The Balanced Scorecard is one of the most popular frameworks for strategy execution. Here you will find Balanced Scorecard case studies with examples of KPIs for different business domains.
Case Studies
Check out 31 examples of real Balanced Scorecard projects with strategy maps, KPIs, business goals, and BI dashboards.
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Management
Corporate Governance KPIs
KPIs for a typical corporate governance system that is formed by the board of directors and board committees. Learn more...
CEO Scorecard
This example of a scorecard template explores four of the most important strategies for any CEO: improving product or service, focusing on team, business systems, and stakeholders’ goals. Learn more...
COVID-19: Business Continuity Strategy
Use this template as a starting point for your business business continuity strategy. Learn more...
Diversity and Inclusion KPIs
Use this strategy scorecard as a starting template to describe and execute a Diversity and Inclusion strategy of your organization. Learn more...
Leadership Effectiveness
Measure leadership effectiveness with KPIs grouped into three perspectives – Strategy, Team, and Leader’s Growth. Learn more...
Digital Transformation
Successful digital transformations should give priority to customer needs, not the technology. Learn more...
General Business
Safety Scorecard
Safety KPIs can be divided into the lagging ones that help to quantify something that has already happened and leading metrics that help to prevent future safety events. Learn more...
Customer Service Scorecard
An example of a customer service scorecard that demonstrates how similar scorecards can be designed starting with business challenges and proceeding to mapping strategies. Learn more...
IT KPIs
IT is not only about maintaining servers. This scorecard template for IT explores metrics that help to keep IT accountable for early warning signals about potential problems. Learn more...
Quality Scorecard
How to quantify, measure, and predict quality? This Balanced Scorecard is an example, of how quality strategy can be described on strategy map and measured with KPIs. Learn more...
Warehouse KPIs
A warehouse today should adapt to the fast pace of stock turnaround, new technological and logistical challenges. Learn about the best KPIs to focus on; use the strategy map template for a warehouse as a starting point. Learn more...
KPIs for Procurement
Learn how to focus the strategy of a procurement department and measure its effectiveness, using such KPIs as compliance and ROI. Learn more...
Project Management KPIs
Learn how to focus project management on what is important and track the progress with KPIs. Learn more...
Cybersecurity Strategy
An example of how the findings of data breach studies can be combined into a cybersecurity strategy. Learn more...
Sales and Marketing
Sales KPIs
A template for sales scorecards where we balance three levels of sales KPIs: the process-oriented metrics, result-oriented indicators, and KPIs that link sales to the company's strategy. Learn more...
Marketing Scorecard
Most marketing scorecards are limited to internal metrics only. Use this template to map your marketing activities and align them with the overall strategy of organization. Learn more...
Social Media KPIs
Any organization wants to stand out in social media. This scorecard is an example of a social media strategy map where business goals are aligned with relevant KPIs to track. Learn more...
Brand KPIs and Strategy
Brand is a perceived value of the product. Learn what KPIs brand manager can use to quantify and measure it on the level of awareness and coherence. Learn more...
Graphic Designer KPIs
Is creativity measurable? Learn what KPIs managers can use to track and improve the performance of a creative team. Learn more...
Event KPIs and Scorecard
Attending an event implies significant financial and time investments. Let’s discuss the metrics to track before, during, and after the event to maximize its positive impact on your business. Learn more...
Talent Management
HR Scorecard
In this scorecard, we analyze emerging HR trends and focus on four key priority strategies that any organization needs to have on their performance scorecard for HR. Learn more...
Training Scorecard
This scorecard is an example of how training effectiveness can be measured. The training strategy map shows how to match learning goals with overall strategy. Learn more...
Remote Team KPIs
More highly qualified talents prefer to work remotely. Learn what KPIs will help to track the performance of remote team. Learn more...
Business Growth
Innovations Scorecard
Are innovations measurable beyond budget metrics? This is an example of the strategy scorecard that maps innovation challenges and quantifies the main innovation processes. Learn more...
Sustainable Strategy
Sustainable growth is a key theme of most corporate strategies today. Learn about three pillars of sustainability and use a template to formulate sustainable strategy. Learn more...
Business Verticals
Startup Scorecard
Does a startup company need a strategy scorecard? It is a good idea if the company wants to showcase their strategy to potential investors. Check out how such a scorecard might look like. Learn more...
Nonprofit Scorecard
An example of how non-profit organizations can use the Balanced Scorecard approach. The financial indicators should be replaced with metrics that quantify stakeholders´ interests. Learn more...
Hotel Scorecard
An example of the scorecard for a hotel where we discuss step-by-step how the strategic hypothesis can be mapped and validated with performance metrics. Learn more...
