Scorecard


What is the Scorecard tool for?

    • The Scorecard step in Platform provides the Pipeline Managers / Administrators with the ability to the find best ideas using a template based questionnaire.
    • Scorecards have fully customizable templates that allow the Pipeline Managers / Administrators to find the exact information they need and choose the best idea.
      • Template / Questionnaire configuration
      • Single interface for all scorecard action items
      • Track scoring progress
      • Engage other evaluators through comments
    • When a Scorecard action item is triggered, the evaluator / screener can provide any of the following:
      • A review all components of the idea (attachments, votes, comments, any additional information) to help complete the scorecard questions / answers.
      • Provide feedback and/or ask questions through comments (to both idea submitters and/or fellow evaluators)
Screen_Shot_2017-08-02_at_2.00.42_PM_copy.png

 

Configure the Scorecard Tool:

    • To get started with Scorecards, navigate to Step Ellipsis Menu --> Configure Scorecard:
Screen_Shot_2017-08-02_at_2.03.24_PM_copy.png

 

    • In the Scorecard configuration section, the Pipeline Manager will need to set the following parameters:
      • Evaluators: Select the users who will review the ideas.
        • Individual Assignment: Any user configured as an Evaluator will automatically be assigned an action item per each note submission.
          • Note: There can be a maximum of 180 evaluators per step
        • Category Assignment: Action items for by category will be triggered when an note is submitted with the same category the user is assigned to.
          • Note: There is a limit of 30 evaluators per category with 180 total for the step
      • Scorecard Template: Select the template which will be used to assign scorecards in this step.
        • Select Template Setup to create a new template or modify an existing one.
        • Learn more about Scorecard templates here!

 

      • Due Date: The manager can set the due date dynamically from date assigned or manually select a date if needed.
      • Allow Assignees to Edit Idea Attributes: Assignees who are not already administrators will be able to edit some attributes such as idea title, description and category,
      • Send Alerts: 
        • Immediately: An email alert will be sent Immediately to each Assignee when a new Action Item is assigned.
        • Daily: An email alert will be sent to each Assignee when the first Action Item is assigned. Subsequent email alerts will be sent Daily.
          • Daily emails will include any Action Items assigned from the previous day
          • Daily, Assignees will receive a single email alert for new Action Items for that step at 9:00 a.m. (this will respect system time zone settings)

 

      • Email Subject and Body:  The assigner has the option to enter in any desired email subject and body text - which will be sent to the selected evaluators.
      • Dynamic Fields:  Allows the assigner to include dynamic fields in an Email

 

  • Evaluations Tab: Enables the ability to display evaluation results to submitters and team members.
    • Click here to learn more

 

    • Select Activate to complete the configuration. 

Assignee's experience:

    • After the action item is triggered in Brightidea, the assignee will receive an email / notification notifying them of their open Scorecard action item to complete.
    • Once assigned, the evaluators can complete their scorecard action items by filling out the scorecard questionnaire and selecting Commit Scorecard
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What formula is used to calculate scorecard scores?

  • Please refer to the below formula for any manual scorecard calculations: 

Note: 

  • The total point counts across all scorecard questions is added and divided by the total number of possible points to create a scorecard score.
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Comments

  • Avatar
    Laura Frisby

    Can you assign scorecards to individuals beyond who ? In my case, I have one main evaluator, but will have a different SME each time needing to evaluate. How can I assign the score card to different people each time?

  • Avatar
    Ron

    Hi Laura,

    Yes, you can add evaluators to the step configuration and they will be assigned the scorecard. However, if a different scorecard template is required, the only option is to create multiple scorecard steps.

    Please let me know if you have any other questions on this topic.

    Best,
    Brightidea Support

  • Avatar
    Stephanie Hegarty

    Ron, need your help with a scorecard I'm building. I have five questions and i want question 2 to have the most impact to the overall score. What is the best way to weight those answers so that they have a higher value/impact to the score? From my understanding it's weighted based on each individual answer choice vs. the sum of all choices.

  • Avatar
    Ron

    Hi Stephanie,

    The only way that can be done is if you assign higher values to the answer choices of those two questions. However, the formula described above will still add them all up and divide by the total.

    It's not possible to strictly assign a weight to a specific question.

    Please keep in mind the above formula if making any changes.

    Thanks,
    Brightidea Support

  • Avatar
    Sandy Jobes

    Hello, I activate scorecards for a 2016 Performance and Service Award and I selected the activate button but no actions have been assigned and no emails have been sent. Please advise.

  • Avatar
    Ron

    Hi Sandy,

    Please double check that you added ideas to the step after it is configured. If you are still having an issue, please submit a ticket and we will take a look.

    Best,
    Ron Orlovetskiy
    Brightidea Support

  • Avatar
    Sandy Jobes

    When scorecards are complete, what is the best way to analyze results? If the export or download function is used before all the scorecard data has been submitted, do you lose all the data? I'm not able to find specific information on what how to analyze or review scorecard results. Thank you.

  • Avatar
    Ron

    Hi Sandy,

    You can check the step manage section to see the results. Also, the data can be exported at anytime, no data is lost.

    Let me know if you have any other questions.

    Best,
    Ron
    Brightidea Support

  • Avatar
    Sandy Jobes

    Thank you--I found the section on what exports are available in Pipeline. This was more helpful than the scorecard tool pdf===the scorecard tools addresses how to build one but doesn't give options for looking at results once the scorecards have been completed.

    Do you need to close an action to export? I just want to make sure I don't lose data/scoring results.
    Thank you.

  • Avatar
    Ron

    No, the data can be exported at any point. There is no specific action needed to export the results.

    Best,
    Ron
    Brightidea Support

  • Avatar
    Steve Domeck

    I have a scorecard set up for a Round 2 evaluation. There are 6 judges and 115 submissions. I only need each of the 115 submissions to be evaluated twice. How do I configure the scorecard to randomly assign ~38 submissions to each judge so that all submissions get two evaluations?

  • Avatar
    Ron

    Hi Steve,

    That's not something that is possible in a single scorecard step. I think you will need multiple scorecard step, perhaps 1 for each evaluator? That way you can add the needed ideas per evaluator to each step.

    Best,
    Ron
    Brightidea Support

  • Avatar
    Steve F

    I have a series of questions that fall under different categories or themes. Is there a way to aggregate the scores from questions within a theme, or does that have to be done offline by exporting to excel?

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