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Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Planning Resources

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

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A library of resources for anyone interested in strategic planning and KPI management

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Software

KPI and Strategy Software

Intrafocus is an EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video Guides

From getting started all the way through to integration to back-end systems. 

Spider Impact User Guides

A complete set of user guides. Everything you have ever wanted to know from A to Z.

Strategic Plan Generator

Use this application to guide you through creating your strategic plan – lots of examples to look at.

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If you have any questions or need some help or guidance, you can contact us at any time.

Adding a Scorecard

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Estimated reading time: 1 min

Scorecards are the ‘engine’ of the application. Without a Scorecard, nothing else will work. A Scorecard has to contain Measures, and can optionally contain Objectives, Themes, Perspectives and Linked Items.
So a Scorecard can be thought of as a ‘container’ for all of these item types.

Click on Scorecards. You will be asked to select your Organisation if you haven’t already done so.

The Create a Scorecard dialogue box will appear.

Click the blue Create Scorecard button.

Note: If a Scorecard already exists, you will be taken to the Scorecard.

Type in the name of the Scorecard (we have called this one HQ Scorecard) and add a description.

You can optionally add search Tags that can be used at a later date to search for this Scorecard.

The application will expect you to create a Perspective at this point. We will not do this so click on Cancel (bottom-right) then the Overview tab (top) to view the empty Scorecard container you have created.

The Scorecard will be created as below. Please note, at this time it contains no data – this will be derived from your Metrics at a later date.

The next step is to structure your Scorecard. For the system to be useful, you must add some Measures. You can optionally add items like Themes and Objectives.

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