MCC Workplace Solutions
  17 Millbrook Crescent Toronto, Ontario M4K 1H2
TEL: 416 466 7284 - FAX: 416 466 2582 - admin@mccworkplace.com

Strategic Planning: the "balanced scorecard" assessment

Using the four "balanced scorecard" perspectives—financial, client/customer, internal processes, and learning and growth—can help identify the strengths and weaknesses in your current strategic planning process and provide ideas for the next planning cycle. Check your planning stage for each of the objectives below and MCC Workplace Solutions will return a quick, confidential assessment of your planning needs.
Financial
no plan required
plan not complete
plan done, not yet applied
plan being applied
plan achieving goals
expense reduction plan          
capital expenditures plan          
salary plan          
monitoring competition for same resources          
contingency plans          
fund-raising/income generation plan          
measurement of donor/funder satisfaction          
Client/Customer
no plan required
plan not complete
plan done, not yet applied
plan being applied
plan achieving goals
measurement of client/customer numbers          
measurement of client/customer satisfaction          
diversity plan          
program/services/product development          
program/services/product evaluation          
Internal Processes
no plan required
plan not complete
plan done, not yet applied
plan being applied
plan achieving goals
prior strategic plan and process assessment          
organizational design review          
management effectiveness review          
financial management review          
policy and procedure review          
administration process review          
communications plan          
technology upgrade and utilization plan          
legislation/government changes impact review          
Learning and Growth
no plan required
plan not complete
plan done, not yet applied
plan being applied
plan achieving goals
measurement of board satisfaction          
board recruitment and development plan          
performance review for board members          
measurement of volunteer satisfaction          
volunteer recruitment and development plan          
measurement of staff satisfaction          
staff development plan          
staff performance reviews          
staff reward and recognition plan          
Let us know how to contact you with your results by completing the contact information.
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