• Finance• Membership• Program• Unit Service• Leadership and Governance
Balanced ScorecardThe balanced scorecard for districts is aligned with councils and is focused in five key categories:
• Gold – Top 10% of districts• Silver – Next 40%• Bronze – Next 30%• Below Minimum – Bottom 20%
of districts
Breakpoints
Key Indicators are worth 200, 100 & 50 points respectively
Others are worth 100, 50 & 25 points respectively
Circuit Breaker, minimum bronze in fundraising to achieve overall gold
Objective Bronze Level Silver Level Gold LevelBronze Points
Silver Points
Gold Points
Finance 400
#1Fundraising: Achieve district finance goals as defined by the council.
Meet or exceed goal established for bronze.
Meet or exceed goal established for silver.
Meet or exceed goal established for gold.
150 200 400
Membership 600
#2Market Share: Increase market share (Cub Scouts, Boy Scouts, Varsity Scouts, Venturers and Explorers).
7.5% density or 1% growth in density (i.e. 5.00% to
5.05%)
10% density, or 7.5% and 2% growth in density
15% density, or 10% and 2% growth in density
75 100 200
#3Membership/Youth Growth: Increase number of registered youth. (Cub Scouts, Boy Scouts, Varsity Scouts, Venturers and Explorers)
0.00 - 0.99 % 1.00 - 2.99% 3+% 75 100 200
#4Youth Retention: Improve retention rate of traditional members.
62% retention or 2 percentage points increase
(i.e. 58%-60%)
69% retention, or 62% and 2 percentage points
increase
76% retention, or 69% and 2 percentage points
increase75 100 200
Program 500
#5Cub Scout Advancement: Increase the percentage of Cub Scouts earning rank advancements.
40% or 2 percentage points increase (i.e. 28%-30%)
55%, or 40% and 2 percentage points increase
75%, or 55% and 2 percentage points increase
25 50 100
#6Boy Scout Advancement: Increase the percentage of Boy Scouts earning rank advancements
40% or 2 percentage points increase (i.e. 30%-32%)
45%, or 40% and 2 percentage points increase
50%, or 45% and 2 percentage points increase
25 50 100
#7Cub Scout Camping: Increase the percentage of Cub Scouts attending day camp, family camp, and/or resident camp
30% or 2 percentage points increase (i.e. 18%-20%)
45%, or 30% and 2 percentage points increase
90%, or 45% and 2 percentage points increase
25 50 100
#8Boy Scout Camping: Increase the percentage of total Boy/Varsity Scouts attending long-term camp and high-adventure program
50% or 2 percentage points increase (i.e. 38%-40%)
60%, or 50% and 2 percentage points increase
80%, or 60% and 2 percentage points increase
25 50 100
#9Community Service: Increase the amount of community service provided by Scouts, leaders and other participants.
Average 2 hours per youth member or .2 hour growth
(i.e. .8 to 1.0)
Average 3 hours per youth member, or 2 hours and .2
hour growth
Average 5 hours per youth member, or 3 hours and .2
hour growth25 50 100
Unit Service 600
#10Chartered Organization Relationships: Conduct a personal visit with a key person in each chartered organization.
90% 95% 100% 25 50 100
#11Commissioner Service: Increase the number of registered unit commissioners over prior year.
Commissioner-to-unit ratio of 1:6, or 5% increase in
the number of commissioners over prior
year
Commissioner-to-unit ratio of 1:4, or 1:6 ratio and 5% increase in the number of commissioners over prior
year
Commissioner-to-unit ratio of 1:3, or 1:4 ratio and 5% increase in the number of commissioners over prior
year
25 50 100
#12Unit Visitations: Improve the rate of visitations to units by commissioners.
UVTS 2.0 shows 5% of units are visited six times per year or 2 percentage
points increase
UVTS 2.0 shows 10% of units are visited six times per year, or 5% and or 2
percentage points increase
UVTS 2.0 shows 25% of units are visited six times per year, or 10% and or 2
percentage points increase
25 50 100
#13Unit Performance: Improve the performance ratings of units using Journey to Excellence metrics.
Have 60% of the units in the district achieve the
Bronze award or above.
Have 65% of the units in the district achieve the
Bronze award or above.
Have 70% of the units in the district achieve the
Bronze award or above.25 50 100
#14Voice of the Scout: Improve response rate and Net Promoter Score on constituent surveys. --- Bonus Points in 2012 ---
Have 60% of all registrants (youth and adults) with
email addresses in ScoutNET
Achieve bronze require-ments and have 15% of those surveyed actually
respond
Achieve silver require-ments and achieve an
overall average Net Promoter Score* of 45%
25 50 200
Leadership & Governance 400
#15District leadership: Increase the number of volunteers serving on the district committee.
