Guideline To Complete The Manual Balanced Scorecard Template

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Guideline to complete the manual Balanced Scorecard Template

TITLE DEFINITION

Plan This describes the annual PM cycle.


This represents the key result areas within the respective
perspectives. It defines a cluster of objectives and will
Strategic theme represent the strategic focus of the organisation (6 point
plan/Triple-1-One Vision)

This describes the view of the organisation from a specific


Perspective / Strategic Focus Areas vantage point.

This represents the key goals that need to be achieved to


achieve the overall business strategy. Usually written in a
concise statement, starting with a verb, describing the specific
Objective
things an organisation, business unit/department, team &
employees need to achieve.

This relates to the date by which the respective objectives need


to be completed/achieved. An objective due for completion
before mid year will be rated at mid year review and an
Completion date
objective due for completion at the end of year will only be
rated at the end of the year.

The measurement criteria defines the standard or the output


Measure that will be used to measure delivery against the objective.
The weightings represent the relative importance, stated as a
Weighting percentage, of the different objectives within the performance
contract.

1.0 - 1.9 Does not fulfil the performance requirements

2.0 - 2.9 Has minor deficiencies (coachable)


Target
3.0 - 3.9 Performer
4.0 - 4.9 Strong Performer
5.0 Solid Performer
This is the actual result that was achieved at the time of the
Actual result completion date.
This is a formulated cell that will calculate the rating.
Calculated ratings (Rating per objective)

This is a formulated cell that will calculate the rating against


Weighted contribution the weighting requirements.
Initiatives relate to the milestones or projects that need to be
achieved to provide assurance to the delivery of the respective
Comments / Initiatives objective. These are not rated in the scorecard. These can be
further described in action plans.
TEAM WORK: believes in teamwork and will
sustain collaborative work environments that
encourage and support our company, enabling
each person to be the best they can be and
recognising that no one of us is better than all of
us.(2.5%)
COMPASSION: We will strive to be fair, to treat people with respect
and dignity and as they would wish to be treated, and to see the
services through the eyes of our users (2%)
Core Values
EXCELLENCE: We expect excellence at all levels and provide
opportunities to recognise and reward high performance and to
identify and address poor performance,2%)
Core Values

ACCOUNTABILITY: We will deliver on our commitments and hold


ourselves accountable. We will uphold the highest of accountability
(2.5%)
INTEGRITY: Our communication will always be respectful, honest, and
clear about its intent underpinning everything we do.(2.5%)

Aim high and take your team with you (1%)

Customer first – they’re the reason we’re here (1%)


Leadership Behaviours
ACTNOW Treat the business like it’s our own (1%)
Need to listen carefully and talk honestly (1%)
Own our decisions – decide and deliver (0.5%)
Win together - help others succeed (0.5%)

Special instructions
If you need to insert a row you need to copy and "paste
Inserting a row in the template: special" the formula from the row above.
anced Scorecard Template
EXAMPLE

TRANTER IT performance cycle


Revitalise the organisation; Grow Profit Margins

Financial; Operational; Customer; People

Manage expenses: Increase sales; Improve customer relations.

%increase on sales: Number of customers serviced; Positive


feedback from customer
The sum of all weightings across all objectives must equal
100%.

Has difficulty meeting key goals and objectives (some may be


met , most are not)
Usually meets performance goals and objectives though may
fall behind in some areas
Consistently meets performance goals and objectives
Consistently Exceeds Performance Goals and Objectives
Far Exceeds Performance Goals and Objectives
4% below budget

Set up a training programme.


Takes ownership for assignments and is accountable for
delivering excellence.
Creates a sense of urgency in getting things done; while also
overcoming challenges and constantly finds new ways of
creating value
Goes the extra mile and beyond the ordinary to achieve
outstanding results for TRANTER IT
Acts in a transparent manner and with integrity at all times.
Puts energy in achieving results
Shares information promptly with all to stimulate creativity and
innovation
PERFORMANCE SCORECARD

Employee Number
Name
Role
Business Unit
Version

Supporting
Objective/Strategic
Management Weighting
Focus Area
Actions/Initiative

Financial 5.0%

Improve Operating Achieve set financial targets


5.0%
Margins

Operational 48.0%
7.0%
Technical and Project Delivery 7.0%
7.0%

Improve operational Policy and Procedures 7.0%


efficiency
6.0%
7.0%
Documentation and Reporting
7.0%

Customer 18.0%
3.0%

Place excellent
customer relations at Pursue excellent customer relationship
2.5%
Place excellent
customer relations at Pursue excellent customer relationship 2.5%
the core of our business management 2.5%
2.5%

2.5%

2.5%
People 22.0%

10.0%
Entrench our corporate culture and drive
wide scale adoption; Zero infractions on
CORR Values 5.0%
Focus on people
5.0%
1.0%

Leadership Behaviour (ACTNOW) 1.0%

Total 93.0%
93%

SCORECARD PERFORMANCE RATING


Measure/KPI Source

Meet 50% of annual financial target Account

Minimumof 3 knowledge sharing sessions HR


2 new business/technology presentation
80% project delivery on or before deadline Zoho Project
70% Adherence to customer service /project reporting structure and deadlines Client Survey

90% Automated Reporting on CRM Zoho CRM


80% on delivery of scheduled Project Reporting Zoho Project

90% Quality of Reports (Accuracy, format e.t.c) Client Survey

99.9% IT SLA Client Survey


70% User tranining satisfaction Client Survey
Average Call Resolution Time - 24hours Help Desk
Average Days to Implement Requests - 3days Help Desk
Resolve 90% of Client calls within set times Help Desk

Have less than 5% repeat calls Client Survey

Achieve 95% Logging of all Customer calls CRM

0 Query HR

90% clock in before 8:10am HR


Adherence to company dress code policy HR
spirit of excellence HR

Leadership Behaviour (ACTNOW)75% on survey HR

RECARD PERFORMANCE RATING

Employee's Signature
Manager's Signature
From
To
Set low set target set upper
Calculated Weighted
Actual
Lower Target Upper Target Rating Contribution
Result
[1.0] (3.0) (5.0) Results of
Achieved
Achieved Perspective

0.00

30% 50% 80% 0.00 0.00

0 0.00
2 3 5 0.00 0.00
1 2 3 0.00 0.00
60% 80% 100% 0.00 0.00
50% 70% 90% 0.00 0.00

80% 90% 100% 0.00 0.00


70% 80% 100% 0.00 0.00

70% 90% 100% 0.00 0.00

0.00
80% 99% 100% 0.00 0.00
60% 70% 90% 0.00 0.00
48Hours 24Hours 10 Hours% 0.00 0.00
5 Days 3 Days 1 Day 0.00 0.00
60% 90% 100% 0.00 0.00

10% 5% 2% 0.00 0.00

80% 95% 100% 0.00 0.00


0.00

0 0 0 0.00 0.00

70% 90% 100% 0.00 0.00


0.00 0.00
0.00 0.00

0.00 0.00

0.0

Date
Date
Measurement Period
1-Jan-17
30-Jun-17

Comments / Initiatives
Does not fulfil the performance
requirements

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