Welcome to TheBusinessS

INTRODUCTION:
The primary purpose of the FREE SCORECARD version is to validate the u

To begin, take a few minutes and complete STEP 1 by adding Performanc

and rate how important each of these considerations is relative to the oth
these considerations.

In a team setting, this process engages members and helps them more fu
monthly. SCORECARD is an excellent communication vehicle. It facilitate
guide to manage the ongoing execution process. The overall performanc
reveals trends that serve to encourage team members to continue to ach

This FREE version limits the number of performance considerations and n

differences between the FREE and TEAM versions are shown below:

Click the NEXT button to get started. On the next tab, you'll add organiza

To purchase
the TEAM
SCORECARD
click below:
Visit The Business Scorecard.com
web site
inessSCORECARD.com System

to validate the usefulness of the system.

ding Performance Considerations that impact your company's success. Second, go to S

elative to the others. Finally, in STEP 3 indicate how well your organization is doing achi

lps them more fully understand the plan. Using their feedback the plans can be updated
hicle. It facilitates team buy-in, creates constructive peer pressure and serves as a reliab
erall performance score reflects how well the team is executing their plan. As a graph,
continue to achieve at high levels.

iderations and number of people that can participate in the feedback process. A matrix
wn below:

u'll add organization name, review date and performance considerations.

ystem

Second, go to STEP 2
tion is doing achieving

s can be updated
serves as a reliable
an. As a graph, it

rocess. A matrix of the

s.
 Name
FREE SCORECARD
October26,2009

STEP 1 - ENTER Performance

Considerations (In the light-blue rows below. Rows can
be left blank)

General Considerations Copyright 2009

Very long
term, may
never change,
Pursue Vision be the best at
Enter vision doing
something.
Consider a 1
to 5 year
timeframe.
Achieve Mission Will likely
Enter mission change to
accommodate
the changes
the company
Demonstrate Values will
Enter company values experience as
it pursues it's
vision.

The rewards
the people
receive if the
Motivate and Reward execution
List the keyplan
Enter program succeeds.
departments
that impact
Enhance Departmental Performance business
Enter departments performance.
i.e. sales,
marketing,
R&D, finance,
HR,etc.

Useful to
clarify and
communicate
to entire
team. Also
1 Improve Competitive Position method to
discuss
changes in
Leverage Strengths competitive
marketplace
that may lead
to changes in
goals,
objectives and
 method to
discuss
changes in
competitive
marketplace
Enter top strengths
that may lead
to changes in
goals,
objectives and
Reduce Weaknesses action plans.
Enter most significant weaknesses

Seize Opportunities
Enter greatest realistic opportunity

Minimize Threats
Enter serious threats to company success
Useful to
clarify and
communicate.
Helps team
identify with
Achieve Goals the company's
challenges
that fosters
Achieve Long-Term Goals teamwork,
involvement,
Enter long-term goals
contribution
and peer
pressure to
Achieve Quarterly Goals perform.
Enter quarterly goals

Achieve Monthly Goal

Enter a monthly goal

Accomplish Objectives and Tactics

Enter First Objective HERE (type-over)

Enter action items to achieve objective

Enter Second Objective HERE (type-over)

Enter action items to achieve objective
 Enter Third Objective HERE (type-over)
Enter action items to achieve objective

Add financial
and
operational
goals.
Consider
Key Metrics and Other Factors achieving
budget, cash
target, sales
Enter objective targets pipeline
amount,
revenue goal,
profit target,
revenue/FTS,
etc.
 Enter Organization Name
Name
Enter Review Data 10/26/2009
Enter Performance Considerations

yright 2009
Very long
term, may
never change,
be the best at
doing
something.
Consider a 1
to 5 year
timeframe.
Will likely
change to
accommodate
the changes
the company
will
experience as
it pursues it's
vision.

The rewards
the people
receive if the
execution
List the keyplan
succeeds.
departments
that impact
business
performance.
i.e. sales,
marketing,
R&D, finance,
HR,etc.

Useful to
clarify and
communicate
to entire
team. Also
method to
discuss
changes in
competitive
marketplace
that may lead
to changes in
goals,
objectives and
method to
discuss
changes in
competitive
marketplace
that may lead
to changes in
goals,
objectives and
action plans.

