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Balanced Scorecard

Don't judge by financial numbers alone — add customer, internal, learning in 4 perspectives.

90 min Advanced

Goal

Break "financial-only focus" — balance 4 perspectives creating long-term value.

Steps

1

Financial: 3 KPIs (revenue, margin, ROI).

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Expected Outcome

Immediate

You have 12 KPIs across 4 perspectives.

Evidence base

School: Balanced Scorecard

Founders: Robert Kaplan · David Norton (1996)

Kaplan & Norton — The Balanced Scorecard book (1996); core method in strategic performance management.

Frequently asked questions

How long does "Balanced Scorecard" take?

This exercise takes about 90 minutes, practiced in a group in a Action format.

When will I notice the effect of "Balanced Scorecard"?

You have 12 KPIs across 4 perspectives. In the short term: In a quarter, decisions less financially myopic.

Is "Balanced Scorecard" evidence-based?

Yes — it draws on Balanced Scorecard (Robert Kaplan, David Norton (1996)). Kaplan & Norton — The Balanced Scorecard book (1996); core method in strategic performance management.

Is "Balanced Scorecard" suitable for beginners?

Its difficulty level is: Advanced. No external tools required — it can be practiced directly inside the app.

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