Prioritisation FAQ

I see a new "Evaluation" tab under my Projects, Proposals, and Ideas. What is it? Can I remove it?

The Evaluation tab is part of the Prioritisation module and is used to compute a Prioritisation Score for an Initative. This helps Strategy users prioritise Initiatives.

The tab appears in all entities defined as Initiatives in Settings > Strategy > General Settings. By default, Projects, Proposals, and Ideas are defined as Initiative Types. You can also map custom entities as Initiative Types. Refer to the Initiative configuration page for setup instructions.

Important Notes:

Removing an entity from the Initiative Type list excludes it from prioritisation and prevents it from receiving a Prioritisation Score.
If all Initiative Types are removed, the system defaults back to Projects, Proposals, and Ideas. To avoid showing the Evaluation tab, at least one Initiative Type must remain defined:
- Option 1: Define an unused entity as an Initiative Type.
- Option 2: Keep Projects as an Initiative Type and hide the Evaluation tab for each Project Type in the Project Type configurations.

Not all of my Active Evaluation Criteria are displaying within the Initiatives’ Evaluation tab

The missing Evaluation Criteria could be explained if their Category has been made Inactive. Any Evaluation Criteria associated with an Inactive Evaluation Criteria Category will be hidden from the Evaluation tab of the initiatives. Refer to the Deactivation behaviour documentation here.

Which Points value should I enter in my Evaluation Criteria?

Prior to setting up Evaluation Criteria, you should reflect holistically on the Prioritisation Scoring that you would want to see for it to be meaningful. First, read the Scoring section and follow the reflection suggestions we have listed in the configuration section.

Which Weight should I enter in my Prioritisation Model?

Prior to setting up a Prioritisation Model, you should reflect holistically on the Prioritisation Scoring that you would want to see for it to be meaningful. First, read the Scoring section and follow the reflection suggestions we have listed in the configuration section.

Can my Initiative be something other than a Proposal, Idea, or Project?

Yes, you can define what an initiative is in the Settings. You can map it to a custom entity that was created specifically for a client. Please refer to the Initiative configuration page to find all the information needed.

What is the relationship between Benefits and Prioritisation?

Currently, we did not create any relationship between Benefits and Prioritisation. The only common element is the Strategic Goal. Evaluation Criteria are the items the business wants to be evaluated for each initiative to ensure that initiatives are aligned with the strategy and what matters to the executive management for decision-making. Benefits are the result of executing an initiative.

Can I have several Prioritisation Models?

Yes. For instance, your organisation may have a global Prioritisation Model that all entities in the company should follow. However, a department may want to have its own Prioritisation Model and rank its initiatives with a different reasoning than the one in the global Prioritisation Model. We offer flexibility in allowing the Administrator to create several Prioritisation Models, and then it is up to the Prioritisation user to select which one they want to apply to rank initiatives.

Why can’t I see the Score resulting from Prioritisation within the Initiative Evaluation tab?

To allow flexibility to organisations and users, we have decided to make several prioritisation models available in the system. An initiative may be evaluated, but its score is related to a prioritisation model. An Initiative may have different prioritisation models applied (depending on the Prioritisation created). Therefore, there is no unique prioritisation model to allow showing a score on the Initiative. Feel free to contact us if this causes any issues.

Are my Initiative Evaluations automatically evaluated based on some fields?

At the moment, no, but we are considering AI capability to help evaluate initiatives.

How do I associate a Prioritisation Model to an Initiative?

You associate a prioritisation model with an initiative via the Prioritisation module. Please refer to the section How to use Prioritisation.

I am an administrator, if I need to update a Prioritisation Model (or Evaluation Criteria) that is currently associated with a Prioritisation, what should I do?

It depends on the type of change you need to make:

If it’s a modification of the Name or Description, then any change will apply automatically everywhere.
If you need to change the weight (in the Prioritisation Model) or points (in the Evaluation Criteria), then the user will have a notification in their Prioritisation view when they open it the next time. All the scores that were done prior will then recalculate.
If you need to change the Impact of the Evaluation Criteria (Positive or Negative), then the user will have a notification in their Prioritisation view when they open it the next time. All the scores that were done prior will then recalculate.
If you need to add an Evaluation Criteria option (additional rating in the list of points), then it will add it to the list and the user will then see it in the drop-down when evaluating (again).
If you need to remove an Evaluation Criteria option (removing a rating in the list of points), then it will reset the evaluation to empty for the evaluations that had this option selected. This will lead to, when opening a Prioritisation, the user will have a notification that the data needs to be updated. Try to avoid doing so as it may confuse users.

The general rule is to avoid changing points as it may change all the prioritisations in place. Or, you have communicated it in advance and are going to do a major update. Please refer to the section Maintaining Prioritisation for further information.

Can I access the Prioritisation Score and ranking of my initiatives from a PowerBI report?

Currently, no, but coming soon the data related to Prioritisation will be available in the PowerBI Data Model.

How and when do Initiative records get created?

Initiative (sensei_initiative) records get created automatically the first time any of these actions occur for a configured Initiative Type (e.g. a Project, Proposal, etc):

A user navigates to the Evaluation tab on the Initiative's form for the first time
A user selects to add the Initiative to their Prioritisation Plan or Optimisation Plan

The sensei_initiative record has a 1:1 relationship with its related initiative type record (e.g. Project, Proposal, etc).

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