niopd-st-balanced-scorecard

name	niopd-st-balanced-scorecard
description	Applies Balanced Scorecard framework for multi-dimensional performance management. Use for strategic alignment, performance tracking, or executive reporting.

Balanced Scorecard Skill

This skill applies the Balanced Scorecard framework to translate strategy into action through four perspectives.

Theoretical Foundation

Origin

The Balanced Scorecard was developed by Robert Kaplan and David Norton (Harvard Business Review, 1992) to balance financial metrics with drivers of future performance.

Four Perspectives

Perspective	Focus	Question
Financial	Shareholder value	"How do we look to shareholders?"
Customer	Customer satisfaction	"How do customers see us?"
Internal Process	Operational excellence	"What must we excel at?"
Learning & Growth	Innovation and improvement	"Can we continue to improve?"

Strategy Map

Cause-and-effect relationships linking perspectives: Learning → Process → Customer → Financial

When to Use

• Strategic planning
• Performance management
• Executive dashboards
• Organizational alignment
• Investment justification

Instructions

Step 1: Define Strategic Objectives

For each perspective:

• What are we trying to achieve?
• How does it connect to strategy?

Step 2: Identify Measures

For each objective:

• What metric indicates success?
• What is the data source?

Step 3: Set Targets

For each measure:

• What is the current baseline?
• What is the target?

Step 4: Plan Initiatives

For each objective:

• What actions will achieve the objective?
• Who owns each initiative?

Step 5: Create Strategy Map

Visualize cause-and-effect across perspectives

Step 6: Generate Document

File path: 02-reports/[YYYYMMDD]-balanced-scorecard-v0.md

Perspective	Objective	Measure	Target	Initiative
Financial	[Obj]	[KPI]	[Target]	[Action]
Customer	[Obj]	[KPI]	[Target]	[Action]
Process	[Obj]	[KPI]	[Target]	[Action]
Learning	[Obj]	[KPI]	[Target]	[Action]

Output Specifications

• File Naming: [YYYYMMDD]-balanced-scorecard-v0.md
• Location: 02-reports/
• Template: references/balanced-scorecard-template.md

Related Skills

• niopd-st-okr: OKR framework
• niopd-pm-kpis: KPI definition
• niopd-po-north-star: North Star metric