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How balanced is your strategy?

Gain a more comprehensive, balanced view of your organization’s performance with our Balanced Scorecard Professional Certification program. Business, government, and nonprofit organizations worldwide use the balanced scorecard system to:

  • Break down intangible strategic vision into specific, actionable steps
  • Get everyone focused on strategy
  • Choose measures that help you achieve tangible results

Learn to focus on strategy and improve performance remotely.

BSI provides virtual consulting, training, and professional certification services to organizations worldwide.

How do you measure success?

Our Key Performance Indicator Certification program will help you identify your organization’s most meaningful indicators of success.

Our KPI services are tailored to each client’s unique needs to help you:

  • Develop meaningful KPIs
  • Evaluate and improve existing KPIs
  • Ensure objectives and KPIs are aligned with strategy
  • Design reports for data-driven decision making

Are your Objectives and Key Results (OKR) aligned?

Empower your employees to create goals that align with your strategy.

We help clients:

  • Create bi-directional alignment
  • Create a culture of accountability and productivity
  • Teach employees to focus their OKRs on outcomes rather than tasks

Balanced Scorecard Institute helps organizations focus on strategy and improve performance.

The experts at Balanced Scorecard Institute (BSI) specialize in providing consultation, training, and professional certification services to all types of organizations.

BSI Logo - Connecting Strategy and Execution

Tailored to Your Needs

Building on our proven team-based Nine Step™ methodology, we will work with you to customize our approach to fit your organization.

Twenty Years of Experience

BSI has become a trusted advisor and counselor to hundreds of organizations worldwide.

Start from Scratch

Don’t know where to start? Contact us about a free overview session.

Fix What’s Broken

Already have parts of a system in place? We know how to fix what’s wrong.

Start Keeping Score

It is hard to get better at anything if you don’t measure progress.

Build Buy In

Strategy is a team sport. Let us help you build support for the system.

Balanced Scorecard Training and Certification Programs

The Balanced Scorecard Professional Certifications are offered through a collaboration between the Balanced Scorecard Institute (BSI) and The George Washington University Center for Excellence in Public Leadership (GW CEPL), part of the College of Professional Studies. BSI courses are taught by highly-experienced facilitating consultants with expertise across various organizational types. Participants have the option to receive certifications jointly issued by BSI and GW CEPL. BSI and its affiliated partners maintain exclusive rights to certify professionals in the award winning Nine Steps to Success™ framework. This optional certification provides added value for those seeking recognition from a prestigious academic institution, while maintaining the rigorous standards set by BSI.

Balanced Scorecard Solutions
BSWA
Coach Consult
Deiruk
Informa Connect
Lyco Business Solutions
Progress Consulting
ROIC
Strategy Plus

Balanced Scorecard, KPI & OKR Certification

Over 9,000 people worldwide have been certified in Balanced Scorecard, Key Performance Indicator or Objectives and Key Results development since 2005. These programs, certified by The George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies, are designed to give you the tools and skills needed to help your organization:

  • Focus on strategy
  • Improve organizational performance
  • Align work with strategy
  • Shift focus from activities to results
  • Improve communication of Vision and Strategy
  • Prioritize

BSI Around The World

Newark
NMDP
LifeNet
Edmonton
DOD
DMA
CMS
Blue Man Group

Latest from our blog…

5 Reasons Your Strategic Plan Should Be Balanced

5 Reasons Your Strategic Plan Should Be Balanced

In today’s fast-paced business environment, having a strategic plan isn’t enough—you need a framework that ensures alignment, accountability, and measurable results. That’s where the Balanced Scorecard (BSC) comes in. Here are five compelling reasons why your strategic plan should be organized around the Balanced Scorecard framework.

read more
5 Signs Your Organization Needs a Strategic Planning Refresh

5 Signs Your Organization Needs a Strategic Planning Refresh

In today’s rapidly evolving strategic landscape, the strategies that once propelled your organization to success may no longer be effective. Markets change, customer preferences shift, and new competitors emerge, making it essential to keep your strategic plans relevant and responsive. But how do you know when it’s time to revisit your organization’s strategy?

read more

News & Press Releases

Learn to Develop OKRs LIVE ONLINE!

The OKR Professional Certification provides provides participants with the tools they need to coach their teams through the successful development and implementation of OKRs.

Creating Strategic Alignment

This webinar will focus on strategic alignment and how it helps create an organization that is high-performing, agile, and growth-oriented.

