@Paul Juras
@Paul Juras Very timely Paul-->look at this event coming right up!!! by our very own Gary!!! @Gary Cokins
Paul, are you working on any other academia projects? Professor Juma'h @Ahmad Jumah and I are embarking on a PhD paper on AI (together with Small Bus. SIG/IMA).
Link:
ilienko@..." target="_blank" rel="noopener" style="background-color: #E03E2D">IMA Boston Chapter & Performance Management SIG: Strategy Management with a Strategy Map and it Balanced Scorecard
IMA Boston Chapter & Performance Management SIG:
Strategy Management with a Strategy Map and it Balanced Scorecard
Tuesday, May 06, 2025--11:00 AM Eastern Daylight Time--1 hour
This session will focus on
· How strategy maps and their companion balanced scorecards communicate strategic objectives with target-setting to help cross-functional employee teams align their behavior to the strategy and better collaborate.
· How to design a strategy map and identify the strategy's required projects or core process improvements which lead to selecting KPIs.
· How to differentiate strategic KPIs from operational performance indicators which cascade downward from the strategic KPIs.
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Ilya Ilienko, dual MBA, CPA, CMA
Board Member / Director
East Coast - United States
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Original Message:
Sent: 04-22-2025 06:05 AM
From: Paul Juras
Subject: Monthly Reporting on Organization Performance
This paper provides foundational information that could serve as a starting point for a deeper dive into this topic. I am planning on putting into my course website for my students to acces for their final projects on scorecard reporting.
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Paul Juras
Vander Wolk Professor, Babson College
2020-2021 IMA Global Chair
<maskemail>pjuras@...</maskemail>
United States
Original Message:
Sent: 02-10-2025 12:27 AM
From: Geoff Williams
Subject: Monthly Reporting on Organization Performance
A preliminary paper that may interest this Sustainable Business Management SIG is "Monthly Reporting on Organization Performance", recently filed with SSRN. It includes seventeen hypotheses on a monthly financial summary and monthly operational summary that may enable an organisation to track important data promptly, systematically, and objectively, every month.
Discussion in the paper includes supplementary forecasting, compliance, going concern early warnings, and accidents. The approach facilitates a CEO to keep a watchful eye on financial and operational metrics each month, while planning and implementing strategic changes for an organization.
An abstract is available at https://ssrn.com/abstract=4830384
The full paper can be downloaded without obligations from the site for free. It includes a brief review of contributions on research papers on strategic planning, mentions practical experience at three major accidents, refers to international professional standards, and provides worked examples of monthly reports. Constructive discussion and feedback may contribute to the ongoing evolution of monthly reporting practices.
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Geoff Williams Retired Member CA ANZ
GLW Analysis Services Pty Ltd
Melbourne VIC
Australia
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