Our Balanced Scorecard
Journey:
The Road to Our Strategic
Success
What do we mean by “Strategy”?
Strategy is the way we seek to achieve
our vision and goals.
Strategy tells us where we want to go
and how we’re going to get there.
Finance and Administrative
Services Division Strategy
“With input from our constituents, we
will identify and prioritize the Division’s
core activities, and with cost-reduction
mechanisms, innovation and acquisition
of new resources, deliver customerfocused financial and administrative
services that meet CSUSM’s strategic
program and growth priorities.”
What is the Balanced Scorecard?
The Balanced Scorecard assists us, the
FAS Division, to achieve our strategy
and goals.
The Balanced Scorecard identifies and
prioritizes critical activities in our daily
work. We’ll measure our progress
along the way.
How does the Balanced Scorecard
work?
The Balanced Scorecard has two parts.
The Strategy Map or “road map”
identifies the path we’ll follow.
The Scorecard tells us how we’re doing.
Why the Balanced Scorecard?
Many challenges are ahead of us:
Annual FTES growth
 On-campus student housing
 New buildings
 PeopleSoft implementation
 Limited budget growth
 Economic downturn
 September 11th aftermath

Why the Balanced Scorecard?
To help us meet these challenges, the
Balanced Scorecard provides the road map
we follow to prioritize daily activities and
make choices while continuing to deliver
services to the campus community.
The Balanced Scorecard is used by
innovative companies such as Disney and
Southwest Airlines as well as many CSU and
UC campuses.
Who’s working on the Balanced
Scorecard?
Two teams have been formed:
The Leadership Team
The Core Team
The Leadership Team members:
Tom Blair
Russ Decker
Barbara Dovenbarger
Stephen Garcia
Suzanne Green
Kathy Hodder
Melody Kessler
Linda Leiter
Rich Parzonko
Tom Schultheis
Abbi Stone
The Core Team members:
Tanis Brown
Bella Newberg
Nancy Quinn
Cathy Rank
Brenda Woeckener
Katy Rees, Facilitation, Training, Support
Abbi Stone, Project Manager
What are the teams doing?
The Leadership Team writes the division’s
strategy and approves the Strategy Map and
Scorecard.
The Core Team drafts the Strategy Map and
Scorecard.
Both teams plan for implementation and
communication of the Balanced Scorecard,
including measuring our progress.
The Core Team
Hits the Road
Our journey begins…
The Leadership Team created our
division’s strategy, vision and goals.
Equipped with this document, the Core
Team held a Kick-Off Meeting to begin
our journey…
The Core Team formed and
stormed…
Our first few meetings consisted of
trying to understand the basic Balanced
Scorecard concepts. How do they
relate to our Division’s strategy? How is
the Balanced Scorecard different from
things that have been done before, such
as benchmarking and Quality Service?
We stopped and asked for
directions…
We interviewed each Leadership Team
member to better understand how each
interpreted the division’s strategy. We
asked them for clarification about our
Division’s vision, strategy, and goals.
We headed for a rest stop!
The Core Team spent time reading
about the Balanced Scorecard and
researching how it’s used by companies
and other universities, including those in
the CSU. This helped us refuel our
knowledge and excitement. We were
ready to forge ahead in our adventure!
Gaining speed…
The Core Team drafted our first
“Strategy Map”, the document that tells
our division’s story: what we need to
achieve in order to reach our strategy
and goals. We then gave this map a
“tune-up”, refining our ideas and
language to make the Strategy Map a
document that is clear and easily
understood.
Ride-sharing…
On November 12th, the Core Team and
the Leadership Team met and reviewed
the draft Strategy Map. We had an
excellent discussion about our division’s
strategy and goals. With feedback from
this meeting, the Core Team will further
refine the Strategy Map for final
approval from the Leadership Team.
What’s down the road?
We’ll develop the Scorecard and the
implementation plans.
We’ll spend time with each department to
share the Strategy Map and Scorecard, and
answer everyone’s questions on the
Balanced Scorecard.
Your ideas, energy, and participation on
teams will make our Balanced Scorecard
journey a success!
Core Team – “the view from
here…”
We’re excited and enthusiastic about
the Balanced Scorecard!
We’re excited about our team’s work to
date, and the knowledge we’ve gained
in the process.
The Balanced Scorecard makes sense,
and we think it can really help us make
some improvements in the division.
Questions
Please email your questions to:
bsc@csusm.edu
We’ll answer your questions directly as
well as answering them in the next
issue of “Balanced Scorecard Connect”.