If you simply want a set of measures, please call someone else. Our Balanced Scorecard Training helps organisations use the Strategic Balanced Scorecard Approach. (If you want to understand why we say this watch our Balanced Scorecard basics video: Strategy mapping 101. It will explain why we say this, and you may even learn some things about balanced scorecard design.)
Our strategic Balanced Scorecard training is provided by Phil Jones. Phil worked David with Norton & Bob Kaplan for over 4 years, has designed and implemented over 70 strategic balanced scorecards and Phil’s book, Strategy Mapping for Learning Organizations has a highly complementary foreword by David Norton. Phil is Chief Executive of Excitant Ltd.
It is this experience that has helped us develop the Fourth Generation Strategic Balanced Scorecard approach for the environment organisations face today. Our training will help you design, communicate and execute your strategy, whilst tackling the wider issues of the discipline and the culture that creates performance. Read more about the paradigm shifts that informed this fourth generation balanced scorecard approach.
We customise our balanced scorecard training to suit different types of organisation, whether they be commercial organisations, network or membership organisations, Charities, Not for profits, or the public sector. (Measures, targets and basic scorecards play a part: but only a small part of this overall approach and system).
Balanced Scorecard Training – with a difference: Customised to your needs, you develop your balanced scorecard components, as the course develops
“It really made me think hard about what we believe about how performance should be managed: how that affects what we do, how we manage our people and what effects that gets.” – Inez Bailey, Chief Executive, National Adult Literacy Agency
We help organisations influence behaviours and deliver strategy, in a way that suits their culture and today’s environment. Our Balanced Scorecard training and consultancy services help organisations understand and use Fourth Generation Balanced Scorecard thinking and techniques.
In our balanced scorecard training we help you understand how the Balanced Scorecard approach has evolved, how different approaches to the Balanced scorecard suit different circumstances and have different effects. Also, a different emphasis within the approach helps to solves different strategy, performance and cultural problems. So, our balanced scorecard training is not mere theory, nor superficial techniques. It is practical training aimed at you solving your organisation’s specific strategy implementation and performance management problems.
Our strategic balanced scorecard training is based on over 20 years Strategic Balanced Scorecard experience in a wide variety of organisations. It is practical training in the underlying thinking so you can apply that thinking, appropriately, to your organisation’s market, circumstances, business and performance management challenges.
We recognise that the approach developed in 1992 is helpful, but does not reflect today’s world. So we explain the different types, or generations, of balanced scorecards, strategic and operational. How these different types of generations of balanced scorecard serve quite different management needs and solve quite different problems. We introduce our Fourth Generation Balanced Scorecards which serve the needs of today’s organisations and their challenges.
We have standard courses (see below) which we customise to each client’s particular needs, industry and culture. We have well proven material, but we discuss your organisation’s needs in detail beforehand, so we present and facilitate in the way that will most benefit your team and your circumstances.
Some Testimonials from our training courses & workshops
“Thank you. That balanced scorecard training was simply the best day’s training I have had for a long while.”” – MI Manager, Department of Work & Pensions
“We made real progress with the strategy, balanced scorecard, and the team, in only two days.” – Lindsay Stratton, Managing Director, Unite Modular Solutions
“You held the audience’s attention and gave them just what they wanted. That was excellent, thanks.” – Todd S Johnson, Bettermanagement.com
“It is a simple, effective and easy to understand system, to manage your performance.” – Ben Ticehurst, Assistant Chief Executive, Peterborough City Council
“The real benefit was thinking deeper about the problem and why we had failed in the past.” – Mats Knuttson, HSSE Director, Addax Petroleum
“You presented with so much energy and enthusiasm, I thought you were going to knock the flip chart over!” – Rich Ryder, Quality Improvement Manager, HRMC
Endorsements for our approach from David Norton
Our Balanced Scorecard training is based upon, fifteen years experience, combined with our book, “Strategy Mapping for Learning Organizations” by our Chief Executive, Phil Jones. In the foreword to that book, David Norton (co-author of “The Balanced Scorecard”) wrote: “This book is a ‘drivers manual’ for anyone who is implementing a Balanced Scorecard performance management system. […] it is required reading.”
…with that sort of endorsement…if you are serious about your Balanced Scorecard based Performance Management system…
Who will benefit from our training?
Executives and managers
- Communicate your strategy better
- Align resources, behaviours & actions.
- Make your strategy easier to manage.
- Be more confident that you will deliver
- Become a more responsive organisation.
- Align the organisation’s strategy
- Demonstrate progress and contribution
- Create joined up thinking and working.
- Improve the quality of decisions
- Move strategy & performance management to the next level
Performance professionals & change managers
- Get projects on the right track
- Ensure you get engagement and ownership
- Improve existing management processes
- Avoid dysfunctional measures
- Manage strategy and performance better
Some topics from a typical course
What you will learn
- Avoiding problems, saving time and effort. Practical actions you can take away and implement.
