Strategies are a controlling instrument. Therefore, their main function is to make progress measurable: the achievement of goals must be assessable. There are different ways to operationalize goals. One of them is to create a Balanced Score-Card (BSC). It includes a prioritization of targets, indicators and index numbers to make progresses visible.

Your time to learnTime the learners need
Unit 4.1 Definition of goals30 min1,5 h
Unit 4.2 Development of a Balanced Scorecard30 min2 h

 The learners are able to define clear goals with the s.m.a.r.t. formula.

 The learners are able to make reasonable decisions regarding the range of goals. They understand the difference of short-, mid- and long-term goals.

 The learners are able to define indicators and related index numbers in order to control the progress of strategy implementation.

The participants developed a Balanced-Scorecard for their school including five to seven main goals and its indicators and index numbers.

PowerPoint presentation SDD4_Construction I
Examples within the Units
Paper and pencils

This module is hard to do for teachers, who were never in touch with management issues. It is helpful, to have some index numbers in mind to explain the working step from different perspectives, if necessary. We recommend involving the leadership of the school in this step, because they have the requested experience related to school management. In the end, they are those, who have to agree with and transfer the goals to colleagues and externals.