Energy Scorecard
Optimizing old practices is no longer an option for organizations from the energy sector. This scorecard is an example of sustainable strategy and relevant indicators. Learn more...
University Scorecard
An example of the scorecard for university that helps to create an environment for the best academic staff and aligns activities needed to prepare students for future challenges. Learn more...
Bank Balanced Scorecard
An example of the bank Balanced Scorecard that captures emerging trends in financial domain and propose ways to address new challenges. Learn more...
Getting Started Tutorials
Get your scorecard started by learning the best practice experience.
Balanced Scorecard Step by Step
Learn how to create your own maps or check out live examples of the Balanced Scorecard below.
Four Perspectives of the Balanced Scorecard Framework
The perspectives of the Balanced Scorecard help to establish a cause-and-effect logic for the strategy map. Learn how to properly map business goals into the Finance, Customer, Internal Processes, and Learning and Growth perspectives.
Part 1: Understanding Balanced Scorecard
Why these four perspectives? What do we map inside? How to come up with the relevant goals? Part 1 >
Part 2: Four Perspectives of the Balanced Scorecard
The difference between perspectives. Examples of the goals and indicators for each perspective. Part 2 >
Advantages and Disadvantages of the Balanced Scorecard Framework
Any business framework has its area of recommended application, its advantages and drawbacks. Check out the details of the analysis.
Balanced Scorecard Audit Checklist – 12 Control Points
Even the best business systems need to be revised and updated regularly.
Use the checklist below to audit your Balanced Scorecard, find possible problems, and fix them during the early stages before they result in bigger issues.
We divided possible situations into the green, yellow, and red zones so that you can quickly learn if your Balanced Scorecard is at risk and how to fix it. Continue to the Balanced Scorecard checklist.
Balanced Scorecard in Practice
As a part of free strategic planning course we discussed how to describe a strategy using Balanced Scorecard framework and its key components – strategy map, business goals, KPIs, and initiatives. Find below a complete video of the Lesson 6:
Lesson 6 - Prototype of Strategy Scorecard with Strategic Planning Software
Templates for Balanced Scorecard
PowerPoint and PDF Templates for Balanced Scorecard
We have designed some templates for Balanced Scorecard. These templates make it easy to represent KPIs and BSC perspectives visually.
Updated: 15 templates in PDF and PNG added!
Ready-to-use templates for Balanced Scorecard save you time; you don’t need to hire a professional designer – you already have what you need for a quick start.
Do you plan to brainstorm your strategy? We recommend you have a look at this print-friendly template for a strategy map.
That’s the template that we use on live events to start the discussion around strategy. The template is available in several languages and has proven to be effective for strategy discussion.
Your time is too valuable to spend it on routine design tasks. Even with the best templates, the Balanced Scorecard task will consume a lot of your energy. Join business professionals who use BSC Designer for their strategy scorecards:
BSC Designer is a Balanced Scorecard software that is helping companies to better formulate their strategies and make the process of strategy execution more tangible with KPIs.
4 thoughts on “Balanced Scorecard Case Studies and Examples”
Hello,
Thanks for this great article, but i can’t find the file with templates in order to download it.
Can you help me please?
Have a good day
Hi Maïté,
It depends on what template you are looking for, here are the options:
1. A template in BSC Designer software (recommended if you plan to automate your scorecard with a software) – to get it look at the links below examples – normally one link goes to the online template and another to the article.
2. Graphical templates (in PowerPoint and PDF formats) – http://www.bscdesigner.com/bsc-templates-32J4B0C.zip
3. Strategy map template: https://bscdesigner.com/strategy-map-template.htm
I need help building a scorecard for a returns and credit group and also my order management team. Can someone help me with this
Hello Carlos,
It’s hard to give any recommendation without knowing the details. You can give it a try to Strategy wizard – https://bscdesigner.com/strategy-map-wizard.htm – that will guide you thought out the process by asking some questions.
Comments are closed.
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Even the best business systems need to be revised and updated regularly. 
Hello,
Thanks for this great article, but i can’t find the file with templates in order to download it.
Can you help me please?
Have a good day
Hi Maïté,
It depends on what template you are looking for, here are the options:
1. A template in BSC Designer software (recommended if you plan to automate your scorecard with a software) – to get it look at the links below examples – normally one link goes to the online template and another to the article.
2. Graphical templates (in PowerPoint and PDF formats) – http://www.bscdesigner.com/bsc-templates-32J4B0C.zip
3. Strategy map template: https://bscdesigner.com/strategy-map-template.htm
I need help building a scorecard for a returns and credit group and also my order management team. Can someone help me with this
Hello Carlos,
It’s hard to give any recommendation without knowing the details. You can give it a try to Strategy wizard – https://bscdesigner.com/strategy-map-wizard.htm – that will guide you thought out the process by asking some questions.