A balanced scorecard approach to educational leadership

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September 25, 2013 by patriciawhite84

From our module on strategic planning, I found that the balanced scorecard approach was a helpful tool in breaking down the complex issues associated with effective leadership. It made me wonder how I could take this approach of looking at an organisation holistically and applying it to a school setting.

A balanced scorecard is a strategic performance management tool. The balanced component, also referred to as strategic mapping, breaks down an organisation into four different areas of importance, rather than looking at an organisation by each individual department. The scorecard component is the measurement that monitors the strategic plan to make sure that is effective.

A strategic map starts the financial perspective of an organisation which is then linked to a customer focus that then drives the internal processes of a company which then identifies the skills needed within the organisation. To increase performance an organisation will need to develop the skills of people within the organisation to then drive the internal process which then provides value to customers to ultimately reach its financial targets.


But now how can this be applied to an educational setting? If we use the four perspective of strategic mapping we can break it down so that the focus is on curriculum achievement for students.

Financial                                   ->           Resources and Financial management

Customer                                 ->           Learning Environment

Internal                                    ->           Teaching Environment

Learning and Growth                 ->           Professional Development

The balanced scorecard then uses the drive model to identify the goals that measure performance. These are intrinsically linked to the four perspective.

D (Direction) –  the direction/aim of the school

Curriculum Achievement

R (Resources) –  the financial resources needed

Resources and Financial Management

I (Impression) –  how to impress your pupils: past, present and future

Learning Environment

V (Vehicle) –  the processes used to help achieve the direction

Teaching Environment

E (Evolution Engine) –  how to improve for a better future

Professional Development

A comprehensive view of how this applies to a school setting can be found from this video by Inspired Change.


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