Improving Strategic Performance with BSC and KPIs

This webinar will help you orient yourself with the latest thinking in strategy formulation, performance measurement, and strategy execution.. Read More

Live Online Certification Programs

BSI is offering live online certification programs. These programs are designed to help organizations increase their focus on strategy, improve performance, align work with the organization’s strategy, and prioritize objectives.

The Institute Way:

Simplify Strategic Planning and Management with the Balanced Scorecard

Available in Hardcover, Paperback, and EBook

The Institute Way:
Simplify Strategic Planning and Management
with the Balanced Scorecard

A practical, step-by-step guide to the formulation and execution of strategy in business, government and not-for-profit organizations, The Institute Way blends strategic planning, performance measurement and change management into a simple, disciplined framework that’s easy to build and communicate.

What people are saying

The balanced scorecard is a critical part of our strategy. It offers a framework for achieving our business goals through clear, understandable metrics.  It’s more than standard corporate-speak – it actually works!
Jeff Levy

Veolia Water North America

The balanced scorecard fosters consistency in strategic planning and performance management throughout our organization. It provides us the framework for sustaining a disciplined and data-driven approach to decision making.

John McGillicuddy

Mecklenburg County, North Carolina

Although we only implemented the balanced scorecard approach a couple of years ago, we have already seen improvements in our operations. The [Nine Steps to Success™] approach helps us focus on our ambitious goal to drastically increase the number of transplants we facilitate by 2015.

Michael Boo

The National Marrow Donor Program®/Be The Match Registry®

Contact us to find out how we can help your organization focus on strategy and improve performance.

Balanced Scorecard Software: Simplify Strategy Execution

Managing strategy effectively requires more than just spreadsheets and reports. Balanced Scorecard software helps organizations track performance, align teams, and make data-driven decisions—all in one place.

Why Use Balanced Scorecard Software?

Many organizations struggle with strategy execution because of:
Lack of visibility – Teams don’t have a clear picture of progress.
Disorganized tracking – Data is scattered across spreadsheets and reports.
Misalignment – Goals and initiatives are disconnected from strategy.

The right Balanced Scorecard software solves these challenges by providing a structured, automated system to manage strategy efficiently.


Key Features of Balanced Scorecard Software

1. Strategy Mapping & Visualization

📌 Create interactive Strategy Maps to see how objectives connect.
📌 Ensure clear cause-and-effect relationships between goals.
📌 Align your team around a shared strategic vision.

2. Performance Measurement & Dashboards

📊 Track Key Performance Indicators (KPIs) in real time.
📊 Use custom dashboards for quick insights.
📊 Automate reporting to reduce manual data entry.

3. Goal & Initiative Management

✅ Link initiatives and projects to strategic objectives.
✅ Assign responsibilities and track progress.
✅ Ensure alignment between departments and leadership.

4. Automated Reports & Alerts

📢 Get real-time alerts on performance changes.
📢 Generate custom reports with just a few clicks.
📢 Ensure timely decision-making with up-to-date data.

5. Collaboration & Communication Tools

🤝 Foster team collaboration by sharing goals and updates.
🤝 Encourage accountability with role-based access.
🤝 Improve alignment across departments, locations, and teams.


Benefits of Using Balanced Scorecard Software

🚀 Increased Efficiency – Automate reporting and save time.
📈 Better Decision-Making – Access real-time insights.
🎯 Stronger Alignment – Ensure all teams work toward shared goals.
🔍 Improved Transparency – Provide leadership with clear performance data.


Choosing the Right Software

The Balanced Scorecard Institute formally recommends the Spider Impact, developed by Spider Strategies and co-marketed by the Institute, but also advises clients on the many excellent software options available, many of which are also partners of the Balanced Scorecard Institute. When selecting a Balanced Scorecard solution, consider:
Ease of Use – Is it intuitive for your team?
Customization – Can you tailor it to your organization’s needs?
Integration – Does it connect with existing systems?
Scalability – Can it grow with your organization?

Need help selecting the right software? Our team can guide you!


Get Expert Guidance & Support

The Balanced Scorecard Institute helps organizations implement the right tools and strategies for success. Whether you need software selection advice, implementation support, or training, we’re here to help.

📌 Training & Certification – Learn to optimize your Balanced Scorecard.
📌 Consulting Services – Get expert guidance on strategy execution.
📌 Software Support – Choose and implement the best system for your needs.

🔹 Ready to improve your strategy execution? Contact us today to explore your options!

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There are hundreds of balanced scorecard and/or performance management automation solutions available. Some of the options are specifically dedicated to performance management and/or the balanced scorecard, while others are designed for business intelligence, analytics or data warehousing but have modules dedicated to performance management. 

Balanced Scorecard Software

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