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Topic Title: Matrix to evaluate alignment
Topic Summary: The matrix
Created On: 05/27/2007 12:48 PM
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05/27/2007 12:48 PM
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patrick jaulent
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Posts: 54
Joined: 10/22/2006

Originally posted by: patrick jaulent

Hello,

Balanced Scorecard is an excellent Tool for Translating Strategy to Execution. To carry out the strategy the organization should be aligned

To align the organization and the strategy we use a matrix. I defined this type of matrix in my thesis in 1988. I did not think of using it then.

This matrix makes it possible to evaluate the level of alignment. Alignment between:

-> Actions of progress - Initiatives - Objectives (financial & Customer) ;

-> Incentives - Objective of employees - Objectives (drivers and/or impact) ;

-> Drivers Objectives (Internal processes & L&G) - Business processes - Impact Objectives (Finance & Customer)

-> Investments - Objectives

-> ....

The how do we know we are selecting the right initiatives to drive our strategy ? Do we even have visibility into all the initiatives ? Are we getting the necessary benefits from the initiatives ?

I send document to moderator

I look forward to more discussion on this topic within this forum.

--->> To obtain information on the matrix you can contact me on my E email


Regards

Patrick Jaulent, France
Senior Manager, Accenture, France
President BSC club, France

Edited: 03/02/2008 at 05:05 AM by patrick jaulent
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05/28/2007 03:13 AM
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MANOJ ONKAR
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hi,

pls. send the presentation and excel file.

we are implementing BSC in a training and consulting company in India.

Hope to add value.

thanks
manoj onkar
manojonkar@gmail.com
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05/30/2007 05:15 AM
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Raj Aphale
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Dr. Patrick,

I will be grateful if you could mail me the slides of the presentation and the excel. My mail id is rajaphale@yahoo.co.uk

Regards,
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05/31/2007 06:51 AM
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KRISHNA KUMAR
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Hi patrick

I think you have tackled one of the highly abstract areas in the implementation of the balanced scorecard. We have recently implemented the balanced scorecard suite from corporater but it is always a struggle to link actions to scorecard objectives. I would be keen to peruse your presentation and add my comments. Can you please email the matrix to krishna68@gmail.com

Regards
Krishna Kumar
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06/01/2007 04:43 PM
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Randy Helm
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Dear Dr. Jaulent,

We are working on a strategy right now and we are interested in putting together a scorecard or dashboard that includes the strategy initiatives with ways of showing progress and measurement.

Please email me your spreadsheet and presentation so that I may review and give you feedback.

Thanks,

Randy
rhelm@gbcol.edu
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06/03/2007 02:54 AM
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Maren Rixen
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Dear Patrick,

I would be grateful if you could send me the slides and the excel. I am just in the process to develop a kind of strategic judgement with regard to the level of alignment.

My mail is maren.rixen@gmail.com

Thank you very much in advance

Kind regards
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06/04/2007 11:18 AM
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Ileana Tovaglieri
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Dear Mr Patrick,
I work for a consulting company and we are helping one of our client to better link strategic initiatives with his own strategy. I would be very glad to receive your matrix (my e-mail account is: i.tovaglieri@gebconsulting.it) and send feedbacks if they may help.

Thank you very much
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06/04/2007 11:30 AM
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Keith Katz
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Posts: 35
Joined: 03/08/2006

All,

Patrick has generously forwarded me his Matrix to post here for all to view. Please feel free to download and discuss further within the forums.

Thanks,
Keith

Edited: 08/27/2007 at 10:26 AM by Keith Katz


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06/11/2007 04:10 AM
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Ileana Tovaglieri
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Dear Patrick,
thank you for the matrix. We went through the structure you propose and it seems that it may help us checking the alignment between various dimensions. Nevertheless, we are not sure to have properly understood the scheme measuring the alignment "Drivers - KPI - Business processes - Outcome". It seems to us that the same KPI (ex. KPI 3) can be used to measure/evaluate 3 different objectives (1 in the Internal Perspective, 1 in the Customer Perspective and the third in the Financial Perspective): how can it be? In our experience a KPI can be useful to evalutate one (max 2) objectives. Did we miss something?

Thank you very much
Ileana
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06/15/2007 10:17 AM
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patrick jaulent
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Ileana

It is possible with the matrix to have 1, 2, 3,.. by objective. Several uses of the matrix are possible.

