38 Real Balanced Scorecard Examples and Templates

The Balanced Scorecard is one of the most popular1 frameworks for strategy execution. In this article, you will find:

  • A brief explanation of what the Balanced Scorecard is,
  • Examples of real Balanced Scorecards for different business domains, and
  • Downloadable PowerPoint templates.

August 2024 Update: An example of a third-party vendor risk management scorecard has been added.

What is the K&N Balanced Scorecard?

Here is an executive summary of the Balanced Scorecard framework:

  • Balanced Scorecard is a strategy execution framework developed by Robert S. Kaplan and David P. Norton2.
  • It suggests projecting business strategy on four perspectives – the “drivers” (Learning and Internal perspectives) and the “outcomes” (the Customer and Stakeholder perspectives)3.
  • Rather than merely grouping objectives and metrics into the four perspectives, the framework emphasizes showcasing the cause-and-effect relationships between the goals.
  • The goals are further detailed into leading and lagging4 performance metrics (KPIs) and initiatives (action plans).
  • Following the rationale of involving employees in strategy execution, it suggests “cascading” or “alignment” of strategy5.
Step 4 - decompose high-level objectives into goals, KPIs, risks, initiatives.
Align strategic and functional scorecards by connecting them through perspectives, objectives, or context.

Source: 5-Step Strategy Implementation System

  • The Balanced Scorecard is designed to cover the strategy of the entire organization. In practice, this is achieved6 by cascading the overall strategy into aligned strategic and functional scorecards that form a comprehensive strategy.
  • The framework combines various approaches to strategy decomposition and is positioned in the ecosystem7 of strategic planning frameworks in the strategy execution sector.

38 Balanced Scorecard Examples

Below are examples of Balanced Scorecards for various domains. Each example includes an article with details and a link to the live Balanced Scorecard.

Scorecards for Governance, Risk, and Compliance (GRC)

Corporate Governance KPIs
KPIs for a typical corporate governance system that is formed by the board of directors and board committees. Article | Live Example.
Cybersecurity Strategy
An example of how the findings of data breach studies can be combined into a cybersecurity strategy. Article | Live Example.
Compliance Scorecard
Holistic view of compliance: stakeholders, training, audit, and alignment. Article | Live Example.
Diversity and Inclusion KPIs
Use this strategy scorecard as a starting template to describe and execute a Diversity and Inclusion strategy of your organization. Article | Live Example.
Leadership Effectiveness
Measure leadership effectiveness with KPIs grouped into three perspectives – Strategy, Team, and Leader’s Growth. Article | Live Example.
Digital Transformation
Successful digital transformations should give priority to customer needs, not the technology. Article | Live Example.
Evaluation Scorecard
A template for an evaluation scorecard used in compliance, procurement, governance, and cybersecurity assessments. Article | Live Example.
Business Continuity Strategy
Use this template as a starting point for your business business continuity strategy. Article | Live Example.
GRC Library
An example of a library of GRC controls for organization. Article | Live Example.
AI Governance Scorecard
AI Governance and Risk Management Scorecard Template Article | Live Example.
Vendor Risk Management
A functional scorecard for evaluating third-party vendors and associated risks. Article | Live Example.

General Business Balanced Scorecards

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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
Project Management KPIs
Learn how to focus project management on what is important and track the progress with KPIs. Article | Live Example.
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. Article | Live Example.

Functional Scorecards for Supply Chain

Supply Chain
Achieve resiliency, transparency, and align supply chain with other functions of organization. Article | Live Example.
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. Article | Live Example.
KPIs for Procurement
Learn how to focus the strategy of a procurement department and measure its effectiveness, using such KPIs as compliance and ROI. Article | Live Example.
Logistics Strategy
Logistics Strategy: Navigating in Uncertain Environment Article | Live Example.

Scorecards for 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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
Graphic Designer KPIs
Is creativity measurable? Learn what KPIs managers can use to track and improve the performance of a creative team. Article | Live Example.
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. Article | Live Example.

Scorecards for 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. Article | Live Example.
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. Article | Live Example.
Remote Team KPIs
More highly qualified talents prefer to work remotely. Learn what KPIs will help to track the performance of remote team. Article | Live Example.

