Operations scorecard templates
Banking and Financial Services
4 balanced scorecard templates for Operations roles in Banking and Financial Services, covering Chief Operating Officer, Head of Banking Operations and Operations Manager. Each file sets out 32 weighted KPIs for one role, with base and stretch targets and automatic scoring. Free Excel download.
Operations scorecards — FAQs
Which Operations roles have a scorecard template?
Chief Operating Officer, Head of Banking Operations, Operations Manager, Senior Operations Officer. Each has its own scorecard with KPIs written for that specific role.
Can I use a Operations 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.