“The Perfect is the Enemy of the Good”

“The Perfect is the Enemy of the Good”

2004 RARE BALANCED SCORECARD•27 measures•Used only for Board reporting

“The Perfect is the Enemy of the Good”

2007 RARE BALANCED SCORECARD•Renewed focus on outcomes•60 measures!

“The Perfect is the Enemy of the Good”

2008 RARE BALANCED SCORECARD•41 measures (getting closer!)

• Don’t need to be rigidly quantitative nor exact

• Understandable without endless philosophical discussion

• Provide the information to those who can act on it

Measures Guidelines/Values

BREAKTHROUGH: CONTRIBUTION NOT ATTRIBUTION

Rare’s Approach: Cascading BSCs

OrganizationOrganization Department/Region

Department/Region IndividualIndividual

KeyTools

• Strategic Plan• Strategy Map• Global Balanced Scorecard (BSC)

•Departmental Balanced Scorecard (DBSC)•Monthly Reporting

Package

• Individual Balanced Scorecard (iBSC)• Roles & Rewards

KeyCommun-ications

• Leadership Team Meetings• Board Meetings•All-Staff Meetings

• Quarterly DBSC Reviews• Monthly Regional Calls

• Performance Reviews• Goal setting

Our 2009-2012 Global BSC

19 measures (and going down)

Rare’s Approach: Project Scorecards

RegionRegion ProgramProgram ProjectProject

Key Tool(s)

• Departmental Global Balanced Scorecard (DBSC)

• Program Summary Reports (RarePlanet)

• Pride Scorecard (RP)-- Flash Report-- Qualitative Input-- Miradi

KeyComms

• Leadership Team Meetings• Board Meetings•All-Staff Meetings

• Quarterly DBSC Reviews• Monthly Regional Calls

• Departmental reviews (weekly)•QMI reviews (at key

points)

Informs DBSC

WEEKLY FLASH REPORTS

MIRADI > RAREPLANET DATA EXCHANGE

MIRADI EXPORT

Miradi export of zipped file with XML data

RAREPLANET IMPORT

One click upload of exported XML file

PROGRAM IMPACT REPORT FLOW

PRIDE SCORECARD(RARE PLANET)

Comprehensive view of the status of an individual campaign

MONTHLY SUMMARY REPORT

(RARE PLANET)

Summary of status of a group of campaigns (ie a thematic program)

RARE BALANCED SCORECARD

(CLEARPOINT)

Average status of our projects at the departmental and global level

A BRIGHT SPOT?

• Do itoDon’t be Joan Riverso Aim for contribution not

attributiono Pick it and stick with it

• Use ito Schedule the meetingsoHold staff accountable (and

recognize the good)oDrive the right behaviors

(outputs and outcomes)