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Excel Balanced Scorecard

 

There are many Excel Balanced Scorecard spreadsheets available mostly in the form of templates. Templates are commonly used as a tool to assist in building the Excel Balanced Scorecard. For example, we can use a template to construct the Strategic Map for each Strategic Theme. This Excel Workbook or Excel Balanced Scorecard 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.  For example, you can find many Excel Balanced Scorecard spreadsheets at: http://www.exinfm.com/free_spreadsheets.html

 

Excel Balanced Scorecard Spreadsheets helps processes in which the firm must concentrate its efforts to excel. There are many ways to make Excel Balanced Scorecard spreadsheets. Here are some Excel Balanced Scorecard spreadsheets in:

 

·       Excel Balanced Scorecard helps procedures to automate engineering chart and business chart construction

·       Excel Balanced Scorecard helps to perform trend, comparative and mixed analysis

·       Excel Balanced Scorecard helps procedures to automate engineering and business reports

·       Excel Balanced Scorecard helps data parsing and sorting based upon time, date and multiple field data points

·       Excel Balanced Scorecard helps procedures to link Microsoft Excel with engineering and business databases

·       Excel Balanced Scorecard helps to automate worksheet based questionnaires

·       Excel Balanced Scorecard helps procedures to communicate with other programming languages like FORTRAN, C or VB

·       Excel Balanced Scorecard helps to sort, interpret and rearrange business and engineering data on the Microsoft Excel spreadsheet. 

·       Excel Balanced Scorecard helps procedures to develop advanced engineering system models, link engineering teams and to perform design optimization.

 

Excel Balanced Scorecard gets a complete solution for:

 

·       Ad hoc analysis and reporting

·       Budgeting

·       Individual applications

 

Ad hoc and advanced analytics of Excel Balanced Scorecard: Excel Balanced Scorecard Spreadsheets analyze data quickly and easily with Excel Integration. Simply drag and drop the elements you wish to examine onto your spreadsheet. From here, you can drill down on the selected views to various levels of detail. Format your report or add functions and charts as you normally would in Excel.

 

For example Balanced Scorecard Project Templates Menu or Excel Balanced Scorecard spreadsheets

 

Template

Title

Purpose

1

Process Inputs Checklist

Basic checklist of strategic information you need to collect

2

Development Timeline

Timeline for Six Step Development Process

3

Team Formation Checklist

Basic checklist to follow in forming three team approach

4

Core Team Checklist

Critical issues that Core Team must complete

5

Establish Goals

Basic template for listing your strategic goals

6

Themes Checklist

Checklist to test that you have a good set of strategic themes

7

Strategic Map

Four layer map for plotting and connecting strategic objectives

8

Measurement Definition

Template for defining and testing each measurement

9

Measurement Summary

Compile attributes for each measurement in the Scorecard

10

Lag Lead Comparison

Compare outcome measures vs. driver measures

11

Target Checklist

Quick checklist for determining targets

12

Program Attributes

Compile selected attributes for programs

13

Program Selection Grid

Grid for evaluating programs against strategic objectives

14

O - M - T - P Summary

Summary of Objectives / Measurements / Targets / Programs *

15

Control vs. Strategic

Summarize Control vs. Strategic Management Process

16

Generic Model

Basic generic model for building objectives and measurements

17

Measurement Basics

Summary of measurement types and examples

18

Implementation Plan Example

Roll out plan for organizational wide implementation of scorecard

 

Note: Templates 1 through 14 are used to help design the Balanced Scorecard while templates 15 through 18 are for information purposes only.

Prepared by: Matt H. Evans, CPA, CMA, CFM. Date Prepared: April 21, 2001Worksheets, Short Course, and Case Study are posted on the internet at: www.exinfm.com/training

 


 

 



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