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Evaluations for teams

Compare your options
with a shared scorecard.

Use your own criteria to evaluate initiatives, vendors or candidates. Bring scores, evidence and team review into one workspace.

Try the example below. No account needed.
Try an evaluationFictional examples
Set a priority

Which initiative should we pilot?

Compare business value with the work needed to deliver it.

Move the slider to see the comparison change.

  • Data readiness28%
  • Delivery feasibility24.5%
  • Value for effort17.5%
Compare the optionsWeighted score / 10
  1. 01
    Request triage
    7.64
  2. 02
    Knowledge search
    7.18
  3. 03
    Process guide
    7.00

Request triage leads with these priorities. Change the weight and compare again.

See the example scores
CriterionKnowledge searchRequest triageProcess guide
Expected impact9/106/107/10
Data readiness7/108/107/10
Delivery feasibility6/109/107/10
Value for effort6/108/107/10

This sample uses criterion weights only. Questionnaire fit and evidence review are not applied.

Explore this template
Evaluation templates

For product, operations, HR and advisory teams. Adapt the criteria to the question.

Set up, compare
and review.

Choose criteria for your evaluation, score each option and check the supporting evidence. This example compares business initiatives.

Set the priorities

Choose what matters and give each criterion a weight that reflects your goals.

Expected impact 30%
Expected improvement in a business or user outcome.

Score the options

Rate each option. Keep supporting sources beside the judgments they inform.

Request triage · Data readiness 8 / 10
“Eight of ten sampled request types have complete routing data.”
Example source excerpt

Review and save

Bring in reviewers and save the outcome with the reasoning you’ll want to revisit.

Review questions Example

JR Check the sample size

MT Confirm the pilot owner

Questions remain visible alongside the evidence.

Explore different scenarios

What if impact
mattered more?

A ranking depends on your priorities. Adjust the impact weight and watch the sample change, before committing to a choice.

Understand the scoring
Try it yourself

When does each option win?

Knowledge search Request triage
678910%30%50%70%

Request triage leads at 7.64 / 10. Move the slider to test a different priority.

The remaining weight is shared between data readiness, delivery feasibility and value for effort. This sample stays on this page.

Supporting evidence

Where did that
score come from?

Add a source, link the passage that supports a score, and choose when to check it again. Your team can question or independently review it.

Explore the product
Pilot assessment · example excerpt

Evidence for data readiness

“Eight of ten sampled request types have complete routing data.”
Linked to: Data readinessScore: 8 / 10
JR
Check before we decide

Does this sample cover the requests we expect in the pilot?

Open review question · illustrative example

Source linked. Independent review still needed.

Choose a template

What are you evaluating?

Which use case should we pursue? How should we structure interviews? Which vendor fits us? Explore all templates

Before you start

Common questions

What kinds of evaluations can we run?

Use your own criteria to compare use cases, projects, proposals, vendors or candidates. Templates give you a starting structure. Specialized processes, such as employee performance cycles, may need additional tools and controls.

Do I need to understand decision models?

No. Start with a template, define what matters, and compare the options. You can explore the scoring methods when you need more detail.

Does the tool make the decision for us?

Your inputs and weights determine the ranking. Evidence and team review help you challenge those inputs. The final judgment stays with you.

Can we use our own criteria and options?

Yes. Templates provide a starting structure. Edit the criteria, options and priorities to reflect the decision you are actually making.

Can I try it before signing up?

Yes. The sample on this page is interactive, and the template pages offer examples to explore. Create an account when you want your own workspace.

Your first evaluation

Compare your
own options.