Balanced Scorecard & Institutional Performance Measurement Training Course

Course Overview

Learning Objectives

• Analyze the principles of strategic performance management and the role of the Balanced Scorecard in strategy execution on Day 1.
• Evaluate the strengths and gaps of the participant's current performance measurement system using a structured assessment.
• Apply the four Balanced Scorecard perspectives, adapted where needed for public sector and stakeholder-focused organizations.
• Develop a strategy map that shows cause-and-effect relationships between strategic objectives.
• Design strategic objectives that are clear, focused, and directly linked to the organization's vision and priorities.
• Develop key performance indicators with complete definitions, formulas, data sources, frequency, ownership, baselines, and targets.
• Assess the balance between leading and lagging indicators and between outcome, output, and process measures.
• Align strategic initiatives, projects, and budgets with scorecard objectives and performance gaps.
• Implement a cascading approach that links institutional objectives to departmental and individual performance.
• Design performance dashboards and reports that support timely and evidence-based decision making.
• Improve the effectiveness of performance review meetings through clear agendas, analysis, and follow-up actions.
• Design an implementation plan to establish or enhance the Balanced Scorecard in the participant's organization by the end of Day 5.

Who Should Attend

Learning Outcomes

• By the end of the course, participants will be able to:
• Explain how the Balanced Scorecard supports strategy execution and institutional accountability.
• Diagnose common weaknesses in performance measurement systems, such as too many indicators, unclear definitions, and weak links to strategy.
• Construct a strategy map with balanced perspectives and logical cause-and-effect links.
• Write strategic objectives that are specific, focused, and meaningful to staff and leadership.
• Select a focused set of KPIs that genuinely measure progress toward each objective.
• Complete KPI definition cards, including formula, data source, frequency, owner, baseline, and target.
• Set realistic and challenging targets using baselines, benchmarks, and stakeholder expectations.
• Link strategic initiatives and resources to the objectives and performance gaps they are intended to address.
• Cascade objectives and KPIs to departments and individual performance plans.
• Design a clear performance dashboard and report suitable for senior leadership.
• Lead or contribute to performance review meetings that result in clear decisions and actions.
• Present an implementation plan for establishing or improving the Balanced Scorecard in their organization.

Course Outline