Save time, empower your teams and effectively upgrade your processes with access to this practical Scorecard Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Scorecard related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Scorecard specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Scorecard Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.
Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…
- Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation
Then find your goals…
STEP 2: Set concrete goals, tasks, dates and numbers you can track
Featuring new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Scorecard improvements can be made.
Examples; 10 of the standard requirements:
- What other systems, operations, processes, and infrastructures (hiring practices, staffing, training, incentives/rewards, metrics/dashboards/scorecards, etc.) need updates, additions, changes, or deletions in order to facilitate knowledge transfer and improvements?
- The Customer Perspective of a balanced scorecard has objective: Retain High Value Customers. Which objective within the Balanced Scorecard should fall below this objective?
- What process management and improvement tools are we using PDSA/PDCA, ISO 9000, Lean, Balanced Scorecard, Six Sigma, something else?
- Can you continue to improve and add value for your customers and stakeholders?
- From balanced scorecard to strategic gauges: is measurement worth it?
- We use the balanced scorecard approach for measuring and reporting
- How do you improve customer satisfaction with scorecards?
- What are our dashboards, cockpits, scorecards?
- Does your company use HCMs in a scorecard?
- What are dashboards, cockpits, scorecards?
Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:
- The workbook is the latest in-depth complete edition of the Scorecard book in PDF containing requirements, which criteria correspond to the criteria in…
Your Scorecard self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:
- The Self-Assessment Excel Dashboard; with the Scorecard Self-Assessment and Scorecard you will develop a clear picture of which Scorecard areas need attention, which requirements you should focus on and who will be responsible for them:
- Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
- Gives you a professional Dashboard to guide and perform a thorough Scorecard Self-Assessment
- Is secure: Ensures offline data protection of your Self-Assessment results
- Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:
STEP 3: Implement, Track, follow up and revise strategy
The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Scorecard projects with the 62 implementation resources:
- 62 step-by-step Scorecard Project Management Form Templates covering over 6000 Scorecard project requirements and success criteria:
Examples; 10 of the check box criteria:
- Project Schedule: To what degree is do you feel the entire team was committed to the Scorecard project schedule?
- Project Management Plan: Are the proposed Scorecard project purposes different than a previously authorized Scorecard project?
- Schedule Management Plan: Is Scorecard project status reviewed with the steering and executive teams at appropriate intervals?
- Human Resource Management Plan: Have lessons learned been conducted after each Scorecard project release?
- Stakeholder Management Plan: Are there checklists created to demine if all quality processes are followed?
- Variance Analysis: How does the monthly budget compare to the actual experience?
- Risk Register: What are the main aims, objectives of the policy, strategy, or service and the intended outcomes?
- Team Performance Assessment: To what degree is there a sense that only the team can succeed?
- Scope Management Plan: Are Vendor contract reports, reviews and visits conducted periodically?
- Project Portfolio management: How do organizations re-align portfolio when strategic objectives change?
Step-by-step and complete Scorecard Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Scorecard project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Scorecard project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Scorecard project Scope Statement
- 2.7 Assumption and Constraint Log
- 2.8 Work Breakdown Structure
- 2.9 WBS Dictionary
- 2.10 Schedule Management Plan
- 2.11 Activity List
- 2.12 Activity Attributes
- 2.13 Milestone List
- 2.14 Network Diagram
- 2.15 Activity Resource Requirements
- 2.16 Resource Breakdown Structure
- 2.17 Activity Duration Estimates
- 2.18 Duration Estimating Worksheet
- 2.19 Scorecard project Schedule
- 2.20 Cost Management Plan
- 2.21 Activity Cost Estimates
- 2.22 Cost Estimating Worksheet
- 2.23 Cost Baseline
- 2.24 Quality Management Plan
- 2.25 Quality Metrics
- 2.26 Process Improvement Plan
- 2.27 Responsibility Assignment Matrix
- 2.28 Roles and Responsibilities
- 2.29 Human Resource Management Plan
- 2.30 Communications Management Plan
- 2.31 Risk Management Plan
- 2.32 Risk Register
- 2.33 Probability and Impact Assessment
- 2.34 Probability and Impact Matrix
- 2.35 Risk Data Sheet
- 2.36 Procurement Management Plan
- 2.37 Source Selection Criteria
- 2.38 Stakeholder Management Plan
- 2.39 Change Management Plan
3.0 Executing Process Group:
- 3.1 Team Member Status Report
- 3.2 Change Request
- 3.3 Change Log
- 3.4 Decision Log
- 3.5 Quality Audit
- 3.6 Team Directory
- 3.7 Team Operating Agreement
- 3.8 Team Performance Assessment
- 3.9 Team Member Performance Assessment
- 3.10 Issue Log
4.0 Monitoring and Controlling Process Group:
- 4.1 Scorecard project Performance Report
- 4.2 Variance Analysis
- 4.3 Earned Value Status
- 4.4 Risk Audit
- 4.5 Contractor Status Report
- 4.6 Formal Acceptance
5.0 Closing Process Group:
- 5.1 Procurement Audit
- 5.2 Contract Close-Out
- 5.3 Scorecard project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Scorecard project with this in-depth Scorecard Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Scorecard projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
- Implement evidence-based best practice strategies aligned with overall goals
- Integrate recent advances in Scorecard and put process design strategies into practice according to best practice guidelines
Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.
Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’
This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Scorecard investments work better.
This Scorecard All-Inclusive Toolkit enables You to be that person:
Includes lifetime updates
Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.