David Parrish
international management consultant and trainer
Ideas and Tools

The Balanced Scorecard

Measuring all aspects of performance with the Balanced Scorecard

The 'Balanced Scorecard' provides a methodology for translating an organisation's mission statement and overall business strategy into specific, quantifiable goals and to monitor the organisation's performance in terms of achieving those goals. Too often, easily measured financial data is used too readily to monitor performance, whereas any business needs to keep an eye on other aspects of performance and development.

The Balanced Scorecard methodology examines performance in four areas:

1. Financial analysis, the most traditionally used performance indicator, includes assessments of measures such as operating costs and return-on-investment.

2. Customer analysis looks at customer satisfaction and retention.

3. Internal analysis looks at production and innovation, measuring performance in terms of maximizing profit from current products and following indicators for future productivity.

4. Learning and growth analysis explores the effectiveness of management in terms of measures of employee satisfaction and retention and information system performance.


Note: This web page is not intended to provide comprehensive coverage of the subject, merely a brief introduction to provoke thought and to lead to a more in depth understanding and application of the topic, either through further reading - or from me as your management consultant, executive trainer or personal coach in a consultancy project, training course, workshop or seminar.


References and Further Reading

Norton and Kaplan. The Balanced Scorecard: Translating Strategy into Action. Harvard Business Review 1996

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