At least 10 members or increase of one person
At least 17 members or increase of two persons
At least 30 members or increase of three persons
25 50 100
#16District Committee: Increase the effectiveness of the district committee.
At least 8 district committee meetings held within the
past year
Achieve bronze require-ments and have written
succession plan for district leadership
Achieve silver require-ments and have all key positions filled (District
chairman, District commissioner, member-
ship, finance and program)
25 50 100
#17Unit Leadership: Increase the number of direct contact leaders who are trained.
22% or 2 percentage points increase (i.e. 12%-14%)
30%, or 22% and 2 percentage points increase
45%, or 30% and 2 percentage points increase
75 100 200
Total Points:
Total Points:
Scouting's J ourney to Excellence2012 District Performance Recognition Program
Item
Total Points:
Total Points:
Total Points:
• Where have we have we been?• Where are we going?• How far have we come?
District’s Journey to Excellence
• Objectives progress reports• District totals report• Council fundraising reports• Retention and training data from MyBSA• Training report from MyBSA • Advancement & unit visitation report sent to
councils• Service hours report from web page• Council and district records for camping, unit
status, and district leadership
Where have we been?Need to gather the results for each month in 2011.
• Cub Scout membership• Boy Scout membership• Venturing membership• Exploring participants• Total available youth• Traditional Units• Unit commissioners• District committee members
Objectives Progress ReportPrint a report for each month in 2011 to gather data for:
Use the council FOS report, popcorn reports, etc. to determine your fundraising achievements for 2011. The council will determine how to count the dollars raised by the district.
Council Fundraising Reports
Retention from MyBSAView the dashboard on the program tab
Select a month to get the retention percentage. Since the system goes back only ten months, you will need to use the March values for January and February.
Contact Leaders Trained from MyBSAView the dashboard on the program tab
Select position(s) to determine the total registered and trained
Contact Leaders Trained Percentage
Enter the total registrants and total trained in a temporary Excel worksheet to determine the percentage of direct contact leaders trained. Unless the council has maintained independent records for 2011, it will necessary to use this same value for all months in 2011.
Direct Contact Position
Total Registered Total Trained
Cubmaster 47 23
Tiger Cub Den Leader 33 12
Den Leader 132 34
Webelos Den Leader 39 16
Scoutmaster 42 21
Leader of 11-Year Olds 3 1
Varsity Scout Coach 6 4
Crew Advisor 12 8
Skipper 1 1
315 120
38.1%
Unit Visitations & AdvancementsCouncils will receive a report showing how many units received the requisite number of visits in each district. Similar reports will be distributed showing Cub Scout and Boy Scout advancements in each district.
Service Hours ReportCouncils can produce a report showing the number of service hours in each district for any range of dates. To print the report, select the service hours function in ScoutNET>Web Admin. Then select the “Project Summary.Overall Project Summary” report for the desired date range.
Local Records of 2011 JTE Data These items are not available on any BSA report, but
should come from council and district records.
• Number of Cub Scouts attending any day camp, resident camp, or family camp (new for 2012)
• Number of Boy Scouts attending any long-term camp, high adventure camp, jamboree or serving on camp staff
• Number of units that were quality units or bronze or above at the end of 2011
• Number of district committee meetings held in 2011• Number of key district positions filled at the end of
2011
Setup District Workbook
Enable macros in order to produce reports …
Enter your district and council name …
My district is:
Tak eany Dis tric t
My council is:
N ation's Bes t Counc il
Enter 2011 Performance
Finance Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2011 PtsTotal Fundraising Dollars $104,567 0
Membership Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2011 PtsCub Scouts 856 856 400 395 395 750 750 750 750 750 750 900Boy Scouts 561 561 400 400 400 435 435 435 435 435 435 578Venturers 112 112 4 4 4 5 5 5 5 5 5 123Explorers 56 56 3 3 3 3 3 3 3 3 3 56Total Available Youth 15,000 15,000 15,000 10,000 15,000 10,000 15,000 15,000 15,000 15,000 15,000 15,000Market Share 10.57% 10.57% 5.38% 8.02% 5.35% 11.93% 7.95% 7.95% 7.95% 7.95% 7.95% 11.05% 100Membership Growth 1.60% 100Retention Rate 67.10% 67.10% 58.00% 59.60% 60.00% 64.00% 67.00% 68.90% 70.10% 70.20% 70.60% 71.20% 100
Select Last Year tab …
Enter complete 2011 results in light yellow squares…
Data needed for all months Year-end only
• Finance goals may have been set in earlier fundraising planning meeting.
