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Balanced Scorecards & Operational Dashboards with Microsoft Excel

by

Balanced Scorecards & Operational Dashboards with Microsoft Excel Cover

 

Out of Print

Synopses & Reviews

Publisher Comments:

Balanced Scorecards are one of the seminal business ideas to come from the 20thcentury. They help organizations translate strategy into action. Operational dashboards enable managers to monitor operations and tactics.  Balanced Scorecards and operational dashboards are in high use and high demand in for profit and non-profit organizations. The primary tool used to create Balanced Scorecards and operational dashboards is Microsoft Excel. Even in enterprise-level business intelligence and performance management systems the first step is often to build prototypes using Microsoft Excel. Although Microsoft Excel is widely used for developing scorecards and dashboards, most developers become frustrated and do not develop adequate or maintainable solutions.

Using the advanced office book packaging (Excel Advanced Report Development), this title will show medium and advanced level Microsoft Excel users how to create robust, maintainable and dynamically updated scorecards and dashboards. No other book covers both scorecards anddashboards withExcel. This book will cover several versions of Excel, so companies who have not yet upgraded to 2007 will still find this book useful and applicable for data visualization  and overall business strategy. While there are many books devoted to Balanced Scorecards, operational dashboards, performance management and data visualization, there are no books focused on how to combine those and then implement them in Microsoft Excel.

The first part of the book will discuss the management process that leads up to software development, including interviews, process and strategy mapping, identifying metrics, etc. Then the book delves into the development and maintenance of the balanced scorecards and operational dashboards using Excel. The book will possibly include an introduction from Dr. Kaplan and Dr. Norton, the originators of Balanced Scorecards, or Paul Niven, author of numerous books on Balanced Scorecards. Ron Person has consulting and speaking engagements all over the country on this topic and plans to use the book as the centerpiece of his discussions.

Synopsis:

Create Balanced Scorecards and operational dashboards that drive success

Balanced Scorecards help organizations clarify their strategy, translate strategy into action, and successfully execute their strategy. Operational dashboards are critical for monitoring and managing high performance.

This book is a guide for those who define and build these business performance tools: executive sponsors, operational managers, facilitators, and Excel developers. Based on years of experience, these step-by-step methods will help you develop Balanced Scorecards and operational dashboards that drive strategic execution and operational performance.

  • Write a strategic Destination Statement that clarifies your vision

  • Build a Strategy Map illustrating strategic objectives and the causal links that drive success

  • Map operational processes to identify leverage points with the greatest impact

  • Identify the "critical few" metrics that drive and measure success

  • Gain buy-in with Tactical Action Plans and Implementation Plans

  • Build impressive, dynamic Excel scorecards and dashboards using only spreadsheet functions

  • Build powerful charts and analyses that aid business decision making

  • Develop portable Balanced Scorecards that are secure and easy to maintain

Companion Web site

Download free Excel sample files at www.wiley.com/go/scorecardsanddashboardswithexcel. You can also find additional resources on Balanced Scorecards and operational dashboards at www.torconsulting.com

Synopsis:

Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.

About the Author

Ron Person is Managing Director of Tor Consulting, Inc., a firm passionately dedicated to helping organizations execute their strategy and build measurable high performance. He is certified as a Balanced Scorecard consultant through the Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a member of the California Awards for Performance Excellence Board of Examiners, 2008 (California's Malcolm Baldridge Award). Ron's clients span a wide range of industries in the U.S. and internationally.

Table of Contents

Introduction.

Part I Strategic Performance with Balanced Scorecards.

Chapter 1 Accelerating Strategic Performance.

Chapter 2 Developing Your Strategic Foundation.

Chapter 3 Preparing to Build Your Balanced Scorecard.

Chapter 4 Step-by-Step to Building Your Strategy Map.

Chapter 5 Step-by-Step from Strategy to Action.

Chapter 6 Step-by-Step to Selecting Metrics and Setting Targets.

Chapter 7 Step-by-Step to Developing Your Implementation Plan.

Chapter 8 Step-by-Step to Roll-Out and Strategic Reviews.

Part II Operational Performance with Dashboards.

Chapter 9 Developing Executive and Operational Dashboards.

Chapter 10 Mapping Your Operational Processes.

Chapter 11 Identifying Critical Metrics and Key Performance Indicators.

