Unit of competency Outline
Date retreived
22/07/2026 9:55 AM AWST
22/07/2026 9:55 AM AWST
Whilst all efforts are made to provide accurate and timely information from the relevant source/documentation, please be aware that the information supplied may not be the most current version. The accuracy of the detail has not been confirmed by the Department and therefore should not be relied upon without first confirming the contents.
Develop a Balanced Scorecard
Develop a Balanced Scorecard
Unit of competency
National Code
MSS405006A
MSS405006A
State Code
WD550
WD550
TGA Status
Replaced
Replaced
DTWD Status
Replaced
Replaced
State Implementation and Classification
Approved Date
04/08/2014
Field of Education
080301 - Business Management
Original Release Date
04/08/2014
Nominal Hours
40
Description
This unit of competency covers the skills and knowledge required to develop and use a Balanced Scorecard approach for reporting and improving operational performance.
Notes
Elements and Performance Criteria
1 Develop strategy map for Balanced Scorecard operation
- 1.1 Develop strategic objectives of an organisation in consultation with stakeholders
- 1.2 Check strategic goals and objectives include those which make the organisation unique
- 1.3 Check with employees and customers that strategic objectives address real issues and problems
- 1.4 Categorise strategic objectives into the major perspectives of financial, customer, process, innovation and learning, and growth
- 1.5 Add additional required perspectives and associated strategic goals and objectives
- 1.6 Map strategic objectives showing cause/effect flows
- 1.7 Validate strategy map with stakeholders
2 Develop KPIs
- 2.1 Identify possible KPIs for each strategic objective
- 2.2 Identify/develop appropriate metrics for each KPI
- 2.3 Agree target KPI levels
- 2.4 Check measures and KPIs encourage the behaviours required to meet the total performance goals and objectives
3 Develop reporting systems
- 3.1 Identify strategic and operational drivers
- 3.2 Align KPIs to strategic and operational drivers
- 3.3 Develop reporting structures which align responsibilities with reported information
- 3.4 Arrange for data to be collected and Balanced Scorecard reports to be generated and distributed
- 3.5 Arrange for reporting against strategy map
4 Implement a Balanced Scorecard strategy
- 4.1 Analyse pattern of performance as revealed by strategy map
- 4.2 Determine causes of poor performance as displayed by the Balanced Scorecard
- 4.3 Take appropriate action to improve total performance
The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording, if used in the performance criteria, is detailed below. Essential operating conditions that may be present with training and assessment (depending on the work situation, needs of the candidate, accessibility of the item, and local industry and regional contexts) may also be included.
Competitive systems and practices
Competitive systems and practices may include, but are not limited to:
lean operations
agile operations
preventative and predictive maintenance approaches
monitoring and data gathering systems such as Systems Control and Data Acquisition (SCADA) software, Enterprise Resource Planning (ERP) systems, Materials Resource Planning (MRP) and proprietary systems
statistical process control systems, including six sigma and three sigma
Just in Time (JIT), kanban and other pull-related operations control systems
supply, value, and demand chain monitoring and analysis
5S
continuous improvement (kaizen)
breakthrough improvement (kaizen blitz)
cause/effect diagrams
overall equipment effectiveness (OEE)
takt time
process mapping
problem solving
run charts
standard procedures
current reality tree
Competitive systems and practices should be interpreted so as to take into account:
the stage of implementation of competitive systems and practices
the size of the enterprise
the work organisation, culture, regulatory environment and the industry sector
Balanced Scorecard
The Balanced Scorecard is an approach to competitive systems and practices that sets out an organisation’s vision and strategy by establishing and measuring enterprise activity in a number of different perspectives in addition to the normal financial perspective. Other perspective areas are customer, internal business process and learning and growth. For each perspective area the Balanced Scorecard emphasises establishing and measuring performance (metrics)
Organisation
Organisation may include:
a whole organisation
a discrete subsidiary, plant or division
Additional required perspectives
Additional required perspectives may include:
workforce
environment
occupational health and safety (OHS)
Competitive systems and practices
Competitive systems and practices may include, but are not limited to:
lean operations
agile operations
preventative and predictive maintenance approaches
monitoring and data gathering systems such as Systems Control and Data Acquisition (SCADA) software, Enterprise Resource Planning (ERP) systems, Materials Resource Planning (MRP) and proprietary systems
statistical process control systems, including six sigma and three sigma
Just in Time (JIT), kanban and other pull-related operations control systems
supply, value, and demand chain monitoring and analysis
5S
continuous improvement (kaizen)
breakthrough improvement (kaizen blitz)
cause/effect diagrams
overall equipment effectiveness (OEE)
takt time
process mapping
problem solving
run charts
standard procedures
current reality tree
Competitive systems and practices should be interpreted so as to take into account:
the stage of implementation of competitive systems and practices
the size of the enterprise
the work organisation, culture, regulatory environment and the industry sector
Balanced Scorecard
The Balanced Scorecard is an approach to competitive systems and practices that sets out an organisation’s vision and strategy by establishing and measuring enterprise activity in a number of different perspectives in addition to the normal financial perspective. Other perspective areas are customer, internal business process and learning and growth. For each perspective area the Balanced Scorecard emphasises establishing and measuring performance (metrics)
Organisation
Organisation may include:
a whole organisation
a discrete subsidiary, plant or division
Additional required perspectives
Additional required perspectives may include:
workforce
environment
occupational health and safety (OHS)
The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, range statement and the Assessment Guidelines for the Training Package.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the ability to:
develop strategy for an enterprise
develop procedures for implementation of the Balanced Scorecard practices in an enterprise
identify and implement changes to operations flowing from the implementation of the Balanced Scorecard
lead the implementation of change across an enterprise.
