Working with Independent School Review
Introduction and overview of Independent School Review features The options and benefits of scoring management practice
Help, advice and guidance Managing performance using balanced scorecard principles
The self-evaluation structure Outputs from the Balanced Scorecard feature
Department self-evaluation and improvement Strategic analysis using S.W.O.T. principles
Collated self-evaluation and improvement options at school level


Outputs from the Balanced Scorecard feature - Scorecard


Having established a balanced scorecard framework to measure performance at School, and possibly Department, level in 'traffic light' terms and measured performance at appropriate intervals, Scorecard can then:

  1. Create hard copy performance reports for meetings at School or Department level;
  2. Compare the performance of Department Teams and create a combined Scorecard; and/ or
  3. Determine and monitor action points and action plans for Department Teams or the School as a whole.

Click an image to enlarge - If necessary Click for Options>Allow blocked content>Yes


Many Schools will find that the 'View Scores' screen displays information which makes a useful addition to their own reports, and for submission to management and Governor meetings. Scorecard offers a feature to export the image of this screen to, for example, MS Word;

Go to 'File > Screen Information Export' then select the area to be captured with the rectangle and 'Right Click > Copy Image to Clipboard'. The image can then be pasted into documents and printed as required.

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Click to enlarge

A range of performance report documents can also be prepared using the 'Print' feature on the menu bar.

Having opened the 'Print' feature click 'Reports' for the list of all the existing reports, including illustration reports. We suggest opening the following illustrative reports which are examples of the 3 types of reports which are produced with this particular feature;

  1. Illustration School Scorecard Performance Report.doc
  2. Illustration Department Performance Report.doc
  3. Illustration Individual Performance Report.doc
  4. Illustration Balanced Scorecard Action Plan.doc (this can also be produced from the Action Plan screen)

Use the option buttons to select which type of report to produce, and then select further options to customise the output to reflect its purpose. Note the option to list objectives in order of performance (worst performing first).

Note: It is not possible to create printouts using unlicenced software


The Performance reports include all the information from the 'Performance' screen for key objectives. They are produced automatically into an MS Word table format and can be edited, formatted and spell checked. The report for Department Teams is slightly different to the one for Schools, as shown in the illustration. The Department and Individual reports contains a blank column for the addition of performance notes prior to review meetings.

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Click to enlarge

Action plan reports can only be produced after action points are recorded. Action Points can be recorded for any key objective by clicking the 'Action' button on the 'Performance' screen.

The action points screen enables up to 5 action points to be set for each key objective together with the person, or team responsible for the action point, relevant dates and 'mini action plan' can be set for appropriate groups of action points.

Over time progress with a date can be noted.


The action plan feature is designed to organise the action points into a range of action plans. This feature is accessed by clicking 'Action Plan' on the menubar .

Action points can be organised by perspective, responsibility, mini plan or overall.

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Click to enlarge

Clicking 'Print' on the action plan screen produces the selected action plan report in MS Word table format.. The document can be edited, formatted and spell checked. This document is demonstrated by Illustration Balanced Scorecard Action Plan.doc which is in the Reports folder.


Comparing Departments using the Scorecard feature is an available feature. We again recommend using the illustration files to view this feature. There are 3 Department illustration files in the program (labelled A to C) with the file Illustration Department.adc bringing these files together.

Go to 'File > Open', highlight Illustration Department.adc then click 'Open'.

On the Performance screen, a Select File menu now appears on the menu bar which gives access to all of the individual files in the comparison group including the average, or 'All School', file. Note that all the targets are stated in the average file. These can be edited.

With the comparison file open click Compare>Create Comparison Report to compile a report in MS Excel that compares Department performance . This file shows school performance as the average. This is a powerful management report. View the illustration comparison report by going to 'Help>Report Documents', highlight Illustration Comparison of Departments Report.doc and clicking 'Open'.

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Click to enlarge

The 'Issues' screen provides an advanced feature to support the fact that the performance of key objectives, as measured, is directly related to the impact of relevant management practice.

The quality statements for management practice are in the self-assessment part of Independent School Review. These can be related to a specific objective through the screen that is accessed by clicking the Issues button at the bottom of the screens.

Relevant quality statements can be identified by using the drop down boxes and then selected by clicking Select. Issues will be listed either as management processes or results.


For product background details, prices etc. go to the website product page. Click here to download Independent School Review 3.4 and here to access a rapid software evaluation routine in .pdf format for school performance management