Use the Balanced Scorecard methodology, divide your strategies by the 4 perspectives, create the BSC map
Mission and Vision Statements
Register your business name, the starting year, and how long will be your plan. On this same tab, you should also define your mission, vision, and values for the period.
This section has to be filled with all global goals for the period and on its second tab related to specific indicators separated by all 4 BSC Perspectives: Financial, Customers, internal processes and learning and growth!
Goals Monthly Breakdown
For each Perspective , you can set up to 8 monthly breakdowns to follow-up on r results. For each goal, you can set a monthly planned vs actual visualization.
Action Plans for each Goal
For each goal that has been detailed, you can create action plans describing the initiative, defining a responsible, and its deadline. This will generate automatically a status alert based on TODAY´s date.
General Follow-Up Report
Follow-up each Perspective performance on its planned activities and the percentage of success on action plan conclusion.
Global Goals Alert Report
This report shows the development of each goals setting specific alerts and suggestions for each status.
Action Plans Report
A monthly status report for all your action plans. Choose the year and the Perspective you want to visualize and the data will change dynamically.
Specific Analysis of Action Plans
Visualize very specific performance on your action plans, breaking down to each business area and to each employee.
BSC Strategic Map
The spreadsheet automatically creates your BSC's strategic map, consolidating all data and generating a beautiful visual analysis of your strategy's performance.
BSC Perspectives Dashboard
A beautiful, automated, and dynamic dashboard that will showcase your strategic and action plan overview monthly for each Perspective.
Action Plans Dashboard
A beautiful, automated, and dynamic dashboard that will showcase yearly and monthly all action plans created and their status.
Strategy Tracking Dashboard
See the overall completion percentage of all your strategies and the percentages separated by the perspectives and overall global goals you've created.
Balanced Scorecard (BSC) Excel Spreadsheet Template
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