Balanced Scorecard Certification Levels – Lumen Institute

Lumen Institute provides three levels of individual certification and a Team Certification. The certificate process requires attendance at a BSC courses and a demonstration of proficiency in understanding and applying the course material in practice.

The basic level, Certified Balanced Scorecard Individual confirms attendance and participation in a Balanced Scorecard course. It may be the first level of the curriculum to becoming a Balanced Scorecard Certified Practitioner and ultimately a Balanced Scorecard Certified Leader. The additional levels of certification provide confirmation of increased mastery of understanding and application of the BSC methodology and framework. The Balanced Scorecard Team Certification demonstrates an organization’s commitment to implementation and use of the BSC. This level of certification includes the benefit of ongoing engagement and support from the Lumen Institute and the broader BSC community.

The BSC certification levels include classroom and workshop instruction and the completion of an online exam. The advanced certification includes an additional formal presentation in the Leader course. The courses can be taken in a 1-2 week “Boot Camp” style program or at different times. Short courses, which provide the Certified Balanced Scorecard Individual or the Balanced Scorecard Certified Practitioner, were developed for students who may not want to pursue further levels certification or plan to get further certification in the future.

The Balanced Scorecard Team Certification and Balanced Scorecard Trainer Certificate are designed for individuals and organizations that plan to expand their use and deployment of the balanced scorecard.

Alternative paths to certification may be pursued as a component of a client engagement to implement the Balanced Scorecard methodology or strategic planning with Lumen Solutions, Inc. in cooperation with the Lumen Institute.

Certified Balanced Scorecard IndividualTM – Certificate

Attend an Introduction to Balanced Scorecard 3-day course and complete the following:

• Attend and participate in all sessions of the course
• Contribute to development of balanced scorecard components in team presentations
• Demonstrate basic knowledge of the 12 Elements of Balanced Scorecard methodology throughout the course

Receive a Certificate of Attendance acknowledging understanding of the core principles of the Balanced Scorecard methodology

Certification Requirements
Balanced Scorecard Certification Course completion with over 90% of session attendance

Balanced Scorecard Certified PractitionerTM – Level I and
Advanced Balanced Scorecard PractitionerTM – Level II
A Lumen Strategy Institute Balanced Scorecard Certified PractitionerTM has attended a Lumen Balanced Scorecard Certification Course, passed the Certification Exam, and is proficient in the following bodies of knowledge:

• The 12 Elements of the balanced scorecard based on the Lumen strategy management approach including the Balanced Scorecard and Strategy Map
• The practical skills that translate the balanced scorecard into organized action
• Attended and actively participated in all sessions of the course

Balanced Scorecard Certificate Practitioners can achieve Advanced Levels through attendance at additional training programs and workshops. They are recognized as Advanced Balanced Scorecard Certified Practitioner Level II.

Certification Requirements
Balanced Scorecard Certification Course completion Passing the online Certification Exam
Renewable every 2 years

Balanced Scorecard Certified LeaderTM – Level III
Earning the Lumen Strategy Institute Balanced Scorecard Certified LeaderTM is highly competitive. It demonstrates the understanding and ability to apply the methodologies and frameworks of the balanced scorecard. An individual must:

• Attend and participate in all sessions of the course
• Have earned the first level of Individual Certification that is the Lumen Strategy Institute Balanced Scorecard Certified PractitionerTM and be active in good standing
• Have completed the educational requirements of the Lumen Strategy Institute Balanced Scorecard Advanced Certification Course taking and passing the Advanced Certification Exam
• Have implemented the Balanced Scorecard as defined by the Lumen Balanced Scorecard approach
• Present an example of a work product that reflects the Lumen approach that has contributed to achieving breakthrough results:
• Significant financial or market share gains (for private or publicly-traded companies);
• Measurable achievement of mission or customer objectives (for government, public or non-profit organizations); and
• Maintain respected position within industry segment or sector
• Provide a letter of testimonial from Corporate, Strategic Business Unit, Shared Support Unit, or Division Officers that attests to / validates the quality of your strategy management and execution work and links your work to measurable results.

Certification Requirements
Achieve and maintain Certified Practitioner – Level I status
Completing the Lumen Strategy Institute Balanced Scorecard Advanced Certification Course Passing online Advanced Certification Exam
Presenting a work example of application of the BSC in their organization
Submit and receive application approval
Renewable every 2 years

Balanced Scorecard Certified TrainerTM – Level IV
The Balanced Scorecard Certified Trainer is designed for professionals who will be training practitioners or members of their organization in the methodology and practice of the Balanced Scorecard. This course extends beyond the methodologies of the BSC and includes content on leadership, educational/training methodologies and tools, and team building. Participants who achieve this level of certification have demonstrated the ability to motivate and educate others in the BSC. Professionals seeking this level of certification will have completed Balanced Scorecard Certified LeaderTM – Level II and must attend an advanced training course to:

• Present a plan to train individuals or teams in the BSC methodology and frameworks
• Present a training course agenda to train managers and supervisors on the use of the balanced scorecard
• Demonstrate ability to apply and use the Balanced Scorecard tools and frameworks effectively
• Demonstrate how the BSC integrates with other strategic planning, performance management, and organizational effectiveness approaches
• Demonstrate the training and educational skills necessary to effectively teach or train professional learners
• Present a plan for ongoing individual professional development

Certification Requirements
Achieve and maintain Individual Certified Graduate status Complete the requirements of the advanced training course Training course design and program review and approval Submit and receive application approval
Renewable every 2 years

Balanced Scorecard Team CertificationTM
Participants and organizations seeking the Balanced Scorecard Team Certification must have at least two people who have achieved BSC Certification Level I and one person at BSC Certification Level II in current good standing. They must attend an advanced class where they will:

• Present a plan to train or roll out a balanced scorecard program across the organization
• Present a training curriculum to train managers and supervisors on the use of the balanced scorecard
• Demonstrate ability to apply and use the Balanced Scorecard tools and frameworks effectively
• Present an overview of your Balanced Scorecard shared services group, organizational unit, or center of excellence
• Present a management and governance approach that demonstrates leadership support, commitment, and continuous improvement

Certification Requirements
Achieve and maintain Individual Certified Graduate status for all team professionals Organizational assessment and review
Organizational program review and approval
Submit and receive application approval
Renewable every 2 years
*Certified Organizations receive Free coaching/advisory services