Project Management

Organizational Balanced Scorecard Template

By Vyom Bhuta

Format: Evaluation Form

The balanced scorecard leverages an "Outside–In" approach which focuses on the fact that upstream processes and activities lead to downstream outcomes and results.  Therefore, targets for upstream measures must be set based on desired downstream results.  Key steps in this process include:

  • Determine the end result you are trying to achieve
  • Identify activities and services that must be performed effectively in the eyes of customers to achieve this end result.
  • Define appropriate internal (what you do) and external (what the customer judges) performance measures and identify relevant pairings of these external and internal measures
  • Determine strength and form of relationship between each pair

Define targets for internal measures based on performance required to achieve target on external measure.

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