• Membership goals are set as part of your growth planning conference.
• Will need to determine total available youth.• Other goals may be set by district Key 3.• All goals should be approved by the council
and accepted by the district committee.
Where are we going?Establish 2012 goals and objectives
Enter Finance Goals
Bronze Silver Gold Target
$50,000 $55,000 $60,000 $55,000
$30,000 $32,000 $34,000 $32,000
$25,000 $27,000 $30,000 $30,000
$30,000 $31,000 $32,000 $31,000
$135,000 $145,000 $156,000 $148,000Total
Category
Fam ily FOS
Com m unity FOS
Special Events Net
Popcorn Sale (Net 30%)
Select the Finance tab and define your goals in terms of bronze, silver, and gold. Set a target indicating the planned performance level …
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Bronze Goal $20,000 $30,000 $35,000 $40,000 $42,000 $44,000 $45,000 $45,000 $46,000 $47,000 $48,000 $50,000ActualPercent 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
Family FOS$$$
Set a bronze level for each category and month …
Enter Other Goals
Select the Current tab and input your goals for all other criteria in the December Goal column …
The system will calculate ratings and points if you have entered the December 2011 achievements.
Dec Goal2 Cub Scouts 9252 Boy Scouts 6002 Venturers 1252 Explorers 602 Total Available Youth 14,6982 Market Share 11.63%2 Performance Growth 5.32%2 Market Share Points 200
Membership
How Far Have We Come?Gather data to produce monthly status reports …
• Objectives progress report• Council fundraising reports• Retention and training data from MyBSA• Training report from MyBSA • Advancement & unit visitation report sent to councils• Service hours report from web page• Council and district records for camping, unit status,
and district leadership
Data Gathering Tips
To get the percentage of trained direct contact leaders, it is best to collect the data from the MyBSA Program dashboard at the end of the month. Since this dashboard reflects only current
data, it may be different if you wait until the next month.
Regional Support will be distributing reports each month showing district totals for Cub Scout advancement, Boy Scout advancement and unit visitations. This will occur after the council dashboard updates on the 8th of month.
The Voice of Scout district level dashboard information will not be available until June 1st after the first series of surveys is completed.
Enter Monthly Results
Select the Current tab and input your results for every criterion except Finance …
The system will calculate ratings and points if you have entered the monthly achievements for 2011.
Dec Goal Jan2 Cub Scouts 925 8882 Boy Scouts 600 5202 Venturers 125 1122 Explorers 60 662 Total Available Youth 14,698 14,6982 Market Share 11.63% 10.79%2 Performance Growth 5.32% 2.12%2 Market Share Points 200 200
Membership
Enter Monthly Finance Results
Select the Finance tab and input your results for each category on the Actual line …
The system will calculate ratings and points when you have entered goals and results for all categories.
Jan Feb Mar AprBronze Goal $20,000 $30,000 $35,000 $40,000Actual $27,689 $31,334 $36,789Percent 138.4% 104.4% 105.1% 0.0%
Family FOS$$$
Create Monthly Reports
On the Control tab, click the desired month to produce the progress and status reports. Be sure to enable macros …
Click desired month to update reports
Jan Jul
Aug
Sep
Oct
Nov
Dec
Feb
Mar
Apr
May
Jun
Progress Report
Bronze Gold Gold
2011 Act. 2012 Goal Current 2011 Pts. 2012 Goal Current
2011 Act. 2012 Goal Current 2011 Pts. 2012 Goal Current
2011 Act. 2012 Goal Current 2011 Pts. 2012 Goal Current
0 15055,000 110,000 124,000115,333 200112,667
Gold
15.0 30.010.8
35,689 157,500118,000 120,000 122,000
Bronze Silver
10.0 11.3 12.5 13.8
126,000
69.0 70.8 72.5 74.371.2 64.3 66.750.0 62.076.0 77.6
1.6 3.2 1.0 1.50.1 -3.0 0.0 0.3 0.7
9.13.5 7.5 200100
Below Minimum Bronze
104,567 118,000
Below Minimum
Takeany District
Gold
Silver Gold
76.0 85.0
2.0 2.5 3.0 6.0
50.7
Silver
11.0 11.6 8.3
Below Minimum Bronze
20.0 40.0 45.0 50.0 75.0 85.055.0 60.0 65.0 70.0
60.045.0 46.3 47.5 48.8
35.0 40.0
50.020.0 40.0 41.7 43.350.0
56.7
90.0 90.045.0 56.3 67.7 78.815.0 30.0
80.0 90.060.0 65.0 70.0 75.025.0 50.0 53.3
1.0 2.0 2.0 2.5 5.0 7.03.0 3.5 4.0 4.5
0
0
0
75
200
100
25
7
Percent Cub Scouts Advancing a Rank
Finance
1
Percent Membership Retention (Traditional Members Only)
Percent Boy Scouts Advancing a Rank
District Fundraising Goals Total of All Campaigns
Program
5
6
Membership
9
2
3
4
Percent Market Share (Including Explorers)
Percent Membership Growth (Including Explorers)
54.1 4.5
2.9
42.0 0.0
60.0 0.0
1.8 0.0
Percent Cub Scouts Attending Summer Camp
Percent Boy Scouts Attending Summer Camp
Number of Service Hours Per Youth Member
8
54.0
12.0
66.6
1.5
100
100
25
100
0
50
0
200
200
200
50
100
50
50
25
2012 J ourney to Excellence Progress ReportAs of J anuary 31, 2012
Nation's Best Council
This report compares a month to last year-end and goals.
Status ReportThis shows the determined standard and performance growth.
Performance growth to same month last year
Determined standard for selected month
Rating for this criterion
Other Tools – Tracking Units
Units can be evaluated throughout the year, not just when they recharter. A tracking sheet is available on JTE website.
MyDistrict Name MyCouncil Name
Pack Location Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
P100 New York G G G G S S S G G GP200 Los Angeles X X X B BP300 Chicago X X X X X XP400 Houston B B S S B B B B B SP500 Phoenix S S S S S S S S G GP600 Philadelphia B B B BP700 San Antonio G G G G G G G G G GP800 San Diego S S S S S S S S S SP900 DallasP1000 San Jose B B B S G G
2012 J ourney to Excellence Status - Packs
Tracking Units – Monthly SummaryThe unit tracking tool will show a monthly summary.
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Total Units 9 9 9 10 9 9 9 9 9 9 10 10Bronze 3 3 0 0 1 1 3 2 2 1 0 0Silver 2 2 3 3 3 3 3 3 1 2 0 0Gold 2 2 2 2 1 1 1 2 4 4 0 0Total Medals 7 7 5 5 5 5 7 7 7 7 0 0Medals % 77.8% 77.8% 55.6% 50.0% 55.6% 55.6% 77.8% 77.8% 77.8% 77.8% 0.0% 0.0%
Total Units 11 11 11 13 11 11 11 11 11 11 13 13Bronze 3 3 0 0 1 1 3 2 3 2 0 0Silver 2 2 3 3 4 4 4 3 1 2 0 0Gold 3 3 3 3 1 1 1 3 5 5 0 0Total Medals 8 8 6 6 6 6 8 8 9 9 0 0Medals % 72.7% 72.7% 54.5% 46.2% 54.5% 54.5% 72.7% 72.7% 81.8% 81.8% 0.0% 0.0%
Total Units 6 6 7 7 7 7 6 6 6 6 7 7Bronze 2 2 0 0 1 1 2 2 2 1 0 0Silver 2 2 3 3 2 2 2 2 1 2 0 0Gold 1 1 1 1 1 1 1 1 2 2 0 0Total Medals 5 5 4 4 4 4 5 5 5 5 0 0Medals % 83.3% 83.3% 57.1% 57.1% 57.1% 57.1% 83.3% 83.3% 83.3% 83.3% 0.0% 0.0%
Total Units 26 26 27 30 27 27 26 26 26 26 30 30Bronze 8 8 0 0 3 3 8 6 7 4 0 0Silver 6 6 9 9 9 9 9 8 3 6 0 0Gold 6 6 6 6 3 3 3 6 11 11 0 0Total Medals 20 20 15 15 15 15 20 20 21 21 0 0Medals % 76.9% 76.9% 55.6% 50.0% 55.6% 55.6% 76.9% 76.9% 80.8% 80.8% 0.0% 0.0%
Crews&
Ships
AllUnits
JTE Units and Medals
2012 J ourney to Excellence Unit Status
Packs
Troops&
Teams
Managing the Details
Districts will want to track progress in other areas, and many will develop their own tools. How are you tracking?
• Pack and troop camping plans• Chartered organization visits –
worksheet available on JTE website • District committee meetings • Further details of unit health