# Niopd St Balanced Scorecard

> Applies Balanced Scorecard framework for multi-dimensional performance management. Use for strategic alignment, performance tracking, or executive reporting.

- Skill: `8421bit/niopd-st-balanced-scorecard` (Agent Skill, multi-file: 2 files)
- Install (CLI): `npx skillmds@latest add 8421bit/niopd-st-balanced-scorecard`
- Raw SKILL.md: https://api.skillmd.com/api/skills/8421bit/niopd-st-balanced-scorecard/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: 8421bit (https://skillmd.com/u/8421bit)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/8421bit/niopd-st-balanced-scorecard

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# Balanced Scorecard Skill

This skill applies the Balanced Scorecard framework to translate strategy into action through four perspectives.

## Theoretical Foundation

### Origin
The Balanced Scorecard was developed by **Robert Kaplan** and **David Norton** (Harvard Business Review, 1992) to balance financial metrics with drivers of future performance.

### Four Perspectives

| Perspective | Focus | Question |
|-------------|-------|----------|
| **Financial** | Shareholder value | "How do we look to shareholders?" |
| **Customer** | Customer satisfaction | "How do customers see us?" |
| **Internal Process** | Operational excellence | "What must we excel at?" |
| **Learning & Growth** | Innovation and improvement | "Can we continue to improve?" |

### Strategy Map
Cause-and-effect relationships linking perspectives:
Learning → Process → Customer → Financial

### When to Use
- Strategic planning
- Performance management
- Executive dashboards
- Organizational alignment
- Investment justification

## Instructions

### Step 1: Define Strategic Objectives
For each perspective:
- What are we trying to achieve?
- How does it connect to strategy?

### Step 2: Identify Measures
For each objective:
- What metric indicates success?
- What is the data source?

### Step 3: Set Targets
For each measure:
- What is the current baseline?
- What is the target?

### Step 4: Plan Initiatives
For each objective:
- What actions will achieve the objective?
- Who owns each initiative?

### Step 5: Create Strategy Map
Visualize cause-and-effect across perspectives

### Step 6: Generate Document
**File path**: `02-reports/[YYYYMMDD]-balanced-scorecard-v0.md`

| Perspective | Objective | Measure | Target | Initiative |
|-------------|-----------|---------|--------|------------|
| Financial | [Obj] | [KPI] | [Target] | [Action] |
| Customer | [Obj] | [KPI] | [Target] | [Action] |
| Process | [Obj] | [KPI] | [Target] | [Action] |
| Learning | [Obj] | [KPI] | [Target] | [Action] |

## Output Specifications
- **File Naming**: `[YYYYMMDD]-balanced-scorecard-v0.md`
- **Location**: `02-reports/`
- **Template**: `references/balanced-scorecard-template.md`

## Related Skills
- `niopd-st-okr`: OKR framework
- `niopd-pm-kpis`: KPI definition
- `niopd-po-north-star`: North Star metric