Legal and Company Secretarial scorecard templates
Banking and Financial Services
Performance scorecards for the Legal and Company Secretarial function in Banking and Financial Services, including Company Secretary, General Counsel and Senior Legal Counsel. Each of the 3 templates is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
Legal and Company Secretarial scorecards — FAQs
Which Legal and Company Secretarial roles have a scorecard template?
Company Secretary, General Counsel, Senior Legal Counsel. Each has its own scorecard with KPIs written for that specific role.
Can I use a Legal and Company Secretarial scorecard for a different industry?
Yes. These are written for Banking and Financial Services, but the structure and most measures transfer to other industries — the KPI rows, targets and weightings are all editable.
How does the scoring work?
Rating % = (Actual − Base) ÷ (Stretch − Base) × 100, where Base = 0% and Stretch = 100%. Ratings are weighted by each KPI's Weight % and summed into an overall score. Only the yellow Actual cells need filling in — everything else calculates.
Can the templates be edited?
Yes. The KPIs, goals, targets and weightings are all editable, with dropdowns on direction, reporting frequency and target period, and cell comments explaining each column.