Balanced Scorecard Excel Templates (Excel XLS)

The balanced scorecard is a strategic planning and management system that align business activities to the vision and strategy of the organization, improve internal and external communications, and monitor organization performance against strategic goals.

This Excel Workbook contains several templates to help you develop a Balanced Scorecard. The templates are clean, simple spreadsheets that you can modify easily. Additionally, the templates are arranged in sequence according to the flow of the development process. Templates 1 through 14 are used to help design the Balanced Scorecard while templates 15 through 18 are for information purposes only.

This workbook includes a comprehensive checklist to guide the formation of key teams essential for developing the Balanced Scorecard. The checklist ensures that you select the right individuals, which is crucial for a smooth development process. It outlines the roles and responsibilities necessary for each team, providing a clear roadmap for team formation.

The Excel template also features a detailed timeline, breaking down the development steps week by week. This timeline helps you track progress and ensures that all critical milestones are met within the specified timeframe. It’s an invaluable tool for keeping your Balanced Scorecard project on schedule and within scope.

Included are templates for defining strategic objectives, measurements, and targets. These templates help you articulate your goals clearly and align them with your strategic vision. They also facilitate the identification of key performance indicators, ensuring that your Balanced Scorecard is both comprehensive and actionable.