Improve prioritization with custom opportunity scoring
In TheyDo, prioritization is a crucial part of managing Opportunities. You can tailor scoring to your own criteria with Custom Prioritization. This flexibility allows organizations to define, align, and standardize their prioritization methods, making it easier to scale evaluations across different teams and projects.
Custom Scoring for Enhanced Evaluation
Custom Prioritization in TheyDo empowers you to create bespoke scoring systems for evaluating Opportunities. You can either extend the standard scoring system by adding drivers for customer value and business value or set up a whole new scoring mechanism tailored to your organizational goals and metrics.
Key Features:
Define Unique Scores: Set up your own scores, and give them clear descriptions.
Flexible Scales: Use your own scales for more precise evaluation.
Standardization Across Teams: Ensure all teams use a unified scoring method for consistent evaluations.
How Custom Prioritization works
Opportunities in TheyDo are designed to help you identify and prioritize key areas for improvement within your customer journeys. This structured approach facilitates creative brainstorming and leads to diverse, innovative solutions.
Checklist for Creating Inspiring Opportunities:
Finish the question "How might we...?"
Inspire diverse solutions.
Focus on root-cause problems.
Avoid suggesting specific solutions initially.
Frame in a positive way.
Ensure mutual exclusivity and collective exhaustiveness (MECE).
Avoid existing duplicates in TheyDo.
Prioritization is essential since it's impractical to tackle every Opportunity simultaneously. Custom Prioritization helps manage this by offering tailored scoring mechanisms.
Design Principles for Effective Opportunity Scoring
Practice Over Perfection: While you can define scores in detail, keep it simple to ensure ease of use and actionable results.
Value First, Effort Later: Almost every model comes down to a balancing of value and effort. Initially score Opportunities based on value (e.g. customer value and business value). Effort scores can be assigned at a high level (small/medium/large) and refined later with input from potential solution owners.
Align on a Scoring Method: Use a single scoring mechanism across teams to create a consistent evaluation process that supports collaborative decision-making.
Setting Up Custom Prioritization
Admin teams can configure the Custom Prioritization scoring with input from various stakeholders. We recommend setting up this system during the onboarding phase to standardize the prioritization method from the start. Document the process in your team’s playbook for easy reference.
Steps to Set Up Custom Prioritization:
Engage different Opportunity Owners to create the scoring mechanism.
Capture the process and definitions in your team's playbook.
See the implementation : How to set up custom prioritization scores
Examples of Scoring Mechanisms
Value Drivers
Specify drivers for customer and business value to minimize interpretation variability and enhance information clarity. E.g.:
Customer value
Improve customer experience
Number of customers impacted
Increase brand equity
Business value
Increase business efficiency
Increase revenue
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RICE Method
Set up RICE by defining four input scores:
Reach: Percentage of customers affected.
Impact: Effect when the Opportunity is solved.
Confidence: Confidence level in the Opportunity.
Effort: Resources, effort, and time required.
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Compute Value as a weighted average of Reach, Impact, and Confidence. Plot Value against Effort to visualize prioritization.
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Kano Model
Use the Kano model to evaluate Opportunities based on customer satisfaction and functionality.
Customer Satisfaction: Scale from Frustrated (-2) to elighted (2).
Functionality: Scale from None (-2) to Best (2).
Plot these scores to distinguish between must-have and delight attributes.
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Conclusion
Custom Prioritization in TheyDo offers a powerful way to tailor the evaluation of Opportunities to your organization’s specific needs. By defining your own scoring drivers and aligning these across teams, you can ensure a standardized, scalable, and efficient prioritization process that enhances decision-making and drives innovation.