# Balanced Scorecard Monthly Review Template

Purpose: Track KPIs across the four perspectives each month, catch off-track measures early, and assign corrective actions to keep strategy on pace.

- Duration: 60 minutes
- Cadence: Monthly
- Participants: Leadership team and KPI owners (5-10 people)

## Agenda

- [ ] Scorecard snapshot, red / yellow / green (5 min)
- [ ] Financial measures (12 min)
- [ ] Customer measures (12 min)
- [ ] Internal process measures (12 min)
- [ ] Learning and growth measures (8 min)
- [ ] Off-track measures and corrective actions (11 min)

## Facilitator tips

- Lead with status colors so attention goes to what is off track.
- Keep on-track measures brief.
- Watch the trend, not just this month.
- Close every red measure with an owner and an action.

## Notes / Decisions

Financial measures:

Customer measures:

Internal process measures:

Learning and growth measures:

Off-track measures, owners, and actions:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/balanced-scorecard-monthly-review