisation
Continual review of Integration with other enterprise management and information systems
The role of consultants
Time and schedule estimates
Develop an Action Plan based on your organisation’s readiness

Module VII: Advanced Evaluation to Assessment Methods

Best practices and terminology review related to Steps Nine and One of the Nine Steps to Success
Common Evaluation & Assessment challenges
Small group facilitation primer
Case Study Exercise: use various small group facilitation techniques to identify case study scorecard development issues and problems

Module VIII: Advanced Strategic Foundations Development

Review of Steps One: Assessment and Step Two: Strategy best practices
Analyze, identify and correct poor strategic foundation design
Migrate from other planning models to the balanced scorecard
Anticipate Various pitfalls associated with poorly designed strategic themes and perspectives
Case Study Exercise: Revise poorly designed strategic foundation elements

Module IX: Advanced Objective & Strategy Map Development

Review of Step Three: Strategic Objective and Step Four: Strategy Maps best practices
Facilitate the correction of poorly designed objectives and strategy maps
Case Study Exercise: Revise poor strategic objective and strategy map design & development facilitation

Module X: Advanced Performance Management – Measure What Matters

Review of Step Five: Performance Measurement best practices
Utilize several frameworks, such as the Logic Model, the Decision Model and the Critical Question model, to develop a family of potential measurements for each objective
Identify and correct problems associated with poorly selected measurements
Exercise: Practice using the logic model to develop meaningful measurements for various objectives

Module XI: Advanced Measurement Definition, Implementation & Visualization

Advanced measurement definition: ratios, frequency & accuracy requirements
Develop “roll up” measurements and indexes
Set targets & normalise data
Improve data visualisation
Case Study Exercise: Identification and correction of poor measurement definition & visualisation

Module XII: Advanced Strategic Initiative Prioritization & Management

Review of Step Six: Strategic Initiatives best practices
Advanced strategic initiative prioritisation techniques
Project management primer
Case study exercise: practice using a joint initiative prioritisation technique

Module XIII: Advanced Scorecard Alignment & Cascading

Review of Step Eight: Alignment best practices
Build organisational alignment through advanced cascading techniques
Advanced Tier 2 scorecard development
Build a pilot program at the Tier 2 level without a Tier One level scorecard
Develop a Tier Three scorecard and align it with an appraisal system
Case Study Exercises: Refine Tier 2 scorecards and develop Tier 3 scorecards

Module XIV: Advanced Managing & Sustaining a Balanced Scorecard

Day-to-day management with a Balanced Scorecard
Performance-based budgeting
Sustaining a Scorecard
Strategy Management Office (SMO) roles & responsibilities

Balanced Scorecard Professional Exam

The course assessment takes the form of an online exam

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Benefits of attending

Benefits gained

Delegates gain a greater understanding of the critical concepts of the balanced scorecard and why it is gaining so much traction in corporate, non-profit, and governmental organisations. Delegates learn a systematic, nine-step methodology for building and implementing the balanced scorecard. This specifically designed methodology is based on the performance management theory developed at Harvard University and incorporates the years of experience garnered from the Institute’s international balanced scorecard consulting experience. The course demonstrates and explains some practical steps to develop the various components of a balanced scorecard management system.

Who should attend?

This course is recommended for delegates interested in building, implementing, and maintaining strategic performance management systems. And those wishing to develop practical ideas for improving overall organisational performance. Courses are taught by highly experienced instructors with backgrounds in training and consulting for private, public, and non-profit organisations.

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.