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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.
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