SMART Goals in Strategic Planning

Follow the SMART criteria for a goal-setting exercise; the risky practice is to pack all the results into a single line of text and call it a “goal.” One of the common issues we identify on clients’ scorecards is with SMART goals. While this format is effective for task lists, it may not be suitable … Read more

Step-by-Step Guide to Creating an Evaluation Scorecard

Learn how to develop an assessment scorecard featuring weighted evaluation criteria and align it with other strategy scorecards. Use it for employee and team performance evaluations. Evaluation (or assessment) scorecards are widely used business tools in areas such as performance management, strategic planning, quality assurance, risk management, compliance monitoring (for example, for vendor evaluation), stakeholder … Read more

OGSM Framework: Practical Application in Strategic Planning

Practical application of the minimalistic OGSM framework for designing functional and strategy scorecards by setting goals and performance measures. Decomposition Method As explained in the Comparison of Strategic Planning Frameworks, each business tool suggests its approach to breaking down complex challenges into specific tangible parts. In the case of OGSM, the framework recommends focusing on … Read more

Blue Ocean Strategy: Practical Implementation in Strategic Planning

Examine growth opportunities within the competitive landscape, defined by four perspectives. Learn how to integrate Blue Ocean analysis into strategic planning. The Role in the Strategic Planning Ecosystem In 2004, the Blue Ocean Strategy was introduced in a Harvard Business Review article, offering a fresh perspective on markets without direct competition, shaped by the outcomes … Read more

Construction Company KPIs and Strategy Scorecard

The construction industry is expanding due to the growing demand for speed and quality in building projects. This strategy scorecard template includes examples of generic goals for a construction company, quantified with leading and lagging KPIs. The template is available in BSC Designer. Customize it according to the current challenges of your organization. Example of … Read more

Compliance Management: Implementation Guide and KPI Template

Effective compliance goes beyond educating employees about new regulations and tracking the number of non-compliance incidents. In this implementation guide, we focus on a holistic view of compliance that involves key stakeholders and suggests specific quantification of the compliance efforts and results through 7 steps. Stakeholders Definition Let’s start with the definition of generic stakeholders … Read more

Update KPIs in BSC Designer with Data from 3rd-Party Platforms

Discover how to automate data input from third-party platforms, including accounting systems, CRMs, ERPs, project management tools, and social media platforms, into KPIs managed in BSC Designer. Do you need to import data regularly? Begin by determining whether data migration is a one-time task or a regular process. For instance, if you’re transitioning from another … Read more

Case Study: Integrating ISO into Strategy with Functional/KPI Scorecards

By adhering to ISO standards, organizations establish best practices and ensure compliance with regulatory requirements. The case study examines how BSC Designer clients integrate their ISO certification programs with functional scorecards to fulfill the standards’ requirements in defining interested parties, objectives, actions, risks, and measurements. Standards in the Case Study To analyze the general approach … Read more

Strategy Implementation System by BSC Designer

A systematic approach to the decomposition of the needs of stakeholders, into aligned strategy and functional scorecards. Key Topics: Strategy Implementation System by BSC Designer Start Using the System Pitfalls in Strategy Implementation Strategy Implementation System [Download PDF] Strategy Implementation System To visually represent our system, we employ a diagram featuring eight segments: The four … Read more

BSC Designer Certification: Specialist and Partner Programs

The certification programs explained below are intended for strategy professionals seeking to enhance their employability through formal recognition of their skills, and strategy consultants aiming to deliver more value to their prospective clients by gaining expertise in automation software for strategy planning and execution. BSC Designer® Specialist Certification The Specialist Certification program is designed to … Read more