The Initiative Scorecard is where you evaluate a set of specific “initiatives” you might wish to act on. Initiatives may be large or small, macro or micro. An initiative might be a feature on a website, a supplier you’re considering, a company you’re thinking of acquiring, an internal change or training initiative, new hardware or software, etc. An initiative is something large or small that you might be considering doing.

Add initiatives on the left. Then score them for the impact they are likely to have on any of the needs or jobs-to-be-done identified in the Needs Matrix. You can click the key icon at any time to see the key but for JTBD the key is always:

3 = Significant impact
2 = Average impact
1 = Minimal impact
0 = No impact
-1 = Negative impact

You should add your own custom assessment “dimensions” as needed. For example, you may wish to evaluate the cost to deliver each initiative. You may be interested in the time to implement, the impact on staff morale, etc. Each of these is a custom dimension.

When adding a dimension, always add a key for it, to clarify what -1 means (always the worst end of the scale e.g. for cost, this would be the most expensive option) and so on for 0, 1, 2 and 3 (e.g. using cost again, 3 would be the best possible option, so very cheap).

Weightings for the JTBD are automatically brought through from the Needs Matrix. You'll need to set a weighting for each custom dimension. By default, these are set to 25. Refer to the Weighting Table article for guidance on choosing a weighting value.

The Initiative Scorecard will highlight the best choices for your organisation by ranking initiatives on a scale of 0-100 (where the highest scores indicate the highest priority options).

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