Audit Your KPI Scorecard with Automated Quality Check

Strategy quality score analysisLet BSC Designer check the quality of your KPI scorecard. The software will analyze your KPI scorecard automatically and suggest some improvements.

How to Get Quality Score Calculated

To use the KPI Scorecard Audit, follow these steps:

  1. Sign into your account at BSC Designer or create a free one
  2. Create a scorecard or open an existing one
  3. Check the quality score data on the toolbar and click on it for more information

Automated calculation of the quality score for a scorecard

How can I improve my KPI scorecard?

Here are the suggestions based on automated analysis of your KPI scorecard.

Recommendation: Map Your Improvement Ideas as Business Goals

Add new business goals via KPIs tab

Business goals are building blocks of any strategy (see step 3 of the strategic planning process). Formulate hypotheses that you plan to work on and add them to the appropriate perspective of a scorecard.

  1. Switch to the  KPIs tab
  2. Select any perspective
  3. Click the Add button
  4. Enter the goal’s detail in the fields below

Recommendation: Add KPIs to Make Your Strategy More Tangible

Adding lagging indicator via KPIs tab

KPIs or Key Performance Indicators help to make the goals more specific. Align indicators with your goals to track their performance.

  1. Select a business goal
  2. Click the Add button
  3. Specify the name of the indicator

Recommendation: Add Leading Indicators to Quantify the Success Factors

Add leading indicators to the scorecard

While lagging indicators validate the achieved results, leading indicators are linked to success factors and track your efforts towards reaching the goal.

  1. Select a business goal
  2. Click the Add button
  3. Switch to the Context tab
  4. Change the type of indicator to leading

Tip: BSC Designer can calculate separately leading (quantified efforts) and lagging (quantified outcomes) performance.

Recommendation: Add Action Plans to the Strategic Goals

Add an action plan or initiative to KPI

Add initiatives to your goals. Specify action plans, status, progress indicator, budgets, timelines, and persons responsible.

  1. Select a business goal
  2. Click Botón de iniciativasInitiatives
  3. Enter the details of an initiative
  4. Click OK

Recommendation: Identify Risks

Identifing risk associated with a goal

Add risk definitions with risk mitigation plans to the strategic objectives.

  1. Select a business goal
  2. Click Botón de iniciativas Initiatives
  3. Select Risk icon in BSC Designer Risk in the type list
  4. Enter the details of a risk and risk mitigation plan
  5. Click OK

Recommendation: Specify Current Value of the Indicators

Steps to enter a current value for the indicator

Start filling in your scorecard with data. You can enter data manually, import it from Excel, or use external data sources.

  1. Select an indicator
  2. Select a date in the internal calendar
  3. Switch to the Data tab
  4. Enter the numerical value into the Value field

Adjust the setting for value inheritance to tell the software if the values should be inherited from the previous period or if only specifically entered values should be used.

Recommendation: Show how the KPI changes over time

Track how the value of KPIs changes over the time

Select a date in the calendar on the right and enter the value for the indicator for that date. Remember to specify update interval first.

  1. Select an indicator
  2. Select a new date in the calendar
  3. Switch to the Data tab
  4. Update the new value in the Value field

Use the Values Editor as an alternative way to view and enter data.

Recommendation: Enter the Target or Expected Value of the Indicator

Enter target value for the performance indicator

BSC Designer uses the current value, baseline and target to calculate the progress of the indicator.

  1. Select an indicator
  2. Switch to the Data tab
  3. Enter the value in the Target

Recommendation: Specify Relevant Weight of the Indicators

Specify relevant weight of indicator

Relevant weight shows the importance of the indicator compared to the importance of other indicators in the same branch.

  1. Select an indicator
  2. Switch to the Performance tab
  3. Enter the value in the Weight

The software will also calculate the absolute weight, e.g., the weight that takes into account the weight of the item and its parent items.

Recommendation: Specify Measurement Units

Steps to specify measurement units for the KPIs

BSC Designer supports quantitative ($, %, the number of…), qualitative (excellent, good, average), and binary (yes/no) measurement units.

  1. Select an indicator
  2. Switch to the General tab
  3. Select measurement units in the Measure drop list

Recommendation: Add the Description to the Indicators

Add description to a KPI

What is this indicator for? How do you plan to get its value? Specify this information in the description field.

  1. Select an indicator
  2. Switch to the General tab
  3. Enter relevant information in the Description field

Recommendation: Decomposition of the goals

Adding sub goals to the initial goal

Make goals more specific by doing decomposition: adding sub-goals and KPIs of additional levels.

