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Welcome to TheBusin
INTRODUCTION:
The primary purpose of the FREE SCORECARD version is to valid
To begin, take a few minutes and complete STEP 1 by adding Peand rate how important each of these considerations is relativethese considerations.
In a team setting, this process engages members and helps themonthly. SCORECARD is an excellent communication vehicle. Itguide to manage the ongoing execution process. The overall pe
reveals trends that serve to encourage team members to contin
This FREE version limits the number of performance consideratiodifferences between the FREE and TEAM versions are shown bel
Click the NEXT button to get started. On the next tab, you'll add
To purchasethe TEAM
SCORECARDclick below:
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Visit The Business Scorecard.comweb site
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ssSCORECARD.com Syst
te the usefulness of the system.
rformance Considerations that impact your company's success. Secono the others. Finally, in STEP 3 indicate how well your organization is d
more fully understand the plan. Using their feedback the plans can bfacilitates team buy-in, creates constructive peer pressure and servesrformance score reflects how well the team is executing their plan. As
e to achieve at high levels.
ns and number of people that can participate in the feedback process.w:
organization name, review date and performance considerations.
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m
, go to STEP 2oing achieving
updateds a reliablegraph, it
A matrix of the
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NameFREE SCORECARD
October26,2009
General ConsiderationsCopyright 200
Pursue VisionEnter vision
Achieve MissionEnter mission
Demonstrate ValuesEnter company values
Motivate and RewardEnter program
Enhance Departmental PerformanceEnter departments
1 Improve Competitive Position
Leverage Strengths
STEP 1 - ENTER PerformanceConsiderations (In the light-blue rows below. Rows can
be left blank)
Very longterm, may
never chabe the besdoingsomethingConsider ato 5 yeartimeframeWill likelychange toaccommothe changthe compawillexperiencit pursues
vision.
The rewarthe peoplereceive if texecutionsucceeds.List the kedepartmethat impabusinessperformani.e. sales,marketingR&D, finaHR,etc.
Useful toclarify andcommunicto entireteam. Alsomethod todiscusschanges icompetitiv
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Enter top strengths
Reduce WeaknessesEnter most significant weaknesses
Seize OpportunitiesEnter greatest realistic opportunity
Minimize ThreatsEnter serious threats to company success
Achieve Goals
Achieve Long-Term GoalsEnter long-term goals
Achieve Quarterly GoalsEnter quarterly goals
Achieve Monthly GoalEnter a monthly goal
Accomplish Objectives and Tactics
Enter First Objective HERE (type-over)Enter action items to achieve objective
Enter Second Objective HERE (type-overEnter action items to achieve objective
marketplathat may lto changegoals,objectivesaction pla
Useful toclarify andcommunicHelps teaidentify wi
the compachallengethat fosteteamwork,involvemecontributiand peerpressure tperform.
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Enter Third Objective HERE (type-over)Enter action items to achieve objective
Key Metrics and Other Factors
Enter objective targets
Add financand
operationgoals.Considerachievingbudget, catarget, salpipelineamount,revenue gprofit targrevenue/Fetc.
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Enter Organization N Name
Enter Review Data 10/26/2009
Enter Performance Considerations
9
ge,t at
.1
.
ates
ny
asit's
s
heplanytst
ce.
,ce,
ate
e
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ceead
in
ands.
ate.
