1st Edition

Strategy Mapping for Learning Organizations Building Agility into Your Balanced Scorecard

By Phil Jones Copyright 2011

    How can we ensure our strategy will succeed, especially in changing and uncertain times? The answer, as explained in Strategy Mapping for Learning Organizations, is to become a more responsive organization - one that captures its strategy in strategy maps, learns from that strategy and can adapt to deliver results. For anyone involved in managing strategy and performance, applying the powerful strategy mapping techniques will move your balanced scorecard from an operational tool to one of strategy and change. It will help you capture, communicate and manage your strategy more effectively. However, strategy can no longer be simply a top down, annual process. It needs to be more iterative, emergent and involving. Many agile organizations have adopted rolling plans and budgets. To bring greater agility into the wider strategy and performance management processes requires the tools and techniques described in Strategy Mapping for Learning Organizations. Phil Jones provides a detailed guide to developing, rolling out and managing with modern strategy maps and scorecards, building in agility and learning. His book incorporates the latest strategic thinking and models. It places the balanced scorecard in a wider governance context that includes the management of risk and environmental and social responsibility. Fully illustrated with examples from many different organizations, this book will help you deliver your strategy better.

    I: Strategy and Strategy Management; 1: The Benefits and Principles of Strategy Mapping; 2: Managing Strategy: A Context of Governance, Strategy and Learning; 3: Capturing Strategy and Change in Strategy Maps; II: The Organization's Context; 4: Exploring the Organization's Context and Value Chain; 5: Future Thinking: Your Strategy and the Tangible Future; III: Overall Design; 6: Strategic Themes; 7: Designing the Cascade of Strategy Maps; IV: Detailed Design; 8: The Questions to Ask when Developing your Strategy Map; 9: Objectives before Measures; V: Detailing the Perspectives; 10: The Customer Perspective and Customer Objectives; 11: The Financial Perspective and Financial Objectives; 12: The Environmental and Social Impact Perspective; 13: The Process Perspective and Process Objectives; 14: The Learning and Growth Perspective and Objectives; 15: The Organizational Values Perspective; 16: The External Perspective; VI: Alignment; 17: Aligning Programmes, Projects and Investments in Change; 18: Aligning Budgets and the Budgeting Process in a Learning Organization; 19: Representing and Managing Risks in Strategy Maps and Balanced Scorecards; VII: Communication and Use; 20: Telling the Story of your Strategy; 21: Managing with your Strategy Map and Revising your Strategy Map

    Biography

    Phil Jones has helped organizations improve how they manage strategy and performance in the UK, Europe, US and Far East, including organizations in sectors as diverse as Banking, Charities, Manufacturing, Local Government, Utilities, Social Care, Retail, Health, Defence and Professional Services. They have ranged from start-ups to multi-national listed organizations. Phil is a consultant, author and speaker on strategy, performance and behaviour in organisations. He worked for Norton & Kaplan (authors of the original balanced scorecard books) for over four years and now runs his own research based consultancy, Excitant Ltd.

    ’This book is a "drivers manual" for anyone who is implementing a Balanced Scorecard performance management system. Whether you drive on the left or the right, it is required reading.’ From the Foreword by David P. Norton, author of The Balanced Scorecard