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Establishing 'Making it Happen' as a 'Formal & Predictable' Discipline
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Scorecard Health Checklist

This is a checklist to measure or achieve the effectiveness of your scorecard.
 
This page of 'Practice Tools' is linked to:  Execution Scorecard, Customer Relationship, Sales & Distribution, Focus & Money-Machine,

When is Scorecard Health Checklist used?

Please refer to Designing Scorecards in Dashboards and Scorecards for context of the template.

This template is definitely used at the time of designing a scorecard, and can be used freely at any instance or change in the scorecard. It can be used formally or informally to achieve the purpose.

Why is scorecard checklist used?

Scorecard is a mis-used term, and this checklist clarifies the purpose of a scorecard. This checklist also helps in making a scorecard effective. If you have all the ticks as 'aye' on the items in this checklist, good part of your job in implementing your strategy is done. A good scorecard, not only provides all the information required to manage the performance but also compels the stakeholders to 'use' that information.

How is it used?

This template has to be used with a greater diligence when you are creating a scorecard for any sizeable unit or more. Typically the leaders have to co-own the scorecard. The head of the unit will engage with his direct reports to go through the business plan of the unit/issues/exceptions etc. and workout a scorecard. This checklist can be shared before the exercise and reviewed at the end of the exercise. A typical scorecard goes through changes in first few months before it stabilizes. The same checklist can then employed as and when required.


Download Attachment

JE- Scorecard health Checklist.xls  

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