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Developing a Public Sector Scorecard: Achieving Breakthrough Results In Service Delivery and Performance

Published by: Business Intelligence

Published: Oct. 1, 2004 - 200 Pages


Table of Contents


Author Profile




Acknowledgements




Business Intelligence




Preface




Chapter 1: The Balanced Scorecard: a strategic focus on performance management

Overview

A New Era for Performance Management

The Origins of the Balanced Scorecard

The Role of Strategy Mapping

Five Features of Strategy-focused organizations

Making the Scorecard the Focus of Management Activity

Problems and Failure Factors

Examples of Scorecard Benefits in the Private Sector




Chapter 2: Strategy Maps, Strategic Goals and Performance Perspectives

Overview

Public Sector Scorecard Pioneers

Building and Using the Scorecard: the experience of ten case study organizations

The Flexibility and Adaptability Factors

The Use of Strategy Maps in the Public Sector


Strategy mapping and the scorecard champion

Adjusting the conventional strategy map


Identifying Key Strategic Objectives

Rejecting a Single-activity Focus with a Range of Objectives

Getting the Performance Perspective Balance Right

Determining Which Performance Perspectives to Represent

Setting the Priority Performance Perspective

The Quest for a Standard Public Sector Scorecard

Action Points




Chapter 3: Key Performance Indicators and Measures

Overview

Measures - Risk, Practicality and Value Issues

Selecting the Right Number of Performance Indicators

Making Indicators Meaningful

Achieving the Right Balance Between the Types of Indicator Used

Narrative Commentaries on Performance

Ensuring Measures are Relevant and Practical

Ensuring Data Quality

Keeping the Number of Measures under Control

Criteria for Prioritizing Measures

Action Points




Chapter 4: Planning and Implementation - Principles and Practices

Overview

Customizing the Scorecard for Individual Organizational Needs

The Power and Influence of Leadership

Teasing Out the Leadership Issues

Top-down and Consultative Leadership Styles


Effective leadership practices


Distributed Leadership and Local Champions

The Culture Factor

Embedding the Scorecard in the Organization: the cascade principle


Reflecting strategic objectives in local scorecards

Integrating the scorecard with management systems


Building a Long-term Scorecard Resource

Consultants: when to use them and how to choose them

Approach the Scorecard as a Programme, not a Project

Common Problems and Troubleshooting

The Scorecard Development Team

A Seven-point Action Plan for Developing a Strategic Balanced Scorecard

A Seven-point Action Plan and Workshop Schedules


Overview of the seven-point action plan


1. Define the scope and relevance of the scorecard for your organization

2. Win support from the top and assess readiness for a scorecard programme

3. Building the capabilities and resources to implement a programme

4. Managing the strategy mapping and scorecard process

5. Communicate the benefits and value of the scorecard

6. Plan the scorecard implementation phase

7. Make the scorecard the main means of managing the organization



Three Workshops to Support the Scorecard Design and Implementation Process


Workshop 1: strategy definition

Workshop 2: Establishing indicators and Measures

Workshop 3: Initiative and resource prioritization




Chapter 5: Scorecard Managers - Roles Responsibilities, Skills and

Competencies

Overview

The Organizational Role and Position

Background and Experience

Gaining Scorecard Knowledge

Skills and Capabilities

Managing the Scorecard Team


Dealing with the big challenges


The Future Role of Scorecard Managers

Critical Success Factors for the Scorecard Manager: advice for continuing success

