How to Prioritize Your Decision-Making Criteria - TransparentChoice Tutorial

How to prioritize your decision-making criteria

TransparentChoice Software Tutorial

5 steps of criteria prioritization

1. Create a project in TransparentChoice.

2. Add your criteria.

3. Collect input from your team.

4. Build consensus.

5. Display results.

Steps 3 and 4 are for the group process. Skip them if you prioritize criteria alone.

The first thing you need to do is to create a project. In order to do that you need to be logged in. If you don’t have an account yet – you can create it here

First step…

Step 1. Create a project

a. Log in to your account.

b. Click on “Create project”.

c. Enter the name and goal of the project.

d. Click create.

See screenshots on the next slides

Step 1. Create a project

Step 1. Create a project

Your new project opens automatically. Now it is time to add the criteria that you and your team will prioritize…

Next step

Step 2. Add criteria

a. Go to criteria tab.

b. Click on Add sub-criterion.

c. Enter the name of criterion.

d. Click create.

e. Repeat b-d for each criterion.

See screenshots on the next slides

Step 2. Add criteria

We will prioritize criteria. Skip the “Alternatives” step and go directly to “Criteria”.

Step 2. Add criteria

This is the goal of your project and the root element

of criteria hierarchy.

Step 2. Add criteria

It’s subcriteria will be prioritized with pairwise

comparisons (default setting).

Step 2. Add criteria

Step 2. Add criteria

Step 2. Add criteria

Step 2. Add criteria

Great! You have added your criteria. Now you need to ask your team for input about the criteria priorities. You do this by sending auto-generated surveys…

Next step

Step 3. Collect input from your team

a. Go to “Collect input” tab.

b. Add your team members as evaluators.

c. Distribute links to auto-generated surveys.

d. Wait for the input.

See next slides for screenshots…

Step 3. Collect input from your team

Step 3. Collect input from your team

The list of surveys will show up here. If you're working on your own, you don't need to

add any more evaluators.

Step 3. Collect input from your team

Step 3. Collect input from your team

Step 3. Collect input from your team

Software generates a survey for each evaluator (member

of your team).

Step 3. Collect input from your team

Here you define the type of the judgments in surveys. In this project everybody will be asked just about

criteria priorities.

Step 3. Collect input from your team

Click here to display the access links for the surveys.

Step 3. Collect input from your team

Each access link is unique so share it only with evaluator assigned to the survey.

Step 3. Collect input from your team

Access to surveys is still locked. When you are ready to start the data collection click “Start”. You

may stop it later.

Step 3. Collect input from your team

You can track the progress…

Step 3. Collect input from your team

Great! You have collected input from your team. Now it is time to review it and build consensus…

Next step

Step 4. Build consensus

a. Add new “review”

b. Use “auto-review”.

c. Review surveys and build consensus.

See next slides for screenshots…

Step 4. Build consensus

Step 4. Build consensus

Select the people you want to include

Step 4. Build consensus

You have just created your first review. It contains votes collected from all

evaluators. Click on the review to see the details…

Step 4. Build consensus Review is a survey that you populate

together as a team. For each judgment you have the answers from

individual surveys.

Step 4. Build consensus

Auto-review populates a review with average values. You can

overwrite it later.

Step 4. Build consensus

Big difference of opinions. Discuss it.

Your team went through all of the judgments. You discussed the differences of opinions and built consensus for each judgment (or used averages).

Now you are ready to see the results….

Next step

Step 5. Display results

a. Go to “Analyse results” tab.

b. Choose input source.

c. Click on criteria weights.

See next slides for screenshots…

Step 5. Display results

Step 5. Display results

Step 5. Display results

Step 5. Display results

Step 5. Display results

Step 5. Display results

Next steps

• Get the free trial of TransparentChoice and prioritize your criteria now.

• Schedule a live demo of TransparentChoice software and we will guide you through the prioritization process.

• Request our support for your first project. Get the software and support needed to successfully complete a pilot project.