Create Your Balanced Scorecard in Minutes
Discover how this free Excel template can help you visualize objectives, track KPIs, and align with your strategy.
Unlock the power of strategic planning with our free Balanced Scorecard Excel Template. Designed with ClearPoint Strategy's expertise, this tool helps you visualize objectives, track KPIs, and align measures with your strategy. Perfect for those wanting a simple, effective scorecard before committing to a long-term solution.
So, you're diving into the world of strategic planning, and you've stumbled upon the Balanced Scorecard. Smart move! It's a game-changer for aligning your organization's goals with actual performance. But before you jump into the deep end with fancy software, why not start with our free Excel template? It's like a strategic planning sandbox where you can play around and get a feel for how the Balanced Scorecard works.
With this template, you'll get a clear picture of how your measures and objectives connect. It's all about making sure everything's in sync with your strategy. Plus, tracking your KPIs becomes a breeze. You'll know exactly where you stand with your targets and whether you're hitting those goals or need to tweak your approach.
So, give it a whirl! It's straightforward, effective, and a great stepping stone to mastering the Balanced Scorecard. Trust me, once you get the hang of it, you'll wonder how you ever managed without it.
Learn From The Leaders 🏆 in Strategy Execution
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This template made it easy to align our objectives with our strategy. A must-have for any business leader!
Tracking KPIs has never been simpler. This tool is a game-changer for strategic planning.
A fantastic toolkit for visualizing our goals and progress. Highly recommend for any organization!
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join us for a Featured Webinar
How Durham’s Community-First Approach is Driving Real Strategic Change
March 20, 2025
Let’s face it—strategic planning in government is often overly complicated, slowed down or stuck in bureaucracy, and disconnected from the people it’s meant to serve. Durham County is flipping that script. By putting community voices at the center of their process, they’re proving that strategy doesn’t have to just be a top-down exercise—it can be a dynamic, responsive tool that delivers real impact.
Join us for an exclusive conversation with Pat Madej, Strategic Initiatives Manager for Durham County, as he shares Durham's journey of streamlining processes, improving transparency, and making strategic updates easier for their departments. We'll discuss:
🔍 Why traditional strategic plans fail—and how to address common challenges
🤝 Using community engagement to shape priorities, not just check a box
📊 Best practices for structuring scorecards, reports, and automations to showcase progress
🚀 How ClearPoint Strategy has helped Durham build an effective framework for reporting and decision-making
This is not just another discussion about “best practices.” It’s a real look at how local government can rethink strategy to be more transparent, effective, and manageable. We can't wait to see you there, register today to save your seat!
