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We help organizations focus on strategy and improve performance

SMG provides consulting, training, and professional certification services to organizations worldwide related to:

  • Strategic Planning
  • Balanced Scorecard
  • KPI / Performance Measurement
  • Strategic Project Management
  • OKRs

How balanced is your strategy?

Gain a more comprehensive, balanced view of your organization’s performance.

Business, government, and nonprofit organizations worldwide use the balanced scorecard system to:

  • Break down intangible strategic vision into specific, actionable steps
  • Get everyone focused on strategy
  • Choose measures that help you achieve tangible results

How do you measure success?

Our Key Performance Indicator Certification program will help you identify your organization’s most meaningful indicators of success.

Our KPI services are tailored to each client’s unique needs to help you:

  • Develop meaningful KPIs
  • Evaluate and improve existing KPIs
  • Ensure objectives and KPIs are aligned with strategy
  • Design reports for data-driven decision making

Are you managing projects for strategy execution?

Develop and implement efficient solutions for strategy execution with our formalized Project Management training. SMGis one of the few organizations worldwide that has established itself as a Registered Education Provider for ASP and an Authorized Training Partner for PMI.


The PMI Authorized Training Partner seal is a mark of the Project Management Institute, Inc.

Expert Strategic Management Guidance

The experts at Strategy Management Group (SMG) specialize in providing consultation, training, and professional certification services to all types of organizations.

Tailored to Your Needs

Building on our proven team-based Nine Step™ methodology, we will work with you to customize our approach to fit your organization.

Twenty Years of Experience

SMG has become a trusted advisor and counselor to hundreds of organizations worldwide.


Start from Scratch

Don’t know where to start? Contact us about a free overview session.

Fix What’s Broken

Already have parts of a system in place? We know how to fix what’s wrong.

Start Keeping Score

It is hard to get better at anything if you don’t measure progress.

Build Buy In

Strategy is a team sport. Let us help you build support for the system.

Balanced Scorecard, KPI & OKR


Over 9,000 people worldwide have been certified in Balanced Scorecard, Key Performance Indicator or Objectives and Key Results development since 2006. These programs, certified by The George Washington University Center for Excellence in Public Leadership, part of the College of Professional Studies, are designed to give you the tools and skills needed to help your organization:

  • Focus on strategy
  • Improve organizational performance
  • Align work with strategy
  • Improve communication of Vision and Strategy
  • Prioritize

Latest from our blog…

News & Press Releases

BSI Gives Award for Excellence to the Uganda National Oil Company

Balanced Scorecard Institute (BSI) announced that it had given its 2023 Award for Excellence to the Uganda National Oil Company (UNOC).

BSI President Inducted into IASP Hall of Fame

Balanced Scorecard Institute (BSI) President and Co-Founder Howard Rohm was selected as the 2022 inductee for the International Association of Strategy Professionals (IASP) Hall of Fame.

The Balanced Scorecard Institute CEO to Present Strategic KPI Masterclass

Balanced Scorecard Institute (BSI) Chief Executive Officer David Wilsey will facilitate a masterclass on How to Measure Strategic Impact in a ‘Right Now’ World at the Association for Strategic Planning’s (ASP’s) Virtual Conference, May 18-20.

The Balanced Scorecard Institute Names David Wilsey Chief Executive Officer

The Balanced Scorecard Institute (BSI), part of the broader Strategy Management Group (SMG), named David Wilsey Chief Executive Officer (CEO), effective immediately. Howard Rohm, President and Co-founder of SMG and BSI, made the announcement.

The Institute Way:

Simplify Strategic Planning and Management with the Balanced Scorecard

Available in Hardcover, Paperback, and EBook

The Institute Way:
Simplify Strategic Planning and Management
with the Balanced Scorecard

A practical, step-by-step guide to the formulation and execution of strategy in business, government and not-for-profit organizations, The Institute Way blends strategic planning, performance measurement and change management into a simple, disciplined framework that’s easy to build and communicate.

What people are saying

The balanced scorecard is a critical part of our strategy. It offers a framework for achieving our business goals through clear, understandable metrics.  It’s more than standard corporate-speak – it actually works!
Jeff Levy

Veolia Water North America

The balanced scorecard fosters consistency in strategic planning and performance management throughout our organization. It provides us the framework for sustaining a disciplined and data-driven approach to decision making.

John McGillicuddy

Mecklenburg County, North Carolina

Although we only implemented the balanced scorecard approach a couple of years ago, we have already seen improvements in our operations. The [Nine Steps to Success™] approach helps us focus on our ambitious goal to drastically increase the number of transplants we facilitate by 2015.

Michael Boo

The National Marrow Donor Program®/Be The Match Registry®



Contact us to find out how we can help your organization focus on strategy and improve performance.






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