HEALTH PLANNING &

MANAGEMENT LIBRARY

Australasian College of Health Service Management (NSW Branch) PO Box 341, North Ryde 1670 Phone: 02 9805 0125 Fax 02 9889 3099 Email: library@achsm.org.au

Reading List on the Balanced Scorecard Achieving Excellence in Veterans Healthcare – A Balanced Scorecard Approach Biro, Lawrence A, Moreland, Michael E and Cowgill, David E, Journal for Healthcare Quality, Vol. 25(3) May/June 2003 pp. 33-39 Applying the Balanced Scorecard in Healthcare Provider Organisations Inamdar, Noorein and Kaplan, Robert S, Journal of Healthcare Management, Vol. 47(3) May/June 2002 pp. 179-196 Balanced Scorecard: Linking Strategic Planning to Measurement and Communication Cribb, G and Hogan, Chris, Bond University, epubs, 2003 http://epublications.bond.edu.au/cgi/viewcontent.cgi?article=1006&context=library_pubs The Balanced Scorecard: Measures That Drive Performance Kaplan, R S and Norton, D P, Harvard Business Review, Vol 83(7), 2005, pp. 172, 174-80 The balanced scorecard tracks all the important elements of a company's strategy - from continuous improvement and partnerships to teamwork and global scale. This enables executives to see if they have improved in one area at the expense of another. Article originally published in 1992. The Balanced Scorecard: A Potent Tool for Energising and Focusing Healthcare Organisation Management Chow, C, W, Ganulin, Denise and Teknika, O, Journal of Healthcare Management, Vol. 43(3) May/June 1998 pp. 263-280 Balanced Scorecards CPA Australia http://www.cpaaustralia.com.au/cps/rde/xchg/cpa-site/hs.xsl/knowledge-leadership-toolkit-guides-balanced-scorecards.html Balancing the Balanced Scorecard for a New Zealand Mental Health Service Coop Colleen F, Australian Health Review, Vol. 30(2) May 2006 pp. 174-180 A Better Gauge of Corporate Performance

Weber, David, O, Health Forum Journal, Vol. 43(3) May/June 2001 pp. 20-24 David Norton's and Robert Kaplan's balanced scorecard finally reaches the boardrooms of health care organisations. Bringing Human Resources to the Table: Utilisation of an HR Balanced Scorecard at Mayo Clinic Fottler MD, Erickson E and Rivers PA, Health Care Management Review, Vol. 31(1) January-March 2006 pp. 64-71 Centrelink’s Balanced Scorecard Australian National Audit Office, Audit Report No.9 2002–03 http://www.anao.gov.au/uploads/documents/2002-03_Audit_Report_9.pdf Choosing a High-quality Hospital: The Role of Nudges, Scorecard Design and Information Boyce, Tammy, Dixon, Anna and others, King’s Fund, November 2010 http://www.kingsfund.org.uk/publications/choosing_a.html A Comparison of Systemwide and Hospital-specific Performance Measurement Tools Yap C, Siu E, Baker GR and Brown AD, Journal of Healthcare Management, Vol. 50(4) July-August 2005 pp. 251-262, Discussion 262-263 Competing Values in Healthcare: Balancing the (Un)Balanced Scorecard Wicks, Angela M and St Clair, Lynda, Journal of Healthcare Management, Vol. 52(5) 2007 pp. 309-324 Employers’ Efforts to Measure and Improve Hospital Quality: Determinants of Success Mehrotra, A, Bodenheimer, Thomas and Dudley, R Adams, Health Affairs, Vol. 22(2) March/April 2003 pp. 60-71 Although on the increase, hospital report cards are having only mixed success around the USA Evaluating Building Performance in Healthcare Facilities: An Organisational Perspective

Steinke, Claudia, Webster, Lynn and Fontaine, Marie, HERD Health Environments Research & Design Journal, Vol. 3(2) Winter 2010 pp. 63-83 An innovative methodology has been developed for conducting comprehensive performance evaluations in public sector health facilities in Canada. The balanced scorecard is the underlying theoretical framework for this initiative. Evaluating the Fraser Health Balanced Scorecard – A Formative Evaluation Barnado, Catherine and Jivanni, A, Healthcare Management Forum, Vol. 22(2) Summer 2009 pp. 49-60 Describes a recent evaluation carried out in a large health authority in Western Canada to assess the usefulness of the BSC as a performance-reporting system and the extent to which it is used for performance management. Healthcare Quality Management Castaneda-Mendez, K, Mangan, Katherine and Lavery, Anne Marie, Journal for Healthcare Quality, Vol. 20(1) January/February 1998 pp. 10-13 Healthcare organisations should start using a balanced scorecard that enables management to direct its strategic plan according to quality management principles. How to Implement a New Strategy without Disrupting Your Organisation Kaplan RS and Norton DP, Harvard Business Review, Vol. 84(3) March 2006 pp. 100-109, 150 Managing Alliances with the Balanced Scorecard Kaplan, Robert S, Norton, David P and Rugelsjoen, B, Harvard Business Review, Vol. 88(1) January-February 2010 pp. 114-120 Fifty percent of corporate alliances fail. But you can increase your partnership’s odds of success by applying these techniques. Measuring Comparative Hospital Performance Griffith JR, Alexander JA and Jelinek RC, Journal of Healthcare Management, Vol. 47(1) January-February 2002 pp. 41-57 Measuring Hospital Performance to Improve the Quality of Care in Europe: A Need for Clarifying the Concepts and Defining the Main Dimensions WHO Regional Office for Europe, 2003 http://www.euro.who.int/Document/E78873.pdf Measuring the Strategic Readiness of Intangible Assets Kaplan RS and Norton DP, Harvard Business Review, Vol. 82(2) February 2004 pp. 52-63, 121

