Risk and Compliance scorecard templates
Insurance
Performance scorecards for the Risk and Compliance function in Insurance, including Chief Risk Officer. The template is role-specific — 32 pre-written measures across the four perspectives, weighted to total 100%. Free to download in Excel.
1 Risk and Compliance scorecard
Risk and Compliance scorecards — FAQs
Which Risk and Compliance roles have a scorecard template?
Chief Risk Officer. Each has its own scorecard with KPIs written for that specific role.
Can I use a Risk and Compliance 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.