Balanced Scorecards and Operational Dashboards with Microsoft® Excel

482 Pages·2009·14.65 MB·English

by  Ron Person

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This book is a guide for those who defi ne and build these business performance

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(cid:127) Write a strategic Destination Statement that clarifi es your vision
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(cid:127) Map operational processes to identify leverage points with the greatest impact &
(cid:127) Identify the “critical few” metrics that drive and measure success
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(cid:127) Gain buy-in with Tactical Action Plans and Implementation Plans
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Download free Excel sample fi les at www.wiley.com/go/scorecardsanddashboardswithexcel. You can also fi nd MD
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Ron Person is Managing Director of Tor Consulting, Inc., a fi rm passionately dedicated to helping organizations execute sh
their strategy and build measurable high performance. He is certifi ed as a Balanced Scorecard consultant through the o
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Balanced Scorecard Collaborative founded by Drs. Kaplan and Norton, founders of the Balanced Scorecard, and he is a f
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Award). Ron’s clients span a wide range of industries in the U.S. and internationally. Ea
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Visit our Web site at www.wiley.com/compbooks Desktop Applications /
Spreadsheets
$49.99 US Ron Person
$54.99 CAN
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Balanced Scorecards and
Operational Dashboards with
Microsoft® Excel®
86811ffirs.indd 1 11/12/08 6:04:51 AM
86811ffirs.indd 2 11/12/08 6:04:51 AM
Balanced Scorecards and
Operational Dashboards
with Microsoft® Excel®
Ron Person
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Balanced Scorecards and Operational Dashboards with Microsoft® Excel®
Published by
Wiley Publishing, Inc.
10475 Crosspoint Boulevard
Indianapolis, IN 46256
www.wiley.com
Copyright © 2009 by Tor Consulting, Inc., Santa Rosa, California
Published by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-38681-1
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
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About the Author
Ron Person helps his clients create a competitive advantage in strategic execu-
tion and a culture of high-performance.
Ron’s firm, Tor Consulting, works with small- to mid-sized organizations with
revenues of $25 to $500 million. His clients in the United States and internation-
ally include hospitals, banks, biotech companies, medical device manufacturers,
and financial services firms, spanning a diversity of organizations such as:
■■Medtronic CardioVascular
■■Bethanie Group (Western Australia’s largest elder care and hospital system)
■■Wells Fargo Center for the Arts
■■Palladeo (retail strategy, design, and construction)
■■U.S. Army Corps of Engineers
■■U.S. Naval Undersea Warfare Center
Prior to founding Tor Consulting, Ron has been:
■■A manager of competitive analysis for a Fortune 500 corporation
■■One of Microsoft’s first twelve consulting partners
■■The founder or co-founder of four companies, two of them high-tech
■■The author of more than 20 business and computer books, including four
international bestsellers with almost 4 million copies in print
He has personally conducted workshops for thousands of businesspeople and
has spoken before conferences and groups such as Vistage (the world’s lead-
ing Chief Executive organization), Microsoft technical conferences, the American
Society for Quality, APICS (the Association for Operations Managers), the Project
Management Institute, PIHRA (the Professionals in Human Resources Association),
and the American Association of Homes and Services for the Aging.
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vi About the Author
Ron’s education and credentials include:
■■Certification by the Balanced Scorecard Collaborative, the educational
division of the founders of Balanced Scorecard, Drs. Kaplan and Norton.
Only a few independent consultants each year pass this rigorous training
and examination.
■■Member of the California Awards for Performance Excellence™ Board of
Examiners, 2008 (California’s Malcolm Baldridge award for excellence in
organizational performance)
■■A Six Sigma Black Belt
■■An M.B.A. in marketing and finance with highest honors
■■An M.S. in physics
■■Training as a facilitator for strategic planning by the Institute for Cultural
Affairs and the Center for Strategic Facilitation
For additional information on how your organization can create a competitive
advantage through strategic execution and accelerated performance, contact
Ron Person at:
[e-mail]
[phone]
www.torconsulting.com
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About the Technical Editor
Doug Holland, a “blue-badge” software engineer at Intel Corporation since
March 2007, holds a master’s degree in software engineering from Oxford
University, has received the Microsoft MVP award within the Visual C# cat-
egory, and is also an Intel Black Belt Software Developer. Outside work, Doug
enjoys spending time with his wife and four children and is an officer and
aircrew member in the Civil Air Patrol/U.S. Air Force Auxiliary.
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Credits
Acquisitions Editor Vice President and
Katie Mohr Executive Publisher
Joseph B. Wikert
Development Editor
Adaobi Obi Tulton Compositor
Craig Johnson,
Technical Editor
Happenstance Type-O-Rama
Doug Holland
Proofreaders
Production Editor
Corina Copp and Josh Chase,
Melissa Lopez
WordOne
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Indexer
Publication Services, Inc.
Jack Lewis
Editorial Manager
Cover Image
Mary Beth Wakefield
© Jupiter Images/Goodshoot
Production Manager
Cover Designer
Tim Tate
Michael E. Trent
Vice President and Executive
Group Publisher
Richard Swadley
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