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Webinar Instructions (you will need both your computer and a telephone to participate). If you have not already done so: Dial 888-251-2909 When prompted, enter the meeting access code: 7158429#. Performance Recognition Program. What is Journey to Excellence?.

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webinar instructions you will need both your computer and a telephone to participate

Webinar Instructions(you will need both your computer and a telephone to participate)

If you have not already done so:

Dial 888-251-2909

When prompted, enter the meeting access code: 7158429#

what is 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.

a special thanks to the task force
A Special Thanks to the Task Force
  • Hab Butler - Journey To Excellence Task Force Chairman
  • Jamie Shearer - Program Impact Department Manager
  • Neil Lupton – Vice President Program Boston Minuteman Council
  • Bob Longoria - Assistant Commissioner Western Region Area 6
  • Bob Coons - National Commissioner Service Team
  • Steve McGowan - Vice President Outdoor Adventure Central Region
  • David Biegler - Vice President Council Operations Southern Region
  • Jan Perkins - Regional Commissioner Western Region
  • Chris Wolfe - Finance Impact Department Manager
  • Mark Moshier - Council Fund Development Team Lead
  • Jim Gilbert - Strategic Planning Team Lead
  • Kenn Miller - Deputy Regional Director Central Region
a special thanks to the task force1
A Special Thanks to the Task Force
  • Larry Brown - Scout Executive
  • Shane Calendine - Scout Executive
  • Alan Anderson - Area Director Central Region
  • Ignacio Gonzalez - Council Strategic Management Team Lead
  • Mike Hale - Council Organizational Solutions Team Lead
  • Stan Willey - Organizational Specialist
  • Michael Watkins - Council Assessment Team
  • Jeff Rand - Council Assessment Team
  • Anthony Gibbs - Council Assessment Team
  • Chuck Keathley - Mission Impact Department Manager
  • Bob Paladino - Consultant
here s how we believe the journey to excellence program can help your council
Here’s how we believe the Journey to Excellence Program can help your Council




Incentive for Continuous Improvement


Early warning of Potential Problems


Support for your Districts and Units

Support from the Area, Region and

National Council

  • Journey to Excellence Scorecard is a planning framework for your year’s performance targets
  • Tie your council’s plans into the National Strategic Plan
  • Plan for improvement and for frequent review of achievement

Your 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
  • Councils with a satisfactory performance receive the “Bronze” level of recognition
  • Councils which do better than satisfactory receive higher recognition
    • Effective Performance – “Silver” level
    • Excellent Performance – “Gold” level
  • Levels of recognition are determined and published each year
incentive for continuous improvement two ways to travel three levels of recognition
Incentive for Continuous ImprovementTwo Ways to “Travel”Three Levels of Recognition
  • Gold
  • Silver
  • Bronze
  • Determined Standard (DS)
    • – set benchmarks
  • Performance Standard (PS)
  • – continuous improvement
  • Bronze, Silver and Gold levels are tracked in overall performance and in each of the 17 criteria
  • Performance of all Councils is published
  • Identify Councils doing well in areas you need to improve
    • contact them through BSA leadership or directly to receive ideas, tips and techniques for improvement.
early warning of potential problems
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 lagging indicators
Leading vs Lagging Indicators

Leading Indicator

Lagging Indicator

Captain, there’s an iceberg on the far horizon

Captain, the inventory of the

galley shows a lot more ice than

we expected

non intrusive

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

Calculation of the Council level Journey to Excellence Balanced recognition requires no extra work and will appear on the dashboard

Balanced Scorecard is provided with your Council’s annual rechartering

support for your districts and units
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 or improvement

Evaluation is made at time of district or unit recharter

support by area region and national council
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 the balanced scorecard
Journey to Excellenceuses the Balanced Scorecard



Quality, growth, and sustainability must all be in balance for success to be truly achieved.



You are the Leader:Your financial results are yellow, why?What is this strategy map telling you?Where is the root cause of the issue?Where would you focus your improvement team?

What is the value of the “Cause and Effect” Strategy Map?

Houston Hobby

Strategic Theme:Operating Efficiency



Lagging (Outputs)

Fewer planes





Is on time




Fast ground


Leading (inputs)


Ground crew


how are balanced scorecard criteria determined
How are Balanced Scorecard Criteria Determined?

