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PERFORMANCE RECOGNITION PROGRAM
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What is Journey to Excellence?
Journey to Excellence is the new
performance assessment, communication
and recognition program for Councils,
Districts and Units.
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A Special Thanks to the Task Force
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Hab Butler - Journey To Excellence Task Force Chairman
Jamie Shearer - Program Impact Department Manager
Neil Lupton – Vice President Program Boston Minuteman Council
Bob Longoria - Assistant Commissioner Western Region Area 6
Bob Coons - National Commissioner Service Team
Steve McGowan - Vice President Outdoor Adventure Central Region
David Biegler - Vice President Council Operations Southern Region
Jan Perkins - Regional Commissioner Western Region
Chris Wolfe - Finance Impact Department Manager
Mark Moshier - Council Fund Development Team Lead
Jim Gilbert - Strategic Planning Team Lead
Kenn Miller - Deputy Regional Director Central Region
A Special Thanks to the Task Force
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Larry Brown - Scout Executive
Shane Calendine - Scout Executive
Alan Anderson - Area Director Central Region
Ignacio Gonzalez - Council Strategic Management Team Lead
Mike Hale - Council Organizational Solutions Team Lead
Stan Willey - Organizational Specialist
Michael Watkins - Council Assessment Team
Jeff Rand - Council Assessment Team
Anthony Gibbs - Council Assessment Team
Chuck Keathley - Mission Impact Department Manager
Bob Paladino - Consultant
Here’s how we believe the Journey to
Excellence Program can help your Council
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Planning
Assessment
Recognition
Incentive for Continuous Improvement
Benchmarking
Early warning of Potential Problems
Non-Intrusive
Support for your Districts and Units
Support from the Area, Region and
National Council
Planning
• Journey to Excellence Scorecard is a planning
framework for your year’s performance
targets
• Tie your council’s plans into the National
Strategic Plan
• Plan for improvement and for frequent review
of achievement
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Assessment
Your Council’s Journey to Excellence Balanced Scorecard
gives:
•An honest and objective evaluation of your council’s
strong points and areas needing improvement
•Evaluation in overall performance and in 17 specific
criteria including areas of:
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Finance
Program
Membership
Governance
•Criteria are coordinated with BSA National Strategic Plan
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Recognition
• Councils with a satisfactory performance
receive the “Bronze” level of recognition
• Councils which do better than satisfactory
receive higher recognition
– Effective Performance – “Silver” level
– Excellent Performance – “Gold” level
• Levels of recognition are determined and
published each year
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Incentive for Continuous Improvement
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
Benchmarking
• Bronze, Silver and Gold levels are tracked in
overall performance and in each of the 17
criteria
• Performance of all Councils is published
• Identify Councils doing well in areas you need
to improve
– contact them through BSA leadership or directly
to receive ideas, tips and techniques for
improvement.
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Early Warning of Potential Problems
• Balanced Scorecard has several criteria shown
to be leading indicators of Council
performance
• You can be alerted if these criteria become
negative and take early action to head off
more severe problems
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Leading vs Lagging Indicators
Leading Indicator
Captain, there’s an
iceberg on the far
horizon
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Lagging Indicator
Captain, the inventory of the
galley shows a lot more ice than
we expected
Non-Intrusive
• Journey to Excellence criteria are based on
information your council is already submitting
or is being recorded
• Calculation of the Council level Journey to
Excellence Balanced recognition requires no
extra work and will appear on the dashboard
• Balanced Scorecard is provided with your
Council’s annual rechartering
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Support for your Districts and Units
• Journey to Excellence evaluation is available for
Districts and Units (Packs, Troops, Teams, Crews, Ships)
• Criteria are based on factors shown to produce
successful, healthy, growing Scouting
• Recognition can be awarded based on performance
measured or improvement
• Evaluation is made at time of district or unit recharter
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Support by Area, Region
and National Council
• Area Directors and Area Volunteer Leadership
plus Regional and National Leadership have
access to Journey to Excellence Balanced
Scorecards
• Need for and benefit of help and support can be
identified very early and provided in a timely
manner
• Specific areas of strength and weakness are
identified so assistance can be very focused
• Achievement in line with the National Strategic
Plan is tracked
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Journey to Excellence
uses the Balanced Scorecard
Quality
Growth
Quality, growth, and
sustainability must all be in
balance for success to be
truly achieved.
