Formal Balanced Scorecard Spreadsheet Model

Tags

excel, financial, business

You must be logged in to download this document

be first to review

balazon

P3: Process Objective 3 People Financial Internal Processes Customerr Vision Statement Mission: People statement Strategic Theme 2 Strategic Theme 4 Strategic Theme 1 Strategic Theme 3 F1: Financial Objective 1 F3: Financial Objective 3 F2: Financial Objective 2 L1: Learning/People Objective L2: Learning /People Objective L4: Learning /People Objective L5: Learning /People Objective L3: Learning /People Objective F0: Top Financial Objective (Tab F0_1, C1: Customer Objective 1 P2: Process Objective P1: Process Objective C3: Customer Objective 3 P8: Process Objective P9: Process Objective P10: Process Objective P7: Process Objective P4: Process Objective C2: Customer Objective 2 P6: Process Objective P5: Process Objective P11: Process Objective C4: Customer Objective 4.Navigation: Click globe to return to strategy map F0 -Financial Measures As of: Nov-03 Next Update: Dec-03 Owner: Objective: << Need to insert objective statement here>> Measure: Key Initiatives: Year Savings* Measure: Notes Q1 2002 9.2% 10.2% **BASELINE Q1 2003 9.6% 10.2% Q2 2003 9.6% 10.3% Q3 2003 9.5% 10.4% Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 F0: Financial Measure Measure 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 14.0% 16.0% 18.0% 20.0% Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Savings* Measure: ------------------------------------------------------------------------------------Target 10% ------------------------------------------------------------------------------------Target 11.5% F0.2 Measure F0.1 MeasureNavigation: Click globe to return to strategy map F0 -Financial Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: << Need to insert objective statement here>> Measure: Key Initiatives: Year Aggregate Target Aggregate Actuals Notes Notes YE 2002 3.27% **BASELINE Q1 2003 3.18% 3.29% Mainly due to less than expected CU net income Q2 2003 3.19% 3.23% Q3 2003 3.34% Q4 2003 3.41% Q1 2004 Q2 2004 Q3 2004 Q4 2004 F0: Finacial Measuree CMG Net Income Impact on CUs 0.00% 0.50% 1.00% 1.50% 2.00% 2.50% 3.00% 3.50% 4.00% 4.50% 5.00% YE 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Aggregate Target Aggregate Actuals Long Term F0.1 Measure F0.2 MeasureNavigation: Click globe to return to strategy map F1 -Financial Measures As of: Oct-03 Next Update: Nov-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Jan-03 No specific data for January Feb-03 1.0 1.0 Cumulative figure for Jan&Feb Mar-03 2.0 2.0 Cumulative figure for Jan,Feb,Mar Apr-03 3.0 3.0 Cumulative figure for Jan -Apr May-03 4.0 4.0 Cumulative figure for Jan -May Jun-03 5.0 5.0 Cumulative figure for Jan -Jun Jul-03 6.0 6.0 Cumulative figure for Jan -Jul Aug-03 7.0 7.0 Cumulative figure for Jan -Aug Sep-03 8.0 8.0 Cumulative figure for Jan -Sep Oct-03 9.0 9.0 Cumulative figure for Jan -Oct Nov-03 10.0 10.0 Dec-03 11.0 12.0 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? F1.2 Measure F1.1 Measure F1: Financial Measure Financial Measure 0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 $ Millions Target ActualNavigation: Click globe to return to strategy map F1 -Financial Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes 1999 1.0% 2.00% 2000 1.0% 2.00% 2001 1.0% 2.00% 2002 1.0% 2.00% 2003 1.0% 2.00% Updated qtly based on forecasted 2004 1.0% operating gain. 2005 1.0% 2006 1.0% 2007 1.