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Balanced Scoreboard

YOUR BALANCED SCOREBOARD WILL GIVE YOU...

  • BOOSTED
    MORALE

    Imagine having your team as excited about hitting the business’ goals as you are.

  • IMPROVED
    FOCUS

    Each team member will know exactly what they need to achieve to reach their potential.

  • INCREASED
    ENGAGEMENT

    Your team will enjoy having a greater sense of engagement in their role within the business.

  • REDUCED
    HR BURDEN

    People management takes work. A good HR system makes it much easier to do it well.

BEEN FINDING STAFF MANAGEMENT CHALLENGING?

Do HR phrases like Staff Reviews, Performance Reviews, Staff Management, Employee Engagement and Staff KPIs often fill you with dread?

You’re not alone. Many Partners, Directors and Managers in Accounting, Financial Planning and Professional Services firms feel the same way and yet, logically, we all know how crucial staff development and team performance management is.

It’s at the very heart of your business’ results and future potential.

THE “THREE R’S” FOR DEVELOPING A HIGH-PERFORMING TEAM

As leaders and managers in your business, you need these “Three R’s” firmly in place:

  • Review

    Every highly successful business has a regular, structured system for reviewing their staff’s performance. They have a system and they stick to it.

  • Recognition

    High-performing teams thrive on recognition; not generic “well done” recognition, but specific recognition and feedback at the individual level.

  • Reward

    People love having specific goals they are in control of achieving themselves, and they value being rewarded for their achievements.

That’s all well and good in theory, but how can you systematically and effectively apply these principles?

YOU NEED MORE THAN HR THEORY: YOU NEED AN HR SYSTEM

The founders and creators of The Balanced Scoreboard talent management Platform run a successful and growing Accounting and Financial Planning business. Over 7 years ago, as many growing businesses do, they struggled with the HR component of developing and managing staff.

The Directors and leaders within the firm invested in learning the best practices around staff management and development, and as they applied these methodologies, the firm rapidly started to reap the rewards with improved team performance, boosted morale and even better business results. But there was a problem…

THE 4 KEY AREAS THE BALANCED SCOREBOARD ADDRESSES

The Accounting and Financial Planning Firm had created their own detailed and sophisticated HR spreadsheets to manage their quarterly staff review processes. Even though the outcomes being achieved with staff were great, the process of using spreadsheets was cumbersome and inefficient.

So they decided to invest in the development of a secure web-based application—to convert the many spreadsheets into the one app—to make the HR and staff review processes as efficient and easy as possible.

And thus, in July 2015, The Balanced Scoreboard Talent Managemnt Platform was born… and now, for the first time, the platform is being made available to other Accounting, Financial Planning and Professional Services firms.

THE 4 KEY AREAS THE BALANCED SCOREBOARD ADDRESSES

The Balanced Scoreboard is a secure online HR platform that provides your business with a structured framework for staff performance reviews and employee engagement by focusing on these 4 key areas:

  • BUSINESS PERFORMANCE

    Business financial performance metrics tracked at a team and individual level.

    Metrics: sales, productivity, recoverability and cash flow.

  • CLIENT/
    CUSTOMER

    Are you providing the quality of service clients expect? Are you attracting enough new clients?

    Metrics: client surveys, referrals, lead conversion.

  • SYSTEMS AND
    PROCESSES

    Consistent, efficient service delivery manages risk and gets tasks done on time.

    Metrics: turnaround times, compliance scores, services delivered.

  • LEARNING AND
    GROWTH

    Are we learning and growing? Are our leaders effective in supporting the team?

    Metrics: training hours, team engagement, initiatives presented.

STRUCTURE FOR YOUR ASSETS
(it's not what you’re thinking)

As a leader within a professional advisory firm, you fully appreciate the importance of structure, process and systems. Structure is crucial in all areas of business and especially crucial in the HR and people development aspects of your business.

We’ve all heard the phrase, “Your people are your greatest assets” so many times that it can sometimes sound like an empty cliché.

But you know what? It’s 100% true.

Yet for many professional services firms it remains only a catchphrase because they don’t truly put that belief into action.

