Knowledge Base/Getting Started with Brainstorm/Running Successful Challenges

Setting up evaluation criteria for a challenge

Jay Moody
posted this on December 10, 2011 06:50

So far you have learned how to build out the parts of the challenge that the community will see as they participate in your challenge.  In this step you will learn how to build out the review criteria that your challenge team will use to evaluate submissions.  

Brainstorm provides a single review criterion by default:

  • Overall Rating -- compared to the other ideas submitted, is this idea above or below average? 

In some cases, that single criterion may be enough.  But for more complex problems it can be helpful to evaluate ideas against more specific criteria, such as:

  • Estimated value
  • Estimated effort
  • Strategic fit

You can also add action-oriented criteria that you can use to help grow the submitted ideas:

  • Point of contact -- who on your team should the idea submitter follow up with for help or questions?
  • Next Action -- what next steps do you recommend for this idea?

You can add your own fields by clicking the “Review Fields” button below the grid.

 image015.png

In the “Customize Review Fields” menu, you can manage the fields you have and create new ones.  There are a few buttons on the right of any field.  The up/down arrows can be clicked and dragged to reorder how the fields are displayed while evaluating ideas.  Clicking the pencil allows you to edit the field’s name and choices.  The red “X” is used to delete the field. 

You can also create three types of additional fields:

One Vote Per Reviewer:

  • Average Rating – For this type of field, you create a dropdown list with 5 ordered choices.  Each member of the challenge team can make a choice, and the team average is calculated.  This is typically used for categorizing ideas against criteria such as “Estimated Value” or “Strategic Fit.”  The nice thing about average rating fields is that each member of the team can “vote” on his/her own time, off-line.

 ChallengeReviewFields.jpg

One selection per team:

For some ratings, it doesn’t make sense to take an average of votes.  For example if you want to record who the point of contact is, or what release it was in, or what the next steps should be.  Your choices here are:

  • Drop Down List – A defined set of options such as “low,” “medium,” “high” or “in progress,” “needs review,” “resourced.”  Typically used for categorizing ideas.  Useful for sorting and filtering ideas.
  • Open Text – A free-form text field that can be typed into as needed.  Typically used for anything that isn’t standardized from idea to idea such as “Next Action” or “Thoughts for the team.”

When creating evaluation criteria it’s best to be as explicit as you can in the choices that your challenge team uses.  For example, tie value estimates to rough dollar amounts rather than a simple low/medium/high choice.    This will help the challenge reviewers stay coordinated and aligned as they make their assessments. 

 CriteriaDropdownExamples.png

 

Note that these explicit choices pop up as you are making your choices to keep it really clear what choice has what meaning. 

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The end result of these clear definitions is faster decision making by your team – even without scheduling review meetings you can stay coordinated in aligned.

Next: Promoting your challenge