# Balanced Scorecard Annual Planning Template

Purpose: Refresh the strategy map, set annual targets across all four perspectives, choose and fund strategic initiatives, and lock the review cadence for the year.

- Duration: 240 minutes
- Cadence: Annually
- Participants: Leadership team and perspective owners (6-15 people)

## Agenda

- [ ] Year in review by perspective (40 min)
- [ ] Refresh the strategy map (45 min)
- [ ] Set annual targets across four perspectives (50 min)
- [ ] Prioritize strategic initiatives (45 min)
- [ ] Resource and fund initiatives (35 min)
- [ ] Owners, cadence, and commitment (25 min)

## Facilitator tips

- Ground the year in an honest review first.
- Refresh the strategy map before setting targets.
- Fund a focused set of initiatives.
- Lock the quarterly review cadence before leaving.

## Notes / Decisions

Year in review:

Strategy map changes:

Annual targets:

Funded initiatives:

Owners and review cadence:

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/bsc-annual-planning