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Balanced Scorecard Basics


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A company will often make the mistake of measuring success in terms of income. Instead, a successful company must measure their reputation, the knowledge base of their employees, project initiatives, and more. Trainers can bring this one-day Balanced Scorecard Basics training course to life for human resources and leadership staff as they learn how to identify, document, plan, and execute a balanced strategic mission to move forward with on a corporate scale.

Balanced Scorecard Basics courseware is available for trainers to purchase, download, and quickly customize or deliver as is. This training course is completely customizable, with no hidden fees and includes a full suite of training materials including the instructor guide, student workbook, assessments, an engaging pre-assignment, and much more.

How to Use This Guide

Session One: Course Overview

Session Two: Understanding the Balanced Scorecard

What is the Balanced Scorecard?

The Need for the Balanced Scorecard

Session Three: The Ingredients for Success

Is the Balanced Scorecard Right for Us?

Top Ten Scorecard Pitfalls

Session Four: Overview of the Balanced Scorecard Process

The Big Picture

Sample Strategy Map

Sample Balanced Scorecard

Sample Tactical Action Plan

Session Five: Creating a Project Vision Statement

Why We’re Doing What We’re Doing

Making a Statement

Session Six: Understanding Organizational Mission, Vision, and Values

The Building Blocks for Your Balanced Scorecard

Analyzing Sample Statements

Session Seven: Plans and Processes to Build

Building Core Plans

A Checklist of Processes

Case Study

Session Eight: Building Balanced Scorecard Teams

Recommended Reading List

Post-Course Assessment

Pre- and Post-Assessment Answer Keys

Personal Action Plan

Everything you need to deliver amazing training

Each courseware title is a trainers' kit that comes with the following course components:

Instructor Guide

Velsoft Instructor Guides are the core of each training course. Our Instructor Guides lay out the training in simple, easy-to-follow instructions. You can also customize the Instructor Guides in order to personalize your training.

Student Manual

Each Instructor Guide - for each course - is paired with a Student Manual that you can present to your participants. This customizable Student Manual gives each participant the ?student? version of the course you will be teaching.

Exercise Workbook

Velsoft offers an Exercise Workbook (also customizable) that is specific to the course you are offering. You can choose whether this is something you would like to present to your students.

Sample Files

Pre-made Sample Exercise Files are provided for use with the Lab Workbook so that you, as the trainer, do not have to prepare activity working files.

PowerPoint Deck

Courseware from Velsoft is designed to give you everything you need for use in the classroom or for your workshop. This includes the PowerPoint versions of all the courses, prepared for you in advance.

Quick Reference Guide

Quick Reference Guides are a favorite tool for trainers to provide to their learners. Each Quick Reference Guide summarizes the most important elements in each courseware title down to two pages.

Fully Customizable

Make any changes you like including easily taking our branding off and replacing it with yours.

Unlimited Users

Train as many participants at your location as you like - forever!

Unlimited Printing Rights

Print-on-demand only what you need for as many participants with no limits.

No Annual Renewal Fees

One-off pricing. Never pay again to use the materials.


Courseware you can customize.
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