th
ny's
s
nt,n
o
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ial
l
shes
al,et,S,
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Enter program
Enhance Departmental Performance
Enter departments
0
00
0
0
Total
General Considerations Summary
Pursue Vision
Achieve MissionDemonstrate Values
Motivate and Reward
Enhance Departmental Performance
Total
1 Improve Competitive Position
Leverage Strengths
Enter top strengths
0
0
Total
Reduce Weaknesses
Enter most significant weaknesses
0
0
Total
Seize Opportunities
Enter greatest realistic opportunity
0
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0
Total
Minimize Threats
Enter serious threats to company success
00
Total
Competitive Position Summary
Leverage Strengths
Reduce Weaknesses
Seize Opportunities
Minimize Threats
Total
Achieve Goals
Achieve Long-Term Goals
Enter long-term goals
0 Total
Achieve Quarterly Goals
Enter quarterly goals
0
Total
Achieve Monthly Goal
Enter a monthly goal
Achieve Goals SummaryAchieve Long-Term Goals
Achieve Quarterly Goals
Achieve Monthly Goal
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Total
Enter First Objective HERE (type-ove
Enter action items to achieve objective
0
0
0
0
0
Total
Enter Second Objective HERE (type-
Enter action items to achieve objective
0
0
0
0
Total
Enter Third Objective HERE (type-ov
Enter action items to achieve objective
0
0
0
0
0
Total
Achieve Objectives Summary
Enter First Objective HERE (type-over)
Enter Second Objective HERE (type-over)
Enter Third Objective HERE (type-over)
Total
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Key Metrics and Other Factors
Enter objective targets
Total
Overall Performance Score
General Considerations
Improve Competitive Position
Achieve Goals
Accomplish Objectives and Tactics
Key Metrics and Other Factors
Total
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100
100
Column Must Equal 100
0
0
0
0
0
0
0
100
Difference
STEP 2 ENTERIMPORTANCE
Below
Allocate 100 resourcepoints between the
considerations withineach light-blue cluster
of cells. ALERT! Place"zeros" in blank rows
a ue or
a ue or
a ue or
a ue or
a ue or
Add Value orZero
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100
100
OK
Column Must Equal 100
0
0
00
0
0
0
100
Difference
Column Must Equal 100
0
00
0
0
0
100
Difference
Column Must Equal 100
40
0
0
100
Difference
Column Must Equal 100
0
0
0
0
100
Difference
Column Must Equal 100
0
0
a ue orZero
a ue orZero
a ue orZeroa ue orZero
a ue orZero
a ue orZero
a ue or
a ue orZero
a ue or
a ue or
a ue orZero
a ue orZero
a ue orZero
a ue orZero
a ue or
Zeroa ue orZero
a ue orZero
a ue orZero
a ue orZero
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0
0
100
Difference
Column Must Equal 100
0
00
0
100
Difference
Column Must Equal 100
0
0
0
00
100
Difference
Column Must Equal 100
0
600
100
Difference
Column Must Equal 100
0
0
0
100
Difference
Add Zeros
100
OK
Column Must Equal 100
0
0
0
a ue orZero
a ue orZero
a ue orZeroa ue orZero
a ue or
a ue or
a ue or
a ue or
a ue orZero
a ue or
Zero
a ue orZero
a ue orZero
a ue orZero
a ue orZeroa ue orZero
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0
100
Difference
Column Must Equal 100
0
0
0
0
0
0
0
100
Difference
Column Must Equal 100
0
0
0
0
0
0
0
100
Difference
Column Must Equal 100
0
0
0
0
0
0
0
100
Difference
Column Must Equal 100
0
0
0
0
a ue orZeroa ue orZero
a ue orZero
a ue orZero
a ue orZero
a ue orZero
a ue orZeroa ue or
a ue orZero
a ue orZeroa ue orZero
a ue orZero
a ue orZeroa ue orZero
a ue orZero
a ue orZeroa ue orZero
a ue or
a ue or
a ue or
A Va ue orZero
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100
Difference
Column Must Equal 100
0
0
00
0
0
100
Difference
Column Must Equal 100
0
0%
0
0%
0
0
100
Difference
a ue orZero
a ue orZero
a ue or
Zeroa ue orZero
a ue orZero
A Va ue orZero
A Va ue orZero
A Va ue orZero
Add Value orZero
Add Value orZero
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NameFREE SCORECARD
October26,2009
Performance Considerations
General Considerations
Pursue Vision
Enter vision
TotalAchieve Mission
Enter mission
Demonstrate Values
Enter company values
0
0
0
0
Total
Motivate and Reward
Enter program
STEP 3 "HowWell are we
Doing"
100%=Outstanding,80%=Very Good,
60%=ACCEPTABLE,40%=Problem,
20%=Poor/Failure
