Weighted Criteria Assessment Matrix by accinent

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									Weighted Criteria Assesment Matrix

                                                              Rankings (1-5)
                                                            Weighted
                             Weighting      Decision 1       Score     Decision 2   Weighted Score

  Scalability
  Ability to support 100%
  increase in transaction
  volumes                       5               2             10           5             25
  Ability to support 100%
  increase in concurrent
  users                         5                              0                          0

  Ability to support 100%
  increase in locations         3                              0                          0
                                                               0                          0
  TOTAL                         13                  TOTAL     10            TOTAL        25
  Performance
  Sub-second response
  required for each screen
  refresh                       5                              0                          0
                                3                              0                          0
                                2                              0                          0
                                5                              0                          0
  TOTAL                         15                  TOTAL      0            TOTAL         0
  Reliability
                                5                              0                          0
                                5                              0                          0
  TOTAL                         10                  TOTAL      0            TOTAL         0
  Support/Maintenance
                                5                              0                          0
                                5                              0                          0
  TOTAL                         10                  TOTAL      0            TOTAL         0
  Security
                                5                              0                          0
                                5                              0                          0
  TOTAL                         10                  TOTAL      0            TOTAL         0
  Usability
                                5                              0                          0
                                5                              0                          0
  TOTAL                         10                  TOTAL      0            TOTAL         0
  Capital Costs
                                5                              0                          0
                                5                              0                          0
  TOTAL                         10                  TOTAL      0            TOTAL         0
  Resource / Skill Set Availability
 47d904e2-b60d-4b60-9bf6-a4c7f73f7d79.xls                                              Page 1 of 6
                                5                  0                  0
                                5                  0                  0
 TOTAL                         10          TOTAL   0    TOTAL        0
 Technology Direction
 Technology set has at
 least a 3 year direction
 from vendor                    5                  0                  0
                                5                  0                  0
 TOTAL                         10          TOTAL   0    TOTAL        0
 Software Development LifeCycle
 Existing SDLC supports
 technology                     5                  0                  0
                                5                  0                  0
                                5                  0                  0
 TOTAL                         15          TOTAL   0    TOTAL        0
 Portability
 Ability to run on different
 desktop O/Ss (e.g.
 Linux)                         5                  0                  0
                                5                  0                  0
                                5                  0                  0
 TOTAL                         15          TOTAL   0    TOTAL        0

 Web Suitability
 Rating                        128                 10               25
                                                                Recommended




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Weighted Criteria Assessment Matrix

The Weighted Criteria Assessment Matrix is a tool designed to aid decision making involving a large number of
criteria. This tool is primarily used for technology decisions but can easily be modified for any multi-criteria decision.
As the name suggests, these criteria are 'weighted' based on their importance to the decision. The goal is to
provide an objective assessment of a decision (which can be a product selection or an architecture decision). Any
number of products or decisions can be compared simplying by copy and pasting the one of the existing columns
into a new column.

There are essentially three steps to completing the Assessment Matrix:
1) Identify Criteria: A list of relevant criteria needs to be created, it is often useful to group these criteria under
general headings to faciliate communication and to also ensure that one heading with many criteria does not
dominate the entire decision process (e.g. ten items under the heading Performance might dominate one item
under the heading Security even both Performance and Security might have the same overall weighting for the
decision). The criteria and their headings should be entered into the left most column of the spreadsheet.
2) Determine Weightings: Each criteria must be assigned a 'weighting'. In this spreadsheet the weightings are
on a scale of 1 - 10, although any scale could be used (1 - 5 for example). It is also possible to use a "Low,
Medium, High" form of rating although this would require modification to the formula cells. You can either use an
overall fixed weighting system (a total value for all critieria not to exceed 100 for example) or you can simply add as
many critieria with their respective weightings as you wish. It is often valuable to enter a percentage at the grouping
level to illustrate the importance of the grouping to the overall decision.
3) Ranking Decisions With the criteria and their weightings determined, the next step is to enter 'rankings' for
how each decision variable fits the criteria. In this spreadsheet, the rankings are on a scale of 1 - 5 although once
again any scale could be used. After applying the rankings the spreadsheet will calculate a total weighted
assessment and will 'recommend' one of the decisions automatically for you.

This tool is designed to aid in the decision making process and is an effective tool for communicating to other
stakeholders the criteria and how they relate to the decision being made. What I have often done in the past is to
develop the criteria weightings in a workshop forum with a variety of stakeholders. This develops consensus on the
criteria and weightings used and is a relatively quick way to get input from stakeholders. I then ask different
representatives to individually complete the criteria matrix and return them. Once they are received, I develop a
"mean" average (each ranking added together and then divided by the number of responses) and I use this to
develop the average assesment.

Other examples of fields or decision criteria not represented on this spreadsheet (primarily because I use this to
determine an objective functional assessment of a decision) include financial criteria, intangible decision criteria
(improving customer satisfaction for example) and strategic decision criteria. These could be added to the
assessment matrix although it is important to ensure they can be objectively evaluated and compared for each
decision (financial criteria can vary between product or architectural decisions for example because different
products can have very different pricing models, e.g. server license pricing versus concurrent user pricing).

As a final suggestion, it is often important to have a companion document that explains each criteria in enough
detail that it is clear what the criteria represents. Unfortunately, Excel does not provide a lot of room in each cell to
have a detailed description of the criteria.


Bryan Campbell
bryan.campbell@valtech.com
919-608-0659
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