Operations scorecard templates
Insurance
Operations scorecards for Insurance: Chief Operating Officer and Policy Administration Officer. These are full balanced scorecards rather than blank grids — the KPIs, targets, weightings and rating scale are already in place, ready to adjust to your own period. Free Excel files.
Operations scorecards — FAQs
Which Operations roles have a scorecard template?
Chief Operating Officer, Policy Administration 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 Insurance, 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.