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Presentation · 5 slides

Balanced scorecard template for PowerPoint

Measures a strategy from four sides: financial, customer, internal processes, learning.

Free: it uses no credits. You get your own copy to edit, in the look you pick here.

Or fill it in from your files. Attach your documents, notes or data and Claravo writes each part of the Balanced scorecard from them, with its source. A part your files say nothing about keeps its question rather than a guess. This uses AI and counts as one creation.

Fill it in from my files

Look: Citrus

When to use it

Use it when a strategy is measured only in money, to add the measures that predict it.

How to use it

  1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
  2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
  3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

  1. [subject] Balanced scorecard · [date]
  2. What this analysis must answer Which decision does this Balanced scorecard inform? Who will act on it, and by when? Which sources is it drawn from?
  3. Balanced scorecard Financial, Customer, Internal processes, Learning and growth
  4. What follows Which parts matter most, and why? How do the parts connect? What will we do differently because of this?
  5. Next steps The decision this analysis asks for.

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

  • {{subject}}
  • {{date}}

What is inside

{{subject}}
Balanced scorecard · {{date}}
Slide 1
What this analysis must answer
Which decision does this Balanced scorecard inform?
Who will act on it, and by when?
Which sources is it drawn from?
Slide 2
Balanced scorecard
Financial
How will success show in the numbers?
Customer
How must customers see us?
Internal processes
Which processes must we excel at?
Learning and growth
How must our people and systems improve?
Slide 3
What follows
Which parts matter most, and why?
How do the parts connect?
What will we do differently because of this?
Slide 4
Next steps
The decision this analysis asks for.
1. First action — who owns it — by when
2. Second action — who owns it — by when
3. The decision we need, and by when
Slide 5