Strategy map templates

The Strategy MapPresentation Templates

http://www.intrafocus.com/strategymaps/

The Strategy Map

• A Strategy Map is a diagram that describes how a company or organisation can create value by linking strategic objectives in a cause and effect relationship.

• It is based on the four Balanced Scorecard Perspectives: Financial, Customer, Internal Processes and Learning & Growth.

• The key element of the Strategy Map is that it is linked to the ‘scorecards’ that monitor the progress towards the Strategic Objectives.

• The ‘scorecards’ will include: metrics, targets for the metrics and strategic initiatives to drive performance towards achieving the objectives.

The Balanced Scorecard

• The Balanced Scorecard is a strategic planning and management method used to: • align business activities to a vision and strategy of an organisation • improve internal and external communications • monitor organisational performance against strategic goals.

• The design of Balanced Scorecard concerns itself with: • the identification of a small number of financial and non-financial

measures referred to as Perspectives• setting targets for the measures and then • measuring them on a regular basis to determine success or failure.

Customer Value Proposition

Strategy Map – Classic Kaplan/Norton

Productivity Strategy

Operations Management Processes

SupplyProductionDistribution

Risk Management

Customer Management Processes

SelectionAcquisitionRetentionGrowth

Innovative Processes

Opportunity IdentificationR&D Portfolio

Design / DevelopLaunch

Regulatory and Social Processes

EnvironmentSafety and Health

EmploymentCommunity

Human Capital

Information Capital

Organisational Capital

Product / Service Attributes

Long-Term Shareholder Value

Improve Cost Structure

Increase Asset Utilisation

Expand Revenue Opportunities

Enhance Customer Value

Growth Strategy

Relationship Image

Price Function Service Partnership BrandQuality Availability Selection

Culture Leadership Alignment Teamwork

FinancialPerspective

CustomerPerspective

InternalPerspective

Learning &GrowthPerspective

CustomerPerspective

Internal Perspective

Learning & GrowthPerspective

Financial Perspective

Strategy Map - Generic example

Improve Cost Structure

Increase Asset Utilisation

Enhance Customer

Value

Expand Revenue

Opportunities

Price Quality Availability Selection Function Service Partnership Brand

Productivity Strategy Revenue Growth Strategy

Production Service Attributes Relationship Image

Operations Management Processes

Processes that produce and deliver products and

services

Customer Management Processes

Processes that enhance customer value

Innovative Processes

Processes that create new products and

services

Regulatory and Social Processes

Processes that improve communities and the

environment

Human Capital

SkillsTraining

Knowledge

Information Capital

SystemsDatabasesNetworks

Organisational Capital

Skills / TrainingKnowledgeTeamwork

Sustained Shareholder Value

+ +

Customer Value Proposition

Vision: Leading with inspiration and courage, passionate about future possibility and change

Mission: Managing with greatness and strength, improving everything daily

CustomerPerspective



Customer Intimacy Technology Driven Operational Excellence


Increase Shareholder Value

Leader in defined Markets

Achieve profitabilityAdd New Revenue Stream

Trusted Advisor

Deliver Added Value

Satisfy All Needs

Flexible Solutions

Deliver Complete Solutions

Consistently Exceed

Expectations

Frequent Repeat

Business

Build Lifelong Relationships

Capture and Utilise

Knowledge

Build 3rd Party Relationships

Create Enterprise Solutions

Integrate Business

Processes

Improve Resourcing

Services

Effective Cost MgmtImprove

Solution Processes

Develop Relationship Skills

Improve Industry Knowledge

Improve Solution Management

Engender Innovation

Improve Operational Mgmt Skills

More Successful Career Planning

Example with ‘Strategic Themes’

Relationship Management

Innovation Operational Excellence

Public sector example

Value to Taxpayer

Safe Convenient

Bus Services

Clear and Accurate

Timetables

Support Business and

Commerce

On Time as Promised

Create Business Cases and Secure Funding

Balance Budget

Lower Cost of Bus Transportation Services

Highly Skilled Bus DriversEmpowered Customer Service

AgentsIntegrated Knowledge Management Systems

Easy to do Business With

Streamline Regulatory Approval

Processes

Improve Sustainability

of Communities

Open and Frequent Communication to Impacted

Customers

Optimise Planning of Bus Stop Position and

Construction

Drive Innovation in New Transport Systems

Accelerate Economic

Development through Route

Investment

Develop and Introduce New

Transport Technology

Understand New Route Needs (and Old)

Deliver World Class Bus Services

Provide Cost Effective Solutions

Optimise Availability of Busses

Improve All Aspects of Bus

Safety

StakeholderPerspective

CustomerPerspective

Inte

rnal

Pro

cess

esP

ersp

ecti

ve


Process Perspective

Customer Perspective


Learning & Growth Perspective

How should we appear to customers?

At what do we need to excel to fulfill customer expectations?

How will we sustain our ability to improve?

What are our most important financial outcomes?

Empty template




Learning and Growth Perspective

Theme one Theme Two Theme Three

Focus on Internal Themes

Internal Themes + Vision and Mission




Learning and Growth Perspective

Theme one Theme Two Theme Three

Company Core Value Statement

Company VISON Statement

Company MISSION Statement

Internal Themes + Vision

Financial

Customer

Internal

Learning and Growth

Core Value:

Vision:


Financial

Customer

Internal

Learning and Growth

Vision


Customers

Productivity

Risk and Capital Management

People

Vision

Core Value:


Customers

Productivity

Risk and Capital Management

People

Vision

Core Values:

Template with Mission, Vision and Themes

Mission: Vision:Company Name

Financial

Customer

Internal

Learning

Strategic Objective 1 Strategic Objective 2

Strategic Objective 3

Strategic Themes Theme One Theme Two Theme Three

A Less Colourful Version

Mission: Vision:Company Name

Financial

Customer

Internal

Learning

Strategic Objective 1 Strategic Objective 2

Strategic Objective 3

Strategic Themes Theme One Theme Two Theme Three

A Slightly Different Approach

Financial

Learning

InternalCustomer

Vision: Mission:

A More Radical Approach

• This circular version is occasionally used to focus everything towards the mission and strategy, as a rally-call it works well. However it lacks in its ability to present causal linkages

• Tesco used this approach during their ‘Every Little Helps’ campaign

Cus

tom

er Internal

Financial

Learning

MissionVision

Mission

Financial Objective 1

Customer Objective 1

Learning Objective 1

Internal Objective 1

The Quickscore Application

• Software is not required to implement a Strategy Map or Balanced Scorecard, but it does help.

• A good software tool will allow user to:• create meaningful Strategy Maps with minimum fuss• organise key metrics in a meaningful way• display data and combinations of data• provide management teams with a clear business overview• allow users to input data easily and frequently• Provide the means to ‘drill down’ to the underlying data should the

need arise to question a specific activity

• KYODO recommends the product to those companies that want to take a structured approach to rolling out Strategy Maps and Balanced Scorecards

Strategy map templates

Business

Transcript of Strategy map templates