clement13.net
Original photo: Instrument d'arpenteur en laiton pour mesurer les angles : demi-cercle gradué et alidade.
Description
Instrument d'arpenteur en laiton pour mesurer les angles : demi-cercle gradué et alidade.
Source
Daderot · original page
Licence
CC0 Public domain
Original photo, unretouched. The background is a version of it stylised by the site.

Assessment tool

This we do, this is improvable, this is to do: a precise assessment that calculates the levels and lists the next steps.

≈ 2 min readReading
In brief
  • 4 statuses: in place, improvable, to do, not applicable.
  • 3 figures: guaranteed level, average level, gap.
  • No data saved; download and comparison are optional.
On this page
  1. How to use it
  2. The tool
  3. Reading the results
  4. From assessment to roadmap

This tool takes a precise stock of a BI product: for each criterion, what is in place, improvable, to do or not applicable. It derives the levels from that. It is not an evaluation: it describes, it does not grade.

Your data stays with you

Nothing is saved or sent: the assessment exists only in this page. Closing the page erases it (the browser warns you if you have entered anything). To keep it, use Download; to retrieve it, Open an assessment.

How to use it#

  1. Choose the theme (overview or the matrix of one theme: storage…) then a scope: a product, a version, a team. Give it a name (optional).
  2. Go through the dimensions and fill in the criteria from the bottom up. Rely on facts: a demonstration, a document, a log.
  3. Use “Not applicable” for what does not apply to your product: the criterion does not penalize the level.
  4. Read the summary: level by dimension, guaranteed level, average level, gap, and the list of what is improvable and to do for the next stage.
  5. Download your assessment to keep it or compare it with a later version.

The tool#

Reading the results#

  • Level of a dimension: the highest level for which all the criteria, and those of the lower levels, are in place.
  • Score: this level plus the completed share of the next level (in place = 1, improvable = 0.5, to do = 0).
  • Guaranteed level: that of the weakest dimension. This is what you can count on in all areas.
  • Average level: weighted average of the scores: it shows overall progress.
  • Gap: difference between the most advanced and the weakest dimension; the larger it is, the more unbalanced the product.

The details and worked examples are in the calculation rules.

From assessment to roadmap#

  1. Identify the guaranteed level: the weakest dimension limits the product.
  2. Read the “To do” list: these are the criteria of the next stage of each dimension, hence the next steps.
  3. Choose according to value and risk: a weakness in security or quality comes before an advance in personalization.
  4. Address the “improvable” ones: often inexpensive, they consolidate a stage.
  5. Redo the assessment at regular intervals, and compare it with the previous one.