Tie Strategy to Execution – Balanced Scorecard Help

Balanced Scorecard, corporate strategy planning, strategic planning, performance management, performance reporting, results based management Magate Wildhorse Solution

Need help with strategy planning or performance reporting?

Excited about the Balanced Scorecard approach?

Ever thought about twinning Logical Framework Approach (LFA) and the Balanced Scorecard for that perfect solution, that meets your government or donor planning need, while satisfying your results-based performance and capacity management and measurement need?

Then you’ve come to the right place!

We come with expertise in government corporate strategy planning; planning for the private, NGO, as well as the international development sectors.  We will integrate the Balanced Scorecard approach with your choice of approaches for example― LFA, Civicus, Haines System Thinking, our 8-9 step planning approach, or other to deliver a results-based performance management solution that drives execution and strategy success.

But if you just want Balanced Scorecard across the board― from planning through to performance monitoring, measurement, and reporting we’ll be glad to help you develop the plan, or performance solution that is right for your organization.

Ask about our organizational assessment solution. Our assessment is comprehensive and designed to bring information to the planning process that powers up informed strategy development.

It drives commitment and learning through stakeholder engagement, research, and the management response process, not to mention the support it gives to resource mobilization.

Our solution is backed by MBA level training in Strategy, specialist training and experience in corporate strategy planning for government, international development programmes, balanced scorecard, result-based approaches, participatory planning, facilitation skills, research, organizational assessment, programme evaluation, programme design, project management, marketing, communication, LFA, planning for market systems development programmes, insurance, finance, accounts, and trade.

We can bring a team of experts or a single consultant to your solution.

One-on-one help and strategic executive coaching for new strategy planners, managers, and seasoned executives available.

At Magate Wildhorse Ltd value for money, comes at a price you can afford!

Made possible by our business model that was designed with you in mind.

Email: magatewildhorse@gmail.com | Message us via Facebook, Instagram, Twitter, or LinkedIn.

Let’s get the conversation going! Contact us today!

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Marketing Change: Climate Resilience & Green Fund Programs

Marketing Change Climate Resilience

Be with us

for the webinar

“Marketing Change: Climate Resilience & Climate Fund Programs”

Join us on Wednesday, April 17, 2019 at 10:00 AM

Presenter: Meegan Scott

Duration: 45 mins. (Including Q & A).

You are welcome to submit challenges and concerns you have regarding the topic prior to the event.

Get on the early birds list. 

Request your invitation to the webinar now, click here.

Looking forward to sharing with you!

The event is brought to you by Magate Wildhorse Ltd.

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Don Your CEO’s Hat ― Keynotes

Don Your CEO's Hat Keynotes speaker session

 

You’re running a business and you are an entrepreneur.

So, what if you’re not the CEO of the business you lead?

Why should you care about being the CEO, when you are already the entrepreneur behind the business?

Join us on Thursday, March 14, 2019 at 7:00 PM

For the speaker session: Don Your CEO’s Hat―Keynotes

Presenter: Meegan Scott

Duration: 45 mins. (Including post session networking).

You are welcome to submit challenges you have faced with owning both roles ahead of the session.

To book your seat, please complete and submit the registration form at the “Book my seat”  link below.

Book my seat, please!

Registration deadline: Sunday, March 10, 2019
Looking forward to sharing with you!

The event is brought to you by Magate Wildhorse Ltd.

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Lunch is Free!

Free lunches connect and clarify coaching sessions 9090. min free executive coaching and consulting solution , or critical friend

Free Lunches!

Get yours for a big price you can easily afford ―without touching your cash.

We LOVE cash!

We’re in business to make money by helping you grow a stronger high performing business.

You’re trying to keep as much cash in the kitty.

We get it!

We even encourage it―when it supports your strategy.

That’s why we charge for free lunches too.

No out of pocket payout.

Just get out your “information wallet”.

Next to cash we love intelligence.

Fill the form and collect your free Connect and Clarify consultation!

