{"id":2218,"date":"2015-04-02T00:01:08","date_gmt":"2015-04-02T04:01:08","guid":{"rendered":"http:\/\/terrencemetz.com\/?p=2218"},"modified":"2026-04-21T13:45:49","modified_gmt":"2026-04-21T17:45:49","slug":"balanced-scorecard","status":"publish","type":"post","link":"https:\/\/mgrush.com\/blog\/balanced-scorecard\/","title":{"rendered":"Balanced Scorecard Demands Strategy-Focused Facilitation"},"content":{"rendered":"<h2>Five principles of successful organizations emerged from Kaplan and Norton\u2019s research on successful Balanced Scorecard adaptors. Hence, the five principles describe the key elements of building an organization that can focus on strategy while delivering breakthrough results. Additionally, high-performance groups depend heavily on effective facilitation and participant ownership.<\/h2>\n<p><span style=\"font-size: 14pt;\">The nineties are arguably the most worldwide productive in economic history. Because productivity accelerated, market values rose, and unemployment fell to record lows. However, in a Zook survey, only 13 percent of organizations achieved shareholder returns greater than the cost of capital. Therefore setting up the need for a return to strategy, such as the Balanced Scorecard. History will show a pattern of<\/span><\/p>\n<blockquote>\n<p style=\"padding-left: 40px;\"><span style=\"font-size: 14pt;\">\u201cexcessive exuberance\u201d<\/span><\/p>\n<\/blockquote>\n<p><span style=\"font-size: 14pt;\">to quote Alan Greenspan, and a shift from strategy to tactics, such as:<\/span><\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\">First to market<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Operational excellence<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Customer relationship management<\/span><\/li>\n<\/ul>\n<p><span style=\"font-size: 14pt;\">As companies abandoned strategy, they began to pay the price\u2014proven by the implosion over the next fifteen years, leading us to, today. Compound that abandonment with a shift from a manufacturing era to the age of <a href=\"https:\/\/mgrush.com\/blog\/review-meetings\/\" target=\"_blank\" rel=\"noopener noreferrer\">knowledge<\/a>. Notice the <a href=\"https:\/\/mgrush.com\/blog\/strategy-execution-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">transformation<\/a> in the workplace . . .<\/span><\/p>\n<table style=\"height: 376px; width: 493px;\" width=\"362\">\n<tbody>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\"><strong>From<\/strong><\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\"><strong>To<\/strong><\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Functional (silo)<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Process (integrated)<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Incremental change<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Transformational change<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Management<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Leadership<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Production driven<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Customer-driven<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Tangible assets<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Intangible assets<\/span><\/td>\n<\/tr>\n<tr>\n<td style=\"width: 194.227936px;\"><span style=\"font-size: 14pt;\">Top-down<\/span><\/td>\n<td style=\"width: 281.801453px;\"><span style=\"font-size: 14pt;\">Bottom-up<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>Five principles of Kaplan and Norton\u2019s Balanced Scorecard include . . .<\/h3>\n<ol>\n<li><span style=\"font-size: 14pt;\"><strong>Align the organization to the strategy<\/strong>\u2014Nobody is smarter than everybody and robust <a href=\"https:\/\/mgrush.com\/blog\/how-to-facilitate-alignment\/\" target=\"_blank\" rel=\"noopener\">alignment<\/a> requires multiple <a href=\"https:\/\/mgrush.com\/blog\/how-to-develop-questions\/\" target=\"_blank\" rel=\"noopener noreferrer\">perspectives<\/a>. An effective, <a href=\"https:\/\/mgrush.com\/blog\/meeting-preparation\/\" target=\"_blank\" rel=\"noopener noreferrer\">neutral<\/a> facilitator is the best choice for securing alignment among a group of people.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Make strategy a continual process<\/strong>\u2014The journey is more important than the destination, and there is no better guide on a journey than a well-prepared <a href=\"https:\/\/mgrush.com\/blog\/great-facilitators\/\" target=\"_blank\" rel=\"noopener noreferrer\">facilitator<\/a> using an appropriate <a href=\"https:\/\/mgrush.com\/blog\/meeting-designer\/\" target=\"_blank\" rel=\"noopener noreferrer\">methodology<\/a>.