3 levels




20th percentile of Councils OR show a measurable improvement

50th percentile of Councils OR show a measurable improvement

and be over a minimum standard

90th percentile of Councils OR show a measurable improvement

and be over a good standard

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

A key to Journey to Excellence is Continuous Improvement

how is your overall rating determined
How is your overall rating determined?
  • You receive points in each of the 17 Categories

Gold, Silver, Bronze or no rating (no points)

  • Your total points are added to give your total score
  • Criteria which correlates most with success receives 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(*Overall Gold requires at least Bronze on req. 1)

here are the criteria areas
Here are the Criteria areas
  • FINANCE BronzeSilverGold
  • Fiscal Management: Maintain positive 75100 200
  • Unrestricted net assets in the Operating Fund
  • to support Annual Operating expenses.
  • 2) Fundraising: Increase council-generated 75100200
  • net contributions in the Operating Fund over
  • prior year.
  • 3) Endowment: Add new permanently 2550100
  • restricted gifts to the Endowment Fund.

MEMBERSHIP BronzeSilverGold

4) Membership Impact: Increase market 75 100 200

share (traditional plus Exploring)

5) Membership/Youth Growth:Increase 75 100 200

number of registered youth (traditional plus


6) Youth Retention: Improve retention 75 100 200

rate of traditional youth


PROGRAM BronzeSilverGold

7) Cub Scout Advancement: Increase the 25 50 100

percentage of Cub Scouts earning rank


8) Boy Scout Advancement: Increase the 25 50 100

Percentage of Boy Scouts earning rank


9) Cub Scout Camping: Increase the percentage 25 50 100

of Cub Scouts attending day camp and/or resident camp

10) Boy Scout Camping: Increase the percentage 25 50 100

of Boy Scouts and Varsity Scouts attending

long-term camp and/or high-adventure program

11) Community Service: Increase the amount 25 50 100

of community service provided by Scouts,

leaders and other participants.


UNIT SERVICE BronzeSilverGold

Youth-Serving Executives: Maintain or 75 100 200

improve ratio of youth-serving executives

to total available youth.

13) Commissioner Service: Increase the 25 50 100

number of registered commissioners

over prior year.

Unit Visitations: Improve the rate of 25 50 100

visitations to units by commissioners.



Council Leadership: Have a trained 25 50 100

and engaged executive board.

16) District Leadership: Increase the 25 50 100

number of volunteers serving on district


17) Unit Leadership: Increase the 25 50 100

number of direct contact leaders who

are trained.


here s how a balanced scorecard might be calculated for a typical council
Here’s how a Balanced Scorecard might be calculated for a typical Council

Total is 1025 points. Since Silver is 950 and Gold is 1200, this Council qualifies for Silver


Fiscal Management 75 100 200

Fundraising 75 100 200

Endowment 25 50 100

Membership Impact 75 100 200

Membership/Youth Growth 75 100 200

Retention 75 100 200

Cub Scout Advancement 25 50 100

Boy Scout Advancement 25 50 100

Cub Scout Camping 25 50 100

Boy Scout Camping 25 50 100

Community Service 25 50 100

Youth Serving Executives 75 100 200

Commissioner Service 25 50 100

Unit Visitations 25 50 100

Council Leadership 25 50 100

District Leadership 25 50 100

Unit Leadership 25 50 100

Sum 325 400 300

criteria standards change each year
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
who now uses the balanced scorecard concept
Who now uses the Balanced Scorecard Concept?
  • 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

Johnson & Johnson


Hewlett Packard


Merck & Co.



Procter and Gamble


American Red Cross

And Many Others

future measures
Future Measures
  • Voice of the Customer (VOC) youth survey ratings – age appropriate- including Net Promoter Score (NPS)
  • VOC – parents (NPS)
  • VOC – council (NPS)
  • VOC – chartering organizations (NPS)
  • VOC – camper (NPS)
  • Diversity indicator
  • Innovation


journey to excellence summary
Journey to Excellence Summary

Measuring our Continuous Improvement

Recognizing and Publicizing Outstanding Performance

Identifying Potential Problems so they can be addressed and corrected

Encouraging Mutual Assistance and Support

Building Better Scouting for More Scouts

Contact us at JTE@Scouting.org

All material can be found at www.scouting.org/Volunteer and click on Scouting’s Journey to Excellence found under Quicklinks