  • A free 90 min. session from our Strategic Executive Consulting & Coaching Solution!
  • If you prefer you can choose the Crtical Friend Evaluation & Improvement Solution instead!

 

Then to make it a win-win for both us.

Grab that pen and ink it out!

“Who do you know, who we should know”

Cooperating to build bigger, stronger businesses!

Submit your consultancy request form to find out more!

Click here to fill and submit your form..

Let’s start a relationship for performance, growth, impact, and results today!


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Critical Friend Performance & Growth Solution

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This solution combines performance management, evaluation and mentoring through your executive consultant, sounding board, advisor, mentor, coach, planning or design executive help.

We are your trusted friend who drives success by bringing challenge, rhythm, pressure, support, urgency, objective viewpoint, experience, expertise, and fun.

Yes, it comes with that bitter pill of truth to help you grow a more impactful organization or department.

Be deliberate about creating impact through your not-for-profit, development project, or government department this year.

We’ll help you troubleshoot your programme design, theory of change, programme, or corporate strategy plan.

We’ll help you articulate the right questions for ensuring you solve the right problems for your clients and your organization.

 

Keeping your ear to the ground?

Ah ha, yes, that ongoing environmental scan!

We’re sure to bring something you missed to the decision-making table.

 

Find your success rhythm.
Get your strategy and tactics right.

Execute!

Act, measure success, learn, adjust, and improve.

Let us be that critical friend, and trusted advisor who will hold your hand along the way.

Celebrate and own your success!

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critical friend, evaluation, performance, objective outsider, performance and growth solution for NGOs, Government Departments, Local and international development

  • Full Circle
  • Half-Way Review and Improve
  • LAT: Learn, Adjust, and Thrive

Submit your consultancy request form to find out more! 

Click here to fill and submit your form..

Let’s start a relationship for performance, growth, impact, and results today!

Get your solution online | through a blend of online & face-to-face | face-to-face

Making it smiles for executives, managers, and leaders this year!

measure, learn, and improve. get beyond funder requirement for accountability, relevance, impact, and sustainability. Critical friend evaluation, planning, and improvement solution , Toronto and Internationally.


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despite the constraint of size.”

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Small Business Execution Coaching

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Get the expert help you need to un-stuck that business, execute, and grow!

Get empowered to solve your own unique business challenges in 2019.

Try our Small Business Execute Coaching program.

Start your performance and growth journey with coaching, benefit from select strategic executive consulting interventions along the way―for being that great coachee.

Take advantage of 2 free performance reviews, and putting lessons learnt sessions months after the end of your program.

To learn how we will work with you to deliver the promised results please complete and submit the request for consultancy form click here.

This one-time promotional offer ends at midnight on Wednesday, February 20, 2019.

Submit your connect and clarify consultation request form and let’s get that conversation started!

Got a question?  Phone: 1(647) 854-5323.

I am Meegan Scott, and I look forward to working you to take your business to the next level!

#GazelleMovesSpintheScale


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Government Minister Research & Intelligence Solution

 

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Are you a new or seasoned Minister of Government who could use help with research and packaging of evidence-based content for supporting your arguments in parliament, enhancing decision-making or for boosting your speeches and messages?

Could you use help with getting off the bandwagon and eyeing what’s in the blind spot?

We are talking about relevance, sustainable, financially viable and impact in decisions and solutions.

We are talking about performance and results-driven think and solutions.

Take this situation for instance, a bandwagon approach will leave millennials with a huge burden of care for their parents and older relatives who are experienced and talented, but side-lined by age related prejudice.

At the same time many Gen Ys will be struggling to repay student loans.

For many of them there will be next to nothing or nothing to be inherited in the form of  intergenerational wealth transfer.

It means government had better have deep pockets to care for the elderly in less than 5 years from now. Gen X, will have to leave some of the burden of care for their parents to the state given, many have been side-lined because of flawed policy-making.

Those cast aside individuals will live longer than their parents did, and their health care cost will be sky high.  Most will not have retirement savings to take care of them given, they earned next to nothing, hand-to-mouth or nothing in their prime years for earning and saving.

