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We help organizations focus on strategy and improve performance

The Balanced Scorecard Institute (BSI) provides consulting, training, and professional certification services to organizations worldwide related to:

  • Strategic planning
  • Balanced scorecard
  • KPI / performance measurement
  • Strategic project management




About KPI.org

KPI.org is an online resource for KPI practitioners sponsored by Balanced Scorecard Institute (BSI), a Strategy Management Group company. BSI provides consulting, training, and professional certification services to commercial, government, and non-profit organizations worldwide. BSI specializes in helping organizations:

  • Become a high-performance organization
  • Increase focus on strategy and results
  • Improve organizational performance by measuring what matters
  • Align the work people do on a day-to-day basis with organization vision and strategy
  • Focus on the drivers of future performance
  • Improve communication of the organization’s vision and strategy
  • Prioritize projects & initiatives
  • Transform the organization and build buy-in to change
  • Build complete strategic management systems
  • Improve strategic processes

BSI helps organizations build KPI systems or balanced scorecards from scratch or assess and improve what they already have. Organizations leverage BSI’s expertise in a number of different ways. Some simply purchase The Institute Way and implement a system on their own, some have employees attend a Training or Certification workshop to more effectively build internal capacities, and others bring our expert consultants onsite to facilitate strategic actions to improve performance, build strategic management systems, provide on-site technical support, and coach leaders and managers how to execute strategy and create high performance organization.

For more information about how  can help your organization, please contact us.

Balanced Scorecard Institute (BSI), Strategy Management Group (SMG) company, is a trusted advisor and counselor to hundreds of organizations throughout the world. We are a global organization with three domestic U.S. offices and partner offices in eight countries internationally. We have established a reputation as great teachers that emphasize the practical application of academic best practices, as BSI courses are short on dry lecture and academic theory and long on hands-on team exercises and interactive discussion for maximum adult learning, engagement, retention and fun.

Our consulting practice leverages this “teaching-based” approach during the engagement to ensure we not only deliver a flawless strategic KPI system, but that the client team also develops the internal capacity to update and maintain their strategic scorecard system for years to come.

BSI associates also have a long tradition as thought leaders in the field of strategic management, performance measurement and related fields, authoring books, white papers, articles, case studies, and blogs, most of which are available on this website or through participation in SMG’s regular conferencing events.

BSI consultants and trainers are passionate and dedicated to client success. We get most excited when we witness our clients’ systems be embraced and result in meaningful success for their organization. We care, our clients know we care, and most become long-time personal friends as a result.

Meet the BSI/SMG team

BSI and SMG’s services are organized around our award-winning framework, Nine Steps to SuccessTM. Our framework systematically integrates KPI development and performance reporting and analysis within a comprehensive strategic planning and management process. This approach, detailed in the book The Institute Way, is disciplined, consistent, logical and thorough, meaning that clients can feel confident that words will be used consistently throughout the organization and that important process steps haven’t been skipped or mixed. Training is an integral part of the framework, as is coaching, change management, and problem solving. We build organizational transformation and change management into the planning process from the beginning using an approach designed to maximize engagement and buy-in from employees and other stakeholders.

Organizations that use BSI’s methodology learn to:

  • Use consistent terminology throughout the process
  • Develop a shared vision for the future
  • Create strategy maps that tell the story of the strategy and of value creation for customers
  • Measure performance the same way starting with desired outcomes and results
  • Prioritize action plan activities and execute strategy
  • Embrace a more effective way of communicating with employees, customers and other stakeholders

BSI applies best practices gained from hundreds of consulting assignments and 5,000 trainees in balanced scorecard, strategic performance management and measurement, strategic planning, and change management to help executives, managers and analysts transform their organizations into “performance excellence” organizations. No other consulting company has this unique set of capabilities to help organizations align and become more strategy-focused:

  • We have been providing organizations with strategic planning, management and balanced scorecard support for 15 years; we have trained over 5,000 people in 60 countries, and have now certified over 1,800 balanced scorecard practitioners worldwide
  • We are the original certifying body for balanced scorecard practitioners, offering our program through our partnership with the George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies since 2005
  • We established ourselves as strategic planning and project management experts, as one of only two organizations in the world that are Registered Education Providers for BOTH the Association for Strategic Planning and the Project Management Institute
  • We are experts at developing meaningful performance measures and are the only organization in the U.S. that certifies KPI Professionals
  • We developed the Nine Steps to Success strategic planning and management framework in 1997, as a practical, non-academic approach to developing strategic management systems
  • Our methodology has benefited a diverse group of organizations, such as Fluor Corporation, The U.S. Department of Defense, Tolko Industries, The Ethiopian Federal Ministry of Health, The National Marrow Donor Program®/Be The Match Registry®, The U.S. Centers for Medicare and Medicaid Services, The Blue Man Group, Susan G. Komen for the Cure, Sunswept Resorts, The Canadian Passport Office, KeyLogic Systems, and many more
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