Frameworks · Scorecard
Score every AI idea before anyone builds anything.
Rate each candidate workflow 1–5 against ten criteria. Impact and frequency count double. The totals — not the loudest opinion in the room — pick your first initiative.
01
List 5–10 candidate workflows
Real, specific ones: “draft the weekly client report”, not “marketing”.
02
Score each row 1–5
Use the anchors below to keep yourself honest. Gut-feel 3s are usually a 2.
03
Apply the weights and total
Impact and frequency multiply by two — value compounds with repetition.
04
Rank and commit to the top one
One initiative, one quarter. The rest go on the written roadmap.
The scorecard
Ten rows. Five points each. No vibes.
| Criterion | Weight | What a 1 looks like | What a 5 looks like |
|---|---|---|---|
| Business impact | ×2 | Nobody would notice the improvement | Revenue, cost, or CX visibly moves |
| Workflow frequency | ×2 | Runs a few times a year | Runs daily, many times |
| Process clarity | ×1 | Different every time, undocumented | Written steps everyone follows |
| Data availability | ×1 | Lives in heads and inboxes | In systems AI can reach today |
| Implementation feasibility | ×1 | Needs new infrastructure first | First version shippable in weeks |
| Risk level | ×1 | Errors reach customers or money | Errors are internal and cheap to catch |
| Speed to validate | ×1 | Proof takes quarters | You would know within a week |
| Strategic value | ×1 | Dead end — helps nothing else | Builds data/integrations you reuse |
| Human review requirement | ×1 | Review takes as long as the work | Quick approval, then it ships |
| Integration complexity | ×1 | Touches five systems, all undocumented | One or two well-documented systems |
Copy this into a doc or spreadsheet — one column per candidate workflow. Maximum weighted score is 60; anything above 45 deserves a serious look.
Reading the totals
What the numbers are telling you
01
45+ (weighted)
A genuine Quick Win candidate. Shortlist it and compare against the other high scorers.
02
30–44
Promising with specific gaps — usually clarity or data. Fix the gap, rescore, and it often graduates.
03
Under 30
Not your first initiative. Park it on the roadmap; don't let it burn your budget for attention.
Want the spreadsheet version?
A ready-to-use scorecard template (with the weights wired in) goes out to the list when it ships. Join and you'll get it first.
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