Karen Paiyo

What you can not measure, you can not manage

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.

Table of Contents

Introduction.

1. Accelerating Strategic Performance.

2. Developing Your Strategic Foundation.

3. Preparing to Build Your Balanced Scorecard.

4. Step-by-Step to Building Your Strategy Map.

5. Step-by-Step from Strategy to Action.

6. Step-by-Step to Selecting Metrics and Setting Targets.

7. Step-by-Step to Developing Your Implementation Plan.

8. Step-by-Step to Roll-Out and Strategic Reviews.

9. Developing Executive and Operational Dashboards.

10. Mapping Processes.

11. Identifying Critical Metrics and Key Performance Indicators. Maps, Scorecards, and Dashboards

12. Creating Dashboards for Decision Making.

13. Drawing Process and Strategy Maps.

14. Using Microsoft Excel for Balanced Scorecards and Dashboards.

15. Text-Based Dashboards.

16. Custom Labels, Dates, and Formatting.

17. Working with Data that Changes Size.

18. Working with Lists and Tables of Data.

19. Creating Miniature Charts and Tables.

20. Controlling Dashboards with Menus, Combo Boxes, and Buttons.

21. Feeding Dashboards from PivotTables.

22. Smoothing Data and Forecasting Trends.

23. Displaying Targets and Alerts.

24. Building Powerful Charts for Decision Making.

25. Drilling to Detail and Navigating to Locations.

26. Using Excel Add-Ins for Extra Capabilities.

27. Finishing Touches.

28. Integrating Dashboards and External Data.

29. Publishing Balanced Scorecards and Operational Dashboards.

Index.

About the Author Ron Person

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.