Happiness Tools: Vision, Strategy, and Scorecards

by David Samoranski on July 14th, 2012

I have been working on my values, goals, actions, and habits over the last year with the intent to create a repeatable process for people to identify what happiness looks like and create a plan to achieve it. I started with the concept that the Balanced Scorecard (BSC) methodology could be applied to individuals and not just organizations. My first post on this topic explored ideas on how to implement the concept of a Personal Balanced Scorecard. The Personal Performance post examined how I spent my time throughout the week and I began to ask myself questions to identify my personal vision. I was able to find a couple free online tools to assess my personal strengths and define my Personal Mission. I followed up with my first Personal Strategy Map in the next post and included a template for download. My last post, Personal Performance and Happiness, introduced my thoughts on the concept of a Happiness Framework. This post will share an updated format of the Personal Vision & Mission and the Personal Strategy Map, and present the Personal Balanced Scorecard I have been using. I also have free templates for each if you would like to download them and give it a shot. I would love any feedback you may have on why this concept would or would not work well for you.

Personal Vision & Mission

Organizations use vision and mission statements to define what change they would like to see in the world and what they do to make that change a reality. The statements I created were primarily a result of my work with the personal mission builder at franklincovey.com and the strengths assessment at viame.org. I worked with these tools to define these statements about 9 months ago. I’m happy enough with the results that I don’t need to spend any time refining them now. I put my results in a PDF so I could print it out and put it on my wall. You can download the template to fill in your personal mission and use mine as an example.

Personal Strategy Map

A strategy map is a tool used within organizations to visualize what they are trying to achieve and the relationships between the defined objectives. The map I am using is similar to a traditional BSC map. On the left hand side (the rows) I have been working on a generic framework that anyone can follow to identify high-level values, specific goals, immediate actions, and reinforcing habits to achieve their vision. On the top (the columns) I have put in four perspectives of focus for my life. The idea is that everyone’s stuff will be different, but hopefully this helps you think about it and fill it out. I chose my people, myself, my work, and my money as my values and cascaded goals and actions from there. I borrowed my habits directly from Covey and they are working well for me. You can download the template to try it out yourself and see the map I am using currently as an example.

Personal Balanced Scorecard

Scorecards break down the objectives defined in the strategy map into measurable targets and display the current performance towards achieving the strategy. At this stage, I am interested in measuring the actions identified in my strategy map. My scorecard indicates how I intend to measure each action, what the target is, and when it will be measured. I have created weekly, monthly, and yearly targets depending on the type of action and setup calendar appointments to remind me to check myself. I used arrows to display my performance. The color represents if I am on target or off target and the direction indicates if I have been getting better or worse. Download the template and let me know what you think. I was trying to decide what level of openness was appropriate for posting my scorecard publicly. I’m happy to share everything except the specific financial targets and performance. You can see my current performance in this week’s scorecard.

Next Steps

So, now I am tracking performance on my actions on a weekly, monthly, and annual basis. The next step is to find areas where I am not hitting targets and determine what changes need to be made. I am also working on the concept of a happiness maturity model. This model identifies what skills, activities, and tools can help people get started with the framework based on their current level of personal awareness and ability. I will continue to share my work on this stuff for anyone interested.

From → Personal

4 Comments
  1. Jacob permalink

    Hey Dave,

    I have read through this a few times, and am beginning my own path towards true happiness and success. I am two thirds of the way through 7 Habits of Highly Effective People, and it has been an amazing change of perspective. The suggestions you have on here are excellent, and I am trying to put them into practice in a way that works for me.

    While the content on this site is paramount, I am also impressed with the structuring of it. Clean, clear, yet personal and provides all the tools one could need. It fits this purpose very well.

  2. Hey Jacob! Thank you for the compliment on the blog. I’m really excited to hear that you have found the 7 habits. That audio book changed my life. Please let me know if you have any feedback or additional comments on the happiness tools. I’m very interested to hear more about your experiences.

  3. Ani permalink

    Hi David! Just found your site and I am thankful! I have been looking for a technical explanation about PBSC and you got the best of it. My goal is to live on my passion which are freedom, nature, peace, music and poetry. It needs a huge bravery for me to re-live this long-sleeping desire, since what I saw in my life is just stress, same old routines very far from what I really want. After I read a book “Your Job is Not Your Career” I realized it’s not too late for me to pursue my passion. I began to search some further readings, including the self-hypnosis, but in the same time I do aware that I need something to make my strategy towards my goal more structured and leveled. So here I am thanking you :-) I’ve just download the 7 habit book and will definitely work on this, saving my future. Looking forward to really live this life!

  4. Hey Ani! I’m so happy to hear about your progress and glad you found some value in my story and the tools shared on this site. Good luck with the 7 habits. That’s what started it all for me.

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