Balanced Scorecards and Operational Dashboards with Microsoft Excel

  • 6h 48m
  • Ron Person
  • John Wiley & Sons (US)
  • 2009

Create Balanced Scorecards and operational dashboards that drive success

Balanced Scorecards help organizations clarify their strategy, translate strategy into action, and successfully execute their strategy. Operational dashboards are critical for monitoring and managing high performance.

This book is a guide for those who define and build these business performance tools: executive sponsors, operational managers, facilitators, and Excel developers. Based on years of experience, these step-by-step methods will help you develop Balanced Scorecards and operational dashboards that drive strategic execution and operational performance.

  • Write a strategic Destination Statement that clarifies your vision
  • Build a Strategy Map illustrating strategic objectives and the causal links that drive success
  • Map operational processes to identify leverage points with the greatest impact
  • Identify the "critical few" metrics that drive and measure success
  • Gain buy-in with Tactical Action Plans and Implementation Plans
  • Build impressive, dynamic Excel scorecards and dashboards using only spreadsheet functions
  • Build powerful charts and analyses that aid business decision making
  • Develop portable Balanced Scorecards that are secure and easy to maintain

About the Author

Ron Person is Managing Director of Tor Consulting, Inc., a firm passionately dedicated to helping organizations execute their strategy and build measurable high performance. He is certified as a Balanced Scorecard consultant through the Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a member of the California Awards for Performance Excellence Board of Examiners, 2008 (California's Malcolm Baldridge Award). Ron's clients span a wide range of industries in the U.S. and internationally.

In this Book

  • Introduction
  • Accelerating Strategic Performance
  • Developing Your Strategic Foundation
  • Preparing to Build Your Balanced Scorecard
  • Step-by-Step to Building Your Strategy Map
  • Step-by-Step from Strategy to Action
  • Step-by-Step to Selecting Metrics and Setting Targets
  • Step-by-Step to Developing Your Implementation Plan
  • Step-by-Step to Roll-Out and Strategic Reviews
  • Developing Executive and Operational Dashboards
  • Mapping Your Operational Processes
  • Identifying Critical Metrics and Key Performance Indicators
  • Creating Dashboards for Decision Making
  • Drawing Process and Strategy Maps
  • Using Microsoft Excel for Balanced Scorecards and Dashboards
  • Text-Based Dashboards
  • Custom Labels and Formatting
  • Working with Data That Changes Size
  • Working with Lists and Tables of Data
  • Creating Miniature Charts and Tables
  • Controlling Charts with Menus, Combo Boxes, and Buttons
  • Working with PivotTables
  • Smoothing Data and Forecasting Trends
  • Identifying Targets and Displaying Alerts
  • Building Powerful Decision Making Charts
  • Drilling to Detail
  • Using Excel Add-Ins for Extra Capabilities
  • Finishing Touches
  • Data Integration Methods
  • Publishing Balanced Scorecards and Dashboards
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