Template library

Balanced scorecard

The Balanced Scorecard (BSC) is a strategic planning and management framework used to align business activities to the vision and strategy of an organization. It typically breaks down into four perspectives: Financial, Customer, Internal Processes, and Organizational capacity.

Ensure that your objectives, key results, and initiatives cover all four perspectives of the Balanced Scorecard:

  • Financial: Focus on financial performance and profitability.

  • Customer: Concentrate on customer satisfaction, retention, and market expansion.

  • Internal Processes: Improve operational efficiency and process effectiveness.

  • Learning & Growth: Enhance employee capabilities, innovation, and organizational culture.

Review and Iterate:

Regularly review your progress against the key results. Adjust your initiatives as needed to ensure they remain aligned with your objectives and continue to drive the desired outcomes.

Each time any Key result is updated, it's "Last updated" field will be populated automatically

  • Tip: Use monthly or quarterly check-ins to track progress and make necessary adjustments.

Check out other New & Updated templates:

Customer Journey map

Strategic framework that visualizes each step a customer takes while interacting with a product or service.

Customer Journey map

Strategic framework that visualizes each step a customer takes while interacting with a product or service.

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Gap planning

Strategic framework used to identify the gap between the current state and desired future state

Gap planning

Strategic framework used to identify the gap between the current state and desired future state

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Linear

Link Product Area or User Stories to Linear Issues, track development progress or simply import data from Linear

Linear

Link Product Area or User Stories to Linear Issues, track development progress or simply import data from Linear

User
Issue
Document
Initiative
Project
Milestone
Team
Cycle
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Market research

Speed up and organize chaotic bits of knowledge about competitors' strategies. Do it in your own way and keep the context for the team

Market research

Speed up and organize chaotic bits of knowledge about competitors' strategies. Do it in your own way and keep the context for the team

Segment
Study
Research
Competitor
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Now Next Later

Strategic framework that categorizes roadmap items into three time horizons: immediate (Now), near-term (Next), and future (Later)

Now Next Later

Strategic framework that categorizes roadmap items into three time horizons: immediate (Now), near-term (Next), and future (Later)

Objective
Feature
Task
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Opportunity Solution Tree

This template helps to clarify the path from high-level goals to specific actions, ensuring alignment and focus on impactful outcomes.

Opportunity Solution Tree

This template helps to clarify the path from high-level goals to specific actions, ensuring alignment and focus on impactful outcomes.

Goal
Opportunity
Solution
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WSJF

Prioritization model used in Agile and Lean product development to help decide the sequence in which to tackle features.

WSJF

Prioritization model used in Agile and Lean product development to help decide the sequence in which to tackle features.

Feature
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