A New Framework to Ensure Excellence in Patient-Focused Care: The Nursing Directorate’s Balanced Scorecard Approach Aguilera, Jose and Walker, Kim, Asia Pacific Journal of Health Management, Vol. 3(2) 2008 pp. 25-29 The Office of Strategy Management Kaplan RS and Norton DP, Harvard Business Review, Vol. 83(10) October 2005 pp. 72-80, 157 Putting the Balanced Scorecard to Work: Using the Scorecard to Measure Performance and Set Strategy Kaplan, Robert S and Norton, David P, Harvard Business Review Vol. 71(5) September-October 1993 pp. 134-147 Reading the Right Signals: How to Strategically Manage with Scorecards Pieper, Shannon K, Healthcare Executive, Vol. 20(3) May/June 2005 pp. 9-14 Improve decision making by focusing on the right information. The Role and Application of the Balanced Scorecard in Healthcare Quality Management Castaneda-Mendez, Kicab and others, Journal for Healthcare Quality, Vol. 20 (1), January/February 1998, pp 10-13 Saving Money, Saving Lives Meliones, Jon, Harvard Business Review, Vol. 78(6) November/December 2000 pp. 57-62, 64, 66-67 Turning around any organisation is hard work but it's even more difficult at a hospital. The chief medical director at one hospital needed to find a way to keep the mission lofty and the bottom line healthy. He realised that his hospital needed to start thinking less like a money losing non-profit and more like a profitable corporation. His tools were reams of data, a fresh approach to teamwork - and the balanced scorecard. A Strategic Information System to Facilitate the Use of Performance Indicators in Hospitals Gordon, D. Carter, M. Kunov, H. Dolan, A and Chapman, F, Health Services Management Research, Vol 11(2), May 1998 pp 80-91 A customised decision support system which integrates multiple measures in a balanced scorecard framework is a powerful tool for enabling complex decision making by a management team Strategic Performance in Hospitals: The Use of the Balanced Scorecard by Nurse Managers Naranjo-Gil, David, Health Care Management Review, Vol. 34(2) April-June 2009 pp. 161-170 This study analyses how nurse managers used the balanced scorecard in an interactive or diagnostic way and its subsequent effect on

strategic goal achievement (cost reduction and flexibility) Strategic Performance Management: Development of a Performance Measurement System at the Mayo Clinic Curtright JW, Stolp-Smith SC, and Edell ES, Journal of Healthcare Management, Vol. 45(1) January/February 2000 pp. 58-68 A 3-dimensional Balanced Scorecard Model for R&D Jones, KH, British Journal of Health Care Management, Vol. 13(1) January 2007 pp. 19-22 The BSC is a multi-dimensional framework which can be used to describe, implement and manage strategy at all levels by linking objectives, initiatives and measures to organisational strategy. Using Path Analysis to Examine Causal Relationships among Balanced Scorecard Performance Indicators for General Hospitals: The Case of a Public Hospital System in Taiwan Yang MC, Tung YC, Health Care Management Review, Vol. 31(4) October-December 2006 pp. 280-8. Using Performance Indicators to Improve Health Care Quality in the Public Sector: A Review of the Literature

Freeman, T, Health Services Management Research, Vol. 15(2) May 2002 pp. 126-137 Using the Balanced Scorecard in the Development of Community Partnerships Tsasis, Peter and Owen, Susan M, Health Services Management Research, Vol. 22(1) February 2009 pp. 33-38 Using the Balanced Scorecard to Align Strategy and Performance in Long Term Care MacDonald, Melanie, Healthcare Management Forum, Vol. 11(3) Fall 1998 pp. 33-38 Using the Balanced Scorecard to Characterize Benefits of Integration in the Safety Net Wells R and Weiner B, Health Services Management Research, Vol. 18(2) May 2005 pp. 109-123 What are the Advantages and Limitations of Different Quality and Safety Tools for Health Care? WHO Regional Office for Europe, Health Evidence Network, October 2005 http://www.euro.who.int/Document/E87577.pdf

Copies of these articles are available from the Library at a small charge. The first article is $11.00 then $5.50 each additional article. All prices are inclusive of GST. To obtain copies of articles or to borrow the books, please contact Sue Brockway, Librarian, by phone (02) 9805 0125 or fax (02) 9889 3099, by mail PO Box 341 North Ryde NSW 1670 or by email to: library@achsm.org.au