1. Journey to Excellence

2. What is Journey to Excellence? Journey to Excellence is the new performance assessment, communication and recognition program for Councils, Districts and Units.

3. Here’s how we believe Journey to Excellence Program can help your Council Assessment Recognition Incentive for Continuous Improvement Benchmarking Early warning of Potential Problems Non-Intrusive Support for your Districts and Units Support from the Area, Region and National Council

4. Assessment Your Council’s Journey to Excellence Balanced Scorecard gives An honest and objective evaluation of your council’s strong points and areas needing improvement Evaluation in overall performance and in 17 specific criteria including areas of: – Finance – Program – Membership – Governance Criteria are coordinated with BSA National Strategic Plan

5. Recognition Councils with a satisfactory performance receive the “Bronze” level of recognition On a voluntary basis, councils which do better than satisfactory receive higher recognition – Excellent Performance – “Silver” level – Outstanding Performance – “Gold” level Levels of recognition are determined and published each year

6. Incentive for Continuous Improvement Better Performance means better Scouting for youth! Better Performance can earn a higher level of Recognition Friendly competition among Councils Key Criteria are tracked and improvement can be quickly identified

7. Benchmarking Bronze, Silver and Gold levels are tracked in overall performance and in each of the 17 criteria Performance of all Councils is published You can identify Councils which are doing well in areas you need to improve and contact them through BSA leadership or directly to receive ideas, tips and techniques for improvement.

8. Early Warning of Potential Problems Balanced Scorecard has several criteria shown to be leading indicators of Council performance You can be alerted if these criteria become negative and take early action to head off more severe problems

9. Leading vs Trailing Indicators Captain, there’s an iceberg on the far horizon Captain, the inventory of the galley shows a lot more ice than we expected Trailing IndicatorLeading Indicator

10. Non-Intrusive Journey to Excellence criteria are based on information your council is already submitting or is being recorded Receiving Journey to Excellence Balanced Scorecard requires no extra work on the part of the Council Balanced Scorecard is provided with your Council’s annual rechartering

11. Support for your Districts and Units Journey to Excellence evaluation is available for Districts and Units (Packs, Troops, Teams, Crews, Ships) Criteria are based on factors shown to produce successful, healthy, growing Scouting Recognition can be awarded based on performance measured versus these criteria: – Bronze – Satisfactory – Silver – Excellent – Gold – Outstanding Evaluation is made at time of district or unit recharter

12. Support by Area, Region and National Council Area Directors and Area Volunteer Leadership plus Regional and National Leadership have access to Journey to Excellence Balanced Scorecards Need for and benefit of help and support can be identified very early and provided in a timely manner Specific areas of strength and weakness are identified so assistance can be very focused Achievement in line with the National Strategic Plan is tracked

13. Journey to Excellence uses the Balanced Scorecard Financial Standards Non-Financial Standards

14. Your Council’s Balanced Scorecard gives you assessment In 17 measurable criteria Operating Income Advancement Governance Camping Membership Endowment Training Retention Leadership

15. How are Balanced Scorecard Criteria Determined? 3 levels Bronze Silver Gold 20 th percentile of Councils OR show a measurable improvement 50 th percentile of Councils OR show a measurable improvement and be over a minimum standard 90 th percentile of Councils OR show a measurable improvement and be over a good standard A key to Journey to Excellence is Continuous Improvement The Balanced Scorecard for Councils is determined based on a calendar year

16. Here’s an Example Fundraising - Increase council-generated net contributions in the Operating Fund over prior year. Bronze – Raise funds equal to or greater than last year - 50 points Silver - Show a 2% growth in funds raised over last year – 100 points Gold – Show a 10% growth in funds raised over last year – 200 points

17. Here’s another Example Boy Scout Advancement - Increase the percentage of Boy Scouts earning rank advancements Bronze – 45% OR 2 percentage point increase – 25 points Silver – 55% OR (45% and 2 percentage point increase) – 50 points Gold – 65% OR (55% and 2 percentage point increase) - 100 points

18. How is your overall rating determined? You receive points in each of the 17 Categories Gold, Silver, Bronze or no rating (no points) Your total points are added to give your total score Criteria are weighted with criteria which correlate most with success receiving the most points No one criterion is mandatory Your total score determines your overall rating For 2011 Gold is 1200, Silver is 950, Bronze is 700

19. Criteria Standards Change Each Year Each year, the criterion requirements will be tightened to reflect the improved performance by councils New standards for 2012 will likely be announced in early 2012 – Council performance for 2011 will determine the 2012 standards, so 2011 data will need to be collected and analyzed A Silver performance for 2011 might only rate Bronze in 2012 The criteria will likely be the same; it will never hurt to do better and improve.

20. Here are the Criteria areas FINANCEBronzeSilverGold 1)Fiscal Management – maintain positive75100200 Unrestricted net assets in the Operating Fund to support Annual Operating expenses 2) Fundraising: Increase council-generated 75100200 net contributions in the Operating Fund over prior year. 3) Endowment: Add new permanently2550100 restricted gifts to the Endowment Fund.

