Develop a Balanced Scorecard

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 MSS405006A, 'Develop a Balanced Scorecard'.
Google Links
links to google searches, with filtering in place to maximise the usefulness of the returned results
Reference books for 'Develop a Balanced Scorecard' on This online store has a huge range of books, pretty reasonable prices, free delivery in Australia *and* they give a small commission to for every purchase, so go nuts :)

Elements and Performance Criteria


Develop strategy map for Balanced Scorecard operation


Develop strategic objectives of an organisation in consultation with stakeholders


Check strategic goals and objectives include those which make the organisation unique


Check with employees and customers that strategic objectives address real issues and problems


Categorise strategic objectives into the major perspectives of financial, customer, process, innovation and learning, and growth


Add additional required perspectives and associated strategic goals and objectives


Map strategic objectives showing cause/effect flows


Validate strategy map with stakeholders


Develop KPIs


Identify possible KPIs for each strategic objective


Identify/develop appropriate metrics for each KPI


Agree target KPI levels


Check measures and KPIs encourage the behaviours required to meet the total performance goals and objectives


Develop reporting systems


Identify strategic and operational drivers


Align KPIs to strategic and operational drivers


Develop reporting structures which align responsibilities with reported information


Arrange for data to be collected and Balanced Scorecard reports to be generated and distributed


Arrange for reporting against strategy map


Implement a Balanced Scorecard strategy


Analyse pattern of performance as revealed by strategy map


Determine causes of poor performance as displayed by the Balanced Scorecard


Take appropriate action to improve total performance