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Make strategy everyone\u2019s job<\/strong>\u2014Ownership is key and facilitated sessions can secure individual commitments that must be met to save face. The key output of any facilitated session is agreement on <a href=\"https:\/\/mgrush.com\/blog\/facilitation-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">WHO does WHAT and WHEN<\/a>.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Mobilize change through executive leadership<\/strong>\u2014Big <a href=\"https:\/\/mgrush.com\/blog\/meeting-inclusiveness\/\" target=\"_blank\" rel=\"noopener noreferrer\">egos<\/a> demand great skill and facilitators earn their income over and over when forced to deal with executives, who many times embrace being rational as what is best for them, rather than the entire group. Facilitation helps avoid such a fallacy.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Translate the strategy into operational terms<\/strong>\u2014Requiring a <a href=\"https:\/\/mgrush.com\/blog\/facilitation-tools\/\" target=\"_blank\" rel=\"noopener noreferrer\">life cycle<\/a> of activities as ideas are transformed from the abstract to the concrete.\u00a0 Hence, no better leader can be found than one who manages <a href=\"https:\/\/mgrush.com\/blog\/subject-matter-experts\/\" target=\"_blank\" rel=\"noopener noreferrer\">context<\/a> on behalf of the subject matter experts.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-size: 14pt;\">The message becomes clear. When you want to accelerate results, you better place a high value on the role of <a href=\"https:\/\/mgrush.com\/blog\/endorsed-facilitators\/\" target=\"_blank\" rel=\"noopener noreferrer\">facilitator<\/a>. They can pay for themselves many times over. They may generate more economic value for the organization than other roles, even the CEO. The CEO who has the answer but is unable to realize these five principles within their own organization will likely generate sub-optimal returns.<\/span><\/p>\n<div id=\"attachment_2219\" style=\"width: 563px\" class=\"wp-caption aligncenter\"><img wpfc-lazyload-disable=\"true\" loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-2219\" class=\"wp-image-2219 size-full\" src=\"https:\/\/mgrush.com\/blog\/wp-content\/uploads\/2015\/02\/blaanced-scorecard.jpg\" alt=\"Balanced Scorecard Demands Strategy-Focused Facilitation\" width=\"553\" height=\"718\" srcset=\"https:\/\/mgrush.com\/blog\/wp-content\/uploads\/2015\/02\/blaanced-scorecard.jpg 553w, https:\/\/mgrush.com\/blog\/wp-content\/uploads\/2015\/02\/blaanced-scorecard-231x300.jpg 231w\" sizes=\"(max-width: 553px) 100vw, 553px\" \/><p id=\"caption-attachment-2219\" class=\"wp-caption-text\"><span style=\"font-size: 14pt;\"><strong>Balanced Scorecard<\/strong><\/span><\/p><\/div>\n<h4 style=\"text-align: center;\"><span style=\"color: #ff0000; font-size: 14pt;\"><strong>______<\/strong><\/span><\/h4>\n<p><span style=\"font-size: 14pt;\">Don\u2019t ruin your career by hosting <a href=\"https:\/\/mgrush.com\/blog\/bad-meetings\/\">bad meetings<\/a>. Register for a <a href=\"https:\/\/mgrush.com\/public-facilitation-training\/\" target=\"_blank\" rel=\"noopener\">workshop<\/a> or forward this to someone who should. <em><a href=\"https:\/\/web.archive.org\/web\/20260106090117\/https:\/\/mgrush.com\/\">MGR<span style=\"font-size: 12pt;\">USH<\/span><\/a><\/em> facilitation workshops focus on meeting design and practice. Each participant practices tools, methods, and activities every day during the week. Therefore, while some call this immersion, we call it the road to building high-value facilitation skills.<\/span><\/p>\n<p style=\"text-align: center;\">\n","protected":false},"excerpt":{"rendered":"<p>Five principles of successful organizations emerged from Kaplan and Norton\u2019s research on successful Balanced Scorecard adaptors. Hence, the five principles describe the key elements of building an organization that can focus on strategy while delivering breakthrough results. Additionally, high-performance groups depend heavily on effective facilitation and participant ownership. The nineties are arguably the most worldwide [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":2219,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_wp_convertkit_post_meta":{"form":"-1","landing_page":"","tag":"0","restrict_content":"0"},"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[453185961,453192187],"tags":[453190949,453192260,453190950],"class_list":["post-2218","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-decision-making","category-prioritizing-meeting-agendas","tag-balanced-scorecard","tag-kaplan-and-norton","tag-strategy-focused-facilitation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Balanced Scorecard Demands Strategy-Focused Facilitation<\/title>\n<meta name=\"description\" content=\"Five principles of profitable organizations emerge from Kaplan and Norton\u2019s Balanced Scorecard. 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