Sustainability
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What is the value of the “Cause and Effect” Strategy Map?
Houston Hobby
Your financial results are yellow,
why?
What is this strategy map telling you?
Where is the root cause of the issue?
Lagging (Outputs)
You are the Leader:
Strategic Theme:
Operating Efficiency
Financial
Profitability
Fewer planes
More
customers
Customer
Flight
Is on time
Lowest
prices
Where would you focus your
improvement team?
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Leading (inputs)
Process
Fast ground
turnaround
People
Ground crew
alignment
How are Balanced Scorecard
Criteria Determined?
3 levels
Bronze
Silver
Gold
20th percentile of Councils OR show a measurable improvement
50th percentile of Councils OR show a measurable improvement
and be over a minimum standard
90th percentile of Councils OR show a measurable improvement
and be over a good standard
The Balanced Scorecard for Councils is determined based on a calendar year
A key to Journey to Excellence is Continuous Improvement
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How is your overall rating determined?
• You receive points in each of the 17 Categories
Gold, Silver, Bronze or no rating (no points)
• Your total points are added to give your total
score
• Criteria which correlates most with success
receives the most points
• No one criterion is mandatory
• Your total score determines your overall rating
For 2011 Gold is 1200*, Silver is 950, Bronze is
700(*Overall Gold requires at least Bronze on req. 1)
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Here are the Criteria areas
FINANCE
Bronze
Silver
Gold
1) Fiscal Management: Maintain positive
Unrestricted net assets in the Operating Fund
to support Annual Operating expenses.
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100
200
2) Fundraising: Increase council-generated
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100
200
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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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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
PROGRAM
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Bronze
Silver
Gold
7) Cub Scout Advancement: Increase the
percentage of Cub Scouts earning rank
Advancements.
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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 camp and/or high-adventure program
25
50
100
11) Community Service: Increase the amount
of community service provided by Scouts,
leaders and other participants.
25
50
100
UNIT SERVICE
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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
visitations to units by commissioners.
25
50
100
LEADERSHIP AND GOVERNANCE
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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
TOTAL POINTS ALL CRITERIA
725
1150
2400
Here’s how a Balanced Scorecard might be
calculated for a typical Council
1) Fiscal Management
2) Fundraising
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
Sum
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Bronze
75
75
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75
75
75
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25
25
25
25
75
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25
25
25
25
325
Silver
100
100
50
100
100
100
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100
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50
50
50
50
400
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
Criteria Standards Change Each Year
• Each year, the criterion requirements will be tightened
to reflect the improved performance by councils
• New standards for 2012 will likely be announced in
early 2012
– Council performance for 2011 will determine the 2012
standards, so 2011 data will need to be collected and
analyzed
• A Silver performance for 2011 might only rate Bronze
in 2012
• The criteria will likely be the same; it will never hurt to
do better and improve
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Who now uses the Balanced Scorecard Concept?
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American Express
Anheuser Busch
AT&T Mobility
Bank of America
Caterpillar
Chrysler
Consolidated Edison
Coors
Department of Defense
Federal Reserve Bank
GE Capital
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Johnson & Johnson
Halliburton
Hewlett Packard
Mastercard
Merck & Co.
Microsoft
Pricewaterhouse
Procter and Gamble
Verizon
American Red Cross
And Many Others
Key Scouting Volunteers use and are
comfortable and familiar with the Balanced Scorecard
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District and Pack Criteria
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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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Journey to Excellence Summary
• Measuring our Continuous Improvement
• Recognizing and Publicizing Outstanding Performance
• Identifying Potential Problems so they can be addressed and
corrected
• Encouraging Mutual Assistance and Support
• Building Better Scouting for More Scouts
• Contact us at JTE@Scouting.org
• All material can be found at www.scouting.org/Volunteer and
click on Scouting’s Journey to Excellence found under
Quicklinks