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📚 Framework de Gestão

Balanced Scorecard em Inglês: KPIs e Indicadores Estratégicos

As quatro perspectivas do BSC com vocabulário de executive reporting.

O Balanced Scorecard é a linguagem universal do performance management. Apresentar KPIs e indicadores em inglês requer precisão e contexto estratégico.

Vocabulário Essencial

Comparativo: como um iniciante diria vs. como um executivo nativo diria

Financial Perspective

Metrics that reflect financial performance and shareholder value.

❌ Básico

"Looking at finances, we passed the profit goal by 12%."

✅ Executivo

"From a financial perspective, we exceeded EBITDA targets by 12% through margin expansion."

Quando usar: Apresentações de resultados para board e investidores.

Customer Perspective

Metrics that reflect value delivered to customers.

❌ Básico

"Customers are more happy now, the NPS went up."

✅ Executivo

"Customer perspective highlights include NPS improvement from 42 to 58 and 15% churn reduction."

Quando usar: Reviews de customer success e produto.

Internal Process Perspective

Metrics that reflect operational excellence.

❌ Básico

"We improved operations and now delivery is faster."

✅ Executivo

"Internal process improvements reduced order-to-delivery cycle time by 28%."

Quando usar: Discussões de operações e eficiência.

Learning & Growth Perspective

Metrics that reflect organizational capability building.

❌ Básico

"The team completed trainings and we promoted more people internally."

✅ Executivo

"Our learning initiatives achieved 85% certification rate and 40% internal promotion rate."

Quando usar: Reviews de RH e desenvolvimento organizacional.

Lagging Indicator

Outcome metrics that measure past performance.

❌ Básico

"What already happened."

✅ Executivo

"Revenue is a lagging indicator - we need to monitor the leading indicators driving it."

Quando usar: Discussões de métricas e dashboards.

Leading Indicator

Predictive metrics that drive future outcomes.

❌ Básico

"What will happen."

✅ Executivo

"Pipeline coverage is a leading indicator for revenue. Currently at 3.2x."

Quando usar: Forecasting e planning discussions.

Erros Comuns a Evitar

❌ Não diga

"Sales are up."

✅ Diga

"Revenue grew 18% YoY, driven by 25% increase in enterprise deal size."

❌ Não diga

"Customers are happy."

✅ Diga

"Customer satisfaction improved, with NPS rising 16 points to 58."

❌ Não diga

"The team is learning."

✅ Diga

"L&D investment yield includes 40% internal promotion rate and 85% skill certification."

Phraseology Tips

  • Always connect metrics to strategy: 'This KPI aligns with our objective of...'
  • Distinguish leading vs lagging: 'Pipeline is our leading indicator for revenue'
  • Use 'perspective' language: 'From a customer perspective...'
  • Quantify impact: 'basis points', 'percentage points', 'YoY growth'

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