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Balanced Scorecards & Operational Dashboards with Microsoft Excel


Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.

Create Balanced Scorecards and operational dashboards that drive success

Balanced Scorecards help organizations clarify their strategy, translate strategy into action, and successfully execute their strategy. Operational dashboards are critical for monitoring and managing high performance.

This book is a guide for those who define and build these business performance tools: executive sponsors, operational managers, facilitators, and Excel developers. Based on years of experience, these step-by-step methods will help you develop Balanced Scorecards and operational dashboards that drive strategic execution and operational performance.

  • Write a strategic Destination Statement that clarifies your vision

  • Build a Strategy Map illustrating strategic objectives and the causal links that drive success

  • Map operational processes to identify leverage points with the greatest impact

  • Identify the "critical few" metrics that drive and measure success

  • Gain buy-in with Tactical Action Plans and Implementation Plans

  • Build impressive, dynamic Excel scorecards and dashboards using only spreadsheet functions

  • Build powerful charts and analyses that aid business decision making

  • Develop portable Balanced Scorecards that are secure and easy to maintain

Companion Web site

Download free Excel sample files at www.wiley.com/go/scorecardsanddashboardswithexcel. You can also find additional resources on Balanced Scorecards and operational dashboards at www.torconsulting.com

About the Author

Ron Person is Managing Director of Tor Consulting, Inc., a firm passionately dedicated to helping organizations execute their strategy and build measurable high performance. He is certified as a Balanced Scorecard consultant through the Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a member of the California Awards for Performance Excellence Board of Examiners, 2008 (California's Malcolm Baldridge Award). Ron's clients span a wide range of industries in the U.S. and internationally.

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