# Balanced Scorecard KPI Review Template

Purpose: Audit the measures and targets across all four perspectives, retire vanity metrics, and confirm owners and data sources so the scorecard stays meaningful.

- Duration: 90 minutes
- Cadence: Quarterly (or twice a year)
- Participants: KPI owners and strategy team (5-10 people)

## Agenda

- [ ] Purpose and scope, metric quality not performance (10 min)
- [ ] Financial KPIs (15 min)
- [ ] Customer KPIs (15 min)
- [ ] Internal process KPIs (15 min)
- [ ] Learning and growth KPIs (15 min)
- [ ] Gaps, retirements, and additions (20 min)

## Facilitator tips

- Keep the conversation on metric quality, not targets.
- Require each KPI to tie to a strategic objective.
- Retire vanity measures rather than carrying them forever.
- Confirm a data source and owner for every measure that stays.

## Notes / Decisions

Financial KPIs:

Customer KPIs:

Internal process KPIs:

Learning and growth KPIs:

Retirements, additions, owners, and sources:

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