ALERT! Leave cellsblank if no opinion
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Enter departments
0
0
0
0
General Considerations Summar
Pursue Vision
Achieve Mission
Demonstrate Values
Motivate and Reward
Enhance Departmental Performance
1 Improve Competitive PositionLeverage Strengths
Enter top strengths
0
0
Reduce Weaknesses
Enter most significant weaknesses
0
0
Seize Opportunities
Enter greatest realistic opportunity
0
0
Minimize Threats
Enter serious threats to company success
0
0
Competitive Position Summary
Leverage Strengths
Performance
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Reduce Weaknesses
Seize Opportunities
Minimize Threats
Achieve Goals
Achieve Long-Term Goals
Enter long-term goals
0
Achieve Quarterly Goals
Enter quarterly goals
0
Achieve Monthly Goal
Enter a monthly goal
Achieve Goals SummaryAchieve Long-Term Goals
Achieve Quarterly Goals
Achieve Monthly Goal
n er rs ec ve ype-
Enter action items to achieve objective
0
0
0
0
0
Enter Second Objective HERE (ty
Enter action items to achieve objective
0
0
0
0
0
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Enter Third Objective HERE (type
Enter action items to achieve objective
0
0
0
0
0
Achieve Objectives Summary
Enter First Objective HERE (type-over)
Enter Third Objective HERE (type-over)
Key Metrics and Other Factors
Enter objective targets
0
0
0
0
-
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100%
80%
60%
40%
20%
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NameFREE SCORECARD
October26,2009
Perfo
Importance
owWe'reDoin
Score
General Considerations
Pursue Vision
FALSE1
Enter vision
100 0% 0
Total 0Achieve Mission
FALSE1
Enter mission100 0% 0
Total 0Demonstrate Values
FALSE 1 Enter company values 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0
Motivate and Reward
FALSE 1 Enter program 100 0% 0
0
Enhance Departmental Performa
Performance Considerations
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FALSE 1 Enter departments 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0
General Considerations Summar
FALSE 1 Pursue Vision 0 0% 0
FALSE 2 Achieve Mission 0 0% 0
FALSE 3 Demonstrate Values 0 0% 0
FALSE 4 Motivate and Reward 0 0% 0
FALSE 5 Enhance Departmental Performance 0 0% 0
Total 0
1 Improve Competitive Position
Leverage Strengths
FALSE 1 Enter top strengths 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0
Reduce Weaknesses
FALSE 1 Enter most significant weaknesses 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0
Seize Opportunities
FALSE 1 Enter greatest realistic opportunity 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0
Minimize Threats
FALSE 1 Enter serious threats to company success 0 0% 0
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FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0
Competitive Position Summary
FALSE 1 Leverage Strengths 0 0% 0
FALSE 2 Reduce Weaknesses 0 0% 0
FALSE 3 Seize Opportunities 0 0% 0
FALSE 4 Minimize Threats 0 0% 0
Total 0
Achieve Goals
Achieve Long-Term Goals
FALSE 1 Enter long-term goals 0 0% 0FALSE 2 0 0 0% 0
Total 0
Achieve Quarterly Goals
FALSE 1 Enter quarterly goals 0 0% 0
FALSE 2 0 0 0% 0
Total 0
Achieve Monthly Goal
FALSE 1 Enter a monthly goal 100 0% 0
Total 0
Achieve Goals SummaryFALSE 1 Achieve Long-Term Goals 0 0% 0
FALSE 2 Achieve Quarterly Goals 0 0% 0
FALSE 3 Achieve Monthly Goal 0 0% 0
Total 0
Enter First Objective HERE (type-over)
FALSE 1 Enter action items to achieve objective 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
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FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0
Enter Second Objective HERE (type-ov
FALSE 1 Enter action items to achieve objective 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0
Enter Third Objective HERE (type-over)
FALSE 1 Enter action items to achieve objective 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0
Achieve Objectives Summary
FALSE 1 Enter First Objective HERE (type-over) 0 0% 0
FALSE 2 0 0% 0
FALSE 3 Enter Third Objective HERE (type-over) 0 0% 0
Total 0
Key Metrics and Other Factors
FALSE 1 Enter objective targets 0 0% 0
FALSE 2 0 0 0% 0FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
Total 0
Overall Performance Score
over)
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FALSE 1 General Considerations 0 0% 0
