1. Balanced Scorecard

2. Strategic Planning Word Origins Sun Tzu
What is your Strategic Position?
How to advance that Position?
Parts of Strategic Position
The Mission
The Climate
The Ground
The Leadership
The Methods

3. Balanced Scorecard Approach
A strategic planning and management system
used to align business activities to the vision and strategy of the organization,
improve internal and external communications, and
monitor organization performance against strategic goals
Originated by Drs. Robert Kaplan (Harvard Business School) and David Norton as a performance measurement framework
Adds strategic non-financial performance measures to traditional financial metrics to give managers and executives a more 'balanced' view of organizational performance.

4. Balanced Scorecard Approach
Built on FOUR Perspectives
Classic Outline
NAfME Outline
Financial
Customer
Internal Processes
Learning & Growth
Financial
Customer/Member/Stakeholder
Internal Processes
Learning & Growth/Organizational Capacity

5. Balanced Scorecard Approach
Traditional NFP Model

6. Framework for the EC Operational Plan
Financial
To succeed financially, how should we appear to our shareholders? - (NEB, MEAs, S & C and members)
Objectives
Framework for the EC Operational Plan
Metric
Targets
PPECs
Client
Internal Business Process
To achieve our vision, how should we appear to our customers?
Objectives
Vision & Strategy
Objectives
Metric
To satisfy our shareholders & customers, what business processes must we excel at?
Metric
Targets
Targets
PPECs
PPECs
Learning & Growth
Objectives
To achieve our vision, how will we sustain our ability to change & improve?
Metric
Targets
PPECs

7. Balanced Scorecard Approach NAfME Budget Process Givens

8. Balanced Scorecard Approach NAfME Budget Process Givens

9. Balanced Scorecard Approach NAfME Budget Process Givens

10. Balanced Scorecard Approach NAfME Budget Process Givens

11. Balanced Scorecard Approach
MISSION
To advance music education by promoting the understanding and making of music by all
VISION
Leading the world in music education, empowering generations to create, perform, and respond to music

12. Balanced Scorecard Approach

13. Balanced Scorecard Approach
MAP the interlocking ideas, concepts, and relationships on in organization wide picture

14. Balanced Scorecard Approach
Think of it as telling a story

15. Balanced Scorecard Approach
Think of it as telling a story

16. Balanced Scorecard Approach
Connecting the Dots of planning and work assignments with results
Financial
Customer/Member/
Stakeholder
Internal Process
Learning & Growth/
Organizational Capacity