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Template Benefits

  1. Written in Excel -
    so your people already own and know how to use it
  2. online training - to get your creative juices flowing by viewing ideas for measures that others have included in their Balanced Scorecards
  3. Strategic Planning worksheets - The Systems2win Balanced Scorecard template comes bundled with many other Strategic Planning tools - including 11 Strategic Planning Worksheets to help your executives define what your company looks like today, and what you want it to look like once your strategic objectives have been accomplished.

 

Balanced Scorecard Basics
For the "how to" e-learning Tutorial, click below:
Click here--> Performance Management Training

 

If you're looking for Balanced Scorecard software that your executives can learn and use in minutes - you've found it.

Call us for a quick online demo so you can see for yourself.

Once you see our Strategic Planning Worksheets,  however, you will soon realize that the Balanced Scorecard is the easy part. Getting your executives to come prepared to your strategic planning session is the big payoff of the Systems2win Strategic Planning Worksheets.

 

 

 

 

View online demo of Systems2win templates

Balanced Scorecard template 

Balanced Scorecard software with all the power and familiarity of Microsoft Excel.
Plus a Policy Deployment Matrix and more than a dozen surprisingly powerful templates that will bring your strategic planning to a whole new level.

 

 

This simple Excel template come with an online tutorial that succinctly summarizes Balanced Scorecard concepts so concisely that some of your busy executives might not need to purchase and read those long yawn-inducing books.

And it comes with links to a 4-page "idea generators" handout jammed with ideas for how to choose Balanced Scorecard metrics. And answers the question: "What measures have other companies used?"

Provides guidance for how to use this same Balanced Scorecard tool for both:

  1. Top-level strategic objectives
  2. Each Department's supporting objectives

The big "surprise value" of the Systems2win Balanced Scorecard template, however, is when it is used in conjunction with the Strategic Planning Worksheets. These 11 fill-in-the-blanks worksheets define what your company looks like today, and what you want it to look like once your strategic objectives have been accomplished.

 

Strategic Planning Worksheets
To describe how your company is organized now, and your vision of how your company will be in the future.
You have to see these strategic planning tools to appreciate them.
Join a free webinar
Organization Overview
Who does what, where, and how? Locations, Strategic Business Units, financial info, and more...
(12 pages)
Customers & Sales
Demand forecasting, pricing, customer touch points, CRM Customer Relationship Management, EDI...
(9 pages)
Products & Services
Inventory, new product & service development, compliance reporting...
(6 pages)
Purchasing
Supplier relationships, supply chain management, EDI & Internet, Logistics Partners...
(5 pages)
Cost Accounting
Inventory valuation, cost allocation methods, activity based cost accounting, overhead allocations, cost pools, drivers, and objects... Contains succinct training for cost accounting methods, and instructions for key factors to consider
(10 pages)
Project & Job Cost Accounting
Job cost & revenue recognition, job billing, job planning, reporting...
(5 pages)
Financial Accounting
General Ledger, Accounts Receivable, Accounts Payable, Payroll, HR Human Resources, Fixed Assets, Audit recommendations...
(6 pages)
Information Technology
Servers, workstations, application software, network, communications...
(5 pages)
Sales and Operations Planning
Sales & Operations Planning is top management's "handle on the frying pan"
(1 page questionnaire. Extensive handouts and coaching for Sales and Operations Planning training)
Production
Production process design, production planning, production control, quality control...
(8 pages)
Logistics & Materials Planning
Inbound & outbound logistics planning, multi-location, picking, Automated Data Collection, material requirements planning, other methods of materials planning...
(8 pages)

 

 

These Strategic Planning Worksheets were developed by Dean Ziegler, CPIM, when he served as the lead consultant to help over 100 companies select and implement enterprise software projects.

You will be surprised by the level of depth and relevance contained within each - thereby serving as very useful discussion tools for each of the executives on your team to truly understand "what the other guys are trying to do" and how each department can work together to "all be pulling in the same direction".

 

 

This Balanced Scorecard Excel template comes bundled with all of the other Strategic Planning tools.

You get them ALL for one low price!

View Demo

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