Could an ear to the ground and a different perspective have helped you to halt the slide?

Get help with differentiating yourself and bringing sanity when madness abounds.

We will be your confidential research and ear to the ground aide for single or ongoing projects.

Contact us about our confidential research solutions today!

Click on the following link to contact us.

Available for Ministers of Government in the Caribbean, USA, UK, and Canada

 

Post-Execution Evaluation of Strategic Plans – IAF Interview

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IA-Forum: What is your approach to Monitoring and Evaluation strategic plans?

Magate Wildhorse and I thank the Association for Strategic Planning, and the International Affairs Forum (IAF) for the opportunity to speak on the topic of Evaluating Strategic Plans, Post-Execution  ahead of the ASP Conference 2018. This year’s conference theme: “Bridging the Strategy Execution Gap”.

Below Meegan Scott shares with Dimitri Neos of the International Affairs Forum on the Magate Wildhorse approach to evaluating strategic plans post execution. The pre-conference interview addresses post implementation strategic plan evaluation, a best practice for driving strategy execution success.

Our approach to pre-implementation evaluation of strategic plans was shared in the previous post. In the second post of the series we addressed monitoring the implementation of strategic plans.

IA-Forum:  What about the post-execution evaluation process?

Meegan Scott:  The task at hand in post-implementation is to make a judgement about the strength of the organization at a milestone review period (when we’re asked to do evaluation).

It could be a Mid-term Review of a Plan or at the end of a Plan Period.

We ask if the organization is stronger at the end of that milestone period or the planned period than when the plan was created, and at the start of execution.  Was the strategy executed successfully?  This is an attempt to assess the effectiveness of a plan in guiding the organization towards achieving improved performance.  We look at that in terms of effectiveness, efficiency, relevance, financial viability, cost effectiveness, and for some type entities, we would go deeper into looking at quality aspects. 

For that type of plan, let’s say for a manufacturer of clothing, we may use the Hoshin Planning Model to add those related lines of questions to the evaluation.  In general, we also look at how the plan helps the organization with adjusting to changes in the environment.  These include political factors, social factors, competitor inflation, interest rates, legislation and even ecological factors.  Sometimes, we’ll find that entities do not know all the governing legislation affecting them.  So, we normally place a table up at the front of a plan that includes governing legislations.

We also look at the plan logic and the premises and predictions.  How did those work according to plan?  Were they accurate, to what extent, and what needs to be adjusted?  We look at whether or not the plan helped to improve motivation in a desired culture and advance the mission of the organization.  We also look at its impact on the organization, on its history.

Did it help to create new history?  Did the plan carry out what was meant to be done?  Did it help to strengthen and improve financial management partnerships, program management, leadership at different levels, and HR capacity to support both the present and the desired future?  Analyzing HR capacity is in part to help management retain tacit knowledge in the organization rather than just staying put and waiting to hire staff.

Typically, the evaluation will take the form of a self-assessment.  Even though it may be a request for an evaluation by a donor, we try to make it into a self-assessment so that the client can benefit from owning and growing that culture of performance and measurement and improvement.

The client also benefits from receiving information for decision-making related to their strategic choices for strategy updates and reformulation for the next plan and milestone period. That adds much more benefit than if you did the evaluation with merely accountability in mind.  We therefore approach the evaluation with a view to gathering performance information, meeting accountability requirements, and to guide resource allocation.  Another important thing we look at is the infrastructure for delivering strategy.

If the organization is implementing multi programs as would be in the case of a government department, and many NGOs, the approach would be heavily influenced by the terms of reference.  That comes with a call for proposal versus if it was just the organization that came up with the idea and asked for a proposal.  In the latter case we are left with greater leverage in designing what it is that we will be doing.

Our approach includes a blend of evaluation approaches.  This depends on the competence of the organization in collecting and using performance information and the information needs outlined or that we glean from the call for the evaluation and the intended users.  That blend would involve components of the utilization focus evaluation approach.

