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Academics

Publications

[su_spoiler title=”Books and Chapters/Appendices/Inclusions in Books” style=”fancy” icon=”plus-circle”]

  • Scholey, C. Organizational Change: An Action-Oriented Toolkit (Strategy Map on Page 357), (Sage Publications, 2012)
  • Scholey, C. “The Case of United Way of Kitchener-Waterloo and Area”, Appendix D in The Trainer’s Balanced Scorecard, (John Wiley & Sons, 2009)
  • Armitage, H.M., and C. Scholey, “Strategy Mapping: Avoiding Costly (and Unnecessary) Strategic Failures”, Chapter 7 in Handbook of Cost Management, (Warren, Gorham & Lamont, 2004)
  • Scholey, C. A Practical Guide to the Balanced Scorecard (CCH Canadian, 2002).

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[su_spoiler title=”Articles in Professional Journals” style=”fancy” icon=”plus-circle”]

  • Schobel, K. and C. Scholey, “Balanced Scorecards in Education – Focusing on Financial Strategies”, Measuring Business Excellence, Summer 2012, Volume 16, Issue 3.
  • C. Scholey and D. Cianflone, “Driving Board Performance”, CMA Management, May/June 2011.
  • C. Scholey, “Alignment – has your organization got it?”, CMA Management, October 2007.
    Armitage, H.M., and C. Scholey, “Using strategy maps to drive performance”, CMA Management, February 2007.
  • Scholey, C. and H.M. Armitage, “Hands-on Scorecarding in the Higher Education Arena”, Planning for Higher Education, Fall 2006.
  • C. Scholey, “Measuring risk with the balanced scorecard”, CMA Management, June 2006.
  • Scholey, C., “Strategy maps: a step-by-step guide to measuring, managing and communicating the plan” (Journal of Business Strategy, May/June 2005).
  • Armitage, H.M., and C. Scholey, “Hands-on scorecarding: How strategy mapping has helped one organization see better its successes and future challenges”, CMA Management, October 2004.
  • Armitage, H.M., and C. Scholey, “Mapping Mavens: How private and public companies gain from strategy mapping”, CMA Management, May 2003.
  • Scholey, C. and H.M. Armitage, “Clear Trails: Strategy Mapping may be the key to improving organizational performance”, CMA Management, April 2003.
  • C. Scholey, “Targeted marketing with value propositions: Leadership is all in the image”, CMA Management, October 2002.

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[su_spoiler title=”Management Accounting Guidelines and Guidance Documents” style=”fancy” icon=”plus-circle”]

  • Scholey, C., “Seven steps to driving breakthrough performance with the balanced scorecard”, CPA Canada Guidance (to be published in 2018).
  • Scholey, C., “Balanced Scorecard Teaching Case – “Balanced Scorecard: Moksha Yoga Milton”, CPA Canada Guidance, 2018. *not yet published
  • Scholey, C. and K. Schobel, “Performance Measurement for Non-Profit Organizations – THE BALANCED SCORECARD AS AN APPROACH”, CPA Canada Guidance, 2016.
  • Scholey, C., “Strategy Mapping – APPLYING A SIX-STEP PROCESS TO YOUR ORGANIZATION”, CPA Canada Guidance, 2013.
  • Scholey, C., “Strategy Mapping Teaching Case – SASKATCHEWAN GREEN ROOFING”, CPA Canada Guidance, 2013.
  • Scholey, C., “Strategy Mapping Teaching Case – WIKI GEAR”, CPA Canada Guidance, 2013.
  • Scholey, C. and K. Schobel, “Performance Measurement in the Not-For-Profit Sector – Management Accounting Guideline”, CMA-Canada, 2013.
  • Scholey, C., “Using Strategy Maps to Drive Performance in the Not-For-Profit Sector – Management Accounting Guideline”, CMA-Canada, AICPA, 2008.
  • Armitage, H. and C. Scholey, “Using Strategy Maps to Drive Performance – Management Accounting Guideline”, CMA-Canada, AICPA, CIMA, 2006.

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[su_spoiler title=”Case studies” style=”fancy” icon=”plus-circle”]

  • Armitage, H.M., and C. Scholey, “Strategy Mapping at Automated Tooling Systems” (2006).
  • Scholey, C. “The SmartFilter” (2006).
  • Armitage, H.M., and C. Scholey, “The Glacier Inn” (2005).
  • Scholey, C. “Strategy Execution at MSL Transport Inc.” (2005).
  • Scholey, C. “Strategy Mapping at Milton Ontario” (2005).

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[su_spoiler title=”CPA Canada Certificate Programs” style=”fancy” icon=”plus-circle”]

  • Scholey, C. “Driving Profits and Performance”, Winter 2017.
  • Scholey, C. and various authors. “Public Sector Certificate Program (Level 2 Part 2): Financial
    Management”, Spring 2017.

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[su_spoiler title=”CPA Briefing Documents (written Autumn 2013)” style=”fancy” icon=”plus-circle”]

  • Get Briefed on the Balanced Scorecard
  • Get Briefed on Business Process Re-engineering
  • Get Briefed on Corporate Social Responsibility
  • Get Briefed on Cost-Benefit Analysis
  • Get Briefed on For-Profit Performance Indicators
  • Get Briefed on Individual Performance Measurement
  • Get Briefed on Lean Management
  • Get Briefed on Management Planning and Control
  • Get Briefed on Not-For-Profit Performance Indicators
  • Get Briefed on Product Differentiation
  • Get Briefed on Sensitivity Analysis
  • Get Briefed on Strategy Mapping
  • Get Briefed on Supply Chain Management
  • Get Briefed on Theory of Constraints

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[su_spoiler title=”CPA and CMA Professional Program Content” style=”fancy” icon=”plus-circle”]

  • CPA PEP Capstone 2 CFE Practice Cases (three versions written, which must remain confidential due to their use as assessment documents)
  • Have also produced several activities and cases that were previously used in the CMA Strategic Leadership Program, and are now used in the CPA Professional Education Program.

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[su_spoiler title=”Online Articles” style=”fancy” icon=”plus-circle”]

  • Scholey, C., “Planning Communications – A Straightforward Approach”, thegaap.net, May
    2016.

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Strategy mapping

Strategy mapping has revolutionized the way that strategy has been formulated and executed[1]. Pioneered by Robert Kaplan and David Norton (also the founders of the balanced scorecard movement), strategy mapping is a cutting-edge approach to the art of strategy execution. As the saying goes, “A picture is worth a thousand words.” Well-conceived strategy maps assist organizations to tell their “strategy story” concisely and succinctly. Strategy maps allow organizations to describe and communicate their strategies in a way no other implement can.
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Balanced scorecard

The balanced scorecard has revolutionized the way that strategic measurement progress has been measured and analyzed. Pioneered by Robert Kaplan and David Norton (the founders of the balanced scorecard movement), the balanced scorecard is a leading-edge approach to framing and executing strategy. It puts a spotlight on the few things that truly matter when it comes to executing strategy.
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OKRs

OKRs are quickly gaining traction as one of the most powerful and agile ways to maximize corporate performance. One of the main reasons is that the return on investment in terms of the value-to-effort ratio is extremely high. OKRs are nimble and straightforward to implement, and typically generate huge returns for adopters. To give a better sense of what an OKR looks like and how they work…
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YouTube

There are several videos covering topics ranging from strategy mapping and OKRs, to studying for math tests. Here is a short (6 ½ minute) example, which integrates the best of strategy mapping and OKRs: