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VCC – PIDP                                                                                                               Balanced Score Card
ID 3104 - Evaluation of Learning                                                                                   in Instruction and Training




                                                                  PIDP ID 3104

                                                           Balanced Score Card
                                                        in Instruction and Training
                                                            Marko Wolf-Pany, P.Eng.
                                                                  Wolf-

                                                        Vancouver Community College
                                                     Provincial Instructor Diploma Program
                                                                December 2008


                                                                             Marko Wolf-Pany, P.Eng.
                                                                                   Wolf-
                  VCC – PIDP
                                                                                                                           0
                                                          Process Improvement Consultant – Project Management Consultant
                  ID 3104 - Evaluation of Learning




                                                         Marko Wolf Pany, P.Eng.

                       Professional Engineer (P.Eng.), Ontario
                       B.Eng. Honours, Electrical Engineering, Carleton University
                       Software Engineering Institute (SEI) Software Capability Evaluation (SCE)
                        Evaluator
                       CMMI / ITT Senior Manager, TELUS / Accenture / Vancouver
                       Program / Project / Process Improvement Management Consultant
                       Director, Software Engineering Management
                          Program Manager -SEI CMM based Software Process Improvement (SPI) Programs
                          Member of the company’s Baldrige National Quality Program Steering Council
                       Director, Systems Engineering -Technical Authority responsible for all
                        Information Technology (IT) Projects in Latin America
                       Project Manager / Technical Manager, Land (Army) Software Engineering
                        Centre (LSEC), Department of National Defence (DND)
                          Member of the Software Engineering Process Group (SEPG)

                                                                           Marko Wolf-Pany, P.Eng.
                                                                                 Wolf-
                  VCC – PIDP
                                                        Process Improvement Consultant – Project Management Consultant     1
                  ID 3104 - Evaluation of Learning




Marko Wolf-Pany, P.Eng.
Process Improvement Consultant                                                                                   Saturday, December 6, 2008
Project Management Consultant                                                                                                             1
VCC – PIDP                                                                                                            Balanced Score Card
ID 3104 - Evaluation of Learning                                                                                in Instruction and Training




                                                 History of the Balanced Scorecard

                       In 1992, an article by Robert Kaplan and David Norton entitled quot;The Balanced
                        Scorecard - Measures that Drive Performancequot; in the Harvard Business Review
                        caused a lot of attention for their method, and led to their business bestseller,
                        quot;The Balanced Scorecard: Translating Strategy into Actionquot;, published in 1996.

                       The Balanced Scorecard (BSC) is a performance management tool which
                        began as a concept for measuring whether the smaller-scale operational
                                                                         smaller-
                        activities of a company are aligned with its larger-scale objectives in terms of
                                                                     larger-
                        vision and strategy.

                       By focusing not only on financial outcomes but also on the operational,
                        marketing and developmental inputs to these, the Balanced Scorecard helps
                        provide a more comprehensive view of a business, which in turn helps
                        organizations act in their best long-term interests.
                                                        long-


                                                                        Marko Wolf-Pany, P.Eng.
                                                                              Wolf-
                  VCC – PIDP
                                                     Process Improvement Consultant – Project Management Consultant    2
                  ID 3104 - Evaluation of Learning




                                    The 4 perspectives of the Balanced Scorecard

                       The Balanced Scorecard method of Kaplan and Norton is a strategic approach,
                        and performance management system, that enables organizations to translate a
                        company's vision and strategy into implementation, working from 4
                        perspectives:
                             Financial perspective.
                             Customer perspective.
                             Business process perspective.
                             Learning and growth perspective.
                       This allows the monitoring of present performance, but the method also tries to
                        capture information about how well the organization is positioned to perform in
                        the future.




                                                                        Marko Wolf-Pany, P.Eng.
                                                                              Wolf-
                  VCC – PIDP
                                                     Process Improvement Consultant – Project Management Consultant    3
                  ID 3104 - Evaluation of Learning




Marko Wolf-Pany, P.Eng.
Process Improvement Consultant                                                                                Saturday, December 6, 2008
Project Management Consultant                                                                                                          2
VCC – PIDP                                                                                                            Balanced Score Card
ID 3104 - Evaluation of Learning                                                                                in Instruction and Training




                                                Benefits of the Balanced Scorecard

                       Kaplan and Norton cite the following benefits of the usage of the Balanced
                        Scorecard:
                          Focusing the whole organization on the few key things needed to create breakthrough
                           performance.
                          Helps to integrate various corporate programs. Such as: quality, re-engineering, and
                                                                                            re-
                           customer service initiatives.
                          Breaking down strategic measures towards lower levels, so that unit managers,
                           operators, and employees can see what's required at their level to achieve excellent
                           overall performance.




                                                                        Marko Wolf-Pany, P.Eng.
                                                                              Wolf-
                  VCC – PIDP
                                                     Process Improvement Consultant – Project Management Consultant    4
                  ID 3104 - Evaluation of Learning




                                         Kaplan and Norton's Balanced Scorecard




                                                                         Marko Wolf-Pany, P.Eng.
                                                                               Wolf-
                  VCC – PIDP
                                                                                                                       5
                                                      Process Improvement Consultant – Project Management Consultant
                  ID 3104 - Evaluation of Learning




Marko Wolf-Pany, P.Eng.
Process Improvement Consultant                                                                                Saturday, December 6, 2008
Project Management Consultant                                                                                                          3
VCC – PIDP                                                                                                            Balanced Score Card
ID 3104 - Evaluation of Learning                                                                                in Instruction and Training




                                 Balanced Score Card in Instruction and Teaching


                                                                     QUALITY
                                                                     (Planning,
                                                                     Delivery ,
                                                                  $ Assessments,
                                                          (Budget, and
                                                          RoI, etc.) Evaluation)
                                                         STUDENT INSTRUCTOR /
                                                     SATISFACTION TEACHER
                                                                  SATISFACTION




                                                                        Marko Wolf-Pany, P.Eng.
                                                                              Wolf-
                  VCC – PIDP
                                                     Process Improvement Consultant – Project Management Consultant    6
                  ID 3104 - Evaluation of Learning




                                               Is the Program / Course Balanced ?




