Balanced Scorecard Project
Process Inputs Checklist
Company Related Information Sources:
Current Strategic Plan(s)
Current Financial Plan(s)
Current Marketing Plan(s)
Current Operating Plan(s)
Annual Reports
Quality Improvement Programs
Customer Analysis
Interviews with Executive Management
Other Planning Documents: _____________________________
Other Planning Documents: _____________________________
Other Planning Documents: _____________________________
Other Planning Documents: _____________________________
Industry Related Information Sources:
Competitive Analysis
Industry Trend Analysis
Technology Trend Analysis
Marketing Trend Analysis
Other Industry Analysis: ________________________________
Other Industry Analysis: ________________________________
Other Industry Analysis: ________________________________
Other Industry Analysis: ________________________________
Before starting the process of building a Balanced Scorecard, you need to collect and gather strategic
information which will help serve as inputs into the first few steps of building the Scorecard. Prepare a
Check List of strategic information sources. This list can be used to help you get started.