balanced-scorecard

name	balanced-scorecard
description	Use when performance management needs a broader view than financial or single KPI tracking. Use when applying the Balanced Scorecard consulting method and when a user asks for Balanced Scorecard, method execution, structured diagnosis, or action planning.
license	Apache-2.0

Balanced Scorecard

Use this skill to run Balanced Scorecard as a practical consulting method, not as a generic framework explanation.

Method Notes

• Use financial, customer, internal process, and learning/capability perspectives.
• Limit metrics per perspective so the scorecard stays usable.

Required Inputs

Collect or infer these inputs before execution:

• strategy or objective
• current metrics
• stakeholders
• time horizon

If an input is missing, do not block automatically. Mark it as missing, state the assumption used, and add a validation action.

When Not To Use

Do not use before the strategy, intended outcomes, and cause-and-effect logic are clear. A balanced scorecard is a small management system, not a catalogue of every available KPI.

Adjacent Methods

• metrics-tree: decompose one outcome into causal drivers and guardrails.
• north-star-metric: define one leading value metric for a product or service.

Step-by-Step Execution

Step	Required input	How to execute	Output
Clarify strategy	Strategic objective and business context.	State the strategy the scorecard must translate into measures.	Strategy frame.
Set four perspectives	Financial, customer, internal process, learning/capability context.	Define objectives under each perspective.	Perspective objectives.
Choose measures	Objectives, data availability, owners.	Select a few measures per perspective with formula and cadence.	Scorecard metrics.
Set targets and initiatives	Measures, baseline, ambition, resources.	Define target, owner, initiative, and review rhythm.	Targets and initiatives.
Check balance	Scorecard draft.	Remove overload and check whether short-term financial goals crowd out capability and customer measures.	Balanced scorecard.

Output Template

### 1. Strategy And Scope
Strategy objective:
Time horizon:
Target operating unit:
Key assumptions:

### 2. Four-Perspective Scorecard
| Perspective | Objective | Measure | Baseline | Target | Initiative | Owner |
|---|---|---|---|---|---|---|
|  |  |  |  |  |  |  |

### 3. Cause-And-Effect Logic
| Leading objective | Expected effect | Lagging outcome | Evidence strength |
|---|---|---|---|
|  |  |  |  |

### 4. Review Cadence
| Measure | Review frequency | Trigger | Corrective action |
|---|---|---|---|
|  |  |  |  |

### Evidence And Next Decision
- Confirmed facts:
- Assumptions:
- Missing evidence:
- Next action, owner, and timing:
- Expected signal and decision threshold:

Quality Gate

• Produce the method-specific outputs for Strategy And Scope, Four-Perspective Scorecard, Cause-And-Effect Logic; do not substitute a generic framework summary.
• Tie every material score, causal claim, or stakeholder judgment to evidence or label it as an assumption.
• Include at least one disconfirming check, sensitivity, alternative explanation, or failure condition appropriate to the method.
• Convert the result into a named action or decision with an owner or stakeholder, timing, and observable signal.
• State missing inputs and the smallest validation action instead of inventing precision.
• Keep wording professional and plain enough that a smart non-specialist can use the output directly.