PERFORMANCE RECOGNITION PROGRAM
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What is Scouting’s Journey to
Excellence?
Journey to Excellence is the new performance
recognition program for councils, districts, and
units that aligns recognition with the National
Strategic Plan.
Using a balanced approach and key performance
indicators to measure performance versus
process, encourage and reward success, and
achieve the mission.
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Why Adopt the Balanced Scorecard?
 Utilizes state of the art methodology
 Validates relationships of key performance
indicators
 Learn from the experiences of other successful
organizations
 Recognizes performance that is in alignment
with the National Strategic Plan
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Balanced Scorecard
Quality
Growth
Quality, growth, and
sustainability must all be in
balance for success to be
truly achieved.
Sustainability
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Who Uses the Balanced Scorecard Concept?
Key Scouting Volunteers use and are familiar with the Balanced scorecard.
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• Johnson & Johnson
• Halliburton
• Hewlett Packard
• Mastercard
• Merck & Co.
• Microsoft
• Pricewaterhouse
• Proctor and Gamble
• Verizon
• American Red Cross
• And many others
Research shows all 24 award winning companies all use
balanced scorecards; 10 are BSC Hall of Fame winners
American Express
Anheuser Busch
AT&T Mobility
Bank of America
Caterpillar
Consolidated Edison
Coors
Department of Defense
Federal Reserve Bank
GE Capital
What About Common Terms?
 Leading indicators
 Lagging indicators
 Strategy maps
 Balance scorecard
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Key Concepts: Types of Measures
• Leading Measures are often referred to as “early warning”
measures. For instance, front-log of orders in a commercial
operation is a predictor of next quarter’s results. YSE/TAY
ratio is believed to drive market share.
• Lagging measures or rear-view mirror-based measures are
most prevalent in the financial perspective. Market share is a
lagging measure. Unrestricted net assets, for instance, records
the history of what took place last month, last quarter, or last
year.
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Together, Strategy Maps and Balanced Scorecards Form a Strategic
Management System and Support a Strategy-Focused Organization
Strategy Map
Balanced Scorecard
Strategic Theme:
Operating Efficiency
Lagging (outputs)
Financial
Profitability
Fewer planes
More
customers
Customer
Flight
Is on time
• Profitability
• More
Customers
• Fewer planes
• Flight is
•
on-time
Lowest prices
• Fast ground
Internal
Leading (inputs)
Lowest
prices
Objectives
Fast ground
turnaround
turnaround
alignment
Ground crew
alignment
•
Target
• Market Value
• Seat Revenue
• Plane Lease
• 30% CAGR
• 20% CAGR
• 5% CAGR
Cost
FAA On Time
Arrival Rating
Customer
Ranking (Market
Survey)
• #1
• Quality
•
management
Customer
loyalty
program
• On Ground Time • 30 Minutes • Cycle time
• On-Time
• 90%
optimization
• % Ground crew
trained
• % Ground crew
stockholders
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• #1
Initiative
Departure
• Ground crew
Learning
•
Measurement
• yr. 1
70%
yr. 3 90%
yr. 5 100%
• ESOP
• Ground crew
training
What is the value of the “Cause and Effect” Strategy Map?
Houston Hobby
What is this strategy map telling you?
Where is the root cause of the issue?
Where would you focus your
improvement team?
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Strategic Theme:
Operating Efficiency
Financial
Profitability
Fewer planes
More
customers
Customer
Flight
Is on time
Lowest
prices
Process
Leading (inputs)
Your financial results are yellow, why?
Lagging (Outputs)
You are the Leader:
Fast ground
turnaround
People
Ground crew
alignment
YSE/TAY (leading) High Density Rates (lagging)
Customers
“What customer
s and needs must
we serve?”
Pillar #3 Build Our Brand: Cool with Youth, Recognized and
Valued Brand, and Positioned as Trusted Youth Advisor
Financial
"To satisfy our
customers, what
financial
objectives must
we accomplish?”
Leadership &
Technology
" To achieve our
goals, how must
our organization
learn and
innovate?”
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Pillar #1 Impact &
Participation
e
Process
“To satisfy our
customers,
and
stakeholder, in
which internal
business
processes must
we excel?"
