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Training Courses

Balanced Scorecard Professional

Course Code
FA73
Category
Finance And Accounting
Course ID
2574
Course Outline

Course Overview

This DIXONTECH course provides a practical and strategic approach to mastering the Balanced Scorecard (BSC) methodology. Participants will learn to translate organizational vision and strategy into measurable objectives, align initiatives, and monitor performance using financial and non-financial metrics. The program integrates global best practices from Kaplan & Norton’s Balanced Scorecard Framework, ensuring delegates gain both analytical and implementation skills to drive organizational excellence.

TRAINING TOPICS

  • Fundamentals of the Balanced Scorecard Framework
  • Linking Strategy to Performance
  • Strategic Mapping and Objective Setting
  • Key Performance Indicators (KPIs) Development
  • Financial and Non-Financial Measurement Systems
  • Cascading the BSC Across the Organization
  • Performance Dashboards and Scorecard Reporting
  • Strategy Execution and Governance Alignment
  • Continuous Improvement and Strategic Feedback
  • Case Studies and Global Best Practices

BY THE END OF THIS TRAINING COURSE, DELEGATES WILL BE ABLE TO:

Master the design, implementation, and monitoring of effective Balanced Scorecard systems for organizational success.

  • Build strategic performance scorecards
  • Define measurable objectives and KPIs
  • Align departmental goals with strategy
  • Translate vision into actionable plans
  • Monitor performance using dashboards
  • Drive accountability and strategic learning
  • Integrate BSC with governance frameworks

TRAINING IS TAILORED TO

Leaders, strategists, and performance professionals aiming to enhance organizational alignment, execution, and impact measurement.

  • Strategy and Planning Managers
  • Performance Management Professionals
  • HR and Organizational Development Leaders
  • Finance and Business Analysts
  • Project Management Professionals
  • Corporate Executives and Directors
  • Policy and Quality Managers

TRAINING METHODOLOGY

DIXONTECH integrates global BSC methodologies with real-world case studies, group exercises, and performance dashboard simulations. Participants will develop practical scorecards, analyze KPIs, and design strategic maps using proven frameworks and interactive workshop techniques.

DAY 1

STRATEGY AND THE BALANCED SCORECARD FRAMEWORK

  • Understanding the evolution of performance management
  • Key concepts of the Balanced Scorecard model
  • The four perspectives: Financial, Customer, Internal, Learning
  • Linking mission, vision, and values to strategy
  • Identifying strategic themes and objectives
  • Global applications of the BSC model
  • Challenges in strategy execution and alignment
  • Case review: The BSC success stories

DAY 2

STRATEGIC MAPPING AND OBJECTIVE SETTING

  • Building a strategic map step by step
  • Translating strategy into objectives and measures
  • Identifying performance drivers and cause-effect links
  • Strategic alignment across departments
  • Defining corporate value propositions
  • Integrating KPIs with strategic themes
  • Understanding leading and lagging indicators
  • Communicating strategy through visual mapping

DAY 3

KPI DEVELOPMENT AND PERFORMANCE MEASUREMENT

  • Designing effective KPIs for all perspectives
  • SMART and CLEAR KPI principles
  • Setting targets, thresholds, and performance scales
  • Benchmarking internal and external data
  • Data collection and validation techniques
  • Linking KPIs to strategic objectives
  • KPI governance and ownership models
  • Measuring intangible performance drivers

DAY 4

CASCADE, INTEGRATE AND MONITOR THE BALANCED SCORECARD

  • Cascading the BSC through organizational levels
  • Departmental and individual scorecard alignment
  • Performance dashboard design and interpretation
  • Scorecard automation and software integration
  • Linking BSC to budgeting and resource allocation
  • Periodic review and strategic learning processes
  • Feedback loops and performance adjustments
  • Governance and accountability in BSC monitoring

DAY 5

IMPLEMENTATION, REPORTING AND STRATEGIC IMPROVEMENT

  • Implementing the BSC in real organizations
  • Communicating strategy through scorecards
  • Role of leadership in BSC implementation
  • Using dashboards for executive decision-making
  • Integrating BSC with risk and compliance systems
  • Continuous improvement and performance evaluation
  • Lessons learned from global BSC applications
  • Building a sustainable strategy culture

 

Course Schedule

Discounts and Registration

Group & Corporate Discounts:
Available for companies enrolling multiple participants to help maximize ROI.
Individual Discounts:
Offered to self-sponsored participants who pay in full and upfront.
Registration Process:
Corporate nominations must go through the client’s HR or Training department.
Self-nominations must be prepaid via the “payment by self” option.
Confirmation:
All registrations are subject to DIXONTECH’s approval and seat availability.
Refunds:
Provided in case of course cancellation or no seat availability.
Tax Responsibility:
Clients are responsible for any local taxes in their country.