Turn Firm Strategy Into Weekly Measures
Build a simple Balanced Scorecard for an accounting firm's strategic priority.
The firm wants to grow advisory revenue from 8 percent to 15 percent of revenue, but its weekly dashboard only shows billable hours, WIP, and collections. Balanced Scorecard: connect financial outcomes with client, internal-process, and learning-growth drivers. The common trap is adding more KPIs without tying them to one strategic objective. Financial Outcome measure: advisory revenue mix moves from 8 percent to 15 percent over 12 months. This names the economic result, but it is lagging and cannot manage the work alone. Client Client measure: 30 target clients complete a planning conversation by quarter-end. This shows whether the strategy is…
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