When you book a demo, you’ll see how The Balanced Scoreboard will be your proven system for implementing best-in-class staff management and people development within your firm.

ACCESS DEMO VIDEO

5 OUTCOMES THE BALANCED SCOREBOARD ACHIEVES FOR YOU

  • STRUCTURED REVIEWS

    The Balanced Scoreboard provides a clear and effective framework for your staff to receive regular, structured career development sessions that address performance feedback, career development, training opportunities and job satisfaction.

  • STAFF ALIGNMENT

    The Balanced Scoreboard system enables the staff who contribute to your improved business performance to share in the rewards of that. This aligns staff, management and owner incentives so that everyone is rowing in the one direction, so to speak.

  • CLEAR DELIVERABLES

    The Balanced Scoreboard ensures that each staff member is aware of their key deliverables, and aligns these key deliverables with business growth.

  • STAFF ATTRACTION AND RETENTION

    Implementing The Balanced Scoreboard will enhance staff loyalty and improve your reputation as an employer, which in turn will help you retain your well-performing team members and also attract high quality candidates.

  • INCENTIVE PROGRAM

    The Balanced Scoreboard establishes an effective and structured staff incentive program, where a need for this is identified. We will guide you on that.

Just as the creators of The Balanced Scoreboard experienced, your business will enjoy the cumulative benefit of these outcomes producing a better performing business that has growth momentum and a team that is performing well and enjoying their work more than ever.

WHY CHOOSE THE BALANCED SCOREBOARD HR PLATFORM?

There are many cloud-based HR management platforms available. These tend to be multi-industry, multi-faceted platforms that often focus as much on the compliance aspects of HR and employment as they do on the performance management and staff development aspects.

This means they are big, diverse platforms that lack an effective focus and themselves become cumbersome and complex to use. They try to do too many things.

You don’t want that. You want simple, focused and effective.

THE BALANCED SCOREBOARD DIFFERENCE COMPARED WITH OTHER HR PLATFORMS IS:

  • SPECIALISED

    The platform was developed by Chartered Accountants and Certified Financial Planners in a successful Accounting and Financial Planning firm. It is tailored specifically to the needs of firms like yours.

  • FOCUSED

    The Balanced Scoreboard platform was developed by entrepreneurial business owners focused on improving performance, not by an HR manager focused on compliance and ticking boxes.

  • EASY

    The platform is easy and intuitive for staff and managers to use. Once your firm starts using the platform you’ll all wonder how you managed your team’s performance without it.

CREATE A HIGH-PERFORMING TEAM CULTURE

The Balanced Scoreboard platform will help you establish an environment where each team member is focused and engaged on driving the business forward. You’ll find the platform is a powerful catalyst for creating a high-performing team culture in your business.

FEEDBACK FROM FIRMS USING THE BALANCED SCOREBOARD

The platform has been thoroughly road tested and refined over the past 5 years and is now available for other Accounting, Financial Planning and professional services firms to use.

Here is the typical results and feedback we receive from users of the platform:

Our team feel much more informed about what’s happening in the business.

We now have much lower staff absenteeism

Staff and management are now on the same page

Our team feel much more informed about what’s happening in the business

The business is now more profitable and valuable

It’s now less stressful managing staff and running the business

We’ve been able to reduce our recruitment and new staff training costs

We spend far less time managing staff issues and conflicts

Being more in tune with staff makes succession planning for specific roles easier

Quarterly performance reviews are easier to prepare for and more enjoyable to do

Growth is being achieved more easily because the team is much more engaged

As a business owner, HR used to weigh me down — now it’s actually empowering

The team is now driving our growth

ACCESS DEMO VIDEO

  • WALKTHROUGH

    First view our detailed walkthrough video of the platform. You’ll get a clear understanding of how it works and what it will help your firm achieve.

  • PROCESS

    The demo explains our structured 10-step implementation process to ensure the platform is effectively introduced to management and staff. We walk you through the process.

  • CUSTOM QUOTE

    Book a private demo with one of our Balanced Scoreboard experts so we can explain our pricing tiers and together we’ll decide which plan will be the best fit for your firm’s size and stage of growth. We’ll also work out the implementation plan and price for the initial setup and customisation of the platform for you.