Useful to
clarify and
communicate.
Helps team
identify with
the company's
challenges
that fosters
teamwork,
involvement,
contribution
and peer
pressure to
perform.
Add financial
and
operational
goals.
Consider
achieving
budget, cash
target, sales
pipeline
amount,
revenue goal,
profit target,
revenue/FTS,
etc.
 Name
FREE SCORECARD
October26,2009

Performance Considerations

General Considerations
Pursue Vision

Enter vision

Total
Achieve Mission

Enter mission

Total
Demonstrate Values

Enter company values

0
0
0
0
0
Total

Motivate and Reward

 Enter program

Enhance Departmental Performance

Enter departments
0
0
0
0
0
Total

General Considerations Summary

Pursue Vision
Achieve Mission
Demonstrate Values
Motivate and Reward
Enhance Departmental Performance
Total

1 Improve Competitive Position

Leverage Strengths

Enter top strengths

0
0
Total

Reduce Weaknesses

Enter most significant weaknesses

0
0
Total

Seize Opportunities

Enter greatest realistic opportunity

0
 0
Total

Minimize Threats

Enter serious threats to company success

0
0
Total

Competitive Position Summary

Leverage Strengths
Reduce Weaknesses
Seize Opportunities
Minimize Threats
Total

Achieve Goals

Achieve Long-Term Goals

Enter long-term goals

0
Total

Achieve Quarterly Goals

Enter quarterly goals

0
Total

Achieve Monthly Goal

Enter a monthly goal

Achieve Goals Summary

Achieve Long-Term Goals
Achieve Quarterly Goals
Achieve Monthly Goal
 Total

Accomplish Objectives and

Tactics
Enter First Objective HERE (type-over)

Enter action items to achieve objective

0
0
0
0
0
Total

Enter Second Objective HERE (type-over)

Enter action items to achieve objective

0

0
0
0
Total

Enter Third Objective HERE (type-over)

Enter action items to achieve objective

0
0
0
0
0
Total

Achieve Objectives Summary

Enter First Objective HERE (type-over)

Enter Second Objective HERE (type-over)
Enter Third Objective HERE (type-over)
Total
Key Metrics and Other Factors

Enter objective targets

Total

Overall Performance Score

General Considerations
Improve Competitive Position
Achieve Goals
Accomplish Objectives and Tactics
Key Metrics and Other Factors
Total
 STEP 2 ENTER
IMPORTANCE
Below

Allocate 100 resource

points between the
considerations within
each light-blue cluster
of cells. ALERT! Place
"zeros" in blank rows

100

100

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
Zero
0
Add Value or
Zero 0
0
100
Difference
 100
100
OK

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
Add Zero
Value or
Zero
40
Add Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
 Add Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
0
Add Zero
Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
60
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
0
100
Difference
Add Zeros
100
OK

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
Zero
0
 0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
0
Add Zero
Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
Zero 0
0
 100
Difference

Column Must Equal 100

Add Value or
0
Add Zero
Value or
Zero
0
Add Value or
0
Add Zero
Value or
0
Add Zero
Value or
Zero
0
0
100
Difference

Column Must Equal 100

Add Value or
Zero 0
Add Value or
Zero
0%
Add Value or
Zero 0
Add Value or
Zero
0%
Add Value or
Zero 0
0
100
Difference
 Name
FREE SCORECARD
October26,2009

STEP 3 "How
Well are we
Doing"

100%=Outstanding,
80%=Very Good,
Performance Considerations 60%=ACCEPTABLE,
40%=Problem,
20%=Poor/Failure
ALERT! Leave cells
blank if no opinion

General Considerations
Pursue Vision

Enter vision

Total
Achieve Mission

Enter mission

Demonstrate Values

Enter company values

0
0
0
0
Total

Motivate and Reward

Enter program
 Enhance Departmental
Performance

Enter departments
0
0
0
0

General Considerations Summary

Pursue Vision
Achieve Mission
Demonstrate Values
Motivate and Reward
Enhance Departmental Performance

