Knowles Training Institute · Philippines
The Balanced Scorecard Course in Philippines
Build the strategic performance management, KPI design, alignment and execution skills needed to turn organisational strategy into measurable action. A practical corporate training course delivered privately for organisations in the Philippines, whether onsite, virtual or at an arranged venue.
The key facts, in one place.
A quick summary of what HR, L&D teams and business leaders usually need before shortlisting this programme.
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Final delivery format and duration depend on the agreed programme scope and audience.
What is The Balanced Scorecard course?
The Balanced Scorecard is a strategic performance management framework that helps organisations translate strategy into clear objectives, measures, targets and initiatives. It balances financial results with the customer, internal process, and learning and growth perspectives so leaders can track both outcomes and the drivers of future performance.
Effective strategy execution requires more than setting annual goals or monitoring financial results. Leaders need clear strategic objectives, meaningful measures, realistic targets, aligned initiatives and regular review routines that connect day-to-day activity with organisational priorities.
Understanding the Balanced Scorecard helps managers and teams connect strategic priorities with performance measures, accountability, resource allocation, customer outcomes, internal capabilities and long-term organisational development.
In The Balanced Scorecard course, participants learn how to clarify strategy, define strategic objectives, build a strategy map, select useful KPIs, set targets, align initiatives and create an effective review process. The course combines the four-perspective framework with practical templates, realistic business scenarios and workplace application exercises.
Balanced Scorecard framework
Use Define, Measure, Analyse, Improve and Control as a practical improvement roadmap.
Strategic objectives
Clarify the process problem, customer need, scope, goals and success measures.
Performance measures
Choose practical measures and establish a reliable baseline for process performance.
Strategy mapping
Separate symptoms from causes using structured analytical tools and evidence.
Targets and initiatives
Generate, test and prioritise improvements that address verified causes of poor performance.
Performance review
Monitor key measures, standardise successful changes and prevent performance from slipping back.
Is this course right for your team?
A quick check against what this programme does and does not set out to do.
A good fit if
- Your organisation wants a structured and practical approach to strategy execution and performance management
- You are involved in strategy, management, planning, performance, operations or organisational improvement
- You want practical tools for translating strategy into objectives, measures, targets and initiatives
- Teams have strategic priorities but need a shared framework for aligning goals, measures and execution
- You need a performance management approach that supports alignment, accountability and evidence-based decisions
Consider another course if
- You need advanced statistical analysis or specialist process-improvement certification
- Your priority is a formal accreditation or professional qualification rather than practical workplace application
- You are looking for a qualification or accreditation rather than practical workplace training
- You need detailed implementation of a specific enterprise performance-management software platform
Not sure? Tell us the situation and we will point you to a better-fitting programme.
What business problems does this course help address?
These are the day-to-day symptoms organisations describe when they ask us about Balanced Scorecard training.
Strategy is not translated into action
Teams fix immediate symptoms, but the underlying causes are not identified or removed.
Teams track too many disconnected metrics
Results depend on the person, shift, location or circumstance instead of a stable process.
Departments work toward competing priorities
Teams act on opinions without enough data to show where the problem starts or what matters most.
KPIs do not reflect strategy
Projects begin without a clear scope, baseline, customer requirement or measurable success target.
Initiatives lack strategic alignment
Rework, delays, errors and handoff issues continue because process weaknesses are not addressed systematically.
Performance reviews lack focus
Improvements work briefly, then performance slips because controls, ownership and monitoring are weak.
What participants will be better able to do.
Below is the list of course benefits of our Balanced Scorecard course in Philippines.
Below is the list of course objectives of our Balanced Scorecard course in Philippines.
