Case studies & papers
Note: This is far from a complete
list of our case studies. With strategy being such an element
of our work, many clients do not want their case studies made
public.
Recent Fourth Generation Balanced Scorecard Case studies
Third Sector, Fourth Generation Balanced Scorecard. Dimensions is a third sector provider of services for people with Learning Disabilities. Dimensions helps people with learning disabilities to live the lives they want. We have helped them develop a regional balanced scorecard that reflects their strategy, helps Regional Directors to manage their regions better and works through to the services to ultimately improve the lives of the people they support. This is an extensive case study of a fourth generation balanced scorecard that can be applied to commercial, public sector and Social Service organisations. Dimensions fourth generation balanced scorecard case study.
You can also watch a video presentation that explains the underlying thinking, approach and expands on the case study here: Using judgement and evidence in modern balanced scorecards
Diana, Princess of Wales Memorial Fund Balanced Scorecard. For a detailed charity balanced scorecard case study, read the "Introducing a modern balanced scorecard in the Diana, Princess of Wales Memorial Fund". This balanced scorecard charity case study describes using a modern Balanced Scorecard approach to improve the strategy, and performance of a Council.
Southend Credit Union Balanced Scorecard: Helping the newly formed Southend Credit Union to plan its launch and first few year's development. We used our future thinking and planning approach, with strategy mapping, to help the management team of a Credit Union develop and refine its plans for a successful launch.
Help making the case
pdf What really makes a balanced scorecard balanced: It is not simply having measures in perspectives. This short history of early balanced scorecard developments explains what really makes a balanced scorecard balanced and how that makes a difference to performance and strategy implementation.
pdf
Making
the case: Many balanced scorecards seem obsessed
with measures. Others improve the culture and performance of the
organisation. What makes the difference? Research that helps you
make the case for balanced Scorecard, done properly, so it changes
the culture and performance of an organisation.
General Case studies
pdf
Developing
the strategy: Identifying and unlocking synergy between
sister companies
pdf
Management
team dynamics: Tackling performance and team dynamics.
pdf
Aligning
purpose, risk and reward. The balanced scorecard
in a partnership/consortium
pdf
IT
strategy and the balanced scorecard:
Positioning IT for the future
pdf
Get
the Chief Exec on board: Strategy only sticks with
support from the top. Example from retail organisation but applies
everywhere.
How
the balanced scorecard can cure Strategic diseases: Examples
of the sorts of diseases organisations can get and how to cure
them. A side-ways look at some balanced scorecard case studies
with serious underlying messages. Includes:
"The
unbalanced organisation": Balanced Scorecard in Retail:
How examining the strategy map exposed a potential
loss of revenue and income for the future.
"The
un-coordinated organisation": Cross organisational synergy: How our approach exposed opportunities for improved
synergy across a group of companies and resulted in the organisation
moving up in its national rankings.
"Learning
dis-ability": Strategic learning in Management teams:
Using strategy maps and
strategic learning to improve the effectiveness of management
team meetings.
"The
lethargic organisation": Changing customer focus and profitability:
Using a "Strategy focused Balanced Scorecard" approach
in Financial services to re-orientate the organisation towards
more profitable customers.
"Measure
mania": Simplifying executive reporting: Example
of how we dramatically simplified, and at the same time made
clearer, management reporting in a large retailer
"Project
bloat": Uncovering £40m worth of savings:
An example of strategic alignment using the Strategy map to
assess strategic initiatives and investments. Resulted
in identifying £40m worth of savings from a £100m
portfolio of projects.
"The
schizoid organisation": Shareholder return and the strategy:
An example of where poorly chosen "Strategic goal"
lead to unhelpful management behaviour and, long term, was unachievable.
However the topic had become un-discussable until we revealed
it.
"They
don't get the strategy": They do now.
An example where the strategy was not being successfully communicated,
until we used our techniques to get the message across in the
richest way to all the people.
"Systemic
communication failure": Getting the strategy into peoples'
heads. Despite there being a lot of communication,
"As is" was continuing. Two short examples where
the strategy was communicated so people understood it.
Public Sector Case
studies
pdf
"The
Strategy Focused Council"
This describes using a modern Balanced Scorecard approach
to improve the strategy, and performance of a Council.
pdf
Strategy
mapping in the NHS: Improving strategy, focus
and performance in an NHS Workforce Development Confederation
pdf
Joined
up working: The balanced scorecard for strategy in
a City Council
pdf
Strategic
learning: Management meetings drive the learning
process
pdf
How
to measure performance more effectively: Creating
motivation & strategic learning
pdf
Leadership
and horses: How working with horses can help
you understand your leadership style.
pdf
Communicating
strategy: How to communicate strategy more effectively
Or better still, give us a call
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