Pillar #2 Resources and Finances
P2 Increase
Impact Market
Share
Pillar #4 Dynamic &
Relevant Programs
Initial analysis shows High
YSE/TAY Rates =
High Density Rates
Pillar #7 Leadership Excellence &
Culture
LT3 Attract, recruit, develop, reward
and retain talented leadership
Pillar #6 Youth
Advocacy &
Strategic
Relationships
Pillar #5 Innovation &
Technology
The quality criteria developed by the task force, and survey results from a diverse
group of unit, district and council level volunteers and professionals have been
translated into a Balanced Score Card in alignment with the National Strategic Plan
Strategic Plan
Strategy Map
Balanced Scorecards (council criteria)
Quality Criteria
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Survey
Performance Indicator Relationships
Correlation tables were used to set criteria based on indicator relationship predictability. In
this example of the 100 highest performing councils in traditional retention a majority also
scored among the highest performing councils in camping, advancement, density, and district
committee size, so the relationship is predictive. Correlation tables were run on 20 indicators,
including all 17 in the Journey to Excellence, to assess council health and sustainability.
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How Scouting’s Journey to Excellence
Can Help Your Council
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Recognition
Incentive for continuous improvement
Benchmarking
Early warning system of potential issues
Non-intrusive no forms to fill dashboard selfpopulating
• Support for your districts and units through a
balanced approach
• Support from the area, region and National Council
volunteers and staff
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Two Ways to “Travel”
Three Levels of Recognition
• Determined Standard (DS)
– set benchmarks
• Performance Standard (PS)
– continuous improvement
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• Gold
• Silver
• Bronze
Point Scoring
(Break points based on 2009 actual council performance)
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Gold – top 10% council performance
Silver – top 50% council performance (next 40%)
Bronze – minimum standard to midpoint
Key council indicators are worth 200, 100, and 75 respectively
All others are worth 100, 50, and 25 respectively
Circuit breaker, positive unrestricted net assets in the
Operating Fund to achieve overall gold
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Criteria Areas
FINANCE
Bronze
Silver
Gold
1) Fiscal Management: Maintain positive
unrestricted net assets in the Operating Fund
to support annual operating expenses.
75
100
200
2) Fundraising: Increase council-generated
75
100
200
25
50
100
net contributions in the Operating Fund over
prior year.
3) Endowment: Add new permanently
restricted gifts to the Endowment Fund.
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Criteria Areas
MEMBERSHIP
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Bronze
Silver
Gold
4) Membership Impact: Increase market
share (traditional plus Exploring).
75
100
200
5) Membership/Youth Growth: Increase
number of registered youth (traditional plus
Exploring).
75
100
200
6) Youth Retention: Improve retention
rate of traditional youth.
75
100
200
Criteria Areas
PROGRAM
Bronze
Silver
Gold
7) Cub Scout Advancement: Increase the
percentage of Cub Scouts earning rank
advancements.
25
50
100
8) Boy Scout Advancement: Increase the
percentage of Boy Scouts earning rank
advancements.
25
50
100
9) Cub Scout Camping: Increase the percentage
of Cub Scouts attending day camp and/or resident
camp.
25
50
100
10) Boy Scout Camping: Increase the percentage
of Boy Scouts and Varsity Scouts attending
long-term camps and/or high-adventure programs.
25
50
100
11) Community Service: Increase the amount
of community service provided by Scouts,
Leaders, and other participants.
25
50
100
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Criteria Areas
UNIT SERVICE
Bronze
Silver
Gold
12) Youth-Serving Executives: Maintain or
improve ratio of youth-serving executives
to total available youth.
75
100
200
13) Commissioner Service: Increase the
number of registered commissioners
over prior year.
25
50
100
14) Unit Visitations: Improve the rate of
Commissioners’ visits to units.
25
50
100
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Criteria Areas
LEADERSHIP AND GOVERNANCE
Bronze
Silver
Gold
15) Council Leadership: Have a trained
and engaged executive board.
25
50
100
16) District Leadership: Increase the
number of volunteers serving on district
committees.
25
50
100
17) Unit Leadership: Increase the
number of direct contact leaders who
are trained.
