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Balanced Scorecard: a fast track introduction

Use this leading strategy tool to improve organisational performance

In association with


Benefits to you and your organisation

  • Understand how the Balanced Scorecard (BSC) can complement and extend your existing strategy process
  • Learn about the five key steps to introduce BSC into your organisation, department or team
  • Find out how other charities and public bodies are using BSC to transform their performance
  • Establish how to align staff, managers and boards using the =mc BSC methodology

Core modules

  • Why use a Scorecard? BSC represents a fundamentally different approach to planning and managing results – learn why this difference is important to you
  • Not-for-profit scorecards: discover the unique methodology =mc has developed over 5 years to make BSC work specifically in not-for-profit organisations
  • Key elements of a Scorecard: gain an introduction to all the key elements of BSC – from perspectives to lead and lag indicators – and how they fit together
  • Step-by-step Scorecards: the key stages needed to create a useful and effective Scorecard, with highlights on challenges
  • Perspectives: the advantages and disadvantages of different perspectives, how to clarify a set of perspectives suitable to your organisation
  • Scorecard generations: explore the different benefits of three generations of Scorecards
  • Measuring success: establish the essential difference between Critical Success Factors and Key Performance Indicators, and how to define them
  • Turning Scorecards into Strategy Maps: access this latest development of Scorecards and explore how to create a map from your original Scorecard
  • Using the Scorecard as a business model: find out how to use BSC to identify the underlying business model of your organisation

Learning approaches

The programme uses a series of case studies from UK charities and public bodies using the Scorecard and takes you step-by-step through the process of creating your own model.

Who should attend?

  • Anyone interested in finding out more about the Balanced Scorecard and keen to find out more about its practical application.
  • Anyone who has an existing Scorecard and wants to find out how to improve it or integrate it into the overall organisation planning process.
Duration1 day
VenueLondon
DocumentationA detailed workpack explaining step-by-step how you can set up a scorecard, and how to monitor its successful implementation.
Booking InfoOnly available in-house »
 
Please contact us if you'd like to discuss your training requirements with our team, or would like more information
Delegate photo

We wanted to create a strategic plan that would engage and inspire our staff, our volunteers and our supporters. With =mc's help we designed our first interactive Balanced Scorecard. This was hugely successful in creating enthusiasm and buy-in across the whole organisation for our new strategic direction and vision for CAFOD in 2010.

Lesley Anne-Knight,
former International Director,
CAFOD


This was an excellent and enjoyable day that allowed me to explore how I can implement some new processes into our strategic planning. I gained some good insights both in what to do and what not to do! Overall, an in-depth and well-rounded introduction to the Balanced Scorecard.

John Trevelyan, Head of Statutory, Trusts and Major Donors, Sense


This programme was well up to =mc’s usual high standards. I would definitely recommend this programme to other people in my position because the Balanced Scorecard is applicable, relevant and useful in the third sector.

Greg Collins,
Head of ICT, Sightsavers


I left with more confidence on how to use and implement the Balanced Scorecard in our organisation. The content was well-paced and clear, with relevant examples that helped put the theory into practice. Another excellent course, thank you!

Lynn Trigwell, Head of Cultural & Youth Services, South Bucks District Council


An excellent and informative day. I was inspired to go back and put it straight into practice. This is an invaluable management tool.

Les Miller,
Executive Director,
The Broadway

Transforming the performance of not-for-profit organisations