Strategy Scorecards for 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. Article | Live Example.
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. Article | Live Example.

Balanced Scorecards for Different 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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
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. Article | Live Example.
Bank Balanced Scorecard
An example of the bank Balanced Scorecard that captures emerging trends in financial domain and propose ways to address new challenges. Article | Live Example.
Construction Company KPIs
Track KPIs for a construction company to ensure a rapid response to the growing demand for speed and quality. Article | Live Example.
Facility Management Scorecard
Effectively document and execute a facility management strategy, including stakeholders, strategic analysis, and performance tracking. Article | Live Example.
Hospital Scorecard
An example of KPI and strategy scorecards for healthcare organizations. Article | Live Example.

Getting Started Tutorials

Get your scorecard started by learning the best practice experience.

Balanced Scorecard Step by Step

8 STEPS To Create a Strategy Map By BSC Designer

Learn how to create your own maps or check out live examples of the Balanced Scorecard below.

Practical Example of Creating a Balanced Scorecard

The examples of the Balanced Scorecard discussed above were created using the specialized software BSC Designer. You can sign up for a free plan on the platform to start creating your own Balanced Scorecard.

  • To get started, you can use one of the templates we discussed or start from scratch.

In this section of the product tutorial, we explain how to create a simple scorecard:

Creating a Simple Scorecard with BSC Designer

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.


Understanding Balanced Scorecard

Part 1: Understanding Balanced Scorecard

Why these four perspectives? What do we map inside? How to come up with the relevant goals? Part 1 >


Finance perspective of the Balanced ScorecardCustomer perspective of the Balanced Scorecard
Internal processes perspective of the Balanced ScorecardLearning and growth perspective of the Balanced Scorecard

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.

Advantages and Disadvantages of the Balanced Scorecard Framework

Balanced Scorecard Audit Checklist – 12 Control Points

Balanced Scorecard ChecklistEven 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.

PDF and PowerPoint Templates for the Balanced Scorecard

Download in PDF and PowerPoint formats.

PDF Template for Strategy Map

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.

Strategy brainstorming template

Automate Your Scorecards

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:

  • Free plan for small projects
  • Beautiful strategy maps
  • Full Toolkit for the KPIs
  • Free product video tutorials

BSC Designer - Balanced Scorecard software with KPIs, strategy maps, and dashboards

  1. Balanced Scorecard Fact Sheet and Statistics,” BSC Designer, visited July 27, 2024
  2. The Balanced Scorecard—Measures that Drive Performance, by Robert S. Kaplan and David P. Norton, 1992, HBR
  3. What Is a K&N Balanced Scorecard and the Role of Its Perspectives,” Alexis Savkín, BSC Designer, February 22, 2019, https://bscdesigner.com/four-perspectives.htm
  4. “Success Factors and Leading Metrics vs. Lagging Indicators,” Alexis Savkín, BSC Designer, May 11, 2018, https://bscdesigner.com/leading-vs-lagging.htm.
  5. Strategy Cascading: 4 Methods to Link Corporate and Functional Strategies, Alexis Savkín, BSC Designer, https://bscdesigner.com/cascading.htm, visited July 20, 2024
  6. 5-Step Strategy Implementation System,” Alexis Savkín, BSC Designer, May 20, 2024
  7. Comparison of Strategic Planning Frameworks,” Alexis Savkín, BSC Designer, January 26, 2020, https://bscdesigner.com/strategic-frameworks-comparison.htm.
Cite as: Alexis Savkín, "38 Real Balanced Scorecard Examples and Templates," BSC Designer, April 16, 2014, https://bscdesigner.com/real-bsc-examples.htm.

6 thoughts on “38 Real Balanced Scorecard Examples and Templates”

  1. 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

  2. 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) – see the download link on this page
    3. Strategy map template search for “Strategy Map” guide article on our website

  3. I need help building a scorecard for a returns and credit group and also my order management team. Can someone help me with this

  4. Hii! I need help with Strategy Scorecard for Social Media with KPIs . Can I get the tepmplate so I can perform adjustments.

  5. Sure! You can sign-up with an account at webbsc.com and get access to all the templates.

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