Tools to help you excel at the Office



Balanced Scorecard Basics

Over the past several decades, organizations have come to realize that success cannot only be measured in dollars and cents. Intangible assets (like a company’s reputation, the knowledge base created by their employees, and training initiatives) can make up a huge portion of a company’s wealth. It only makes sense that we need a new tool to help us measure this expanded definition of success. Enter the balanced scorecard! This tool and its related components will help you identify, document, plan, and execute a balanced strategic mission. It will also help you evaluate and revise your organization's strategic execution.

This one-day workshop will introduce you to the basics of the balanced scorecard and help you utilize this powerful tool in your organization.


What Will Students Learn?

- Define what the balanced scorecard is and its benefits

- Describe common balanced scorecard pitfalls & how to avoid them

- Determine if the balanced scorecard is right for your organization

- Describe the key elements of the balanced scorecard process

- Identify a strategy map, tactical action plan, and balanced scorecard

- Create a vision statement for the balanced scorecard

- Understand what corporate values, mission statements, and vision statements are and how they tie into the balanced scorecard

- Understand what processes support the balanced scorecard


What Topics are Covered?

- Understanding the balanced scorecard

- The ingredients for success

- Overview of the balanced scorecard process

- Creating a project vision statement

- Understanding organizational mission, vision, and values

- Plans and processes to build

- Building balanced scorecard teams


What’s Included?

- Instruction by an expert facilitator

- Small, interactive classes

- Specialized manual and course materials

- Personalized certificate of completion



If you and the people who work with you don’t understand where the company is going, they may all develop their own priorities and actually prevent you from getting where you need to be. Part of getting everyone on board is creating a strategic plan complete with the organization’s values, vision, and mission. Then, there’s the challenge of bringing these principles to life in a meaningful way that people can relate to. This two-day course will help you describe what you want to do and get people where you want to go.

What Will Students Learn?

  • How to identify the values that support their company
  • How to define the vision for their company
  • How to write a mission statement that explains what the company’s purpose is
  • How to complete meaningful SWOT analyses
  • Tools and techniques to create a strategic plan that directs the organization from the executive to the front line
  • Ways to implement, evaluate, and review a strategic plan
  • How related tools, such as the strategy map and balanced scorecard, can help them develop a strategic plan

What Topics are Covered?

  • Understanding strategic planning
  • Identifying our values
  • Designing our vision
  • Writing mission statements
  • Performing a SWOT analysis
  • Setting goals
  • Assigning roles, responsibilities, and accountabilities
  • Gathering support
  • Making the change
  • Presentation options (infographics, reports, etc.)
  • Getting there successfully
  • Plenty of case studies and practice opportunities

What’s Included?

  • Instruction by an expert facilitator
  • Small, interactive classes
  • Specialized manual and course materials
  • Personalized certificate of completion
Item # SKWE121