The Dividends from the Job




Chapter 6: Public Sector Scorecards in Action

Executive Overview

Lessons Learnt

The Senior Management Buy-in Challenge

The Trouble with Measures

Communication Difficulties

Simplifying the Scorecard

Meeting the Challenges of Scorecard Development

Benefits Achievement


Case Report Examples

Case Study: City of Brisbane, Australia

Case Study: Camden & Islington Mental Health and Social Care Trust

Case Study: Hertfordshire Fire and Rescue Service

Case Study: London Borough of Barking & Dagenham

Case Study: Scottish Enterprise

Case Study: Civil Service College, Singapore

Case Study: United States Postal Service

Case Study: City of Vienna Administration, Department of Finance

Case Study: University of Virginia Library

Case Study: Washington State, Department of Revenue




Chapter 7: Success Factors and Best Practice Examples

Establishing the Case for Introducing a Balanced Scorecard


Case study examples

Case report examples


Aligning Compensation and Appraisal Systems with the Balanced Scorecard


Case study examples

Case report examples


Automating the Balanced Scorecard


Case study examples

Case report examples


Communications Effectiveness


Case study examples

Case report examples


Creating Enterprise Level Strategy Maps and Balanced Scorecards


Case study examples


Delivering Business Benefits from the Scorecard


Case study examples

Case report examples


Devolving the Scorecard to Operational and Functional Levels


Case study examples

Case report examples


Implementation Learning Points


Case study examples

Case report examples


Leadership from the Top


Case study examples


Linking Budgeting and Strategies


Case report examples


Programme Management


Case study examples

Case report examples


Scorecard Architecture Variations


Case study examples

Case report examples


Strategic Feedback Systems


Case study examples

Case report examples


Strategic Initiatives


Case study examples

Case report examples


Establishing the Case for Introducing a Balanced Scorecard


Case study examples

Case report examples


Using External Consultants for Scorecard Creation and Implementation


Case study examples

Case report examples


Using the Balanced Scorecard with Quality Models


Case study examples

Case report examples


The Case for Introducing a Balanced Scorecard


Case study examples

Case report examples


Abstract

All those who work in the public sector know that performance measurement has become an increasingly dominant part of their life. One of the recent additions to the performance management portfolio is the balanced scorecard. Now widely used in the private sector, it has proven to be one of the most popular and adaptable to the needs of the public sector. As many organizations have discovered, it can help them to achieve the kinds of improvement that seemed elusive in the past.

Whether you are planning a scorecard initiative or have already launched your programme, Developing a Public Sector Scorecard, a new management report from Business Intelligence, gives you exclusive insights into planning, implementing and sustaining a scorecard programme. Focusing primarily on ten organizations that have successfully applied the scorecard, this report looks in detail at the problems they encountered on the way, the changes that they had to make, the resources they had to put in place and finally the impact on their performance

For the first time, this report synthesizes the experience of a number of pioneers to show you how they achieved significant improvements in service delivery and performance management.

Developing a Public Sector Scorecard shows you how to apply the balanced scorecard to meet your organization’s unique strategic performance requirements. The report is illustrated throughout with:
  • Examples of strategy maps and scorecards
  • Comparative analysis of the main case study scorecard practices, lessons and challenges
  • Case reports and examples from public sector scorecard implementations.
Developing a Public Sector Scorecard gives you the practitioner’s view of how to meet the scorecard challenge.

Twenty Lessons for Effective Scorecard Planning and Implementation Developing a Public Sector Scorecard shows you how to:
  1. Develop a scorecard using the Report’s seven-point action plan
  2. Design and format a scorecard to reflect your performance priorities
  3. Use strategy mapping to specify your key objectives
  4. Master the principles of effective scorecard implementation
  5. Prioritize performance improvement initiatives against strategic imperatives
  6. Build the right scorecard resources and skills for sustained success
  7. Capitalize on transferable lessons learnt by other public sector organizations
  8. Establish realistic criteria for assessing your scorecard’s success
  9. Apply the scorecard to streamline performance measurement across the organization
  10. Engage staff at all levels in meeting strategic goals
  11. Report performance more effectively to stakeholder groups
  12. Create a performance culture
  13. Deliver improved service to the community
  14. Balance short-term goals with long-term objectives
  15. Integrate the scorecard with quality management frameworks
  16. Gain the buy-in of senior managers and operational staff
  17. Make the scorecard the way your organization is managed
  18. Apply the scorecard as a motivational tool
  19. Profile the skills and capabilities needed by scorecard managers
  20. Overcome the most common problems in planning and implementation
These are just some of the invaluable lessons that are captured in Developing a Public Sector Scorecard.

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