- Understand the purpose, principles and business value of the Balanced Scorecard
- Explain the four Balanced Scorecard perspectives and how they work together
- Translate organisational strategy into clear strategic objectives and priorities
- Create a strategy map that shows cause-and-effect relationships between strategic objectives
- Select meaningful KPIs that indicate progress toward strategic objectives
- Define practical targets, data sources, ownership and reporting responsibilities for each measure
- Align strategic initiatives and projects with the objectives they are intended to support
- Balance financial and non-financial measures across the four perspectives
- Distinguish useful leading indicators from lagging indicators and avoid vanity metrics
- Recognise common scorecard design risks such as too many KPIs, weak definitions, unclear ownership and poor strategic linkage
- Create performance review routines that support accountability, learning and strategic adjustment
- Create an action plan for developing or improving a Balanced Scorecard in the workplace
How the two days are structured.
Each stage builds on the one before it, so participants leave with a working method rather than a set of tips.
- STAGE 01
Define
Clarify the problem, customer need, process scope, objectives and measures of success.
- STAGE 02
Map
Translate strategy into linked objectives across the four Balanced Scorecard perspectives.
- STAGE 03
Measure
Select meaningful KPIs, define measures and set practical performance targets.
- STAGE 04
Align
Connect initiatives, ownership and resources to the objectives and measures that matter most.
- STAGE 05
Review
Use the scorecard in regular performance reviews, learn from results and adapt execution when needed.
What the course covers.
Below is the list of course content of our Balanced Scorecard training course in Philippines.
- What is the Balanced Scorecard?Purpose, principles and practical value as a strategy execution and performance management framework.
- The four perspectivesUnderstanding financial, customer, internal process, and learning and growth perspectives.
- Strategy translationTurning high-level strategy into clear objectives, measures, targets and initiatives.
- Strategic objectivesWriting clear outcome-focused objectives that describe what the organisation needs to achieve.
- Strategy mappingVisualising cause-and-effect relationships between capabilities, processes, customers and financial outcomes.
- KPI selectionSelecting relevant measures, distinguishing leading and lagging indicators and avoiding metric overload.
- Strategy mappingUsing structured tools to distinguish symptoms, contributing factors and verified causes.
- Targets and thresholdsSetting realistic targets and performance ranges that support strategic decision-making.
- Strategic initiativesAligning projects and improvement activities with scorecard objectives and strategic priorities.
- Cascading the scorecardAligning team and functional scorecards without creating conflicting priorities or excessive measures.
- Performance reviewDesigning focused review meetings that use scorecard data to support accountability, learning and action.
- Continuous strategy managementUsing scorecard results, lessons learned and changing conditions to refine priorities and execution.
How participants learn.
An active learning approach. Short facilitator inputs, real examples, small-group practice, application to your own workplace situations, and structured reflection.
- 01
Learn
Short, focused facilitator input on the concept and why it matters.
- 02
See
Worked examples and realistic scenarios drawn from strategy execution, performance management and organisational planning.
- 03
Practise
Small-group activities and exercises where participants try the method.
- 04
Apply
Participants work the method against their own real tasks and situations.
- 05
Reflect
Structured review and an action plan to take back to the workplace.
Where participants can apply these skills.
The situations participants most often report using the course material in once they return to work.
Targets and initiatives projects
Translating organisational priorities into clear objectives, measures and strategic themes.
Executive and management dashboards
Selecting meaningful KPIs and presenting performance information in a way that supports focused decision-making.
Department and team alignment
Aligning team objectives and measures with broader organisational strategy and shared priorities.
Strategy execution reviews
Reviewing scorecard results, identifying performance gaps and agreeing on corrective actions or strategic adjustments.
KPI design and management
Defining measures, data sources, targets and ownership so performance reporting is useful and consistent.
Strategic initiative management
Prioritising projects and initiatives based on their contribution to strategic objectives and expected outcomes.
Who should attend this course?
This Balanced Scorecard workshop in Philippines is ideal for managers, strategy and planning professionals, department heads, performance teams and leaders responsible for translating organisational priorities into measurable results.
- Strategy & Planning Professionals
- Managers
- Department Heads
- Performance Managers
- Project & Programme Leads
- Business Improvement Teams
- Functional & Operations Teams
Prerequisites & experience level
No prior Balanced Scorecard experience is required. The programme is pitched at foundation to intermediate level and works well for mixed groups, including managers, department heads, planning professionals and teams involved in performance management or strategy execution.
