Training Materials

The Balanced Scorecard Institute now has made available a selection of training workbooks and the Balanced Scorecard Performance Toolkit.

Books

The following books are recommended to provide expert help in special topics related to the balanced scorecard. Many of them may be found at Amazon or other retail sources.

Bossidy, L., Charan, R. (2002). Execution: The Discipline of Getting Things Done. Bestseller by the CEO of Allied Signal.

Brown, M.G., Hitchcock, D.E. and Willard, M.L. (1994). Why TQM Fails and What to Do About It. McGraw-Hill, New York. Lots of good advice that is still relevant.

Cartin, T.J. (1993). Principles and Practices of TQM. ASQC Quality Press, Milwaukee, WI. Practical guide to the concepts and tools of total quality management.

Cox, B.G. and Chinnappa, B. N. (1995). Business Survey Methods. Wiley. NY. A good reference to help in the design of quality personal opinion and assessment surveys.

Deming, W. Edwards. (1986). Out of the Crisis. MIT Center for Advanced Engineering Study. Cambridge, MA. This is the classic book by Deming that summarized his teachings, which became the foundation for modern measurement-based management.

Drucker, P. (1985). Innovation and Entrepreneurship. Harper Business, NY. Ways that organizations can encourage new ideas, from the management guru who helped to inspire many of them.

Drucker, P. (1990). Managing the Nonprofit Organization. HarperCollins. The wisdom of Drucker in his prime. If you are a nonprofit manager you must get this book.

Fitz-enz, J. and Phillips, J. (1998). A New Vision for Human Resources. Crisp Publications, Inc. Brief outline of measurement-based HR management by the well-respected founder of the Saratoga Institute.

Gabor, A. (1990). The Man Who Discovered Quality. PenguinBooks. New York. A admirer's distillation of the teachings of -- who else? -- W. Edwards Deming.

Hodgetts, R.M. (1998). Measures of Quality and High Performance. Amacom (American Management Association), NY.

Juran, J.M. (1989). Juran on Leadership for Quality. FreePress. New York. Widely known author of the TQM era.

Kalton, G. (1983). Introduction to Survey Sampling. Sage Publications, London. A brief introduction to the mathematical analysis involved in surveys.

Kaplan, R.S. and Norton, D.P. (1996). The Balanced Scorecard: Translating Strategy into Action. Harvard Business School Press, Boston, MA. The book that coined the term, but does not include strategy maps because they weren't invented yet.

Kaplan, R.S. and Norton, D.P. (2001). The Strategy-Focused Organization: How Balanced Scorecard Companies Thrive in the New Business Environment. Harvard Business School Press, Boston, MA. Recommended for a manager's introduction to the key concepts.

Kaplan, R.S. and Norton, D.P. (2004). Strategy Maps: Converting Intangible Assets into Tangible Outcomes. Harvard Business School Press, Boston, MA. 400 pages of private sector strategy maps; 28 pages of government and not-for-profit strategy maps.

Kaplan, R.S. and Norton, D.P. (2006). Alignment: Using the Balanced Scorecard to Create Corporate Synergies. Harvard Business School Press, Boston, MA. An advanced BSC book for large corporate enterprises.

Kaplan, R.S. and Norton, D.P. (2008). The Execution Premium. Harvard Business School Press, Boston, MA. Linking Strategy to Operations for Competitive Advantage.

Kaydos, W. (1991). Measuring, Managing, and Maximizing Performance: What Every Manager Needs to Know about Quality and Productivity to Make Real Improvements in Performance. Productivity Press Inc. The title says it all.

Kaydos, W. (1998). Operational Performance Measurement: Increasing Total Productivity. CRC Press. An excellent treatment by one of our own consultants.

Keehley, P. et al., (1997). Benchmarking for Best Practices in the Public Sector: Achieving Performance Breakthroughs in Federal, State and Local Agencies, Jossey-Bass. Explains the processes used in conducting benchmarking projects between governmental organizations.

Leidig, G. and Sommerfeld, R. (2002), Balanced Scorecard als Instrument zur Strategieumsetzung. Handbuch für die Druck- und Medienindustrie, Bundesverband Druck und Medien (German Printing Association), Wiesdaden (391 pp. incl. CD-ROM, ISBN 3-88701-238-0).

Leidig, G. and Mayer, T. (Hrsg.) (2002), Betriebswirtschaft und Mediengesellschaft im Wandel. Festschrift für Diethelm Schmidt und Lorenz Rottland, Bundesverband Druck und Medien, Wiesbaden (XVIII pp., 365 pp., ISBN 3-88701-237-2).

McCormack, C. and Jones, D. (1997). Building a Web-Based Education System. Wiley Computer Publishing, New York. Includes software to support all aspects of training.

Miller, G.J., Hildreth, W.B., Rabin, J. (2001). Performance Based Budgeting: An ASPA Classic. Westview Press. An anthology of the best academic articles on this subject. Includes an important article by ex-Senator Fred Thompson.

Mintzberg, H., Ahlstrand, B., and Lampel, J. (1998). Strategy Safari: A Guided Tour Through the Wilds of Strategic Management. Free Press, New York. Classic but advanced book that describes ten schools of strategic management.

Monahan, K.E. (2001). Balanced Measures for Strategic Planning: A Public Sector Handbook. Management Concepts, Vienna, VA. Outgrowth of a study done for the National Partnership for Reinventing Government (NPR). A practical reference book with numerous public sector case studies.

Olson, A., et al.(1995). Performance Measurement. Coopers & Lybrand LLP, Arlington, VA. A monograph by a leading supplier of management consulting to the US federal government.

Olve, N., Roy, J. and Wetter, M. (English ed., 1999). Performance Drivers: A Practical Guide to Using the Balanced Scorecard. Wiley, New York. The Swedish approach to the BSC.

Olve, N., Roy, J. and Wetter, M. (English ed., 2003). Making Scorecards Actionable: Balancing Strategy and Control. Wiley, New York. An update on progress with the BSC in several mostly Scandinavian companies.

Pederson, L.M. (2002). Performance-Oriented Management: A Practical Guide for Government Agencies. Management Concepts, Inc., Vienna, VA. Includes how to facilitate offsite strategic planning retreats, develop performance management systems, and conduct Baldrige assessments. Contains several assessment tools in appendices.

Raj, D. (1968). Sampling Theory. McGraw-Hill. NY. Textbook on survey and experimental design.

Savage, S.L. (2003). Decision Making with Insight. Brooks/Cole - Thomson Learning, Belmont, CA. Contains software for making analytical decision models and Monte Carlo simulations with Excel spreadsheets.

Shewhart, W. (1939). Statistical Method from the Viewpoint of Quality Control. in Deming, W.E., ed., Graduate School of the Department of Agriculture. Washington, DC. Shewhart was the inventor of SPC (Statistical Process Control) which was an early form of performance measurement and control of industrial processes.

Tingey, M.O. (1997). Comparing ISO 9000, Malcom Baldrige and the SEI CMM for Software, Prentice-Hall. A reference and selection guide for these three quality management assessment methodologies.

Van Grembergen, W. (2001). Information Technology Evaluation Methods & Management . Idea Group Publishing, London. Collection of scholarly studies by various authors that includes balanced scorecard concepts as they relate to IT management.

Wholey, J.S., Hatry, H.P. and Newcomer, K.E., eds. (1994). Handbook of Practical Program Evaluation. Jossey-Bass, San Francisco. A major 600-page textbook written by key leaders in US government program evaluation.

An extensive list of additional books and articles is available at the site of the Performance Measurement Association.