  1. Select a goal or an indicator
  2. Click the Add button to add a sub-goal or an indicator
  3. Repeat the steps until you can quantify the value created for the stakeholders

Tip: use the “Shift + N” and “N” keyboard shortcuts to create the sub-goals faster.

Recommendation: Define Strategic Themes for Your Goals

Strategic themes are the pillars of your strategy. They work as a first filter for new ideas. They also make a strategy map more readable.

  1. Double click on a business goal
  2. Switch to the Context tab
  3. Select the appropriate strategic theme

Change strategic theme of a goal

You can define your own strategic themes and their expected results.

Recommendation: Add Mission Statement to Your Strategy

What is your mission? What is inspiring your team? Add mission statement to your strategy map.

  1. Switch to the KPIs tab
  2. Select the root element
  3. Define the mission statement below

ChanChange mission statement of an organizationge mission statement of a scorecard

You can also define strategy attributes for a specific scorecard or define them globally (see > Settings > Strategy).

Recommendation: Conduct a stakeholder analysis

Do a stakeholders analysis to understand the high-level needs of the interested parties.

  1. Switch to > Settings > Strategy
  2. Click the ‘New Analysis’ button
  3. Open the ‘Stakeholder Analysis’ template
  4. Click ‘Sync’ to transfer stakeholders from the template

Use Stakeholder Analysis Template to add stakeholders to BSC Designer

Recommendation: Assign stakeholders to the goals

A good strategy focuses on the strategic ambitions of stakeholders.

Define stakeholders via > Settings > Strategy > Stakeholders.

  1. Select a goal that resonates with stakeholder ambitions
  2. Switch to the General tab
  3. Assign a stakeholder via the Owner property

Assigns stakeholders to a goal

Recommendation: Assign owners

Assign owners to the goals, indicators, and initiatives. Owners will gain access to the items, receive relevant notifications for updates, and see the items on their global dashboard.

  1. Add new users via > Users
  2. Select a goal or indicator
  3. Switch to the General tab below
  4. Use the Owner field to assign a user to the item

Assign owner to the goal to receive notifications

Recommendation: Monitor KPIs on the dashboard

Use the performance dashboard to monitor the state of key indicators, goals, and initiatives.

  1. Switch to the Dashboard tab
  2. Click Add to add a new diagram
  3. Select the KPI that will be a data source for a diagram
  4. Adjust settings and click OK to finish

Add charts to the dashboards

Recommendation: Connect this scorecard with other scorecards

Connect/align various strategy and functional scorecards by context or by data. Use the outcomes of one scorecard as input for another and provide an explanation for the reasoning behind the goals.

  1. Open source and destination scorecards on different tabs
  2. Copy (Tools > Copy Indicator) relevant goal in the source scorecard
  3. Paste (Tools > Paste Indicator) in into the destination scorecard
  4. Link by context or by data

Align goals by context or by data in BSC Designer

Recommendation: Add supporting documentation

Supporting documentation will help your strategy team understand and execute strategies more effectively.

  1. Select a goal or initiative
  2. Open the Description dialog for a goal or open the details of an initiative
  3. Upload relevant documents in the Documents section

Add supporting documentation to the goal, indicator or initiative in BSC Designer

Recommendation: Break down SMART goals into components.

SMART Goals such as “Improve customer satisfaction by 10% within a 1-year period by introducing innovative products” require decomposition into goal, metric, target, and initiative.

  1. Click the Initiatives button to add an action plan.
  2. Click the Add button to create a metric.
  3. Switch to the Data tab, and assign a target.

Break down SMART goals into goal, metric, target, initiative.

Recommendation: Organize KPIs into groups

Long lists of KPIs work better when similar KPIs are organized into groups.

  1. Create a grouping item.
  2. Drag and drop KPIs with similar context onto the grouping item.

Organize KPIs into groups

Recommendation: Align of KPIs with initiatives

Quantify the initiatives using KPIs to track execution progress.

  1. Open the Initiatives dialog.
  2. Click on the ‘…’ button next to the aligned KPI field.
  3. Select an indicator that quantifies the initiative.

Align KPIs with initaitives

Looks like your KPI scorecard has all the necessary components!

  • A scorecard with a 100% quality score is one of the evaluation criteria for the BSC Designer Specialist Certification. Learn more about our certification programs

What’s next?

  • Use this checklist for an in-depth analysis of your strategy scorecard
  • Use our implementation guide to scale from a single scorecard to a comprehensive strategy
  • Contact the BSC Designer team if you need any help
  • If you mastered the strategy design skill, then you can hide the quality score indicator via > Settings > Workflow

Cite as: BSC Designer, "Audit Your KPI Scorecard with Automated Quality Check," BSC Designer, December 10, 2022,