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Four perspectives, your objectives, your measures, an owner on each. The strategy map updates as you type. Export to Excel when it’s yours.
Free to use. No account. Email only to export.
Example scorecard — City of Metropolis (illustrative). Four perspectives, eight objectives, a measure on each, two objectives still without an owner. The strategy map redraws as rows change.
| Perspective | Objective | Measure | Owner | Target |
|---|---|---|---|---|
| Community / Customer | Improve customer satisfaction | Resident satisfaction score | Clarice Strong | ≥ 4.2 / 5 |
| Community / Customer | Best service | Service requests closed within SLA (%) | Maggie Sawyer | ≥ 90% |
| Financial | Balance the budget | Structural balance (revenue − expenditure) | Clarice Strong | ≥ 0 |
| Financial | Ensure favorable bond ratings | Bond rating | — | Maintain Aa1 |
| Internal process | Streamline core business processes | Median permit turnaround (days) | Jimmy Olspon | ≤ 10 |
| Internal process | Improve reporting and transparency | Measures updated on time (%) | — | ≥ 95% |
| Internal process | Increase reliability of operations | Water main breaks per 100 miles | Ron Troupe | ≤ 12 |
| Learning & growth | Attract and retain the best people | Voluntary turnover (%) | Lance Cummins | ≤ 9% |
Reuse freely with attribution. Canonical source: https://www.clearpointstrategy.com/free-tools/balanced-scorecard-builder
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| Perspective | Objective | Measure | Owner | Target |
|---|---|---|---|---|
| | | | | |
| | | | | |
| | | | | |
Source: ClearPoint Strategy — https://www.clearpointstrategy.com/free-tools/balanced-scorecard-builderWe’ll email a CSV (opens in Excel) of your perspectives, objectives, measures and owners, and a printable one-page scorecard. After that, occasional examples from teams doing this work. Unsubscribe in one click.
Nothing is saved on our side until you export.
On its way to your inbox
That is where scorecards go quiet. In a 30-minute session we show this exact scorecard living in ClearPoint — owners updating, the strategy map turning red and green on its own, the council packet generated from it. On your objectives, not ours.
83%
of metrics have no owner assigned at all · 272,360 of 327,582 · Jan 2026
5.3
objectives per scorecard, median organization · 300+ organizations · Sept 2026
14.5
measures per scorecard, median organization · 300+ organizations · Sept 2026
21,000+
strategic plans on the platform · 300+ organizations · ClearPoint platform data
ClearPoint platform data · 300+ organizations · September 2026 snapshot
A balanced scorecard organizes an organization’s objectives across four perspectives — customer or community, financial, internal process, learning and growth — with a measure and an owner on each objective, and a strategy map showing which objectives drive which. Across 300+ organizations on the ClearPoint platform, the median scorecard holds 5.3 objectives and 14.5 measures (September 2026).
Case studies
Published ClearPoint customer stories, matched to this tool.
Financial services · 125,000+ members
After introducing formal strategic planning in 2013, the credit union needed every business unit aligned to the new strategy and a way to keep that alignment visible.
Teams led by the Office of Strategic Planning set objectives and measures in a Balanced Scorecard tied to the corporate incentive plan, then rolled it out with videos, progress reports and a strategy map printed in every employee's journal.
13 Balanced Scorecards, reviewed monthly
One corporate, eight business-unit and four executive scorecards run in ClearPoint on a strict reporting calendar, with quarterly strategy review meetings and progress published on the intranet.
Local government · Ontario
Years after adopting Vaughan Vision 2020, the city still could not consistently show how it was doing on its strategic and business plan goals, or back its claims with data.
A six-month Building Capacity and Focus process produced a Service Excellence Strategy Map. From 2014, ClearPoint linked the plan's elements, department dashboards and public-facing measures.
Unanimous council approval
The refocused strategy passed council unanimously, the three-year budget was aligned to its priorities, and monthly progress reports now supplement the annual presentation to council.
Read the City of Vaughan story →
Healthcare · NCI comprehensive cancer center
A leadership change and an acquisition left front-line staff unsure how their department goals and personal goals connected to center-wide strategy.
A strategy map with five major strategies cascaded into department SMART goals and KPIs through one shared template, explained in sessions with department heads and in pocket guides for every employee.
Live in under two months
ClearPoint was purchased in late August 2018 and users were trained by mid-October. Departments now see in one place how their goals move organization-wide strategy.
Why scorecards go quiet
Two to three per perspective — the median ClearPoint scorecard carries 5.3 objectives and 14.5 measures, and past twelve objectives the strategy map stops reading as a map. The builder counts objectives per perspective and flags the one everyone leaves empty.
5.3 objectives per scorecard, median. The scorecards that stay readable are the ones that stop there.
The Excel templates get the four perspectives right and stop there; the builder insists on an owner and a measure on every objective and draws the strategy map as you type, so the cause-and-effect argument is visible before you export.
| Excel template | This tool | |
|---|---|---|
| Four perspectives | Yes | Yes, with per-perspective counts |
| Strategy map | Drawn by hand, later | Drawn live |
| Owner on each objective | Optional column | Required before export |
| Objective ideas | None | Picker of 56, by perspective |
| Export | Excel | CSV (opens in Excel) + one-pager |
| Email required | To download | Only to export |
| Sector | Objectives / scorecard | Measures / scorecard |
|---|---|---|
| Government & public sector | 5.4 | 17.8 |
| Healthcare | 4.6 | 16.9 |
| Education | 5.3 | 14.9 |
| Private & other | 5.3 | 11.9 |
| All | 5.3 | 14.5 |
Medians; sectors classified from organization names. ClearPoint platform data, September 2026.
Customer stories on this page
UNFCU · City of Vaughan · Fox Chase Cancer Center
Yes. Build all four perspectives in the browser without an account. Email is asked only when you export to Excel.
A CSV (opens in Excel) of your perspectives, objectives, measures, owners and targets, and a printable one-page scorecard.
Across 300+ organizations on the ClearPoint platform, the median scorecard holds 5.3 objectives and 14.5 measures. Two to three objectives per perspective is the pattern that stays readable.
The learning-and-growth perspective is the one most often left empty — and it is the one that explains causes rather than results. The tool flags an empty perspective.
It exports to one. The difference is that the builder asks for an owner and a measure on every objective before you get the file.
ClearPoint platform data: September 2026 snapshot and the ClearPoint platform (21,000+ plans, 300+ organizations).
Method
Scorecard composition: ClearPoint platform data, September 8, 2026, 300+ organizations with at least one objective and one measure; ratios per organization, then the median. Ownership: 327,582 metrics on the ClearPoint platform, January 2026.
The four perspectives follow Kaplan and Norton; the 56 objectives are examples grouped by perspective.