Data Dictionary Template - Balanced Scorecard Quadrant 3 - Resource Management

Sep 12, 2026

Balanced Scorecard Quadrant 3 - Resource Management data dictionary content outlining key performance areas, performance indicators, objectives, rationales, formulas, data sources, responsibilities, frequency, unit types, and targets. Includes indicators for effective directorate prioritisation, strategic workforce plan development, alignment of workforce to directorate priorities, and percentage of budget aligned to priority work areas. Specifies update cadence (primarily annual), quality notes, and example timeframes and reporting assumptions to standardize performance measurement.

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Item 10.2 Annex 3

Key Performance Area - Effective Directorate Prioritisation, Planning & Management

Key Performance Area - Resource Management

Item 10.2 Annex 3 Data Dictionary Template: Balanced Scorecard Quadrant 3-Resource Management | Key Performance Area | Effective Directorate Prioritisation, Planning & Management | | | | --- | --- | --- | --- | | Performance Indicator | Development of service improvement plan using prioritisation process linked to key strategic issues. | | | | Scorecard perspective | Quadrant 3: Resource Management | | | | Objective | Effective prioritisation, planning & management. | | | | PI Description | Development of service improvement plan using prioritisation process linked to key strategic issues. | | | | PI Rationale | The SIP shows how priority areas are working, highlights areas that need improvement and holds information on how challenges are being addressed with expected one and (where appropriate) three year outcomes. | | | | Formula for calculation | The first SIP was produced in 2012. It is updated annually. This indicator shows if the SIP has been updated within the agreed time frame. | | | | Frequency of collection/reporting | Annual | Unit type | Yes or no answer | | Data source | Person responsible for delivering the SIP – currently the Deputy Director of Public Health. | Data quality | Occasionally some sections of the SIP may not be updated within the expected time frame (e.g. where lead staff posts are vacant pending recruitment) . | | Person responsible | Person responsible for delivering the SIP – currently the Deputy Director of Public Health. | | | | Target | Directorate SIP updated annually (by July) . | Rationale for target | SIP needs to be revised regularly, timing needs to take account of pressure to produce other significant reports at similar times (e.g. DPH Annual Report) . | C:\oracle\ucm\ibr\vault\~convert\NHSTaysideDocs\42897\prod_ 185028-2.doc Item 10.2 Annex 3 | Key Performance Area | Effective Directorate Prioritisation, Planning & Management | | | | --- | --- | --- | --- | | Performance Indicator name | Development of strategic workforce plan | | | | Scorecard perspective | Quadrant 3: Resource Management | | | | Objective | To provide assurance that workforce planning is linked to Directorate strategy. | | | | PI Description | Confirmation that the Directorate has a current strategic workforce plan in place. Note: Plans for clinical service and for health improvement service produced independently. | | | | PI Rationale | Development of a strategic workforce plan is a key stage in ensuring that the Directorate workforce is aligned to the key priority areas and continues to be so in future. Once developed it should be updated regularly (annually) . | | | | Formula for calculation | Does the plan exist and is it up to date? | | | | Frequency of collection/reporting | Annual | Unit type | Yes or no answer | | Data source | Standard NHST doc. 6 Step process. Created from BOXI reports via SSTS. | Data quality | High. | | Person responsible | Directorate Manager (Health Improvement)
Clinical Director (Clinical)
Advanced Specialist Nurse – Health Protection (nursing staff)
Directorate Administrator (Administrative Staff) | | | | Target | Have complete plan in place by HR identified completion date | Rationale for target | Need up to date workforce plan to support Directorate strategy and prioritisation. | C:\oracle\ucm\ibr\vault\~convert\NHSTaysideDocs\42897\prod_ 185028-2.doc Item 10.2 Annex 3 | Key Performance Area | Effective Directorate Prioritisation, Planning & Management | | | | --- | --- | --- | --- | | Performance Indicator name | Percentage of workforce aligned to key Directorate priorities. | | | | Scorecard perspective | Quadrant 3: Resource Management | | | | Objective | To provide assurance that Directorate workforce is appropriately aligned to key Directorate priorities. | | | | PI Description | To provide data on the percentage of Directorate workforce aligned to key Directorate priorities. | | | | PI Rationale | This will pr

FAQs

What is the scorecard perspective for these indicators?

All listed indicators use Quadrant 3: Resource Management as the scorecard perspective.

How often are the performance indicators collected or reported?

Most indicators specify annual collection and reporting, with targets and update timing aligned to agreed timeframes (e.g., by July).

What data sources are referenced for the indicators?

Data sources include internal documents and standard NHST materials (e.g., a six-step process), Excel sheets from prioritisation processes, and outputs created from BOXI reports via SSTS.

Sep 12, 2026

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