Free download Performance Scorecard Builder

Performance Scorecard Builder

Performance Scorecard Builder creates a comprehensive, one page Performance Scorecard, with complex algorithms managed
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Release date
7 February 2015

Editor's review

This is an evaluation scorecard generator.

It generates performance review templates and lets you manage Key Performance Indicators (KPIs). This application generates and stores internally comprehensive, easy to use performance review templates. It is able to evaluate the implementation of key performance indicators. This may be the outcome of a Balanced Scorecard Strategic Planning process, or from a simple set of entrepreneurial management objectives. Besides being an employee evaluation template, the application manages internally all the algorithms that are necessary for the process to be a flexible evaluation process. It combines performance review templates and an easy to use user interface to make it simple and intuitive to use. The templates can be downloaded and are customized Excel worksheets. The concept introduced in early nineties helps managers implement a more balanced approach to the organizational performance. It is able to provide a more structured view through four different perspectives.

These are the financial perspective, customers’ perspective, internal perspective and the learning and growth perspectives The financial perspective helps look at generating revenues, return on investments, profitability, etc. services or product quality, visual presence on the market, customers satisfaction, price management, etc. are the details that come from the customers’ perspective. Internal perspective elements include internal productivity, cost efficiency, relations between organizational departments, etc. Developing employee capabilities, job succession plan, etc. constitute the learning and growth perspective. Performance evaluation follow based on these perspectives developed. The performance review templates come into action at this point. The business goals are translated into the KRIs and individuals evaluated against those KRIs. In practice, the appraisal process is rolled up either via performance review templates, or via a centralized and sophisticated application. This is a very good tool.

Publisher's description

Watch video presentation on product page from "" website.
Managing Smart proposes a comprehensive, one page Performance Scorecard Builder, with complex algorithms managed inside the application, according to the input made by the user via a simple and intuitive interface. Performance Scorecard Builder is an original method, embedded within an application, that allows managers to easily create Performance Scorecards and to set the algorithms that define the calculation of the final Fulfillment of the Objectives and the Scores for incentive purposes, in detail and aggregate.
Excel 32 bit, 2010 or 2013 must be installed under Windows, in order to run the application.
- Two Sections are available for performance appraisal, with a total of 15 Objectives.
- Fulfillment in percentages and final Scores for Incentive purposes are calculated for each Objective, each Section and aggregate, based on Targets, actual results and Weight of each Objective. Visual presentation of achievements is available.
- Scores are calculated proportionally within flexible user defined intervals around the Targets.
- Discretionary factors can be applied.
- Flexible definition for Objectives types is available, including for those that are not directly measurable.
- "Live" guidance is present, for completing the Scorecard and highlighting errors or missing information.
- A Scorecards List with all the Scorecards that were created is maintained internally; any Scorecard can be easily recalled.
- Exporting function for individual Scorecards or for the full list of scorecards is available, as well as importing function for a previously saved list.
- Detailed Help available.
The application performs complex calculations of objectives fulfillment and scores to be granted for incentive purposes, based on user's input, within a flexible framework. Appraising performance is transformed from a subjective evaluation into an easy and traceable exercise.
Performance Scorecard Builder
Performance Scorecard Builder
Version 2.2
Free Download

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