Hands-On Training and Certification by BSC Designer

Gain the skills to implement a strategy using BSC Designer. Learn to build aligned scorecards, decompose objectives, and avoid common deployment pitfalls.

Training program:

• Creating a Strategy Workspace: Mission, Vision, and Stakeholders
• Cascading Strategy into Scorecards
• Developing Functional Scorecards for GRC and Operations
• Decomposing High-Level Objectives into KPIs, Risks, and Initiatives
• Aligning Scorecards for Comprehensive Strategy Execution
• Implementation Roadmap for Strategy Deployment
• Common Pitfalls in Strategy Deployment and How to Avoid Them

This training is also available as a full-day onsite session.

Learn more about the strategy implementation system.

Understand the fundamentals of the Balanced Scorecard approach. Learn how to structure strategy across perspectives and align KPIs to strategic goals.

Training program:

• Understanding the Four Perspectives of the Balanced Scorecard
• Mapping Business Goals into Financial, Customer, Internal Process, and Learning & Growth Perspectives
• Establishing Cause-and-Effect Relationships Between Perspectives
• Creating Strategic Goals and Aligning KPIs
• Common Challenges in Implementing Balanced Scorecards
• Cascading Goals Across Organizational Levels

This training is also available as a half-day onsite session.

Learn to set and manage effective OKRs. Understand how to connect objectives to key results and integrate them with strategic scorecards.

Training program:

• Understanding the OKR Framework for Strategic Planning
• Setting Ambitious Goals with OKRs
• Best Practices for Implementing OKRs
• Linking Objectives and Key Results
• Integrating OKRs with Strategic Scorecards
• Automation of OKRs for Continuous Monitoring
• Challenges in Managing OKRs Effectively

This training is also available as a half-day onsite session.

Learn how to assess external influences on strategy using the PESTEL framework. Learn to identify trends and integrate them into strategic planning.

Training program:

• Understanding PESTEL and Its Role in Strategic Planning
• Steps for Conducting a PESTEL Analysis
• Identifying Political, Economic, Social, Technological, Environmental, and Legal Trends
• Integrating PESTEL Insights into Strategy Formulation
• Using a PESTEL Template for Structured Analysis
• Advantages and Limitations of PESTEL Analysis
• Complementing PESTEL with Other Strategic Frameworks

This training is also available as a half-day onsite session.

Learn to identify, analyze, and manage stakeholders effectively. Understand their influence on strategic planning and how to integrate their needs.

Training program:

• Definition of the concept of stakeholders
• Stakeholder analysis – who are the stakeholders of your organization
• Influence/interest matrix
• Assumptions about the needs of stakeholders
• Using the results of stakeholder analysis in strategic planning

This training is also available as a half-day onsite session.

Explore a wide range of strategy-related frameworks. Learn how to classify, compare, and apply them in real-world strategic planning scenarios.

Training program:

• Introduction to the ecosystem of business frameworks
• Strategy decomposition methods as a basis for classification
• Strategy formulation frameworks (Porter’s Five Forces, VRIO, Blue Ocean Strategy, PESTEL, Business Model Canvas, OGSM, Strategic Change Agenda, SWOT+S, 7-S, Constraints Analysis, Pareto Analysis, Prioritization Frameworks)
• Strategy description frameworks (OGSM, Business Model Canvas, Strategic Change Agenda, Hoshin Kanri, Three Horizons, Gap Analysis)
• Strategy execution frameworks (Balanced Scorecard, OKR, MBO, Results-Based Management, Hoshin Kanri, Scenario Planning)
• Combining frameworks for effective strategy implementation

This training is also available as a full-day onsite session.

Learn more about the ecosystem of business frameworks.

Develop a structured approach to performance measurement. Learn how to define KPIs, maintain data quality, and use scorecards for performance tracking.

Training program:

• Defining the context of measurement
• Setting up key performance indicators (KPIs)
• Technical setup of KPIs
• Ensuring data consistency
• Organizing KPIs into a hierarchy
• Planning and tracking performance

This training is also available as a full-day onsite session.

Learn more about the performance measurement framework.

Master the art of KPI design. Learn how to decompose strategy, avoid common traps, and balance cost with value in performance measurement.

Training program:

• Decomposition
• Identifying stakeholders
• Establishing context
• Avoiding mental traps
• Adopting a bird’s-eye view
• Measuring the unknown
• Metric setup
• Sorting metrics
• Execution
• Assessing impact
• Balancing cost and value
• Automation

This training is also available as a full-day onsite session.

Understand how to evaluate and manage complexity in your organization. Learn methods to identify complexity metrics and stakeholder concerns.

Training program:

• Defining stakeholders of complexity
• Experiencing the product as a customer
• Identifying problem points
• An algorithmic approach to finding complexity metrics

This training is also available as a half-day onsite session.

Learn more about complexity metrics.

Build and monitor effective quality KPIs. Understand quality-related costs, stakeholder roles, and how to ensure a culture of continuous improvement.

Training program:

• Introduction to Quality KPIs and Their Importance
• Stakeholders of Quality
• Financial Impact of Quality: Costs of Poor and High Quality
• Preventing Quality Problems Through Proactive Metrics
• Response Metrics for Managing Quality Issues
• Building a Culture of Quality and Continuous Improvement
• Using Balanced Scorecards to Monitor Quality KPIs

This training is also available as a full-day onsite session.

