Scorecard Best Practices

Software Features Made Available

Participants in the SHAPs study stated that motivation is enhanced when a scorecard system is easy to use and provides useful information for managers and employees to use in their everyday jobs. More specifically, if the collection of measure values is not too painful, the results reported are current, and the presentation of the reports is attractive and automated, employees are encouraged to want to analyze the results and use the information to determine ways to improve.

Software functionality that was most frequently mentioned by the Best Practices (BP) group as being important for successfully measuring and monitoring strategy and planning process improvements were the ability to:

Roll up or cascade scorecards

See traffic lighting and trend indicators on reports/scorecards

Drill down to root cause when an issue is discovered

Link scorecards and roll them up

Create strategy maps (the entire organizational strategy on one page)

Play scenarios

Customize reports

Embed notes, attach documents, and include annotations

See measure trees (to understand the relationship between measures)

Perform correlation analysis between measures

Have web‐based reporting to provide easy access to a wide audience

Provide security for viewing reports and entering and changing data

Exhibit 3.5 lists the top “must have” functionality as indicated by the BP group. There were also comments made about why they were important and their impact on motivation:

“Collaboration and communication ...