WSJF

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✓ Remembered from last time
Annual Revenue is required. ✓ Remembered from last time
Gross Profit is required. ✓ Remembered from last time
User-Business Value 2.8
Time Criticality 1.0
Risk / Opportunity 1.6
Job Size 1.2
Cost of Delay 5.4
WSJF Score 4.5
Is NOT tied to a strategic goal
2.8

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?

4

Is this Project a Regulatory or Compliance requirement?

Score: 1

Weight: 0.30 — Higher regulatory scores shift weight to this criterion.

1

Does this Project contribute to 5% Organic revenue growth?

Score: 1

Weight: 0.25

2

Does this Project contribute to 10% Gross Profit growth?

Score: 1

Weight: 0.25

3

Does this Project create Soft Dollar savings / efficiency gains?

Score: 1

Weight: 0.20

5

Is this Project an Executive Priority (CEO / CFO / Board / BPO)?

Score: 1

Weight: 0.00 — Scores below 5 carry no weight; scores 5+ add to total.

1.0

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?

1

Is this Project a time-sensitive Compliance requirement?

Score: 1

Examples: 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.

2

Does this increase Process Optimization and/or Consistency?

Score: 1

Examples: More efficient workflow for product creation, product workbench build-out, standardizing contractor onboarding, automating contractor onboarding.

Weight: 0.10

3

Will this Project impact cross-Value Stream Process Efficiencies?

Score: 1

Examples: Automating Claims Processing, Upgrading Warranty Coverage Management System.

Weight: 0.25

4

Is there an implementation deadline the Company must meet?

Score: 1

Examples: Customer-facing deadlines, fiscal close, manufacturing rebates, penalties for missed deadlines.

Weight: 0.30

1.6

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?

1

Can we gain a Competitive Advantage?

Score: 1

Examples: Corporate initiatives, tangible market share gains from competitors.

Weight: 0.20 (fixed)

2

Does this lay the foundation for future business opportunity?

Score: 1

Examples: Enabling process/technology, expanding HVAC, adding Structural Warranties.

Weight: 0.20 (fixed)

3

Does this help the Company avoid a potential Risk?

Score: 1

Examples: Reducing risk of error by increasing Master Data accuracy, reducing risk of non-adoption by improving ease of use.

Weight: 0.30 (fixed)

4

Does this help the Company avoid Operational Costs?

Score: 1

Examples: Eliminating potential new hires through efficiency, reducing outside services by enabling employees to do the work internally.

Weight: 0.30 (fixed)

1.2

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).

1

Will this Project negatively impact Solution Stability?

Score: 1

Consider: 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.

2

How many overall systems / modules are impacted by this Project?

Score: 1

Examples: Appliance Portal, Authorizations, Ecom, Finance Engineering/AP/AR, Renewals/SalesForce, Mobile Applications.

Weight: 0.20 — Also determines Management Type (I&D vs Roadmap).

3

How many Value Streams are impacted by this Project?

Score: 1

Examples: Lead Generation, Sales/Warranty Purchase, Non-Warranty Sales, Service Request Intake, Payment Processing, On Demand.

Weight: 0.20

4

How many Users / Stakeholders will be impacted by this Project?

Score: 1

Consider: Org Readiness, Communications, Training Materials + Delivery. Examples: Corporate, Finance, Customer Support, Sales, Marketing.

Weight: 0.30

5

How many Config / Dev objects / Components are impacted by this project?

Score: 1

Consider: Interfaces, Reports, Configuration, Forms, Manual Processes. Does this depend on functionality not currently in production?

Weight: 0.20 — Also determines project dependency flag.

6

Tech Debt / Architectural Improvements

Score: 1

Does 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).