Excel Basic Balanced Scorecard Template
Download the Blank Basic Balanced Scorecard Template for Excel
Download the Example Basic Balanced Scorecard Template for Excel
When to Use This Template: Use this template, available with or without sample data, to develop a comprehensive management strategy for your organization. It allows you to balance financial measures with performance metrics in key areas, as well as set and evaluate targets across various aspects of business performance, from operational efficiency to employee development. Use this tool during strategic planning sessions to align goals and actions with the overall vision and mission of the company.
Notable Template Features: For each strategic objective, you’ll find corresponding measures, five-year targets, and specific initiatives to achieve these goals. This provides a clear roadmap for success. The template also includes a vision statement at the top, so you can ensure that all objectives and measures fit with the company's desired direction and purpose.
Excel Balanced Scorecard Heatmap Template
Download the Blank Balanced Scorecard Heatmap Template for Excel
Download the Example Balanced Scorecard Heatmap Template for Excel
When to Use This Template: This balanced scorecard heatmap template allows you to closely monitor your organization’s performance against strategic targets and respond to any issues that arise. Use this template with or without sample data in monthly performance meetings or quarterly strategic reviews, or for ongoing performance management to drive continuous improvement.
Notable Template Features: The heatmap feature visually indicates performance levels across different strategic areas, including financial, customer, internal processes, and innovation. Users can set monthly and year-to-date targets for each measure, and the results will appear color-coded in green, yellow, or red to reflect performance. This immediate visual feedback allows you to rapidly identify areas that are off-target for efficient decision-making.
Excel Balanced Scorecard Strategy Map Template
Download the Blank Balanced Scorecard Strategy Map Template for Excel
Download the Example Balanced Scorecard Strategy Map Template for Excel
When to Use This Template: Use this template with or without sample data when you are setting company direction and need to visualize how different objectives support the overarching mission and vision. Leaders can use this strategy map to align their teams around a common strategy and ensure everyone understands how their objectives contribute to the big picture.
Notable Template Features: This template encapsulates strategic areas of business performance and highlights specific objectives that contribute to the mission and vision shown at the top of the map. The visual layout encourages systemic thinking and shows how improvements in one area can positively impact others. The map also facilitates communication with stakeholders by clearly illustrating how various goals connect to one another. The example strategy map illustrates how a transportation company might utilize the template.
Excel Weighted Balanced Scorecard Template
Download the Blank Weighted Balanced Scorecard Template for Excel
Download the Example Weighted Balanced Scorecard Template for Excel
When to Use This Template: Use this weighted balanced scorecard template to evaluate organizational performance with an emphasis on the relative importance of various objectives. The template is suited to organizations with a broad range of strategic priorities that impact success at different levels. Use this tool during evaluation periods to understand if you are meeting targets and how much each target contributes to the overall strategic goals.
Notable Template Features: This template applies a weighting factor to each key performance indicator (KPI), which allows for a nuanced view of performance across different business areas: financial, customer, internal process, and learning. Each KPI has a column for target values and the actual value achieved. The template also calculates absolute performance, providing a clear and actionable snapshot of organizational health and progress.
Excel Balanced Scorecard Dashboard Template
Download the Blank Balanced Scorecard Dashboard Template for Excel
Download the Example Balanced Scorecard Dashboard Template for Excel
When to Use This Template: Use this dashboard template to track strategic performance across various business areas, pivot quickly in response to trends, and make data-driven decisions. This dashboard is ideal for monthly and annual reviews, and it allows you to assess and adjust strategies in real time to meet evolving business needs.
Notable Template Features: This template offers a multifaceted view of performance, breaking down objectives into key areas with different sets of weighted objectives. The trend analysis graph compares actual results against targets over time, providing a visual representation of progress and highlighting patterns that might require attention or intervention.
