Scorecard Best Practices

Chapter 10. Best Practice Considerations Checklist

Scene: Henri's Bistro—revisited. Patrick and Ted meet over lunch … Patrick: “Thanks for meeting me at Henri's, again. I'm happy that we could get together here—after all, this is where you first introduced the concept of scorecards, and I wanted to bring you up to date with what I've been doing with it.” Ted: “Have you had a chance to make use of the ideas and concepts that we shared?” Patrick: “Absolutely. In fact I've been meeting with the executive team at my company. It has led to a half‐day socialization workshop and they're really keen on the idea of using scorecards to help them better communicate the organizational strategy and to get everybody in the organization aligned with it.” Ted: “That's terrific. Let me know if I can be of any help.” Patrick: “Well, that's part of the reason that I asked to meet with you. Although I am very comfortable and confident with what I've seen so far, I think that we would benefit from your experience to help guide us through some of the practical considerations.” Ted: “Great. I can probably make a few days available—let's see if we can work out the details so I can meet with your team in a timely manner.” Patrick: “In the meantime, I'd like to share a document that I put together to help with the early orientation of our executives. It's a summary of what I learned from our conversations and the follow‐up reading materials you provided—I put it together in the form of a checklist.” Ted: ...