The Trainer's Balanced Scorecard: A Complete Resource for Linking Learning to Organizational Strategy
March 2009, Pfeiffer
Contents of the Website.
About the Learning Scorecard Website.
What You Can Expect from This Book.
How This Book Is Organized.
Some Advice When Reading This Book.
Chapter 1: Defining Organizational Strategy.
The Importance of Strategy: What It Is.
Types of Strategy.
Corporate Strategy Versus Business Strategy.
Factors Affecting Strategy.
What Management Wants to Know.
Workplace Learning and Its Role in Strategy Development.
Fostering a Learning Culture to Move Beyond ROI.
Moving Beyond ROI and Toward Strategy.
Making Learning Relevant to Management.
Chapter 2: The Balanced Scorecard.
The Evolution of the BSC.
History of the Balanced Scorecard.
The Scope of the Balanced Scorecard.
The Strategic Framework.
Going Deep: Defining the BSC Perspectives and Metrics.
Cascading Scorecards: Delivering a Strategic Message to the Masses.
Potential Pitfalls of the Balanced Scorecard.
Chapter 3: Alignment with Management’s Expectations .
Management’s View: From Performance Measurement to Strategic Management.
Management’s Expectations Versus Learning’s Concerns.
Closing the Communication Gap.
Answering Management’s Questions.
Chapter 4: Business Data and Performance Metrics.
Using Business Data to Develop Strategic Learning Solutions.
The Role of Workplace Learning and Performance.
Non-Financial Performance Measures.
Specific Factors That Drive Performance.
Chapter 5: Business Processes and Performance Measures.
The Organizational Value Chain: Providing Real Value.
The Value Chain’s Proposition to the Customer.
Deconstructing the Value Chain.
Building the Learning and Performance Value Chain.
Chapter 6: Workplace Learning in Relation to Financial Performance .
How Management Differentiates Between Investment and Expense.
The Value of an Organization’s Financial Statements.
How to Tie Financial Statements to Management Objectives.
Chapter 7: Developing the Learning and Growth Perspective .
Learning and Growth Perspectives.
Traditional Performance Thinking Versus the Balanced Scorecard.
An Organizational Perspective of Learning in the BSC.
Developing Performance Metrics for Learning and Growth.
Applying the Learning and Growth Performance Metrics.
Chapter 8: An Application of the Learning and Growth Perspective.
Developing Learning and Growth Perspectives.
Executing Learning Strategy.
Demonstrating Results for Learning .
Facilitating the Development of Learning and Growth Metrics.
Chapter 9: The Case of Sky Air Limited.
A Quick Review of the Basics.
Case Application: Sky Air Limited.
The Steps for Resolving the Case.
Chapter 10: The Learning Department’s Balanced Scorecard.
Purpose of a Learning Department Scorecard.
The Learning Department BSC: A Different Perspective.
A Rapid Development Process for the Learning Scorecard.
Chapter 11: Factors Affecting Strategy, Balanced Scorecard, and Workplace Learning.
The New Variables: Technology, Workers, and the World.
Expectation of Return on Workplace Investment.
Managing Learning for a Generational Workforce.
Developing the Entrepreneurial Employee.
Developing Specialists, Not Generalists.
Increasing Trend for Customer Intimacy.
Managing Knowledge for Maximum Benefit.
Appendix A: The Case of Dofasco, Inc..
Appendix B: The Case of TD Bank’s Enterprise Balanced Scorecard: A Performance Measurement.
Appendix C: The Case of The Canadian Physiotherapy Association.
Appendix D: The Case of United Way of Kitchener-Waterloo and Area .
Appendix E: The Case of Bell Canada.
Appendix F: The Case of CMA Canada: Linking Strategy to Competency.
Appendix G: The Case of Infosys: Competency Development as a Business Imperative.
Resources and Readings.
About the Author.
Ajay M. Pangarkar, CTDP, learning strategist, speaker and author, is president of CentralKnowledge, a strategic learning solutions company focused on the business and strategy side of workplace learning and performance improvement through conventional and e-learning approaches. His focus is ensuring workplace learning interventions are always aligned with an organization's business and strategic objectives. He can be reached at firstname.lastname@example.org.
