Implementing Balance Score Card

2 days’ workshop

INTRODUCTION

According to research that majority of organization fail to execute their strategies but the reason behind most lies not with the strategy but the organization’s ability to implement it! The balanced scorecard, one of the most popular and effective strategic planning and management systems that are used widely in business and industry, government and non-government organization worldwide has emerged as an effective tool to align business activities to the vision and strategy of the organization.  It helps to improve internal and external communications, and monitor organization performance against strategic goals This two-day workshop will provide participants with a good understanding of the Balanced Scorecard, its application and its design.  At the end of the workshop, participants will be ready to develop and implement an effective Balanced Scorecard within the organization.

COURSE OBJECTIVES                                                                                                                                   
By the end of this course you will be able to:

  1. Review the common problems that are encountered in developing and implementing Balanced Scorecard systems.

  2. Update and revitalize the effectiveness of your organization’s balanced scorecard systems

  3. Help organizations to build and refine their strategy maps, merge them into an effective corporate strategy map, and link them with meaningful performance measures

  4. Use these BSC initiatives in communicating throughout the organization and made an intrinsic part of everyone's daily tasks

METHODOLOGY

Case Study & Group Discussion. Real-current Strategy & Business Map cases will be analyzed and scenario solutions will be discussed within the workshop.

WHO SHOULD ATTEND

Entrepreneurs, Bankers, Accountants, CFO, CEO, Business Managers, Marketing Managers, Supervisors, and Managers

Special Feature: NOTE: Please bring laptop along 

PROGRAMME OUTLINE

Day 1

Module 1: Principles of BSC/KPI 

  • SMART, 

  • CREAM,

  • 5S

  • Baseline

  • Metrics

Module 2: Linking BSC to Rewards

  • Performance Scorecard

  • Weighting & Balanced Scorecard Measures

  • Designing Scoring Mechanism

  • Weighting Based & Variable Incentive Pay

  • Individual Performance Incentive

  • Team Based Performance Incentive 

Module 3: Four Strategic Perspectives (BSC) & Goal Setting

  • Financial, 

  • Customer, 

  • Internal business process and 

  • Learning and growth

Module 4: Setting Departmental BSC/KPI Metrics

  • Sales & marketing

  • Production 

  • Procurement 

  • Finance

  • HR & Admin

  • Logistics 

  • ICT


Day 2

Module 5: Tracking BSC/KPI Using Excel

  • conditional formatting

  • icon sets

  • value-key in

  • type-number

  • manage rules

  • edit rules

Module 6: BSC/KPI Implementation Checklist (Decision Making Framework)

  • Issues

  • KPI

  • Champion

  • Monitoring

  • Action plan

Module 7: Successful Story: A Balanced Scorecard Journey 

  • Set Targets for The Company

  • Measuring Things That Were Really Important

  • Aggressive Growth by Reorganizing 

  • Integrated Balanced Scorecard Strategic Planning 

  • Revising Their Strategic Balanced Scorecard Create Value drivers 

Module 8: Balanced Scorecard Project 

  • Process Inputs Checklist

  • Development Timeline

  • Team Formation Checklist

  • Core Team Checklist

  • Establish Strategic Goals

  • Strategic Themes Checklist

  • Strategic Map for Strategic Theme

  • Measurement Lag / Lead Comparison

Module 9: Where to Go from Here 

  • Formulation of BSC/KPI metrics

  • Departmental head Review

  • head will present to Management (form a task force)

  • Integration of group BSC/KPI

  • Submit to HR for group compilation

  • COO will Table it to Board

  • Town hall meeting (management & staff)

  • Simulation & BSC/KPI review (familiarization)

  • Target targets for implementation progress

Module 10: Q & A  

Consultancy Schedule (Target 4 Days) 

Scope of works

Full working days (9am-5pm)

Day 1 Review & Guide on The Following

  • Review formulation of department head BSC /KPI metrics for all department

  • Review & forming task force. Department head will present to Management 

Day 2 Review & Guide on The Following

  • Integration of group BSC/KPI

  • Submit to HR for group compilation

Day 3 Review & Guide on The Following

  • COO will Table it to Board

  • Town hall meeting (management & staff)

Day 4 Review & Guide on The Following

  • Simulation & BSC/KPI review (familiarization)

  • Target targets for implementation progress

KPI Implementation & Lean Management for Organization Success

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