Learn how to measure training effectiveness using the Kirkpatrick model and develop training scorecards.

Training program:

• Understanding the Kirkpatrick Levels Model
• Evaluating the cost of measurement
• Developing a training scorecard template
• Implementing KPIs for eLearning

This training is also available as a half-day onsite session.

Learn how to identify, assess and mitigate risks with BSC Designer. Learn how to align risk management with strategic objectives.

Training program:

• Defining Risk in Strategic Planning
• Systematic Risk Assessment and Stakeholder Analysis
• Risk Identification in the Context of Objectives
• Quantifying Risk: Probability, Impact, and Vulnerability
• Early Sign Indicators for Risk Prediction
• Risk Treatment and Mitigation Strategies
• Risk Monitoring and Dashboard Visualization
• Integrating Risk Management in Strategic Scorecards

This training is also available as a full-day onsite session.

Learn to automate and monitor internal controls using BSC Designer. Understand how to align GRC practices with strategic goals and ensure audit readiness.

Training program:

• Introduction to Internal Controls in GRC
• Defining and Implementing Internal Controls
• Quantification of Control Effectiveness
• Tracking Controls Over Time and Reporting
• Aligning Controls with Strategic Objectives
• Automation and Monitoring of Controls Using Functional Scorecards
• Risk Estimation and Mitigation in Control Frameworks
• Best Practices for Internal Control Auditing and Certification

This training is also available as a full-day onsite session.

Discover how to plan, track, and assess innovation performance. Learn how to align innovation initiatives with strategic business goals.

Training program:

• Understanding the Innovation Funnel and Its Metrics
• KPIs for Measuring Innovation Performance
• Aligning Innovation Strategy with Business Objectives
• Innovation Process: From Idea Generation to Commercialization
• Overcoming Common Challenges in Innovation Measurement
• Building an Innovation Portfolio
• Creating a Balanced Scorecard for Innovation Management

This training is also available as a full-day onsite session.

Build and maintain consistent evaluation scorecards. Learn to set up criteria, balance metrics, and align evaluations with strategic goals.

Training program:

• Defining Evaluation Scorecards and Their Role in Performance Management
• Setting Up Evaluation Criteria and Weighting Factors
• Using Qualitative and Quantitative Metrics in Evaluations
• Ensuring Consistency Between the Evaluation Template and Its Replicas
• Aligning Evaluation Scorecards with Strategic Scorecards
• Monitoring Performance Over Time via Dashboards
• Capturing Feedback and Improvement Plans
• Best Practices for Ongoing Assessment and Continuous Improvement

This training is also available as a half-day onsite session.

Equip your team with tools to conduct strategic sales. Learn how to align offerings with client strategies using BSC Designer.

Training program:

• Key cost factors in strategic or consultative sales
• Using a strategy template to outline the client’s strategy
• Identifying the stakeholders involved (stakeholder analysis template)
• Analyzing external factors (PESTEL template) and the competitive landscape (Five Forces template)
• Describing the risk landscape (Risk Register template)
• Integrating the company’s offering into the strategy (cause and effect, initiatives, value metrics)
• Using a strategy map to present the offer

This training is also available as a full-day onsite session.

A practical train-the-trainer program for configuring, securing, and managing the strategic planning environment in BSC Designer.

Training program:

• Learning Mechanics (Tutorials, quality score, AI assistance, customer support)
• Account Configuration (Company branding, fiscal/calendar settings, localization options)
• Platform Customization (Tab names, custom fields, units, formulas, visual themes, template management)
• User and Team Management (Role assignments, team setup, access delegation)
• Account Security (Two-factor authentication, data backups and restoration, audit trails, activity monitoring)
• Reporting (Creating reports in various formats, scheduling, customizing report profiles and components)
• Use of AI (Assistance with strategy creation, KPI analysis, anomaly detection, data updates, and transparency)

Pre-requisite: Participation in the Strategy Implementation with BSC Designer and Performance Measurement Framework by BSC Designer sessions is required.

This training is also available as a full-day onsite session.

A practical program designed to prepare internal facilitators for the successful implementation of BSC Designer across the organization.

Training program:

• Overview of the strategy implementation and execution process
• Essentials for Power Users: Mechanics of strategy decomposition
• Essentials for Data Input Users: Mechanics of data input, including the approval process and mobile device usage
• Essentials for View-Only Users: Using dashboards, strategy maps, reports, and the Values Editor for data overview
• Strategy standardization: Establishing consistent practices for scorecard design and usage

Pre-requisite: Participation in the Strategy Implementation with BSC Designer and Performance Measurement Framework by BSC Designer sessions is required.

This training is also available as a half-day onsite session.

This hands-on training introduces participants to the practical use of AI within BSC Designer for strategic planning. It covers AI-assisted strategy development, ensuring responsible and effective AI integration.

Training program:

• AI-driven strategy development
• AI governance principles
• Scenario planning with AI
• Strategic analysis using AI
• AI context structuring
• AI-assisted data management
• Trend and anomaly detection
• Token usage and limitations
• AI configuration settings

Pre-requisite: Participation in the Strategy Implementation with BSC Designer and Performance Measurement Framework by BSC Designer sessions is required.

This training is also available as a half-day onsite session.