It would include consultations for ensuring that the information collected will be of benefit and is what is desired by the organization and its stakeholders.  We may even use a theory-based evaluation approach for assessing the logic for addressing a particular problem, the effectiveness, and the context.

We would want to look at the theory of change, how it’s holding up against what was expected, the participants and their attitude, and how their participation impacts the outcomes for them.  We could also use a more all-inclusive strategic evaluation approach.  That would be a strategic evaluation into the outcomes and the impact of the target population.

Irrespective of the evaluation approach or blend thereof, we would consider planned results against actual results and unintended results.

So, going back to the strategic evaluation— we’d look at the results and service levels as well whatever they are creating, selling or giving away.  For outcomes, our examination would be in terms of their relevance and effectiveness.  For outputs, the focus would be the products or services and how efficient the organization was in producing them (the outputs). Other output related questions to answer would be— along the lines of how cost-effective it was to deliver the solutions, and the quality of those outputs that were delivered.

You also want to analyze the internal management and leadership as it relates to output processes that are involved and for developing them.

So you perform an individual level assessment and review of measures.  This can be an area of challenge or resistance.  The moment you begin to ask for job descriptions and such, expect a break or stop in information flow.  At the plan level, we review measures indicators, strategy identity, et cetera.

A key component of the exercise is the management response session that we’ll lead for discussing the findings, the recommendations, and the judgment.  From that, you’ll get feedback into how management feel about the judgment and the findings.  This may result in some insight about the context and maybe some adjustment.  You will also draw out of that process actions for improvement and try to get some calendar and resource commitments towards that.

A review of external literature and internal organizational documents is part of the process.  External literature includes literature of the external environment.  When looking at internal literature, we examine their reporting and administrative documents, the operations plan, the corporate strategy plan, performance reports, and minutes from board meetings.  Other methods or lines of evidence for data analysis could include conducting surveys, interviews, and consultations.  If some instances we must calculate, develop estimates, or undertake social media searches. At times we even have to look at or conduct lab research or participatory.

The output would be typically an organizational assessment and development report.  This would include the proposed strategic options and choices for informing the development of a new strategy plan, strategy update, or a plan for the next plan period.

Let’s turn to the kinds of questions that we would ask. Different evaluations may have their own unique questions.  But in general, we’d ask questions such as, what were the goals and objectives in the plan?  How did the organization perform based on the strategic intent stated in the plan and its related goals?  We’d also ask how effective did the organization use the plan to manage the delivery of its results?  That is, the priority, the focus areas, the approaches, and accountability.  Another question is: how easily or difficult did the plan make the performance management and measurement process?  Because if it is just a summary of a plan and not fully elaborated and support by measurable indicators, there’s going to be trouble at the execution stage.

An important question to ask is: does the plan include an alignment mechanism for cascading and aligning?  We also look at whether or not the major initiatives and commitments were delivered on time and in budget.  If there were deviations, how wide was the spread and what needs to be changed.  Therefore, if they finished before schedule, were late or on time, we want to understand the reasons.  We also look at the overall workings of the plan logic based on the theory or theories of change or the strategy maps and strategy framework or income output map, or any combination of them.  We also look at whether or not the scope of operations is made clear by the plan.  How suitable was the initiatives or initiatives for building capacity and advancing the strategic direction articulated in the plan— is another area which we examine.

So, to arrive at a judgment we’ll use multiple sources of qualitative and quantitative evidence.  We look at the use of the plan and the process and the annual and periodic review and strategy update.  Are they following that guide and are they updating the plan?  We ask if a priority trade off happened and, if so, why?  We also look at the effectiveness of the plan in communicating to the board, to management, to partners, to funders, and staff.  Do they understand the plan or do they find it to be a burdensome document?  Does it address the value chain and how they’re going to make product relationships and leverage them in terms of the products or services or the supply chain? 

Moreover, we analyze how effective the plan is in articulating the strategic identity.  So that’s how we do that post-implementation evaluation.

See also:

Interview Transcript on IAF

Strategy Execution Challenges

Pre-implementation evaluation of the corporate strategy plan

Monitoring of the corporate strategy plan

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