Group size
- Minimum: 1 participant
- Maximum: 25 participants
We keep the session interactive at every size, so everyone takes part in the discussion and the hands-on practice.
How the two days run.
The standard delivery is 2 full days, 9am to 5pm. The outline below shows the shape of a typical day; the exact running order is confirmed with you before delivery.
Day one: Strategy, perspectives and strategy mapping
- 9:00Welcome, objectives and the purpose of the Balanced Scorecard
- 10:30Balanced Scorecard principles and the four perspectives
- 11:30Translating strategy into clear strategic objectives
- 13:00Lunch
- 14:00Building a strategy map and linking cause and effect
- 15:30Selecting meaningful KPIs and defining measures
- 17:00Day one review and reflection
Day two: Targets, alignment and performance review
- 9:00Recap and defining targets, thresholds and ownership
- 10:30Leading and lagging indicators, data quality and metric discipline
- 11:30Aligning strategic initiatives with scorecard objectives
- 13:00Lunch
- 14:00Cascading the scorecard across functions and teams
- 15:30Performance review meetings, accountability and strategic learning
- 17:00Action planning and close
Format, customisation and facilitator.
Format & delivery
The duration of this Balanced Scorecard in Philippines workshop is 2 full days. Knowles Training Institute Philippines will also be able to contextualise this workshop according to different durations.
- 3 full days
- 2 full days · 9am to 5pm (standard)
- 1 day
- Half day
- 90 minutes
- 60 minutes
Delivered onsite at your premises, at an arranged venue, or live online.
Customisation
The programme can be contextualised to your organisation without diluting the core capability or depth of learning. Commonly adapted:
- Examples and terminology from your sector
- Activities built around your own strategy, KPI, performance-management and alignment scenarios
- Duration and depth of each topic
- Participant level and mix of roles
- Action plans aligned to your objectives
Facilitator matching
We match the facilitator to your audience and context rather than assigning whoever is free. We consider:
- The seniority and mix of the group
- Your industry and working environment
- The delivery format and language of the session
- The specific outcomes you have asked for
A pre-course consultation is held before delivery so the content lands on the day.
What participants receive.
Each participant will receive the following materials for The Balanced Scorecard course in Philippines.
Learner’s Guide
A workbook covering the full course content, used during the session and kept afterwards.
Course Handouts
Exercises, templates and reference sheets used in the practical activities.
Presentation Slides
The slide deck used during the course, provided for later reference.
Certification of Completion
Each course participant will receive a certification of training completion.
Included with every booking, at no additional charge.
Pricing and investment.
There are 4 pricing options available for The Balanced Scorecard training course in Philippines. Course participants not in Philippines may choose to sign up for our online Balanced Scorecard training course.
USD 679.97
Unlimited participants
USD 259.97
Per participant
USD 419.97
Per participant
USD 569.97
Standard delivery
What’s included
- Pre-course consultation
- Customised content, where applicable
- Facilitator and training materials
- Venue or virtual delivery
- Post-course follow-up, where applicable
40%
Real results. Trusted by leading organisations.
What our participants say
Written feedback published on our Knowles Training Institute reviews page.
Good if can also tailor to the level of participants in the workshop (similar to how it was conducted today). The trainer is very flexible!
It’s a great session with Karan, really appreciate the well-planned training materials and his facilitating skills.
I was totally engaged in his training and was able to pick up the theoretical information from his excellent communication skill.
Why organisations choose us
Everything you need to know before you enrol.
Something not covered here? Add it to your enquiry and we will answer it directly.
Who is this course designed for?
Managers, department heads, strategy and planning professionals, performance teams and leaders responsible for translating organisational priorities into measurable results.
What are the learning objectives of this course?
Participants learn Balanced Scorecard principles, the four perspectives, strategy mapping, KPI selection, target setting, initiative alignment, performance review and practical ways to use the framework to improve strategy execution.
Do participants need any prior experience?
No. The programme is pitched at foundation to intermediate level and works well for mixed groups where some participants have had little or no formal prior training in this area.