Context of and specific resources for assessment
Assessment of performance must be undertaken in a workplace using or implementing one or more competitive systems and practices.
Access may be required to:
workplace procedures and plans relevant to work area
specifications and documentation relating to planned, currently being implemented, or implemented changes to work processes and procedures relevant to the assessee
documentation and information in relation to production, waste, overheads and hazard control/management
reports from supervisors/managers
case studies and scenarios to assess responses to contingencies.
Method of assessment
A holistic approach should be taken to the assessment.
Competence in this unit may be assessed by using a combination of the following to generate evidence:
demonstration in the workplace
workplace projects
suitable simulation
case studies/scenarios (particularly for assessment of contingencies, improvement scenarios, and so on)
targeted questioning
reports from supervisors, peers and colleagues (third-party reports)
portfolio of evidence.
In all cases it is expected that practical assessment will be combined with targeted questioning to assess underpinning knowledge.
Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the candidate and the work being performed.
Critical aspects for assessment and evidence required to demonstrate competency in this unit
A person who demonstrates competency in this unit must be able to provide evidence of the ability to:
develop strategy for an enterprise
develop procedures for implementation of the Balanced Scorecard practices in an enterprise
identify and implement changes to operations flowing from the implementation of the Balanced Scorecard
lead the implementation of change across an enterprise.
Context of and specific resources for assessment
Assessment of performance must be undertaken in a workplace using or implementing one or more competitive systems and practices.
Access may be required to:
workplace procedures and plans relevant to work area
specifications and documentation relating to planned, currently being implemented, or implemented changes to work processes and procedures relevant to the assessee
documentation and information in relation to production, waste, overheads and hazard control/management
reports from supervisors/managers
case studies and scenarios to assess responses to contingencies.
Method of assessment
A holistic approach should be taken to the assessment.
Competence in this unit may be assessed by using a combination of the following to generate evidence:
demonstration in the workplace
workplace projects
suitable simulation
case studies/scenarios (particularly for assessment of contingencies, improvement scenarios, and so on)
targeted questioning
reports from supervisors, peers and colleagues (third-party reports)
portfolio of evidence.
In all cases it is expected that practical assessment will be combined with targeted questioning to assess underpinning knowledge.
Where applicable, reasonable adjustment must be made to work environments and training situations to accommodate ethnicity, age, gender, demographics and disability.
Guidance information for assessment
Assessment processes and techniques must be culturally appropriate and appropriate to the oracy, language and literacy capacity of the candidate and the work being performed.
Replaces
| State Code | National Code | Title | Type |
|---|---|---|---|
| W8983 | MSACMS605A | Develop a Balanced Scorecard for use in competitive manufacturing | Unit of competency |
Replaced By
| State Code | National Code | Title | Type |
|---|---|---|---|
| BAK01 | MSS405006 | Develop a Balanced Scorecard | Unit of competency |
| State Code | National Code | Title | Type |
|---|---|---|---|
| J135 | MSS80312 | Graduate Diploma of Competitive Systems and Practices | Qualification |
| J130 | MSS40312 | Certificate IV in Competitive Systems and Practices | Qualification |
| J132 | MSS50312 | Diploma of Competitive Systems and Practices | Qualification |
| J133 | MSS60312 | Advanced Diploma of Competitive Systems and Practices | Qualification |
| J134 | MSS70312 | Graduate Certificate In Competitive Systems and Practices | Qualification |
| S775 | FDF50110 | Diploma of Food Processing | Qualification |
| S776 | FDF50210 | Diploma of Pharmaceutical Manufacturing | Qualification |