Part III Building Maps, Scorecards and Dashboards.

Chapter 12 Creating Dashboards for Decision Making.

Chapter 13 Drawing Process and Strategy Maps.

Chapter 14 Using Microsoft Excel for Balanced Scorecards and Dashboards.

Chapter 15 Text-Based Dashboards.

Chapter 16 Custom Labels and Formatting.

Chapter 17 Working with Data That Changes Size.

Chapter 18 Working with Lists and Tables of Data.

Chapter 19 Creating Miniature Charts and Tables.

Chapter 20 Controlling Charts with Menus, Combo Boxes, and Buttons.

Chapter 21 Working with PivotTables.

Chapter 22 Smoothing Data and Forecasting Trends.

Chapter 23 Identifying Targets and Displaying Alerts.

Chapter 24 Building Powerful Decision Making Charts.

Chapter 25 Drilling to Detail.

Chapter 26 Using Excel Add-Ins for Extra Capabilities.

Chapter 27 Finishing Touches.

Chapter 28 Data Integration Methods.

Chapter 29 Publishing Balanced Scorecards and Dashboards.

Index.

Product Details

ISBN:
9780470386811
Author:
Person, Ron
Publisher:
Wiley
Subject:
Spreadsheets - General
Subject:
Performance technology
Subject:
Dashboards (Management information systems)
Subject:
Information Management
Subject:
monitor operations
Subject:
operational dashboards
Subject:
business metrics
Subject:
performance managements
Subject:
Data Visualization
Subject:
implement balanced scorecards in Excel
Subject:
implement operational dashboards in Excel
Subject:
Microsoft Excel
Subject:
Balanced scorecards, monitor operations, operational dashboards, business metrics, performance managements, data visualization, implement balanced scorecards in Excel, implement operational dashboards in Excel, Microsoft Excel
Subject:
Personal Computers-Desktop Applications-Spreadsheets
Subject:
Microsoft
Subject:
Excel
Subject:
Ba
Subject:
lanced scorecards, monitor operations, operational dashboards, business metrics, performance managements, data visualization, implement balanced scorecards in Excel, implement operational dashboards in Excel, Microsoft Excel
Subject:
Balanced scorecards, monitor operations, operational dashboards, business metrics, performance managements, data visualization, implemen
Subject:
t balanced scorecards in Excel, implement operational dashboards in Excel, Microsoft Excel
Copyright:
Edition Description:
WebSite Associated w/Book
Publication Date:
December 2008
Binding:
Electronic book text in proprietary or open standard format
Grade Level:
General/trade
Language:
English
Illustrations:
Y
Pages:
480
Dimensions:
9.10x7.30x1.10 in. 1.45 lbs.

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Related Subjects

Business » Management
Computers and Internet » Operating Systems » Microsoft Windows » Windows 95 » General
Computers and Internet » Personal Computers » Desktop Applications » Spreadsheets

Balanced Scorecards & Operational Dashboards with Microsoft Excel Used Trade Paper
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Product details 480 pages John Wiley & Sons - English 9780470386811 Reviews:
"Synopsis" by , Create Balanced Scorecards and operational dashboards that drive success

Balanced Scorecards help organizations clarify their strategy, translate strategy into action, and successfully execute their strategy. Operational dashboards are critical for monitoring and managing high performance.

This book is a guide for those who define and build these business performance tools: executive sponsors, operational managers, facilitators, and Excel developers. Based on years of experience, these step-by-step methods will help you develop Balanced Scorecards and operational dashboards that drive strategic execution and operational performance.

  • Write a strategic Destination Statement that clarifies your vision

  • Build a Strategy Map illustrating strategic objectives and the causal links that drive success

  • Map operational processes to identify leverage points with the greatest impact

  • Identify the "critical few" metrics that drive and measure success

  • Gain buy-in with Tactical Action Plans and Implementation Plans

  • Build impressive, dynamic Excel scorecards and dashboards using only spreadsheet functions

  • Build powerful charts and analyses that aid business decision making

  • Develop portable Balanced Scorecards that are secure and easy to maintain

Companion Web site

Download free Excel sample files at www.wiley.com/go/scorecardsanddashboardswithexcel. You can also find additional resources on Balanced Scorecards and operational dashboards at www.torconsulting.com

"Synopsis" by , Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process—both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.
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