Teresa Kirkwood, CTDP, learning strategist, speaker, and author, is vice president of CentralKnowledge. She is recognized for her experience in helping companies implement innovative learning methodologies, develop strategic learning interventions, train new trainers and subject experts, and support those with responsibilities for managing the learning function. Teresa can be reached at email@example.com.
|All Exhibits||320.92 KB||Click to Download|
|Exhibit 1.1. Are You Able to Define Your Organization's Strategy?||24.00 KB||Click to Download|
|Exhibit 1.2. Defining Your Organization's Expectations||26.50 KB||Click to Download|
|Exhibit 2.1. Cause-and-Effect Relationship to Learning and Growth||26.00 KB||Click to Download|
|Exhibit 3.1. Critical Questions||22.50 KB||Click to Download|
|Exhibit 3.2. Thinking Like They Do||70.50 KB||Click to Download|
|Exhibit 3.3. WLP Concerns||24.00 KB||Click to Download|
|Exhibit 3.4. External Perspectives||23.00 KB||Click to Download|
|Exhibit 3.5. Internal Perspectives||23.50 KB||Click to Download|
|Exhibit 3.6. What Is Management Asking You?||38.00 KB||Click to Download|
|Exhibit 3.7. Responses to Management's Questions||33.50 KB||Click to Download|
|Exhibit 4.1. Learning Based on Strategic, Tactical, and Operational Data||30.00 KB||Click to Download|
|Exhibit 4.2. Key Performance Measures||28.00 KB||Click to Download|
|Exhibit 5.1. Define Your Organization's Value Proposition||31.00 KB||Click to Download|
|Exhibit 5.2. Identifying Your Value Chain||32.50 KB||Click to Download|
|Exhibit 5.3. Assessing Employee Skills and Knowledge||25.50 KB||Click to Download|
|Exhibit 6.1. Balance Sheet Value Creation||28.50 KB||Click to Download|
|Exhibit 6.2. Income Statement Value Creation||28.50 KB||Click to Download|
|Exhibit 7.1. Initiative Selection Template||35.50 KB||Click to Download|
|Exhibit 7.2. Initiative Prioritization Template||38.00 KB||Click to Download|
|Exhibit 7.3. Sample Initiative Prioritization Template||39.00 KB||Click to Download|
|Exhibit 7.4. Initiative Description Template||27.50 KB||Click to Download|
|Exhibit 7.5. Improving and Creating Value||25.50 KB||Click to Download|
|Exhibit 8.1. Identifying Strategically Critical Areas||25.00 KB||Click to Download|
|Exhibit 8.2: Strategic Linkages Analysis||25.50 KB||Click to Download|
|Exhibit 8.3. Identifying Objectives||25.00 KB||Click to Download|
|Exhibit 8.4. Customer Perspective Performance Measures||22.50 KB||Click to Download|
|Exhibit 8.5. Internal Process Perspective Performance Measures||22.50 KB||Click to Download|
|Exhibit 8.6. Financial Perspective Performance Measures||22.50 KB||Click to Download|
|Exhibit 8.7. Balanced Scorecard Initiatives||24.00 KB||Click to Download|
|Exhibit 8.8. Balanced Scorecard Initiatives and Learning Initiatives||38.00 KB||Click to Download|
|Exhibit 8.9. Balanced Scorecard Learning Initiatives and Performance Metrics||37.50 KB||Click to Download|
|Exhibit 9.1. Identifying Strategically Critical Areas||22.50 KB||Click to Download|
|Exhibit 9.2. Strategic Linkages Analysis||23.00 KB||Click to Download|
|Exhibit 9.3. Customer Perspective Performance Measures||25.00 KB||Click to Download|
|Exhibit 9.4. Internal Process Perspective Performance Measures||25.00 KB||Click to Download|
|Exhibit 9.5. Sky Air Learning and Growth Analysis||26.50 KB||Click to Download|
|Exhibit 9.6. Sample Completed Balanced Scorecard Learning Initiatives and Performance Metrics||35.50 KB||Click to Download|
|Exhibit 9.7. Completing Sky Air's Learning and Growth Perspective||55.50 KB||Click to Download|
|Exhibit 10.1. Financial Perspective: "How Do We Look to Our Stakeholders?"||23.50 KB||Click to Download|
|Exhibit 10.2. Customer Perspective: "How Do Our Customers See Us?"||25.00 KB||Click to Download|
|Exhibit 10.3. Internal Process Perspective: "What Must We Excel At?"||24.00 KB||Click to Download|
|Exhibit 10.4 Learning &Growth Perspective: How Can Learning Continue to Improve & Create Value?||24.50 KB||Click to Download|