Journey to Excellence

What is Journey to Excellence?

Journey to Excellence is the new performance assessment, communication and recognition program for Councils, Districts and Units.

Here’s how we believe Journey to Excellence Program can help your Council

• Assessment• Recognition• Incentive for Continuous Improvement• Benchmarking• Early warning of Potential Problems• Non-Intrusive• Support for your Districts and Units• Support from the Area, Region and National Council

AssessmentYour Council’s Journey to Excellence Balanced Scorecard

gives• An honest and objective evaluation of your council’s

strong points and areas needing improvement• Evaluation in overall performance and in 17 specific

criteria including areas of:– Finance– Program– Membership– Governance

• Criteria are coordinated with BSA National Strategic Plan

Recognition

• Councils with a satisfactory performance receive the “Bronze” level of recognition

• On a voluntary basis, councils which do better than satisfactory receive higher recognition– Excellent Performance – “Silver” level– Outstanding Performance – “Gold” level

• Levels of recognition are determined and published each year

Incentive for Continuous Improvement

• Better Performance means better Scouting for youth!

• Better Performance can earn a higher level of Recognition

• Friendly competition among Councils• Key Criteria are tracked and improvement can

be quickly identified

Benchmarking

• Bronze, Silver and Gold levels are tracked in overall performance and in each of the 17 criteria

• Performance of all Councils is published• You can identify Councils which are doing well

in areas you need to improve and contact them through BSA leadership or directly to receive ideas, tips and techniques for improvement.

Early Warning of Potential Problems

• Balanced Scorecard has several criteria shown to be leading indicators of Council performance

• You can be alerted if these criteria become negative and take early action to head off more severe problems

Leading vs Trailing Indicators

Captain, there’s an iceberg on the far horizon

Captain, the inventory of thegalley shows a lot more ice thanwe expected

Trailing IndicatorLeading Indicator

Non-Intrusive

• Journey to Excellence criteria are based on information your council is already submitting or is being recorded

• Receiving Journey to Excellence Balanced Scorecard requires no extra work on the part of the Council

• Balanced Scorecard is provided with your Council’s annual rechartering

Support for your Districts and Units

• Journey to Excellence evaluation is available for Districts and Units (Packs, Troops, Teams, Crews, Ships)

• Criteria are based on factors shown to produce successful, healthy, growing Scouting

• Recognition can be awarded based on performance measured versus these criteria:– Bronze – Satisfactory– Silver – Excellent– Gold – Outstanding

• Evaluation is made at time of district or unit recharter

Support by Area, Region and National Council

• Area Directors and Area Volunteer Leadership plus Regional and National Leadership have access to Journey to Excellence Balanced Scorecards

• Need for and benefit of help and support can be identified very early and provided in a timely manner

• Specific areas of strength and weakness are identified so assistance can be very focused

• Achievement in line with the National Strategic Plan is tracked

Journey to Excellence uses theBalanced Scorecard

FinancialStandards

Non-FinancialStandards

Your Council’sBalanced Scorecard

gives you assessmentIn 17 measurable criteria

Operating

Income

Advancement

Governance

Camping Membership Endo

wmen

tTr

aini

ng

Retention

Lead

ersh

ip

How are Balanced Scorecard Criteria Determined?

3 levels

Bronze

Silver

Gold

20th percentile of Councils OR show a measurable improvement

50th percentile of Councils OR show a measurable improvementand be over a minimum standard

90th percentile of Councils OR show a measurable improvementand be over a good standard

A key to Journey to Excellence is Continuous Improvement

The Balanced Scorecard for Councils is determined based on a calendar year

Here’s an Example

Fundraising - Increase council-generated net contributions in the Operating Fund over prior year.

Bronze – Raise funds equal to or greater than last year - 50 points

Silver - Show a 2% growth in funds raised over last year – 100 points

Gold – Show a 10% growth in funds raised over last year – 200 points

Here’s another Example

Boy Scout Advancement - Increase the percentage of Boy Scouts earning rank advancements

Bronze – 45% OR 2 percentage point increase – 25 pointsSilver – 55% OR (45% and 2 percentage point

increase) – 50 pointsGold – 65% OR (55% and 2 percentage point

increase) - 100 points

How is your overall rating determined?

• You receive points in each of the 17 CategoriesGold, Silver, Bronze or no rating (no points)

• Your total points are added to give your total score

• Criteria are weighted with criteria which correlate most with success receiving the most points

• No one criterion is mandatory• Your total score determines your overall rating For 2011 Gold is 1200, Silver is 950, Bronze is

700

Criteria Standards Change Each Year

• Each year, the criterion requirements will be tightened to reflect the improved performance by councils

• New standards for 2012 will likely be announced in early 2012– Council performance for 2011 will determine the 2012

standards, so 2011 data will need to be collected and analyzed

• A Silver performance for 2011 might only rate Bronze in 2012

• The criteria will likely be the same; it will never hurt to do better and improve.

Here are the Criteria areas

FINANCE Bronze Silver Gold

1)Fiscal Management – maintain positive75 100 200Unrestricted net assets in the Operating Fundto support Annual Operating expenses

2) Fundraising: Increase council-generated 75 100 200

net contributions in the Operating Fund over prior year.

3) Endowment: Add new permanently 25 50 100 restricted gifts to the Endowment Fund.