1 Improve Competitive Position

Leverage Strengths

Enter top strengths

0
0

Reduce Weaknesses

Enter most significant weaknesses

0
0

Seize Opportunities

Enter greatest realistic opportunity

0
0

Minimize Threats

Enter serious threats to company success

0
0

Competitive Position Summary

Leverage Strengths
 Reduce Weaknesses
Seize Opportunities
Minimize Threats

Achieve Goals

Achieve Long-Term Goals

Enter long-term goals

0

Achieve Quarterly Goals

Enter quarterly goals

0

Achieve Monthly Goal

Enter a monthly goal

Achieve Goals Summary

Achieve Long-Term Goals
Achieve Quarterly Goals
Achieve Monthly Goal

Accomplish Objectives and

Tactics
Enter First Objective HERE (type-over)
Enter action items to achieve objective
0
0
0
0
0

Enter Second Objective HERE (type-over)

Enter action items to achieve objective

0
0
0
0
0
 Enter Third Objective HERE (type-over)

Enter action items to achieve objective

0
0
0
0
0

Achieve Objectives Summary

Enter First Objective HERE (type-over)

Enter Second Objective HERE (type-
over)
Enter Third Objective HERE (type-over)

Key Metrics and Other Factors

Enter objective targets

0
0
0
0
100%
80%
60%
40%
20%
 Name
FREE SCORECARD
October26,2009

Performance

How We're Doing

Importance

Score
Performance Considerations

General Considerations
Pursue Vision

Enter vision
1 100 0% 0
FALSE
Total 0
Achieve Mission

Enter mission
1 100 0% 0
FALSE
Total 0
Demonstrate Values

FALSE 1 Enter company values 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0

Motivate and Reward

FALSE 1 Enter program 100 0% 0

0
Enhance Departmental Performance
FALSE 1 Enter departments 0 0% 0
FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0

General Considerations Summary

FALSE 1 Pursue Vision 0 0% 0

FALSE 2 Achieve Mission 0 0% 0
FALSE 3 Demonstrate Values 0 0% 0
FALSE 4 Motivate and Reward 0 0% 0
FALSE 5 Enhance Departmental Performance 0 0% 0
Total 0

1 Improve Competitive Position

Leverage Strengths

FALSE 1 Enter top strengths 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0

Reduce Weaknesses

FALSE 1 Enter most significant weaknesses 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0

Seize Opportunities

FALSE 1 Enter greatest realistic opportunity 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0

Minimize Threats

FALSE 1 Enter serious threats to company success 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
Total 0

Competitive Position Summary

FALSE 1 Leverage Strengths 0 0% 0

FALSE 2 Reduce Weaknesses 0 0% 0
FALSE 3 Seize Opportunities 0 0% 0
FALSE 4 Minimize Threats 0 0% 0
Total 0

Achieve Goals

Achieve Long-Term Goals

FALSE 1 Enter long-term goals 0 0% 0

FALSE 2 0 0 0% 0
Total 0

Achieve Quarterly Goals

FALSE 1 Enter quarterly goals 0 0% 0

FALSE 2 0 0 0% 0
Total 0

Achieve Monthly Goal

FALSE 1 Enter a monthly goal 100 0% 0

Total 0

Achieve Goals Summary

FALSE 1 Achieve Long-Term Goals 0 0% 0
FALSE 2 Achieve Quarterly Goals 0 0% 0
FALSE 3 Achieve Monthly Goal 0 0% 0
Total 0

Accomplish Objectives and

Tactics
Enter First Objective HERE (type-over)

FALSE 1 Enter action items to achieve objective 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0

Enter Second Objective HERE (type-over)

FALSE 1 Enter action items to achieve objective 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0

Enter Third Objective HERE (type-over)

FALSE 1 Enter action items to achieve objective 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
FALSE 6 0 0 0% 0
Total 0

Achieve Objectives Summary

FALSE 1 Enter Second

First Objective HERE
Objective (type-over)
HERE (type- 0 0% 0
FALSE 2 over) 0 0% 0
FALSE 3 Enter Third Objective HERE (type-over) 0 0% 0
Total 0

Key Metrics and Other Factors

FALSE 1 Enter objective targets 0 0% 0

FALSE 2 0 0 0% 0
FALSE 3 0 0 0% 0
FALSE 4 0 0 0% 0
FALSE 5 0 0 0% 0
Total 0

Overall Performance Score

FALSE 1 General Considerations 0 0% 0
FALSE 2 Improve Competitive Position 0 0% 0
FALSE 3 Achieve Goals 0 0% 0
FALSE 4 Accomplish Objectives and Tactics 0 0% 0
FALSE 5 Key Metrics and Other Factors 0 0% 0
Total 0
Performance