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? F1.1 Op Gain F1: Financial Measure Operating ROE 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 1999 2000 2001 2002 2003 2004 2005 2006 2007 Annual ROE Target Actual --------------------------------------------------->__%=Target F1.2 Op ROENavigation: Click globe to return to strategy map F2 -Financial Measures As of: Oct-03 Next Update: Nov-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Oct-02 4.0% 5.0% Nov-02 4.0% 5.0% Jan-03 4.0% 5.0% Feb-03 4.0% 5.0% Mar-03 4.0% 5.0% Apr-03 4.0% 5.0% May-03 4.0% 5.0% Jun-03 4.0% 5.0% Jul-03 4.0% 5.0% Aug-03 4.0% 5.0% Sep-03 4.0% 5.0% Oct-03 4.0% 5.0% Nov-03 4.0% 5.0% Dec-03 4.0% 5.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? Financial Measure 0.0% 1.0% 2.0% 3.0% 4.0% 5.0% 6.0% Oct-02 Nov-02 Dec-02 Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 Operating Revenue Growth Target Actual F2: Consistent revenue growth in excess of 10%F3 -Financial Measures As of: Nov-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Monthly Target Actual Notes Oct-02 12.0% 11.3% Nov-02 11.0% 9.9% Dec-02 10.0% 8.7% Jan-03 9.0% 9.4% Feb-03 8.0% 10.6% Mar-03 7.0% 9.7% Apr-03 6.0% 9.8% May-03 5.0% 9.1% Jun-03 4.0% 9.6% Jul-03 3.0% 9.0% Aug-03 3.0% 9.4% Sep-03 3.0% 8.1% Oct-03 3.0% 9.3% Nov-03 3.0% Dec-03 3.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? F3: Financial Measure Measure 6.0% 6.5% 7.0% 7.5% 8.0% 8.5% 9.0% 9.5% 10.0% 10.5% 11.0% 11.5% 12.0% Oct-02 Nov-02 Dec-02 Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 Unit Cost Aggregator Monthly Target Actual ---------------------------------------------UNFAVORABLE FAVORABLE Target Navigation: Click globe to return to strategy map C1 -Customer Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes YE 2001 31.2 Q1 2002 31.2 28.9 Q2 YTD 2002 31.2 31.5 Q3 YTD 2002 31.2 32.2 YE 2002 31.2 32.7 Q1 2003 32.7 32.6 Q2 YTD 2003 32.7 34.1 Q3 YTD 2003 32.7 33.5 YE 2003 32.7 C1: Customer Objective Customer Satisfaction Index 31.2 28.9 31.5 32.2 32.7 32.6 34.1 33.5 25.0 26.0 27.0 28.0 29.0 30.0 31.0 32.0 33.0 34.0 35.0 YE 2001 Q1 2002 Q2 YTD 2002 Q3 YTD 2002 YE 2002 Q1 2003 Q2 YTD 2003 Q3 YTD 2003 YE 2003Actual Baseline -------------------------------------------------------------------------------------------------------------32.7 Target Navigation: Click globe to return to strategy map C2 -Customer Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes YE 2001 29.6 Q1 2002 29.0 26.6 Q2 YTD 2002 29.0 30.4 Q3 YTD 2002 29.0 30.6 YE 2002 29.0 30.9 Q1 2003 30.0 29.9 Q2 YTD 2003 30.0 31.2 Q3 YTD 2003 30.0 31.7 YE 2003 30.0 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? Current Period Customer Excellence 26 27 28 29 30 31 32 33 34 YE 2001 Q2 YTD 2002 YE 2002 Q2 YTD 2003 YE 2003 Actual Target C2: Customer Objective C2.2 Measure C2.1 Measure Customer Loyalty Highly Likely to Recommend Extremely Satisfied with Total Performance Highly Likely to Buy Navigation: Click globe to return to strategy map C2 -Customer Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Overall Large Medium Small Notes Q4 2002 4.6 4.8 5.1 3.8 **BASELINE Q1 2003 4.6 4.8 5.2 3.8 Q2 2003 4.6 4.8 5.2 3.8 Q3 2003 4.6 4.7 5.1 3.8 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 C2: Customer Objective C2.1 Measure Relationships per CU 0.0 1.0 2.0 3.0 4.0 5.0 6.0 Q4 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Target Overall Medium Small Large C2.2 MeasureNavigation: Click globe to return to strategy map C3 -Customer Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Rolling 3 quarter ave Notes W1 2001 44.2 **BASELINE W2 2001 44.8 W3 2001 48.2 45.7 Q1 2002 45.7 44.9 46.0 Q2 2002 45.7 49.5 47.6 Q3 2002 45.7 48.4 47.6 Q4 2002 45.7 48.9 48.9 Q1 2003 48.9 48.2 48.5 Q2 2003 48.9 49.3 48.9 Q3 2003 48.9 49.0 48.9 C3: Customer Measure Measure 44.2 44.8 48.2 44.9 49.5 48.4 48.9 48.2 49.3 49.0 41.0 42.0 43.0 44.0 45.0 46.0 47.0 48.0 49.0 50.0 W1 2001 W2 2001 W3 2001 Q1 2002 Q2 2002 Q3 2002 Q4 2002 Q1 2003 Q2 2003 