Evaluation by Values

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Identification
Alternative names: 
Value Matrix
Level of process: 
Method
Intent or purpose: 
This procedure allows groups to evaluate a limited number of ideas against a range of criteria. They then can select the best of the ideas.
Used as component of: 
This is a convergence method used in a workshop
Types of Participants: 
normal
Recommended size of group: 
26-50
Optimal amount of time needed: 
3 - 6 min. depending on the number ideas and values
Howto
Usual or Expected Outcomes: 
a selected idea as the best.
Level of participation: 
high
Ideal Conditions: 
A limited number of values and ideas say from 3 to 10 would be acceptable.
Potential Pitfalls: 
If the values or criteria is not easily measured or discerned there can be unnecessary disagreement.
How is success evaluated: 
A selected idea and knowing why it was selected
Type of Facilitator-Client Relationship: 
Standard
Level of Difficulty to Facilitate: 
Facilitation skills required
Facilitator Personality Fit: 
any
Setting and Materials: 
The room needs a wall or white board where the matrix can be set up
Resources Needed: 
markers, white board or flip chart paper.
Pre-Work Required: 
the ideas have to be generated
Procedures: 

Procedures
1. Decide on the values you are going to use.
2. Create a form on the white board, spread sheet using a projector or on flipchart paper.
3. Walk through the values and come to agreement about how they will be measured.
4. Going through one idea at a time ask, ?Does this idea meet this value?? If the answer is yes then mark the intersection of the value and the idea. In the chart above the checks indicate that they do meet the criteria.
5. Note: There are two ways of weighing these. The question can be, ?Does this idea meet the value a little, somewhat or a great deal?? Also the values can be weighed. For example value A can have a weight of 3 and value B have a weight of 2 etc.
6. Count to see what the total is. In the weighed version the weighs are included in the count.
7. Discuss if the results of the evaluation is correct.

See the file for the form

How flexible is the process?: 
very
Follow-Up Required: 
process the selected idea
File attachments: 
AttachmentSize
Microsoft Office document icon Evaluation_Criteria.doc28.5 KB
Background
Developer: 
unknown
Derived from: 
unknown
History of Development: 

unknown

References: 
none
License Model: 
Free (or unattributable)
Suppliers
Creators: 
Trainers: 
Namesort descending City Country
CFI Syllab Inc. Montreal Canada
Imaginal Training Groningen Netherlands
Consultants: 
Namesort descending City Country
CFI Syllab Inc. Montreal Canada
Imaginal Training Groningen Netherlands
Online: 
Supporters: