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Decision Criteria: internal inspection questions

Inspection questions on Decision Criteria (DC): documenting the criteria, influencing them with business outcomes and your differentiators, and locking out the competition.

Grey

Status: Just getting started; introduced criteria during discovery

Guiding light principle: Document.

  • Tell me what the decision criteria are.
  • Is the criteria document attached in Salesforce (sf.com)? Let’s look at it.
  • Describe to me how you can influence it.
  • Did they use our template?
  • Is it strong enough?

Yellow

Status: Criteria exist; you are influencing the criteria with connections to business outcomes and your differentiators

Guiding light principle: Influence. Can you influence the criteria to favor you, set traps for the competition, gain consensus and help you avoid “No Decision”?

  • Did our SE confirm the links of the capabilities to the business metrics?
  • Explain to me the weighting in the DC.
  • Tell me which stakeholder provided the most input.
  • What business metrics would the EB care most about?
  • How does your champion feel about the DC?
  • Is this a fair fight?
  • What competitive traps are set?

Green

Status: Criteria are documented and have locked out the competition

Guiding light principle: Control. You have been able to influence the criteria, have tied them to business outcomes that matter and/or have set traps for the competition, including the “No Decision” contingent.

  • Has the input from the EB been incorporated in the DC, and has he/she seen the document?
  • How is your champion managing any changes to the DC?
  • Is the DC the major driver for the technical validation event we are jointly executing?
  • Is your champion comfortable defending the objectivity of this document to the EB?
  • Did you spring the competitive traps?
D

Go deeper on Decision Criteria

The technical, commercial and legal criteria the decision is based on.