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Create Your Balanced Scorecard in Minutes
Discover how this free Excel template can help you visualize objectives, track KPIs, and align with your strategy.
Unlock the power of strategic planning with our free Balanced Scorecard Excel Template. Designed with ClearPoint Strategy's expertise, this tool helps you visualize objectives, track KPIs, and align measures with your strategy. Perfect for those wanting a simple, effective scorecard before committing to a long-term solution.
So, you're diving into the world of strategic planning, and you've stumbled upon the Balanced Scorecard. Smart move! It's a game-changer for aligning your organization's goals with actual performance. But before you jump into the deep end with fancy software, why not start with our free Excel template? It's like a strategic planning sandbox where you can play around and get a feel for how the Balanced Scorecard works.
With this template, you'll get a clear picture of how your measures and objectives connect. It's all about making sure everything's in sync with your strategy. Plus, tracking your KPIs becomes a breeze. You'll know exactly where you stand with your targets and whether you're hitting those goals or need to tweak your approach.
So, give it a whirl! It's straightforward, effective, and a great stepping stone to mastering the Balanced Scorecard. Trust me, once you get the hang of it, you'll wonder how you ever managed without it.
Learn From The Leaders 🏆 in Strategy Execution
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This template made it easy to align our objectives with our strategy. A must-have for any business leader!
Tracking KPIs has never been simpler. This tool is a game-changer for strategic planning.
A fantastic toolkit for visualizing our goals and progress. Highly recommend for any organization!
join us for a Featured Webinar
Strategic Alignment at Scale: How JEA Is Powering Enterprise Success
April 24, 2025
Join us for an exclusive conversation with Kendra Cash, EdD, Enterprise Strategy Specialist at JEA, the largest municipal utility in Florida—and one of the largest in the country—providing energy and water services to over one million residents and businesses in Northeast Florida.
With a workforce of more than 2,200 employees, aligning strategy across such a large and essential organization is no small feat. Kendra will offer insights into how JEA has created organization-wide alignment by tying Strategic Focus Areas to department-level goals, enabling every team to contribute meaningfully to enterprise objectives. In this session, you’ll learn how JEA:
🎯 Aligns Strategic Focus Areas with department-level goals to drive enterprise-wide success
🧠 Leverages change management to create buy-in and shared ownership of strategy
⚙️ Implements systems that keep strategy actionable and outcomes measurable
💡 Supports execution with ClearPoint Strategy as a central hub for visibility and scalable results
Whether you're in utilities, local government, or any large organization navigating complexity, you’ll walk away with tangible takeaways to improve alignment, accountability, and strategic clarity.
