Working with the Genius Scorecard (v8.xx)

Gates are naturally critical decision points in a project and require careful assessment. It is most commonly-found for organizations to hold a gate review meeting where a set of success factors are assessed to determine a course of actions. The score card form available in Geniusproject captures the score of for each success factor. These can be different for each tollgate and refer to documents/ records attached to the project. Since the phase review process setup is completed, you can populate the score card in your project template.

Open any gate, and under the «Setup» tab click on the «Add» button to add success factors

Click on the button to build a link to the reference document used to assess success factors

General section

Fields Use

Score card evaluation Identifies what evaluation system is used for each success factor to type actual values vs. target score.

Average means that the score card success factors are satisfactory to move to the next step if the average score is equal to or greater than the average target.

All reached means that the score card success factors are satisfactory to move to the next step only if all scores are equal to or greater to the defined target.

Manual means that no automation is built in, it comes down to a user decision

Evaluation result Identifies whether the score card values entered have reached the reached? target score based on the evaluation system chosen. It is automatically

computed if the field [score card evaluation type] is set to "Average" or "All reached".

If the field [score card evaluation type] is "Average" then a "Yes" is triggered if the [Average score] is equal to or greater to the value found against [Average score criteria].

If the field [score card evaluation type] is "All Reached" then a "Yes" is triggered if all of the actual values are equal to or greater to each their respective target. In case of a "No", the ratio of failed/satisfactory

criteria is displayed next to the answer. For instance (2/7) will mean 2 out of 7 are reached.

If the field [score card evaluation type] is "Manual", a «Yes/No» button is available for manual selection.

Default value is "No".

Average score of Captures the average score of actual values if the [score card criteria evaluation type] is set to "Average".

Average score Captures the average score of target if the [score card evaluation type] is set to "Average".

Add Create a new row

Remove Remove a selected row

Success factors section

Fields Use

# A color indicator (green or red) computed based on the comparison of actual values vs. target. Green means that actual values are equal to or greater than the target. Red means that actual values are smaller than the target.

Criterion Describes the success factor to assess.

Target(0-100) Captures the target score to reach

Actual Captures the actual values associated to a success factor

Reference document Provides a link to a reference document related to the decision making process used to come up with the actual value. For example, the success factor "market share growth potential" can have a reference link to the market research report.

Note Captures comments