Excel Balanced Scorecard KPI Template
Download the Blank Balanced Scorecard KPI Template for Excel
Download the Example Balanced Scorecard KPI Template for Excel
When to Use This Template: Use this template to select and develop the KPIs that you will use in your balanced scorecard framework. Create a measurable action plan that reflects your company's objectives across various perspectives. With or without sample data, this template is ideal for both initial strategy development and ongoing strategy refinement, and it ensures that all KPIs you are tracking align to the company’s broader vision.
Notable Template Features: This template organizes KPI planning within four perspectives: financial, customer, internal processes, and innovation and learning. There is space to articulate the specific metrics associated with each perspective, with guiding questions to focus on what is most important for each. The template emphasizes how success in one area influences and supports success in others, which will help you create an integrated approach to performance management. Select the example template to see KPIs for a company developing digital healthcare solutions.
Excel Integrated Balanced Scorecard Template
Download the Blank Integrated Balanced Scorecard Template for Excel
Download the Example Integrated Balanced Scorecard Template for Excel
When to Use This Template: Choose this comprehensive template when your goal is to combine the clarity of a strategy map with the structure of a balanced scorecard. Communicate your organization's vision and translate it into actionable objectives and measurable results. With or without sample data, this template works well for annual planning sessions and when setting up new business strategies to ensure all team members are working toward the same goals.
Notable Template Features: This template displays strategic objectives in a visual map and links them to KPIs and specific initiatives, so you can ensure strategic alignment across the organization. The template also includes sections for you to define the company’s vision, purpose, strategic priorities, and results, so you can create a comprehensive view of the strategy and its execution. Download the example version to see a sample balanced scorecard for a sustainable fashion business.
Excel Balanced Scorecard Tree Diagram Template
Download the Blank Balanced Scorecard Tree Diagram Template for Excel
Download the Example Balanced Scorecard Tree Diagram Template for Excel
When to Use This Template: Utilize this balanced scorecard tree diagram template when you need to structure your organization's strategic objectives into a clear hierarchy. This format is particularly helpful for businesses that want to break down long-term visions into short-term actionable measures and targets. This template is well-suited for strategic planning and performance management meetings where goal-oriented discussion and documentation are necessary.
Notable Template Features: The template features a tree-like structure that organizes objectives into categories: financial, customer, internal process, and learning and growth. Each category branches out into specific strategic objectives, with corresponding measures and targets that provide quantifiable metrics for success. This layout is designed to visually link the organization's overarching vision to tangible performance indicators, offering a straightforward method for teams to align their efforts with strategic goals. The example version of this template shows a balanced scorecard tree diagram for a business selling eco-friendly home products.
See our full collection of balanced scorecard templates and our in-depth guide to balanced scorecards for additional resources.
Related Balance Scorecard Templates
Find more downloadable tools for strategic planning and management in the list below, including templates for developing a strategic vision, conducting business analysis, and tracking performance.
Strategic Business Plan Template
Outline the direction and objectives for your business with a strategic business plan template . Customizable sections include market analysis, financial planning, product development, and risk factors to help guide decision-making.
Strategic Vision Template
Use a strategic vision template to define the long-term goals and guiding principles of your organization. Articulate your vision statement, core values, and brand promises, along with strategic priorities across varying time frames, from the upcoming quarter to 10-year projections.
SWOT Analysis Strategy Template
Analyze internal and external factors involved in a project or business venture with a SWOT analysis strategy template . Combine those factors to form actionable plans, such as leveraging strengths to capitalize on opportunities or overcoming weaknesses by addressing threats.
Operating Budget Template
Monitor your organization's financial health, forecast future performance, and allocate resources efficiently with an operating budget template . You'll get a clear breakdown of revenue and expenditure categories, color-coded variances, and percentage changes year-over-year to help drive operational efficiency.
KPI Performance Dashboard Template
Get a visual summary of business performance and progress with a
KPI dashboard template
. Track project health, financials, risks, and issues with color-coded progress bars, detailed monthly and quarterly revenue charts, and other customizable measures to aid in quick assessments and strategic planning.
For more related resources, see our collection of free project scorecard templates.
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