21. MEMBERSHIPBronzeSilverGold 4) Membership Impact: Increase market 75100200 share (traditional plus Exploring) 5) Membership/Youth Growth: Increase75100200 number of registered youth (traditional plus Exploring) 6) Youth Retention: Improve retention75100200 rate of traditional youth

22. PROGRAMBronzeSilverGold 7)Cub Scout Advancement: Increase the 2550100 percentage of Cub Scouts earning rank Advancements. 8) Boy Scout Advancement: Increase the2550100 Percentage of Boy Scouts earning rank Advancements. 9) Cub Scout Camping: Increase the percentage2550100 of Cub Scouts attending day camp and/or resident camp 10) Boy Scout Camping: Increase the percentage2550100 of Boy Scouts and Varsity Scouts attending long-term camp and/or high-adventure program 11) Community Service: Increase the amount 2550100 of community service provided by Scouts, leaders and other participants.

23. UNIT SERVICEBronzeSilverGold 12)Youth-Serving Executives: Maintain or 75100200 improve ratio of youth-serving executives to total available youth. 13) Commissioner Service: Increase the2550100 number of registered commissioners over prior year. 14)Unit Visitations: Improve the rate of 2550100 visitations to units by commissioners.

24. LEADERSHIP AND GOVERNANCEBronzeSilverGold 15)Council Leadership: Have a trained 2550100 and engaged executive board. 16) District Leadership: Increase the2550100 number of volunteers serving on district committees. 17) Unit Leadership: Increase the2550200 number of direct contact leaders who are trained. TOTAL POINTS ALL CRITERIA72511502300

25. Here’s how a Balanced Scorecard might be calculated for a typical Council BronzeSilverGold 1)Fiscal Management75100200 2)Fundraising75100200 3)Endowment2550100 4)Membership Impact75100200 5)Membership/Youth Growth75100200 6)Retention75100200 7)Cub Scout Advancement2550100 8)Boy Scout Advancement2550100 9)Cub Scout Camping2550100 10)Boy Scout Camping2550100 11)Community Service2550100 12)Youth Serving Executives75100200 13)Commissioner Service2550100 14)Unit Visitations2550100 15)Council Leadership2550100 16)District Leadership2550100 17)Unit Leadership2550100 Sum250400300 Total is 950 points. Since Silver is 900 and Gold is 1600, this Council qualifies for Silver

26. 26 1992 Balanced Scorecard (Drs. Kaplan & Norton) Approach Has A Long, Proven History Measurement and Reporting Alignment and Five Key Principles Articles in Harvard Business Review:  “The Balanced Scorecard — Measures that Drive Performance” January - February 1992  “Putting the Balanced Scorecard to Work” September - October 1993  “Using the Balanced Scorecard as a Strategic Management System” January - February 1996 1996 2000 Enterprise-Wide Strategy-Focused Organization (SFO) Acceptance and Acclaim:  “The Balanced Scorecard” is translated into 18 languages  Selected by Harvard Business Review as one of the “most important management practices of the past 75 years. “  Bain Consulting Reports 50% of US Companies Use the Balanced Scorecard Focus On Mapping Strategy and Hall of Fame Achievement 2004 20062008

27. Who now uses the Balanced Scorecard Concept? Johnson & Johnson Halliburton Hewlett Packard Mastercard Merck & Co. Microsoft Pricewaterhouse Proctor and Gamble Verizon American Red Cross And Many Others American Express Anheuser Busch AT&T Mobility Bank of America Caterpillar Chrysler Consolidated Edison Coors Department of Defense Federal Reserve Bank GE Capital Key Scouting Volunteers use and are comfortable and familiar with the Balanced Scorecard

28. Journey to Excellence is for Districts and Units also Journey to Excellence for Districts Bronze, Silver and Gold Achievement Levels Criteria areas include Membership, Finance, Program, Leadership and Percentage of Units earning Bronze Award Gold 1600 points plus earn Bronze and Silver Silver 1000 points plus earn Bronze Bronze 600 points plus meet 10 of 12 District Bronze Requirements

29. Journey to Excellence for Units Bronze, Silver and Gold levels Requirements include several Program elements, Membership, Leadership, Budget Unit is rated at the time of its rechartering Gold – 1600 points plus earn Bronze and Silver Silver – 1000 points plus earn Bronze Bronze – 600 point plus – Packs – complete 10 of 13 Pack Bronze Requirements – Troops–complete 11 of 13 Troop Bronze Requirements – Crews – complete 9 of 11 Crew Bronze Requirements

30. Journey to Excellence Exceptions Policy Because no requirements are mandatory, you can select which requirements you choose not to meet. Exceptions are not needed. Exceptions will be very, very rare. They will require unique circumstances beyond the control of the group Approval required – For councils, personal approval by Regional Key 3 – For districts, personal approval by Area Key 3 – For units, personal approval by Council Key 3

31. Journey to Excellence Measuring our Continuous Improvement Recognizing and Publicizing Outstanding Performance Identifying Potential Problems so they can be addressed and corrected Encouraging Mutual Assistance and Support Building Better Scouting for More Scouts