ActualNavigation: Click globe to return to strategy map C4 -Customer Measures As of: Jan-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Result Q3 2003 75% issues on track Green Yellow Red What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? C4: Customer ObjectiveNavigation: Click globe to return to strategy map P1 -Process Measures As of: May-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q4 2002 0.0 0.0 Q1 2003 0.0 0.0 Q2 2003 0.0 0.0 Q3 2003 30.0 Q4 2003 80.0 Q1 2004 100.0 Q2 2004 100.0 Q3 2004 100.0 Q4 2004 100.0 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P1: Build and effectively deploy an in-depth knowledge base of our customers and marketsNavigation: Click globe to return to strategy map P2 -Process Measures As of: Jan-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: P2:Process ObjectiveNavigation: Click globe to return to strategy map P3 -Process Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes 1999 4.4% ** BASELINE 2000 5.3% 2001 8.4% 2002 10.0% 2003 TBD 9.2% thru September 2004 TBD 2005 TBD 2006 TBD P3: Process Measure New Products 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 1999 2000 2001 2002 2003 2004 2005 2006 Target ActualNavigation: Click globe to return to strategy map P4 -Process Measures As of: Jan-03 Next Update: Jul-03 Owner: Mike Daubs Objective: Measure: <> Key Initiatives: Date Plan/Target Actual Notes Mar-02 Jun-02 Sep-02 Dec-02 Mar-03 Jun-03 Sep-03 Dec-03 Mar-04 Jun-04 Sep-04 Dec-04 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P4: Process ObjectiveNavigation: Click globe to return to strategy map P5 -Process Measures As of: Jan-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date Notes Mar-02 Jun-02 Sep-02 Dec-02 Mar-03 Jun-03 Sep-03 Dec-03 Mar-04 Jun-04 Sep-04 Dec-04 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P5: Process ObjectiveNavigation: Click globe to return to strategy map P6 -Process Measures As of: Jan-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date Plan/Target Actual Notes Mar-02 Jun-02 Sep-02 Dec-02 Mar-03 Jun-03 Sep-03 Dec-03 Mar-04 Jun-04 Sep-04 Dec-04 What do the results of this quarter/month indicate? << revise graphic above as needed or create new one with wizard.. >> Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P6: Process ObjectiveNavigation: Click globe to return to strategy map P7 -Process Measures As of: May-03 Next Update: Aug-03 Owner: Objective: Measure: Key Initiatives: Date Aggregate Target Aggregate Actual Product Actual Other Prod Actual Oct-02 na Nov-02 na Dec-02 na Jan-03 na Feb-03 na Mar-03 6.0% 5.5% 1.7% 8.7% Apr-03 6.3% 5.5% 2.6% 8.0% May-03 6.5% 6.4% 2.3% 10.0% Jun-03 6.8% 6.7% 2.6% 10.2% Jul-03 7.1% 6.6% 2.6% 9.8% Aug-03 7.4% 6.6% 2.5% 10.0% Sep-03 7.7% 7.2% 3.0% 10.6% Oct-03 7.9% Nov-03 8.2% Dec-03 8.5% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P7: Process Objective 0.00% 2.00% 4.00% 6.00% 8.00% 10.00% 12.00% 14.00% Oct-02 Nov-02 Dec-02 Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 Aggregate Actual Other Prod Actual Product Actual Target 8.5% ----------------------------------------------------------------------------AggregateNavigation: Click globe to return to strategy map P8 -Process Measures As of: Nov-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Comparison to Standard Notes Jan-03 80% 50% Feb-03 80% 47% Mar-03 80% 67% Apr-03 80% 61% May-03 80% 56% Jun-03 80% 67% Jul-03 80% 55% Aug-03 80% 70% Sep-03 80% 65% Oct-03 80% 75% Nov-03 80% Dec-03 80% Measure 50% 47% 67% 61% 56% 67% 55% 70% 65% 75% 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100% Jan-03 Feb-03 Mar-03 Apr-03 May-03 Jun-03 Jul-03 Aug-03 Sep-03 Oct-03 Nov-03 Dec-03 Comparison to StandardTarget --------------------------------------------------------------------------------------------------------------80% P8: Process ObjectiveNavigation: Click globe to return to strategy map P9 -Process Measures As of: Sep-03 Next Update: Dec-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes H1 2003 Q3 2003 Q4 2003 Q1 2004 Actual projects delivered that meet minimum criteria! Yellow -No target yet established P9: Simplify, streamline and continuously improve operational effectivenessNavigation: Click globe to return to strategy map P10 -Process Measures As of: Apr-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date BSC Started Actual Plan to Complete BSC Completed Target (BSC Completed) Notes P10: Process ObjectiveNavigation: Click globe to return to strategy map P11 -Process Measures As of: Jan-03 Next Update: Jul-03 Owner: Objective: Measure: Key Initiatives: Date Plan/Target Actual Notes Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? P11: Process ObjectiveNavigation: Click globe to return to strategy map L1 -Learning & Growth Measures As of: Nov-03 Next Update: Jan-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q1 2002 80.0% Q1 2003 80.0% 67.0% Q2 2003 80.0% 67.0% Q3 2003 80.0% 70.0% Q4 2003 80.0% Q1 2004 80.0% Q2 2004 80.0% Q3 2004 80.0% Q4 2004 80.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? L1: Learning Objective Satisfaction 0.5 0.6 0.7 0.8 0.9 1.0 Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Survey Rate Target ActualNavigation: Click globe to return to strategy map L2 -Learning & Growth Measures As of: Nov-03 Next Update: Jan-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q1 2002 75.0% Q1 2003 80.0% 75.0% Q2 2003 80.0% 77.0% Q3 2003 80.0% 74.0% Q4 2003 80.0% Q1 2004 80.0% Q2 2004 80.0% Q3 2004 80.0% Q4 2004 80.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? L2: Learning and Growth Effectiveness 0.5 0.6 0.6 0.7 0.7 0.8 0.8 0.9 0.9 1.0 1.0 Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Survey Rate Target ActualNavigation: Click globe to return to strategy map L3 -Learning & Growth Measures As of: Nov-03 Next Update: Jan-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q1 2002 71.0% 2002 Culture Assessment Q1 2003 80.0% 72.0% Below Target Q2 2003 80.0% 70.0% Q3 2003 80.0% 78.0% Q4 2003 80.0% Q1 2004 80.0% Q2 2004 80.0% Q3 2004 80.0% Q4 2004 80.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? Employee Development 0.5 0.6 0.6 0.7 0.7 0.8 0.8 0.9 0.9 1.0 1.0 Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Survey Rate Target Actual L3: Learning and GrowthNavigation: Click globe to return to strategy map L4 -Learning & Growth Measures As of: Nov-03 Next Update: Jan-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q1 2002 81.0% Q1 2003 80.0% 82.0% Q2 2003 80.0% 82.0% Q3 2003 80.0% 74.0% Q4 2003 80.0% Q1 2004 80.0% Q2 2004 80.0% Q3 2004 80.0% Q4 2004 80.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? L4: Learning and Growth Performance 0.5 0.6 0.7 0.8 0.9 1.0 Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Survey Rate Target ActualNavigation: Click globe to return to strategy map L5 -Learning & Growth Measures As of: Nov-03 Next Update: Jan-03 Owner: Objective: Measure: Key Initiatives: Date Target Actual Notes Q1 2002 80.0% 2002 Culture Assessment Q1 2003 80.0% 68.0% Below Target Q2 2003 80.0% 69.0% Q3 2003 80.0% 67.0% Q4 2003 80.0% Q1 2004 80.0% Q2 2004 80.0% Q3 2004 80.0% Q4 2004 80.0% What do the results of this quarter/month indicate? Why did we meet or miss the target? What is the trend? Why are we seeing this trend? What plans do we have to meet the target? L5: Learning and Growth Objective Measure 50% 60% 70% 80% 90% 100% Q1 2002 Q1 2003 Q2 2003 Q3 2003 Q4 2003 Q1 2004 Q2 2004 Q3 2004 Q4 2004 Survey Rate Target Actual