Goal

60
Notes and Potential Action Items to Improve Performance
 Name
FREE SCORECARD
10/26/2009

Overall Performance and Category Tre

Overall Performance

85

75

65

55

45

35
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 2
Goal Score

General Considerations Competitive Positi

80 80
75 75
70 70
65 65
60 60
55 55
50 50
45 45
40 40
 75 75
70 70
65 65
60 60
55 55
50 50
45 45
40 40
35 35
123456789111111111122222 123456789111111111122222
012345678901234 012345678901234

Actions Plans to Improve Performance

1 11/01/09 Enter action items to improve preformance score for next update period. Print and

2 Enter action items to improve preformance score for next update period. Print and

3 Enter action items to improve preformance score for next update period. Print and

4 Enter action items to improve preformance score for next update period. Print and

5 Enter action items to improve preformance score for next update period. Print and

6 Enter action items to improve preformance score for next update period. Print and

7 Enter action items to improve preformance score for next update period. Print and

8 Enter action items to improve preformance score for next update period. Print and

9 Enter action items to improve preformance score for next update period. Print and

10 Enter action items to improve preformance score for next update period. Print and

11 Enter action items to improve preformance score for next update period. Print and

12 Enter action items to improve preformance score for next update period. Print and

13 Enter action items to improve preformance score for next update period. Print and

14 Enter action items to improve preformance score for next update period. Print and

15 Enter action items to improve preformance score for next update period. Print and

16 Enter action items to improve preformance score for next update period. Print and

17 Enter action items to improve preformance score for next update period. Print and

18 Enter action items to improve preformance score for next update period. Print and

19 Enter action items to improve preformance score for next update period. Print and

20 Enter action items to improve preformance score for next update period. Print and

21 Enter action items to improve preformance score for next update period. Print and
22 Enter action items to improve preformance score for next update period. Print and

23 Enter action items to improve preformance score for next update period. Print and

24 Enter action items to improve preformance score for next update period. Print and
RD

tegory Trend Graphs

Date of Performance General
Update Update Score Considerations
#
10/26/2009 0 0
1 11/1/09 40 60
2 45 45
3 40 40
4 50 50
5 55 55
6 60 60
7 62 62
8 57 57
9 68 68
10 72 72
11 60 60
12 75 75
13
14
15
16
17
18
19
20
21
22
16 17 18 19 20 21 22 23 24
23
24

ompetitive Position Goals Objective

80 80
75 75
70 70
65 65
60 60
55 55
50 50
45 45
40 40
 75 75
70 70
65 65
60 60
55 55
50 50
45 45
40 40
35 35
111111111122222 123456789111111111122222 12345678911111111
012345678901234 012345678901234 01234567

rformance Score
next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

next update period. Print and distribute to execution team.

 Competitive Achieve Achieve Achieve
Performance Goal Add Back Sample Data
Position Goals Objectives Metrics
0 0 0 0 60
45 41 60 9 60
45 45 45 45 60
40 40 40 40 60
50 50 50 50 60
55 55 55 55 60
60 60 60 60 60
62 62 62 62 60
57 57 57 57 60
68 68 68 68 60
72 72 72 72 60
60 60 60 60 60
75 75 75 75 60
60
60
60
60
60
60
60
60
60
60
60
60

Objectives Metrics

80
75
70
65
60
55
50
45
40
 75
70
65
60
55
50
45
40
35
56789111111111122222 123456789111111111122222
012345678901234 012345678901234

TEAM SCORECARD
To restore the demonstration data paste this copy
L10

11/1/09 50 50
12/1/09 45 45
40 40
50 50
55 55
60 60
62 62
57 57
68 68
72 72
60 60
75 75
tion data paste this copy and paste this table to cell
L10

50 50 50 50 60
45 45 45 45 60
40 40 40 40 60
50 50 50 50 60
55 55 55 55 60
60 60 60 60 60
62 62 62 62 60
57 57 57 57 60
68 68 68 68 60
72 72 72 72 60
60 60 60 60 60
75 75 75 75 60
60
60
60
60
60
60
60
60
60
60
60
60