MEMBERSHIP Bronze Silver Gold

4) Membership Impact: Increase market 75 100 200share (traditional plus Exploring)

5) Membership/Youth Growth: Increase 75 100 200number of registered youth (traditional plusExploring)

6) Youth Retention: Improve retention 75 100 200rate of traditional youth

PROGRAM Bronze Silver Gold

7) Cub Scout Advancement: Increase the 25 50 100percentage of Cub Scouts earning rank Advancements.

8) Boy Scout Advancement: Increase the 25 50 100Percentage of Boy Scouts earning rankAdvancements.

9) Cub Scout Camping: Increase the percentage 25 50 100of Cub Scouts attending day camp and/or resident camp

10) Boy Scout Camping: Increase the percentage 25 50 100of Boy Scouts and Varsity Scouts attendinglong-term camp and/or high-adventure program

11) Community Service: Increase the amount 25 50 100of community service provided by Scouts, leaders and other participants.

UNIT SERVICE Bronze Silver Gold

12)Youth-Serving Executives: Maintain or 75 100 200improve ratio of youth-serving executives to total available youth.

13) Commissioner Service: Increase the 25 50100

number of registered commissioners over prior year.

14)Unit Visitations: Improve the rate of 25 50100

visitations to units by commissioners.

LEADERSHIP AND GOVERNANCE Bronze Silver Gold

15)Council Leadership: Have a trained 25 50 100and engaged executive board.

16) District Leadership: Increase the 25 50 100 number of volunteers serving on district committees.

17) Unit Leadership: Increase the 25 50 200 number of direct contact leaders who are trained.

TOTAL POINTS ALL CRITERIA 725 1150 2300

Here’s how a Balanced Scorecard might be calculated for a typical Council

Bronze SilverGold

1) Fiscal Management 75 100 2002) Fundraising 75 100 2003) Endowment 25 50 1004) Membership Impact 75 100 2005) Membership/Youth Growth 75 100 2006) Retention 75 100 2007) Cub Scout Advancement 25 50 1008) Boy Scout Advancement 25 50 1009) Cub Scout Camping 25 50 10010)Boy Scout Camping 25 50 10011)Community Service 25 50 10012)Youth Serving Executives 75 100 20013)Commissioner Service 25 50 10014)Unit Visitations 25 50 10015)Council Leadership 25 50 10016)District Leadership 25 50 10017)Unit Leadership 25 50 100Sum 250 400 300

Total is 950 points. Since Silver is 900 and Gold is 1600, this Council qualifies for Silver

26

1992

Balanced Scorecard (Drs. Kaplan & Norton) Approach Has A Long, Proven History

Measurement and

Reporting

Alignment and Five Key Principles

Articles in Harvard Business Review:

“The Balanced Scorecard — Measures that Drive Performance” January - February 1992

“Putting the Balanced Scorecard to Work” September - October 1993

“Using the Balanced Scorecard asa Strategic Management System” January - February 1996

1996 2000

Enterprise-Wide Strategy-Focused

Organization (SFO)

Acceptance and Acclaim:

“The Balanced Scorecard” is translated into 18 languages

Selected by Harvard Business Review as one of the “most important management practices of the past 75 years.“

Bain Consulting Reports 50% of US Companies Use the Balanced Scorecard

Focus On Mapping Strategy and Hall

of Fame Achievement

2004 2006 2008

Who now uses the Balanced Scorecard Concept?

• Johnson & Johnson• Halliburton• Hewlett Packard• Mastercard• Merck & Co.• Microsoft• Pricewaterhouse• Proctor and Gamble• Verizon• American Red Cross• And Many Others

• American Express• Anheuser Busch• AT&T Mobility• Bank of America• Caterpillar• Chrysler• Consolidated Edison• Coors• Department of Defense• Federal Reserve Bank• GE Capital

Key Scouting Volunteers use and are comfortable and familiar with the Balanced Scorecard

Journey to Excellence is forDistricts and Units also

Journey to Excellence for Districts• Bronze, Silver and Gold Achievement Levels• Criteria areas include Membership, Finance,

Program, Leadership and Percentage of Units earning Bronze Award

• Gold 1600 points plus earn Bronze and Silver• Silver 1000 points plus earn Bronze• Bronze 600 points plus meet 10 of 12 District

Bronze Requirements

Journey to Excellence for Units

• Bronze, Silver and Gold levels• Requirements include several Program elements,

Membership, Leadership, Budget• Unit is rated at the time of its rechartering• Gold – 1600 points plus earn Bronze and Silver• Silver – 1000 points plus earn Bronze• Bronze – 600 point plus

– Packs – complete 10 of 13 Pack Bronze Requirements– Troops–complete 11 of 13 Troop Bronze Requirements– Crews – complete 9 of 11 Crew Bronze Requirements

Journey to ExcellenceExceptions Policy

• Because no requirements are mandatory, you can select which requirements you choose not to meet. Exceptions are not needed.

• Exceptions will be very, very rare. They will require unique circumstances beyond the control of the group

• Approval required– For councils, personal approval by Regional Key 3– For districts, personal approval by Area Key 3– For units, personal approval by Council Key 3

Journey to Excellence

Measuring our Continuous ImprovementRecognizing and Publicizing Outstanding

PerformanceIdentifying Potential Problems so they can be

addressed and correctedEncouraging Mutual Assistance and SupportBuilding Better Scouting for More Scouts