                                                                         Marko Wolf-Pany, P.Eng.
                                                                               Wolf-
                  VCC – PIDP
                                                                                                                       7
                                                      Process Improvement Consultant – Project Management Consultant
                  ID 3104 - Evaluation of Learning




Marko Wolf-Pany, P.Eng.
Process Improvement Consultant                                                                                Saturday, December 6, 2008
Project Management Consultant                                                                                                          4

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Balanced Score Card in Education

  • 1. VCC – PIDP Balanced Score Card ID 3104 - Evaluation of Learning in Instruction and Training PIDP ID 3104 Balanced Score Card in Instruction and Training Marko Wolf-Pany, P.Eng. Wolf- Vancouver Community College Provincial Instructor Diploma Program December 2008 Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP 0 Process Improvement Consultant – Project Management Consultant ID 3104 - Evaluation of Learning Marko Wolf Pany, P.Eng.  Professional Engineer (P.Eng.), Ontario  B.Eng. Honours, Electrical Engineering, Carleton University  Software Engineering Institute (SEI) Software Capability Evaluation (SCE) Evaluator  CMMI / ITT Senior Manager, TELUS / Accenture / Vancouver  Program / Project / Process Improvement Management Consultant  Director, Software Engineering Management  Program Manager -SEI CMM based Software Process Improvement (SPI) Programs  Member of the company’s Baldrige National Quality Program Steering Council  Director, Systems Engineering -Technical Authority responsible for all Information Technology (IT) Projects in Latin America  Project Manager / Technical Manager, Land (Army) Software Engineering Centre (LSEC), Department of National Defence (DND)  Member of the Software Engineering Process Group (SEPG) Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP Process Improvement Consultant – Project Management Consultant 1 ID 3104 - Evaluation of Learning Marko Wolf-Pany, P.Eng. Process Improvement Consultant Saturday, December 6, 2008 Project Management Consultant 1
  • 2. VCC – PIDP Balanced Score Card ID 3104 - Evaluation of Learning in Instruction and Training History of the Balanced Scorecard  In 1992, an article by Robert Kaplan and David Norton entitled quot;The Balanced Scorecard - Measures that Drive Performancequot; in the Harvard Business Review caused a lot of attention for their method, and led to their business bestseller, quot;The Balanced Scorecard: Translating Strategy into Actionquot;, published in 1996.  The Balanced Scorecard (BSC) is a performance management tool which began as a concept for measuring whether the smaller-scale operational smaller- activities of a company are aligned with its larger-scale objectives in terms of larger- vision and strategy.  By focusing not only on financial outcomes but also on the operational, marketing and developmental inputs to these, the Balanced Scorecard helps provide a more comprehensive view of a business, which in turn helps organizations act in their best long-term interests. long- Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP Process Improvement Consultant – Project Management Consultant 2 ID 3104 - Evaluation of Learning The 4 perspectives of the Balanced Scorecard  The Balanced Scorecard method of Kaplan and Norton is a strategic approach, and performance management system, that enables organizations to translate a company's vision and strategy into implementation, working from 4 perspectives:  Financial perspective.  Customer perspective.  Business process perspective.  Learning and growth perspective.  This allows the monitoring of present performance, but the method also tries to capture information about how well the organization is positioned to perform in the future. Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP Process Improvement Consultant – Project Management Consultant 3 ID 3104 - Evaluation of Learning Marko Wolf-Pany, P.Eng. Process Improvement Consultant Saturday, December 6, 2008 Project Management Consultant 2
  • 3. VCC – PIDP Balanced Score Card ID 3104 - Evaluation of Learning in Instruction and Training Benefits of the Balanced Scorecard  Kaplan and Norton cite the following benefits of the usage of the Balanced Scorecard:  Focusing the whole organization on the few key things needed to create breakthrough performance.  Helps to integrate various corporate programs. Such as: quality, re-engineering, and re- customer service initiatives.  Breaking down strategic measures towards lower levels, so that unit managers, operators, and employees can see what's required at their level to achieve excellent overall performance. Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP Process Improvement Consultant – Project Management Consultant 4 ID 3104 - Evaluation of Learning Kaplan and Norton's Balanced Scorecard Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP 5 Process Improvement Consultant – Project Management Consultant ID 3104 - Evaluation of Learning Marko Wolf-Pany, P.Eng. Process Improvement Consultant Saturday, December 6, 2008 Project Management Consultant 3
  • 4. VCC – PIDP Balanced Score Card ID 3104 - Evaluation of Learning in Instruction and Training Balanced Score Card in Instruction and Teaching QUALITY (Planning, Delivery , $ Assessments, (Budget, and RoI, etc.) Evaluation) STUDENT INSTRUCTOR / SATISFACTION TEACHER SATISFACTION Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP Process Improvement Consultant – Project Management Consultant 6 ID 3104 - Evaluation of Learning Is the Program / Course Balanced ? Marko Wolf-Pany, P.Eng. Wolf- VCC – PIDP 7 Process Improvement Consultant – Project Management Consultant ID 3104 - Evaluation of Learning Marko Wolf-Pany, P.Eng. Process Improvement Consultant Saturday, December 6, 2008 Project Management Consultant 4