# Balanced Scorecard Quarterly Strategy Review Template

Purpose: Walk the four balanced scorecard perspectives, score strategic KPIs against target, review initiatives, and reset priorities for the coming quarter.

- Duration: 120 minutes
- Cadence: Quarterly
- Participants: Leadership team and perspective owners (6-12 people)

## Agenda

- [ ] Strategy and theme recap (10 min)
- [ ] Financial perspective review (20 min)
- [ ] Customer perspective review (20 min)
- [ ] Internal process perspective review (20 min)
- [ ] Learning and growth perspective review (15 min)
- [ ] Strategic initiatives review (20 min)
- [ ] Decisions and next-quarter focus (15 min)

## Facilitator tips

- Walk the perspectives in order to keep cause and effect intact.
- Discuss variance against target, not raw numbers.
- Tie every off-track measure to an initiative or decision.
- Leave with a focused set of priorities.

## Notes / Decisions

Financial perspective:

Customer perspective:

Internal process perspective:

Learning and growth perspective:

Initiatives and next-quarter focus:

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