The below template can serve as a basis for ... between your intended lifestyle design and financial plan? Designing a simple scorecard to encompass these areas will provide you and your adviser ...

This tool showed how to create a scorecard containing financial and nonfinancial measurements and ways to build a feedback and learning system. This helped companies translate strategy into action.

Financial indicators, while critical, only provide a historical view and often fail to capture the complexity of ...

Campbell, Dennis, Srikant M. Datar, Susan L. Kulp, and V.G. Narayanan. "Testing Strategy with Multiple Performance Measures: Evidence from a Balanced Scorecard at ...