Balanced Scorecards and Operational Dashboards with Microsoft Excel

by Person, Ron

• ISBN13: 9780470386811
• ISBN10: 0470386819
• Edition: 1st
• Format: Paperback
• Copyright: 2008-12-22
• Publisher: Wiley

Summary

Created in Excel, balanced scorecards enable you to monitor operations and tactics, while operational dashboards is a set of indicators regarding the state of a business metric or process--both features are in high demand for many large organizations. This book serves as the first guide to focus on combining the benefits of balanced scorecards, operational dashboards, performance managements, and data visualization and then implement them in Microsoft Excel.

Author Biography

Ron Person is Managing Director of Tor Consulting, Inc., a firm passionately dedicated to helping organizations execute their strategy and build measurable high performance. He is certified as a Balanced Scorecard consultant through the Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a member of the California Awards for Performance Excellence Board of Examiners, 2008 (California's Malcolm Baldridge Award). Ron's clients span a wide range of industries in the U.S. and internationally.

Table of Contents

Introduction

Accelerating Strategic Performance

Developing Your Strategic Foundation

Preparing to Build Your Balanced Scorecard

Step-by-Step to Building Your Strategy Map

Step-by-Step from Strategy to Action

Step-by-Step to Selecting Metrics and Setting Targets

Step-by-Step to Developing Your Implementation Plan

Step-by-Step to Roll-Out and Strategic Reviews

Developing Executive and Operational Dashboards

Mapping Processes

Identifying Critical Metrics and Key Performance Indicators. Maps, Scorecards, and Dashboards

Creating Dashboards for Decision Making

Drawing Process and Strategy Maps

Using Microsoft Excel for Balanced Scorecards and Dashboards

Text-Based Dashboards

Custom Labels, Dates, and Formatting

Working with Data that Changes Size

Working with Lists and Tables of Data

Creating Miniature Charts and Tables

Controlling Dashboards with Menus, Combo Boxes, and Buttons

Feeding Dashboards from PivotTables

Smoothing Data and Forecasting Trends

Displaying Targets and Alerts

Building Powerful Charts for Decision Making

Drilling to Detail and Navigating to Locations

Using Excel Add-Ins for Extra Capabilities

Finishing Touches

Integrating Dashboards and External Data

Publishing Balanced Scorecards and Operational Dashboards

Index

Table of Contents provided by Publisher. All Rights Reserved.