FALSE 2 Improve Competitive Position 0 0% 0
FALSE 3 Achieve Goals 0 0% 0
FALSE 4 Accomplish Objectives and Tactics 0 0% 0
FALSE 5 Key Metrics and Other Factors 0 0% 0
Total 0
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mance
Goal
60
and Potential Action Items to Improve Perfor
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NameFREE SCORECARD
10/26/2009
Overall Performance and Categ
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
35
45
55
65
75
85
Overall Performance
Goal Score
6065707580
General Consider
6065707580
Compe
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Actions Plans to Improve Perfo1 11/01/09 Enter action items to improve preformance score for next upd
2 Enter action items to improve preformance score for next upd
3 Enter action items to improve preformance score for next upd
4 Enter action items to improve preformance score for next upd
5 Enter action items to improve preformance score for next upd
6 Enter action items to improve preformance score for next upd
7 Enter action items to improve preformance score for next upd
8 Enter action items to improve preformance score for next upd
9 Enter action items to improve preformance score for next upd
10 Enter action items to improve preformance score for next upd
11 Enter action items to improve preformance score for next upd
12 Enter action items to improve preformance score for next upd
13 Enter action items to improve preformance score for next upd
14 Enter action items to improve preformance score for next upd
15 Enter action items to improve preformance score for next upd
16 Enter action items to improve preformance score for next upd
17 Enter action items to improve preformance score for next upd
18 Enter action items to improve preformance score for next upd
19 Enter action items to improve preformance score for next upd
20 Enter action items to improve preformance score for next upd
21 Enter action items to improve preformance score for next upd
1 2 3 4 5 6 7 8 9 10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
3540455055
1 2 3 4 5 6 7 8 9 10
11
12
13
14
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22 Enter action items to improve preformance score for next upd
23 Enter action items to improve preformance score for next upd
24 Enter action items to improve preformance score for next upd
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ry Trend Graphs
10/26/2009 0 01 11/1/09 40 60
2 45 453 40 40
4 50 50
5 55 55
6 60 60
7 62 62
8 57 57
9 68 68
10 72 72
11 60 60
12 75 75
1314
15
16
17
18
19
20
21
22
23
24
Update#
Date ofUpdate
PerformanceScore
GeneralConsiderations
18 19 20 21 22 23 24
itive Posit
6065707580
Goals
6065707580
O
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mance Scorete period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
16
17
18
19
20
21
22
23
24
1 2 3 4 5 6 7 8 9 10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
3540455055
1 2 3 4 5 6 7 8 9 10
3540455055
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te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
te period. Print and distribute to execution team.
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Performance Goal
0 0 0 0 6045 41 60 9 60
45 45 45 45 6040 40 40 40 60
50 50 50 50 60
55 55 55 55 60
60 60 60 60 60
62 62 62 62 60
57 57 57 57 60
68 68 68 68 60
72 72 72 72 60
60 60 60 60 60
75 75 75 75 60
6060
60
60
60
60
60
60
60
60
60
60
CompetitivePosition
AchieveGoals
AchieveObjectives
AchieveMetrics
Add Back S
jectives
6065707580
Metrics
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TEAM SCORECARD
11
12
13
14
15
16
17
18
19
20
21
22
23
24
1 2 3 4 5 6 7 8 9 10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
3540455055
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11/1/09 50 50
12/1/09 45 4540 40
50 50
55 55
60 60
62 62
57 57
68 68
72 72
60 60
75 75
To restore the demonstration dat
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50 50 50 50 60
45 45 45 45 6040 40 40 40 60
50 50 50 50 60
55 55 55 55 60
60 60 60 60 60
62 62 62 62 60
57 57 57 57 60
68 68 68 68 60
72 72 72 72 60
60 60 60 60 60
75 75 75 75 60
6060
60
60
60
60
60
60
60
60
60
60
paste this copy and paste this table to cellL10
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