What is the duration of the course?
Standard delivery is 2 full days, 9am to 5pm. We can also contextualise the workshop to 3 full days, 1 day, half day, 90 minutes or 60 minutes.
Is the programme available online?
Yes. We deliver interactive, facilitator-led virtual sessions with the same activities, discussion and practice as the in-person format.
Can this course be customised for our organisation?
Yes. We adapt the examples, terminology, activities, duration and action plans to your industry and objectives, without diluting the core capability or depth of learning.
What is the group size for this course?
Group sizes run from a minimum of 1 participant to a maximum of 25. Smaller groups allow more individual attention, and the format stays interactive at every size.
Will participants receive a certificate on completion?
Yes. Each course participant will receive a certification of training completion.
What training methodology do you use?
An active learning approach: short facilitator inputs, real examples, small-group practice, application to your own workplace situations, and structured reflection.
Will we receive course materials?
Yes. Each participant receives a learner’s guide, course handouts and the presentation slides used during the course, plus a certification of training completion.
Is there any pre-course preparation?
No formal pre-work is required. We do hold a pre-course consultation with you to understand your goals and context so the content lands well on the day.
Is there post-course support?
Yes. Participants keep all resources, and we provide post-course follow-up where applicable to help sustain application back at work.
Can the course be delivered at our workplace?
Yes. We deliver onsite at your premises in the Philippines, or at an arranged venue that we can recommend for you.
What are the technical requirements for online training?
A stable internet connection, a device with a camera and microphone, and access to the video platform agreed in advance. We share joining details and run a quick check beforehand.
How much does the course cost?
There are four options: USD 679.97 for a 60-minute lunch talk session, USD 259.97 per participant for a half day, USD 419.97 per participant for 1 day and USD 569.97 per participant for 2 days. Group discounts of up to 40% are available.
When is the next available date?
Contact us for the latest Balanced Scorecard course in Philippines schedules. Email [email protected] or send an enquiry using the form on this page.
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Available across the Philippines.
Our corporate training course is also available in the cities and provinces below. We deliver onsite at your premises, at an arranged venue, or live online wherever your team is based.
- Quezon City
- Manila
- Davao City
- Caloocan
- Cebu City
- Zamboanga City
- Taguig
- Antipolo
- Pasig
- Cagayan de Oro
- Parañaque
- Valenzuela
- Bacoor
- General Santos
- Makati
- Dasmariñas
- Las Piñas
- Mandaluyong
- Bacolod
- Muntinlupa
- Angeles
- Baguio
- San Jose del Monte
- Tarlac City
- Calamba
- Malolos
- Santa Rosa
- Iligan
- Marikina
- Navotas
- Boracay (Aklan)
- Palawan (Puerto Princesa City)
- Bohol (Tagbilaran City)
- Siargao (Surigao del Norte)
- Coron (Palawan)
- Vigan (Ilocos Sur)
- Sagada (Mountain Province)
- Batangas (Batangas City)
- Batanes (Basco)
- Dumaguete (Negros Oriental)
From enquiry to delivery.
You will always know what happens next, and nothing is committed until you have seen the scope and the cost.
- STEP 01
Send your enquiry
Tell us your dates, numbers and preferred format using the form below.
- STEP 02
Pre-course consultation
We discuss your goals, audience and context so the content fits.
- STEP 03
Receive a proposal
Scope, schedule and quotation, with time to consider before agreeing.
- STEP 04
Confirm and prepare
Dates locked, materials prepared and the facilitator matched to your group.
- STEP 05
Deliver and follow up
The course runs, and post-course follow-up sustains it back at work.
Ready to invest in your team?
Fill up the form and we will get back to you in less than 1 working day. Alternatively, give us a call to have one of our training consultants contact you. Our corporate training courses can be contextualised to meet your organisation’s training needs.
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We’re here to help
Ask about dates, delivery formats, group sizes or a customised version of this course for your organisation. A training consultant will come back to you directly.
KNOWLES TRAINING INSTITUTE · PHILIPPINES