Person R. Balanced Scorecards & Operational Dashboards with Microsoft Excel

Wiley, 2014. — 480 p. — 2nd ed. — ISBN: 1118519655, 9781118519653Learn to maintain and update scorecards and dashboards with Excel Balanced Scorecards and operational dashboards measure organizational performance and Microsoft Excel is the tool used worldwide to create these scorecards and dashboards. This book covers time–proven step–by–step processes on how to guide executive teams and managers in creating scorecards and dashboards. It then shows Excel developers how to create those scorecards and dashboards. This is the only book that converts theory into practice. The author addresses the people and processes you need to identify strategy and operational metrics and then implement them in dashboards in three versions of Excel. You′ll learn how balanced scorecards help organizations translate strategy into action and the ways that performance dashboards enable managers monitor operations. Covers Excel 2010 back to Excel 2003 Shows how to develop consensus on strategy and operational plans with the executive teams Details steps in creating tactical action plans Gives step–by–step guidance in creating the most powerful management dashboards Puts over ten years of experience in one book Balanced Scorecards & Operational Dashboards with Microsoft Excel, Second Edition is the ultimate resource for enhancing your strategic and operational performance.Author Information
Ron Person is a senior consultant of business optimization at Sitecore. For the 27 years prior to that, Ron's independent consulting firm helped organizations clarify their strategy and build measurable high performance. His clients included Medtronic Vascular, the U.S. Navy, Naval Undersea Warfare Center, the U.S. Army Corps of Engineers, and the Motion Picture Artists Association.Materials to DownloadStrategic Performance with Balanced Scorecards
Accelerating Strategic Performance
Developing Your Strategic Foundation
Preparing to Build Your Balanced Scorecard
Step-by-Step to Building Your Strategy Map
Step-by-Step from Strategy to Action
Step-by-Step to Selecting Metrics and Setting Targets
Step-by-Step to Developing Your Implementation Plan
Step-by-Step to Rollout and Strategic Reviews
Operational Performance with Dashboards
Developing Executive and Operational Dashboards
Mapping Your Operational Processes
Identifying Critical Metrics and Key Performance Indicators
Building Maps, Scorecards, and Dashboards
Creating Dashboards for Decision-Making
Drawing Process and Strategy Maps
Using Microsoft Excel for Balanced Scorecards and Dashboards
Text-Based Dashboards
Custom Labels and Formatting
Working with Data That Changes Size
Retrieving Data from Lists and Tables of Data
Creating Miniature Charts and Tables
Controlling Charts with Menus, Combo Boxes, and Buttons
Working with PivotTables
Working with PowerPivot
Smoothing Data and Forecasting Trends
Identifying Targets and Displaying Alerts
Building Powerful Decision-Making Charts
Drilling to Detail
Using Excel Add-ins for Extra Capabilities
Finishing Touches
Data Integration Methods
Publishing Balanced Scorecards and Dashboards