<Project Name>

Project Scorecard
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Scorecard Purpose
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The Project Scorecard establishes a balanced metrics approach to determine project success
across four key perspectives: financial, customer, internal process, and learning or growth.

Scorecard Definition
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A balanced scorecard is a system of linked objectives, measures, targets and initiatives which
collectively describe the strategy of an organization and how the strategy can be achieved. It can
take something as complicated and frequently nebulous as strategy and translate it into something
that is specific and can be understood. Dr. David Norton

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<Project Name>
Project Scorecard Matrix
Scorec
ard
Objective Measure
Perspe
ctive
Financi Budget
Budget
al
vs.
Complian
Baseline ce
Tolerance

Custo
mer

Stakehold
er
Expectati
ons

Level of
expectati
ons
managed

Pri
Target orit
y
+/
Hig
10% at h
project
end

Implement
new budgettracking
system

+/
Hig Customer
5%
h
signs off on
varian
Project
ce
Charter

Internal Issues
Mean
<1
Proces Resolutio resolution week
s
n
time

Learnin Team
g and Training
Growth &
Certificati
on

Initiative

Data Source
and Sharing
Weekly
budget
reports on
team Web
site

Data
Owner
Project
Manager

Meeting
Project
minutes from Sponsor
weekly
customer
sessions,
weekly e-mail

Hig Implement
h
issueresolution
improvement
process

Issue-tracking Issue
system on
Manager
team Web
site, project
status report
weekly
updates

Percenta > 75% Me Set up teamge of

d
training
team
schedule
members
systemcertified

Training
Training
schedule,
Manager
monthly team
member
reviews

<Project Name>
Project Scorecard Perspectives
Scorecard
Perspective

Key Question

Financial

What financial objectives must be

accomplished to achieve project
success?

Customer

This project is being launched to

target what customer objectives?

Internal Process

To meet these customer objectives,

what internal processes must be
improved?

Learning and
Growth

To meet project goals, how will the

project team need to learn and
innovate?

Name>

orecard Perspectives
Answer