Example,

1. To identify the "level of quality" of the KPI to measure the objective (alignment of the KPI on the objective).

2. To identify the processes/project which carry to it (them) KPI,

3. To identify the level of contribution of the processes - projects to the outcomes.

You can also have, a KPI and 1, 2, 3, targets - the same KPI to evaluate n objectives (?)

Can you give me an example so that I build the matrix.

Regards

Edited: 06/15/2007 at 11:10 AM by patrick jaulent
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06/16/2007 06:02 AM
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jerome Laurens
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Dear Patrick

I will be grateful if you could mail me the slides of the presentation and the excel. My mail is identityjerome.laurens@neuf.fr

Best regards
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06/17/2007 05:19 PM
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Ghanem Alghanem
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I would be delighted if you send me the matrix and presentation.

e-mail; ghalgha@hotmail.com

Regads

Ghanem
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06/18/2007 08:11 AM
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patrick jaulent
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Posts: 54
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All,

You can load the slides (cf. Keith Katz : Balanced Scorecard Collaborative moderator).

I send examples after your feedback and discuss further within the forums.
Regards

Patrick

Edited: 06/19/2007 at 12:25 PM by patrick jaulent
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06/26/2007 07:30 AM
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patrick jaulent
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Posts: 54
Joined: 10/22/2006

Originally posted by: patrick jaulent

All,


Successful approaches to initiative planning and management reinforce the five principles of the Strategy-Focused Organization.

1. Executives must first define a manageable number of strategic initiatives by which to chart the future course of the enterprise.

2. Along with its strategy map, the organization needs an initiative planning and management methodology.

3. Employees play a role in executing initiatives, and the organization must delineate for them their initiative-execution duties and how these differ from their "day jobs."

4. The organization recognizes and rewards team and individual contributions to its successes through its employee performance management system.

5. In strategy execution, a key role for executives is managing and optimizing the initiative portfolio. (Govern to Make Strategy a Continuous Process)

(cf. Balanced scorecard report)


Infineo is affiliate Palladium / Balanced Scorecard in France

Regards

Patrick Jaulent
Senior Manager, Accenture France

Edited: 03/02/2008 at 05:06 AM by patrick jaulent
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06/28/2007 11:05 AM
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Raj Aphale
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Posts: 29
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Patrick,

Thank you for sharing the very innovative document. The process will certainly help to ensure align initiatives and actions to the strategic themes and objectives. The two way tables are a novel idea, but a three way table gets a little complicated.
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06/28/2007 12:21 PM
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patrick jaulent
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Posts: 54
Joined: 10/22/2006

Raj


Thank you for these compliments. The matrix can be used for various ways. You can, for example, to use the matrix to make the cascading.

Corporate BSC -- cascading to -- RH Cascading or IT Cascading or BU cascadinng

I can send an example to you.

Patrick
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07/02/2007 08:26 AM
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Raj Aphale
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Posts: 29
Joined: 02/15/2007

Patrick,

Thanks, could you please send me an example?

Regards,

Raj
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07/03/2007 12:13 AM
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Mohammad Wahadneh
Junior Member

Posts: 3
Joined: 03/19/2007

Dear Patrik;
Kindly try to mail me these slides and the matrix if possible, we are implementing the BSC in Dubai and i would like to benifit from your work if possible

eng.mohammad wahadneh
mohamad.nazmi@dewa.gov.ae
00971508252227
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07/03/2007 03:58 PM
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Masoud Chitgarha
Junior Member

Posts: 3
Joined: 08/16/2006

Dr. Patrick,

Could you send me the presentation or execution sample of the matrix? I am practitioner who has developed BSPM (Balanced Strategy Process Management) Application contains strategic planning, the Balanced Scorecard, Cascading strategic objectives based on Process Map and Aligning its significant strategic processes to strategic objectives into government organizations and private sectors in Iran. It has 7-steps cycle and Aligning Processes is one of the steps.

Best regards

Masoud Chitgarha
BSPM Practitioner
Balanced Scorecard Academy of Iran
Tehran, Iran
www.bscol.ir
mc@bscol.ir
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07/06/2007 10:16 AM
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Keith Katz
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Posts: 35
Joined: 03/08/2006

Community,

Attached, please find the example cascading matrix that Patrick has created.

Best,
Keith

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