25
50
100
725
700
1150
950
2300
1200
TOTAL POINTS ALL CRITERIA
BREAK POINTS
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Here’s how a Balanced Scorecard might be calculated automatically for a
typical Council
1) Fundraising
2) Fiscal Management
3) Endowment
4) Membership Impact
5) Membership/Youth Growth
6) Retention
7) Cub Scout Advancement
8) Boy Scout Advancement
9) Cub Scout Camping
10) Boy Scout Camping
11) Community Service
12) Youth Serving Executives
13) Commissioner Service
14) Unit Visitations
15) Council Leadership
16) District Leadership
17) Unit Leadership
18) Sum
Bronze
50
50
25
50
50
50
25
25
25
25
25
50
25
25
25
25
25
275
Silver
100
100
50
100
100
100
50
50
50
50
50
100
50
50
50
50
50
450
Gold
200
200
100
200
200
200
100
100
100
100
100
200
100
100
100
100
100
300
Total is 1025 points. Since Silver is 950 and Gold is 1200, this council qualifies for Silver.
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Future Measures
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Voice of the Customer (VOC) youth survey ratings – age
appropriate- including Net Promoter Score (NPS)
VOC – parents (NPS)
VOC – council (NPS)
VOC – chartering organizations (NPS)
VOC – camper (NPS)
Diversity indicator
Innovation
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District and Pack Criteria
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Program Implementation Handout
E-mail – Communication
Sept. 9 – Scoutwire
Sept. 17 and 20 – Personalized e-mail
from Gary Butler to each Scout
executive with council BSC, glossary,
their 2009 theoretical rating, and
invitation to first webinar.
Sept. 16 – Scoutwire
Sept. 30 – E-mail with gold stories;
council BSC with glossary, unit and
district award information, and full
implementation schedule.
MyBSA and MyScouting
Oct. 1 – News flash in MyBSA news flash
window. Make award packet available,
which will include award criteria, dash
board representation, glossary, FAQ,
and instruction sheet.
Other Methods
Oct. 6 – Breakfast Club
Oct. – ProSpeak
Jan/Feb – Scouting Magazine
UStream, Gammer, Twitter, and other
electronic networking venues.
Review and align current BSA materials
that include information on the last
ongoing generation awards program.
Meeting Support
Oct. 12 – National Meeting
Sept. 23-24 – Southern Region
Sept. 30 - Oct. 1 – Central Region
Oct. 14-15 – Western Region
Nov. 11-12 – Northeast Region
And Area Meetings as requested
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District and Unit Facing
Webinars (CST)
Council - Facing Webinars
(CST)
Tue
Tue
Thur
Thur
Tue
Tue
Mon
Wed
Fri
Sat
Sat
Tue
Tue
Wed
Wed
Sat
Sat
Thur
Thur
Fri
Fri
Sat
Sat
Mon
Mon
Mon
Tue
Tue
Tue
10/12
10/12
10/14
10/14
10/19
10/19
10/21
10/20
10/22
10/23
10/23
11/2
11/2
11/3
11/3
11/6
11/6
11/11
11/11
11/12
11/12
11/13
11/13
1 p.m.
7 p.m.
11 a.m.
8 p.m.
10 a.m.
8 p.m.
8 p.m.
9 a.m.
8 p.m.
3 p.m.
5 p.m.
1 p.m.
4 p.m.
3 p.m.
7 p.m.
10 a.m.
12 p.m.
2 p.m.
8 p.m.
6 p.m.
8 p.m.
9 a.m.
11 a.m.
District
Crews
Troops
Packs
District
Crews
Districts
Packs
Troops
Troops
Packs
Districts
Packs
Troops
Crews
Packs
Troops
Packs
Troops
Districts
Crews
Packs
Troops
We begin a renewed schedule of these
in January. The last one in November
will be recorded for play-back ondemand.
10/4 10 a.m. Scout executives
10/4 2 p.m. Scout executives
10/4 4 p.m. Scout executives
10/5 10 a.m. Area/Region
10/5 4 p.m. Area/Region
10/5 1 p.m. National Staff
Council volunteers and staff
Tue
10/5
8 p.m.
Wed
10/6
10 a.m.
Wed
10/6
3 p.m.
Wed
10/13 4 p.m.
Wed
10/13 8 p.m.
Thur
10/14 9 a.m.
Thur
10/14 6 p.m.
Sat
10/23 1 p.m.
Sat
10/30 9 a.m.
Sat
10/30 11 a.m.
Tue
11/2
6 p.m.
Tue
11/2
8 p.m.
Wed
11/10 2 p.m.
Wed
11/10 4 p.m.
We begin a renewed schedule of these
in January. The last one in November
will be recorded for playback
on-demand.
Journey To Excellence Dashboard
• The Journey to Excellence Dashboard will
recognize progress and medal achievement.
• Will be available on MyBSA and
MyScouting.org
• JTE Service Hours recording site being built.
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