Create Your Balanced Scorecard in Minutes

Discover how this free Excel template can help you visualize objectives, track KPIs, and align with your strategy.

Download this template and create a simple scorecard before you commit to a long-term solution.

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MOF - Middle of Funnel

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.

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This template made it easy to align our objectives with our strategy. A must-have for any business leader!

James Wilson, Urban Planner

Tracking KPIs has never been simpler. This tool is a game-changer for strategic planning.

Leila Ben-Salah, Community Engagement Coordinator

A fantastic toolkit for visualizing our goals and progress. Highly recommend for any organization!

Zoe Okafor, City Development Manager

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Baldrige Excellence in Action: Strategic vs. Operational Planning with Fort Collins

January 16, 2025

Join us for an exclusive conversation with Lawrence Pollack, Budget Director for the City of Fort Collins, CO, one of only four local governments to ever receive the prestigious Baldrige Excellence Award (2017). In this engaging interview, Ted Jackson, Co-Founder of ClearPoint Strategy, will explore the difference between operational planning and strategic planning, and Fort Collins’ remarkable journey toward achieving organizational alignment.

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