- Improving alignment: So the whole organisation is behind the strategy
- Choosing the most appropriate generation or type of Balanced Scorecard for your organisation
- Successful projects: the five themes of implementation that you must pay attention to.
- Ownership and engagement: Developing and maintaining it.
- Management meetings: so you talk, work and learn better as a team.
We run customised in-house training courses, so you can discuss your situation, plan your implementation and develop your strategy map and balanced scorecard.
To discuss your needs, pick up the phone.
Training in Strategy & Performance Management using Modern Balanced Scorecards
Here is a range of our base courses and workshops, from which we would customise your sessions. (To read more about the courses, clicking on the + will expand the details…)
A short, deep briefing on Modern Balanced Scorecard thinking, design and implementation.
Timing: from 2 hours to a full a day. Usually a half day to allow for audience participation and exploration.
This session is ideal for briefing a team. Whether you have an existing balanced scorecard or want to introduce one, the session will help you understand the underlying issues. It will help you think through how to update to your existing strategy implementation approach and your management of performance.
The Fourth Generation approach helps you become more agile and responsive as an organisation, putting human beings back into performance management.
Typically this is a half day session for a team or group of managers. It is an ideal starting place and overall briefing. Some clients have used this to spur to their teams into thinking more deeply about performance and changing the way they work.
To learn more, simply call us.
Modern Balanced Scorecard Training: Design, Implementation & Use
Timing: three days. Does not have to be consecutive. Ideal for a management team as a group
During the three days participants will develop drafts of their Tangible Future, Strategy Map and First Draft Balanced Scorecard. They will also develop a plan for its further development, implementation and use. This is deep immersion into designing, implementing and using a Modern Balanced Scorecard.
This training course is really a three day interactive workshop where a team work together to both learn the principles AND develop their strategy map and balanced scorecard together. It is based upon our proven “Three workshop Rapid Balanced Scorecard” approach.
Timing: Five days. Intensive course for a management team as a group. This can be split into two parts if required. Members of the Executive team can attend the sessions that are most relevant to them.
This is an extended version of the three day course, where more time is spent going deeper into the approaches to develop ownership and engagement.
This course is ideal for a team that wish to develop their balanced scorecard and present it to their management team. Over the five days participants will develop drafts of their Tangible Future, Strategy Map and First Draft Balanced Scorecard. They will also develop a plan for its further development, implementation and use. This is deep immersion into designing, implementing and using a Modern Balanced Scorecard.It is based upon our “Five day Rapid and Intensive Balanced Scorecard” approach.
To learn more, simply call us.
Capturing Strategy in Strategy Maps:
A Specialist course in Strategy Mapping for Strategic Balanced Scorecards
Timing: Two days. Ideal for a those designing Strategy Maps for Strategic Balanced Scorecards
Strategy maps make the difference between an operational balanced scorecard and one that supports the organisation’s strategy. Strategy maps have to capture the organisation’s strategy so it can be communicated and later managed. So, how do you do this? This course is based on the book “Strategy Mapping for Learning Organizations” by Phil Jones, (Excitant’s Chief Executive) with a foreword by David Norton.
This course exposes the inner thinking and working of strategy maps and strategy mapping. It explains how strategy maps can capture the diversity of strategy in its various forms. We show how strategy maps capture different forms of value propositions that use, and then go beyond, the models used by Kaplan and Norton.
We explain how strategy gets captured as choice and focus in an organisation. We expose how competition and the external environment are handled. It explains how strategy works at various levels and how strategy maps handle this. It also explains how to use strategy maps in a strategic management process. The course is available for both Commercial organisations, and organisations in the Not For Profit, Public and Third Sectors.
Talks, Conferences, Videos and Seminars: Keynotes and Specialist topics
Insightful, provocative, and clear: talks you can learn from. Our Managing Director, Phil Jones, talks at seminars, conferences and to in-house teams. His clients say:
“Thank you very much for your excellent speech… it is always a pleasure to listen to interesting and well-planned speeches. You are the highest scoring speaker we have had. Monica Lijeroth, Chair, ACCA
“You held the audience’s attention and gave them just what they wanted. That was excellent, thanks.” Todd S Johnson, Bettermanagement.com
Recent topics include: The Culture of Performance; Strategic management vs Operational management: telling the difference; Using judgement and Evidence in modern balanced scorecards. Listen to audio seminars. See videos of some of Phil’s talks
If you have not found what you are looking for, get in touch, as we may simply not have listed it here.
Next steps in finding the right balanced scorecard training for you…
To prepare your team for their Balanced Scorecard project…
Unsure what will be best for you and your team?
We have helped teams in a whole variety of situations and are happy to explore how best to help your team. Simply give us a call for a no obligation discussion.