Skip to main content
Planview Customer Success Center

INN22 - Idea Selection Report

Overview

This report can be used when conducting the final review of ideas. Input parameter is the idea stage name. These four worksheets provide all the data needed to consider whether an idea should be moved to Successfully Implemented. Use this at the end of the challenge, when meeting as a group, to determine your final successful ideas; it can be used to facilitate an effective selection meeting.

           

IdeaSelectionReport_IdeaDescriptionWorksheet.png

INN22 example - Idea Description Worksheet

           

           

Business Outcomes

  • Coming soon

           

           

Supporting Capabilities

  • Coming soon

           

           

Report Details

Idea Description worksheet

This provides basic idea information.

Fields included

Idea ID

Idea URL

Stage

Title

Idea Author

Idea Template Fields (up to 18)

Category

Date Created

 

You may want to replace the Field1, Field2 column headings with the actual idea template field names and remove any empty columns.

Idea Stats worksheet 

This provides the data around the idea including data from Pairwise and Reviews.

Fields included

Idea ID

Date Created

Number of Comments

Title

Stage

Number of Up Votes

Category

Star Rating

Star Votes

Idea URL

Pairwise Rank

Number of Pairwise Votes

Idea Author

Overall Review Score

 

Review Scores Worksheet

This provides the results of the completed reviews done by your Experts.

Fields included

Idea ID

Idea Author

Individual Review Score

Idea Title

Overall Review Rating

Quantitative and Qualitative Criteria fields (a total of 10 fields)

Category

Task Type

 

URL

Review Author

 

You may want to replace the Field1, Field2 column headings with the actual review criteria fields and remove any empty columns.

Selection Worksheet

This allows you to complete data as a group to help make the final selection decision. The fields listed are those on the Closed Successfully page. (If the report is used for ideas in the Implemented stage, the fields will remain blank.)

Fields included

Idea Id

Primary Impact (Time savings, Cost savings, or Revenue generating)

Idea Steward

Title

Estimated Value Range of Impact (i.e. $100,000- $200,000)

Next Steps

Idea URL

Secondary Impact (Time savings, Cost savings, Revenue generating, Customer Experience, Employee Experience, NPS)

 

Selected for Next Actions (yes/no)

Estimated Value Range of Secondary Impact (i.e. $100,000- $200,000)