Balanced Scorecards and Operational Dashboards with Microsoft Excel

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Edition: 1st
Format: Paperback
Pub. Date: 2008-12-22
Publisher(s): Wiley
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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.

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