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Appendix A: Working Templates

A.2 Opportunity scorecard

The scorecard helps you compare the opportunities you've discovered. Complete one for each candidate, then place them together. Give each rating a reason, an evidence basis, and its remaining uncertainty. Keep the possible business outcome distinct from the cost and time of the first learning step. If a rating can't yet be supported, mark it unknown and gather what you need before calculating a complete total.

Candidate and relevant map cells: __________

Possible business outcome: __________

First step being compared, including scope and exclusions: __________

DimensionScore 0–5Reason and evidence for the scoreUnknowns or disagreement
Business impact
Likelihood of success
Adoption friction, where 5 is favorable
Time to evidence, where 5 is fast
Cost and risk, where 5 is favorable

Hard gates: If impact or adoption friction is 0 or 1, or likelihood of success is 0, stop the candidate as scored, whatever the total.

Total: __________ / 25, calculated only when all five whole-number ratings are supplied.

Provisional portfolio position: Run—this week / Run—two weeks / Invest after evidence / Not yet

Apply the gates first. Otherwise, 21–25 gives RUN — THIS WEEK; 17–20 gives RUN — 2 WEEKS; 13–16 with business impact at least 4 gives INVEST AFTER EVIDENCE; all other combinations give NOT YET. These are arithmetic bands on the supplied ratings. They verify nothing and approve no investment.

Reason for the comparison and any close or disputed ratings: __________

Owner's next choice: Bounded test / Prepare or measure first / Defer

Why this choice, given evidence, permission, and capacity: __________

Alternatives deferred and each re-entry condition: __________

Decision owner and review date: __________

Use the choice to complete A.3 if you're ready for a learning step. A high total can still lead to a baseline-only decision or a wait. Record a deferral and its condition in A.4 rather than treating the band as an instruction to begin.