A balanced Scorecard (BSC) is an instrument to operationalise strategic goals. It takes interests of stakeholders, as well as internal demands for business processes, innovations, ability to learn and growth into account. The feedback produced by index numbers serves as verification of the learning processes of an organisation. Moreover, it helps to initiate new learning processes. The BSC is a controlling instrument and, therefore, an instrument for the management resp. leaders of a school.

A BSC covers four perspectives on an organisation’s vision and strategies: (1) the financial perspective, (2) perspective of processes, (3) perspective of learning and growth and, finally, (4) the perspective of customers. Let us call all those the ‘customers’, which have direct connection to your school: students, parents, teachers and cooperation partners.

The participants take the goals from the unit 4.1. They transfer the goals in the scheme presented below. The BSC contains the dimensions (1) Financial Perspective, (2) Stakeholders/Customers, (3) Processes and (4) Staff, Learning and Growth. Maybe they find some of the categories empty and have to define more goals. Take care that the participants filled out all dimensions of the BSC, before you start to define indicators.

We suggest doing this part together using the projector. Project the tabular on a white wall and fill out the results seen by everybody. Change the person, who documents the results, after each perspective or after a fixed amount of time.

It is necessary, that the school’s headmaster participate in this step. He or she knows which index numbers they already use and which are thinkable, furthermore. Nevertheless, headmasters are very busy people. The team of school staff, which is responsible for the digitisation strategy development, can also prepare a proposal. Later, the headmaster can go through, comment or change it.

Development of the school-specific Balanced Scorecard 120 minutes

Create a BSC tabular following the example below. You can use sticky notes on a wall, maybe you have to change details. Complete your list of goals according to the four dimensions:

 Financial Perspective:



 Staff, Learning and Growth

Leave the other fields open until the next task

Afterwards, define index numbers for each goal. They help you to control your progress towards goal achievement. Find Indicators, where you defined qualitative goals, and find index numbers for them. Do not use more than six or seven different index numbers to avoid getting confused.