Facilitate use of a Balanced Scorecard for performance improvement

Formats and tools

Unit Description
Reconstruct the unit from the xml and display it as an HTML page.
Assessment Tool
an assessor resource that builds a framework for writing an assessment tool
Assessment Template
generate a spreadsheet for marking this unit in a classroom environment. Put student names in the top row and check them off as they demonstrate competenece for each of the unit's elements and performance criteria.
Assessment Matrix
a slightly different format than the assessment template. A spreadsheet with unit names, elements and performance criteria in separate columns. Put assessment names in column headings to track which performance criteria each one covers. Good for ensuring that you've covered every one of the performance criteria with your assessment instrument (all assessement tools together).
Wiki Markup
mark up the unit in a wiki markup codes, ready to copy and paste into a wiki page. The output will work in most wikis but is designed to work particularly well as a Wikiversity learning project.
Evidence Guide
create an evidence guide for workplace assessment and RPL applicants
Competency Mapping Template
Unit of Competency Mapping – Information for Teachers/Assessors – Information for Learners. A template for developing assessments for a unit, which will help you to create valid, fair and reliable assessments for the unit, ready to give to trainers and students
Observation Checklist
create an observation checklist for workplace assessment and RPL applicants. This is similar to the evidence guide above, but a little shorter and friendlier on your printer. You will also need to create a seperate Assessor Marking Guide for guidelines on gathering evidence and a list of key points for each activity observed using the unit's range statement, required skills and evidence required (see the unit's html page for details)

Self Assessment Survey
A form for students to assess thier current skill levels against each of the unit's performance criteria. Cut and paste into a web document or print and distribute in hard copy.
Moodle Outcomes
Create a csv file of the unit's performance criteria to import into a moodle course as outcomes, ready to associate with each of your assignments. Here's a quick 'how to' for importing these into moodle 2.x
Registered Training Organisations
Trying to find someone to train or assess you? This link lists all the RTOs that are currently registered to deliver MSS403005A, 'Facilitate use of a Balanced Scorecard for performance improvement'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Facilitate use of a Balanced Scorecard for performance improvement' on fishpond.com.au. This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to ntisthis.com for every purchase, so go nuts :)

Elements and Performance Criteria


Interpret Balanced Scorecard results


Identify patterns of performance shown on strategy map


Identify actions indicated by Balanced Scorecard results


Discuss results with fellow employees and other relevant stakeholders


Facilitate the selection of required actions with employees and other stakeholders


Facilitate he development of implementation plans for team or individuals


Facilitate the implementation of required actions from developed plans


Follow up on implementation to ensure it occurs as planned


Review key performance indicators (KPIs) in the Balanced Scorecard for the organisation and work area


Relate area and other KPIs to strategy map/strategic objective


Review the actions required by self and others to meet each KPI


Compare current actions to the optimal actions to achieve strategy


Discuss with employees and other stakeholders any modifications to KPIs which will better meet strategy


Recommend amendments to KPIs to relevant personnel


Review reporting systems for Balanced Scorecard information


Review reporting systems to ensure information needed by self, other employees in area and organisation is available


Review the mix of operational and strategic information to ensure it is appropriate for work area


Review information provided for relevance and currency, and that it is meaningful and not excessive


Recommend improvements to reports and reporting system, as appropriate


Lead improvement to work area total performance


Compare actual performance of teams, work areas or individuals with desired total performance using KPIs and other Balanced Scorecard information


Discuss with team ways of improving total performance


Lead processes for improvement in total performance