Free Balanced Scorecard Templates and Examples

We've compiled the top balanced scorecard templates in all formats. You’ll find a balanced scorecard Gantt chart template, a balanced scorecard KPI template, a balanced scorecard strategy map template, and more.

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By Joe Weller | June 18, 2024

Basic Balanced Scorecard Template

Strategic planners can use this template to align company activities with broader strategic vision and objectives. The template allows you to set five-year projections for targets and to record corresponding initiatives for long-term planning. It shows target progress over time, such as annual sales growth or new customer acquisition, and integrates financial, customer, internal, and innovation metrics.

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Excel
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Google Slide

Balanced Scorecard Gantt Template

This template combines a Gantt chart with a balanced scorecard to provide a dynamic visualization of organizational progress over multiple years. Project managers and company executives can use it to map out the duration and completion rates of initiatives. By doing so, they can improve resource planning and adjust strategies as needed to meet long-term goals.

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Excel
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Balanced Scorecard KPI Template

This template allows teams and leaders to define key business objectives and performance measures in four areas: financial, customer, internal processes, and innovation and learning. Use it to show how each segment aligns with the company’s overall vision. Each quadrant specifies goals and KPIs, illustrating interdependencies and a holistic strategic approach.

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Excel
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PowerPoint
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Balanced Scorecard Strategy Map Template

This template helps organizations track objectives across four areas: financial, customer, internal processes, and learning and growth. The template includes a map illustrating how specific measures and targets connect to each other and to larger strategic objectives. Teams and leaders can use it to communicate strategic alignment during planning sessions.

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Excel
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Smartsheet Solution Templates

Smartsheet templates go beyond just a static spreadsheet and provide everything you need in one place. Easily manage your work with a familiar interface, beautiful dashboards, and intuitive reports, so everyone on your team is on the same page.

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Integrated Balanced Scorecard Template

This template integrates strategic vision, objectives, KPIs, and more into one framework. It helps companies balance financials with customer satisfaction and connect action plans to strategic goals.

Excel
Google Sheets

Balanced Scorecard Matrix Template

Report performance across several strategic dimensions with this template. Its layout segments objectives, targets, and performance data, allowing easy tracking of planned versus actual performance.

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Adobe PDF
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Balanced Scorecard for Information Technology

This template divides content into four strategic areas and comes pre-filled with common IT objectives, such as improved cost efficiency, illustrating how to set SMART goals and KPIs in IT companies.

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Excel
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Balanced Scorecard 4 Perspectives Template

Use this template to familiarize teams with key strategic perspectives. It provides space to identify critical elements and uses a circular layout to illustrate their collective impact on the company.

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PowerPoint
Google Slides

Balanced Scorecard Heatmap Template

Monitor performance across key areas with this visual heatmap template. Notable features include color-coded indicators and the ability to add metrics for quick identification of problem areas.

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Excel
Google Sheets

Balanced Scorecard Dashboard Template

Use this dashboard to visualize performance metrics and identify trends. The template displays actual results, targets, achievement percentages, a graph for actual versus target analysis, and more.

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Excel
Google Sheets

Restaurant Balanced Scorecard Example Template

Evaluate customer satisfaction, financials, service delivery, and employee engagement with this template. It links KPIs to actionable programs, helping restaurant owners make informed decisions.

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Excel

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Related Templates for Creating Balanced Scorecards

Explore the strategic planning templates below for help defining your vision and setting objectives. Use these free tools alongside your balanced scorecards to manage strategic objectives, monitor performance metrics, and ensure that the organization works cohesively toward a common goal.

Project Portfolio Scorecard Template
Use this project portfolio scorecard template to assess project performance across various metrics, such as budget, actual versus planned resource allocation, and project outcomes. This template allows project managers to quickly identify project trends, mitigate risks, and utilize resources more efficiently.
Project Action Plan Template
Use a project action plan template to outline and track specific goals and actions in a project. Project managers and teams can use this template to assign responsibilities, set priorities, track progress, and monitor resource allocation.
Strategic Vision Template
This strategic vision template assists organizations in articulating their vision statement, core values, guiding principles, brand promises, and strategic priorities. Use this template during strategic planning sessions to align team efforts, set clear long- and short-term goals, and identify KPIs.
1-Page Strategic Planning Template
This one-page strategic planning template is designed to guide organizations in structuring a comprehensive strategic plan. Use this template to define and document past and current conditions, company vision, core values, and strategies, as well as establish metrics for success.
Project Scorecard Templates
Check out these project scorecard templates to track individual projects by priority, progress, budget, cost, and schedule. Use them to align project activities with overall goals, make decisions about resource allocation, and visualize performance through weighted objectives, targets, and actual results.

For more information on how and when to use balanced scorecards, see this guide to balanced scorecards and this article on vendor scorecards. We also have comprehensive collections of balanced scorecard templates for Excel, Microsoft Word, PowerPoint and Google Sheets.

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