Chapter 7 of 14

Scoring

A value and a feasibility out of 100, scored criterion by criterion on written rungs, a size and a confidence. The priority score ranks the list.

The criteria and their rungs

An initiative's Evaluation tab shows the criteria by family. Each criterion has a weight and five rungs; rungs 1, 3 and 5 are sentences, 2 and 4 are "In between". An answer is saved at once. When the diagnostic is complete, each feasibility criterion carries a suggestion, "diagnostic: n of 5", drawn from the sub-categories that match it.

AxisFamilyDefault criteria (weight)
ValueBusiness impactFinancial impact (0.30), Customer value (0.25), Operational efficiency (0.20)
ValueRisk and timeRisk reduction (0.10), Cost of delay (0.15)
FeasibilityData and technologyData (0.25), Technology and integration (0.20), Compliance (0.15)
FeasibilityPeople and organisationSkills (0.20), Organisation (0.20)

For example, the Data criterion: rung 1, "We do not know where the data is, or it does not exist."; rung 3, "The data exists, we know who holds it; quality unknown or access to negotiate."; rung 5, "Data identified, accessible, of known and sufficient quality, with a named owner." The criteria, their weights and their rungs are edited in Evaluation criteria (Manage the evaluation link on the tab). A Library keeps other criteria, switched off: strategic alignment, differentiation, integration complexity, scalability…

Score in sixty seconds

Score in sixty seconds opens one screen per criterion (value first, then feasibility), then How much work? (the size), then How sure are you of these scores? (the confidence), then a summary. Pick the sentence that fits, or type 1 to 5; a rung suggested by the diagnostic is outlined in dashes, Enter confirms it. Everything is saved once, at the summary. From the list, Score the selection chains several initiatives.

The other way is the Quick estimate: a 0 to 100 slider per axis, without criteria. The confidence stays low as long as the criteria are not used.

The priority score

Each axis is the average of the answers, weighted by the weights (rung 1 = 0, 2 = 25, 3 = 50, 4 = 75, 5 = 100). Then priority score = value × feasibility × confidence / size. It ranks the list; it does not replace the declared priority.

FactorValues
ConfidenceHigh 1 (backed by measurements or a pilot), Medium 0.85 (backed by known orders of magnitude), Low 0.7 (an estimate without data). Unanswered, Medium. With several evaluators, the lowest wins.
SizeS 1, M 2, L 4, XL 8. Unanswered, M. "How much work it is, not whether we know how."

Hovering an initiative's Priority score card shows the calculation, for example "56.0 = 70 × 0.80 × 1.00 / 1". The business case proposes the Financial impact rung: 1 with no gain in money, 3 below the threshold set for the workspace, 5 above it.