Strategic Planning & Balanced Scorecard
| Location | Duration | Kenyan Cost | Non-Kenyan Cost | Upcoming Schedules |
|---|---|---|---|---|
| Nairobi, Kenya | 5 Days | KES 100,000 | USD 1,300 |
| Location | Duration | Non-Kenyan Cost | Register |
|---|---|---|---|
| Online | 5 Days | USD 550 |
| Register |
|---|
Strategic Planning & Balanced Scorecard
About the Course
This course equips professionals and leaders with the tools and frameworks to develop sound
strategic plans and translate them into actionable performance management systems using the
balanced scorecard. Participants will learn how to set strategic direction, cascade goals
throughout the organisation, and monitor performance across multiple dimensions to drive
sustained organisational success.
Target Participants
- ● Senior managers and strategy professionals
- ● Planning and performance management officers
- ● Department heads responsible for implementing strategy
- ● Monitoring and evaluation professionals
- ● Business owners developing organisational strategy
- ● Government and NGO planning officers
What You Will Learn
- ● Understand the strategic planning process and frameworks
- ● Conduct environmental and organizational analysis for planning
- ● Develop a strategic plan with clear vision, mission, and objectives
- ● Understand the balanced scorecard framework and its four perspectives
- ● Develop strategy maps linking objectives across perspectives
- ● Cascade strategic objectives to departmental and individual levels
- ● Develop key performance indicators (KPIs) for strategic objectives
- ● Monitor and report on strategic performance
- ● Manage strategic plan reviews and adjustments
- ● Build a performance-driven organizational culture
Course Duration
- ● Face-to-face workshops: 5 days
- ● Virtual Training: 7 days
- ● LMS: Self-paced learning
Course Outline
Foundations of Strategic Planning
- ● What is strategic planning and why it matters
- ● The strategic planning process and cycle
- ● Vision, mission, and values development
- ● Environmental scanning: PESTLE and SWOT analysis
- ● Stakeholder engagement in strategic planning
Developing the Strategic Plan
- ● Setting strategic goals and objectives
- ● Strategic options and choices
- ● Resource allocation and prioritization
- ● Developing implementation plans and timelines
- ● Communicating the strategic plan across the organization
Introduction to the Balanced Scorecard
- ● Origins and purpose of the balanced scorecard
- ● The four perspectives: financial, customer, internal process, learning and growth
- ● Linking the balanced scorecard to strategy
- ● Benefits and limitations of the balanced scorecard approach
- ● Comparing the balanced scorecard to other performance frameworks
Building Strategy Maps and Objectives
- ● Developing a strategy map
- ● Defining objectives within each scorecard perspective
- ● Establishing cause-and-effect relationships between objectives
- ● Aligning departmental objectives with the strategy map
- ● Common pitfalls in strategy map development
Developing KPIs and Cascading Strategy
- ● Selecting meaningful KPIs for each perspective
- ● Setting targets and performance thresholds
- ● Cascading the balanced scorecard to departments and individuals
- ● Aligning individual performance management with strategy
- ● Communicating KPIs and expectations across the organisation
Monitoring, Reporting, and Reviewing Strategy
- ● Developing a performance dashboard and reporting system
- ● Conducting periodic strategy review meetings
- ● Adjusting strategy and scorecards based on performance data
- ● Building a performance-driven culture
- ● Sustaining long-term strategic execution
Training Approach
This course will be delivered through a coaching-first approach that goes beyond traditional
instruction. Whether in our Nairobi classroom, live virtual cohorts, or through our White Label
LMS, participants engage in a safe and nonjudgmental learning environment designed for
meaningful transformation.
We focus on the individual behind the professional title, connecting with the heart before
training the mind. This approach encourages reflection, practical application, and deeper
engagement, ensuring that learning is not only understood but also internalized and applied with
confidence.
Certification
Participants will receive a certificate upon successful completion of the course, recognizing their
knowledge and practical competence.
Customized Training Solutions
This course can also be delivered as a tailor-made program, designed to address the specific
needs, priorities, and operational challenges of your organization.