WSJF
User-Business Value
What is the revenue impact on our business? Can we improve our gross margin? Is there a potential penalty or other negative impact if we delay?
Is this Project a Regulatory or Compliance requirement?
Score: 1Weight: 0.30 — Higher regulatory scores shift weight to this criterion.
Does this Project contribute to 5% Organic revenue growth?
Score: 1Weight: 0.25
Does this Project contribute to 10% Gross Profit growth?
Score: 1Weight: 0.25
Does this Project create Soft Dollar savings / efficiency gains?
Score: 1Weight: 0.20
Is this Project an Executive Priority (CEO / CFO / Board / BPO)?
Score: 1Weight: 0.00 — Scores below 5 carry no weight; scores 5+ add to total.
Time Criticality
How does user/business value decay over time? Is there a fixed deadline? Will the Company users get used to an acceptable work-around? Will the Customer wait for us or move to another provider?
Is this Project a time-sensitive Compliance requirement?
Score: 1Examples: PCI compliance, HIPAA compliance, SOX compliance or reporting impact. If unsure, leave at 1.
Weight: 0.35 — A compliance score of 8 or 10 shifts most weight here.
Does this increase Process Optimization and/or Consistency?
Score: 1Examples: More efficient workflow for product creation, product workbench build-out, standardizing contractor onboarding, automating contractor onboarding.
Weight: 0.10
Will this Project impact cross-Value Stream Process Efficiencies?
Score: 1Examples: Automating Claims Processing, Upgrading Warranty Coverage Management System.
Weight: 0.25
Is there an implementation deadline the Company must meet?
Score: 1Examples: Customer-facing deadlines, fiscal close, manufacturing rebates, penalties for missed deadlines.
Weight: 0.30
Risk / Opportunity
What else does this do for our business? Does it reduce the risk of this or a future delivery? Is there value in the information we'll receive? Will this feature open up new business opportunities?
Can we gain a Competitive Advantage?
Score: 1Examples: Corporate initiatives, tangible market share gains from competitors.
Weight: 0.20 (fixed)
Does this lay the foundation for future business opportunity?
Score: 1Examples: Enabling process/technology, expanding HVAC, adding Structural Warranties.
Weight: 0.20 (fixed)
Does this help the Company avoid a potential Risk?
Score: 1Examples: Reducing risk of error by increasing Master Data accuracy, reducing risk of non-adoption by improving ease of use.
Weight: 0.30 (fixed)
Does this help the Company avoid Operational Costs?
Score: 1Examples: Eliminating potential new hires through efficiency, reducing outside services by enabling employees to do the work internally.
Weight: 0.30 (fixed)
Job Size
In systems with fixed resources, job size is a good proxy for duration, and we can estimate job size by our experience. Uses Fibonacci scale (1–21).
Will this Project negatively impact Solution Stability?
Score: 1Consider: Performance, Availability, Maintainability, User-experience, Overall solution scalability. Does the initiative add complexity to the infrastructure, code base, or data structures?
Weight: 0.10 — Higher stability scores increase this weight significantly.
How many overall systems / modules are impacted by this Project?
Score: 1Examples: Appliance Portal, Authorizations, Ecom, Finance Engineering/AP/AR, Renewals/SalesForce, Mobile Applications.
Weight: 0.20 — Also determines Management Type (I&D vs Roadmap).
How many Value Streams are impacted by this Project?
Score: 1Examples: Lead Generation, Sales/Warranty Purchase, Non-Warranty Sales, Service Request Intake, Payment Processing, On Demand.
Weight: 0.20
How many Users / Stakeholders will be impacted by this Project?
Score: 1Consider: Org Readiness, Communications, Training Materials + Delivery. Examples: Corporate, Finance, Customer Support, Sales, Marketing.
Weight: 0.30
How many Config / Dev objects / Components are impacted by this project?
Score: 1Consider: Interfaces, Reports, Configuration, Forms, Manual Processes. Does this depend on functionality not currently in production?
Weight: 0.20 — Also determines project dependency flag.
Tech Debt / Architectural Improvements
Score: 1Does the initiative improve (reduce) complexity in the environment? Does this project provide foundational capability? Does it sizably reduce technical debt?
This is a multiplier — tech debt reduction lowers the overall Job Size score (negative adjustment).