Session 1 : Conceptual Overview of Balanced Scorecard

• Understand the high level concepts of Balanced Scorecard
• Understanding the four perspectives and the relationship between them
• Understanding the under pinning of a strategy focused organization
• Define and understand the basic scorecard methodology

Session 2 : Defining the Organizational Strategic Direction

• Understanding the purpose in setting a Strategic Destination for the organization
• Understanding Strategic Challenges
• Case study based group work : Identifying Strategic Challenges

Session 3 : Understanding the Key Success Factors on an ODC

• IT outsourcing – the business case
• Lessons learnt from Indian Corporations
• Identifying Challenges for the Chinese Corporations

Session 4: Defining Key Strategic Themes

• Understanding how strategic themes are developed based on organizational Strategic Direction and Strategic Challenges
• Understand how the themes drive execution of strategy
• Understanding the true function of themes in the scorecard, as pathways or drivers across all four perspectives

Session 5 : Developing linked objectives for each theme

• Understanding how the perspective view of the scorecard is critical for development
• Understand the cause and effect relationship between all four perspectives
• Understand the scorecard financial model basics and how it defines financial objectives
• Define what a customer value proposition is and how it can be used to set strategic objectives in the customer perspective
• Understand what a generic value chain is and how it can be used to develop strategic objectives in the internal perspective
• Discuss the basic learning and growth competency model and how it supports the entire scorecard across all themes

Session 6 : Day two break- out session :

• Hands on opportunity for the participants to build a Strategy Map under the mentorship of QAI- Strategy Mentor.
• In the break-out session, participants will form smaller groups and will build a Strategy Map based on the case study provided
• The exercise will allow the participants to put in practice all of the concepts to which they are exposed in day 1
• The objective of the session is to solidify the learning to date and put it to practical use.

Session 7 : Break out Session Presentation

The group will come together and share their progress with other groups. The presentations will give attendees the chance to both challenge and learn from the work done by their colleagues

Session 8 : Developing Measures and Setting Targets

• Define the purpose of strategic measures
• Define the two types of strategic measures and the balanced relationship between them
• Understand the importance and process of detailed measurement definition
• Break out session : Developing measures for the objectives on the strategy map created by the groups on day one.

Session 9 : Role of Strategic Initiatives in closing the “Knowing- Doing” Gap

• Clearly articulate the role of initiatives in an organization
• Define what a strategic initiative is and what it is “not”
• Understand the power of aligning current initiatives to the scorecard objective
• Define relationship between initiatives, objectives and measures
• Understand the need and criteria for initiative prioritization / rationalization

Session 10: Performance Alignment through cascading the scorecard

• Achieving performance alignment through cascading the scorecard
• Implementation guidelines for cascading the scorecard in various business environments (Large IT Projects / ODCs / Key Programs ) through select case
• Specific illustrations of application on Balanced Scorecard by Large Corporations in the IT environment in India
• Approaches for cascading the objectives and KPMs

Session 11 : Day three Break-out session

• Hands on opportunity for the participants to learn the skill of cascading the scorecard under the mentorship of QAI- Strategy Mentors.
• In the break-out session, participants will form smaller groups and will build an ODC / Large IT Project / Operational level BSC based on the case study provided
• The exercise will allow the participants to put in practice all of the concepts to which they are exposed in day 1 and 2
• The objective of the session is to solidify the learning to date and put it to practical use.

Session 12 : Break out Session Presentation

The group will come together and share their progress with other groups. The presentations will give attendees the chance to both challenge and learn from the work done by their colleagues

Session 13 : Bonus Session – building a HR Scorecard

• Fundamentals of building a HR Scorecard
• Discuss the paradigm of alignment of workforce using a HR Scorecard
• Identifying effective and efficiency measures for the HR Scorecard

Session 14 : Planning for the implementation in an ODC

• Discuss the components of Balanced Scorecard implementation
• Communication to the organization
• Alignment and cascading – strategic line of control
• Budget and resource alignment
• Balanced Scorecard based strategic review system