Plan requirement
| Subscription | Any plan |
| Also required | Quality Assurance or Workforce Engagement Management |
| Access | Admin |
Keeping your scorecards current, and why changing one resets what your reporting is able to compare.
Manage them
- Open the scorecards in the workspace.
- Review the categories, weights and guidance.
- Edit, or archive one that is no longer used.
- Tell the team before any change takes effect.
A change breaks comparability
Scores before and after are measured against different questions. The trend line continues and it no longer means one thing.
Note the date of any change on your reporting, or somebody will read a step in the graph as a change in quality.
Change on a rhythm, not continuously
Once or twice a year, deliberately. A scorecard revised every month gives you a year of data you cannot compare with anything.
What usually needs changing
- A category two reviewers keep scoring differently.
- A category everybody always passes, which measures nothing.
- Something that has become important and is not on there.
- Weights that turned out to emphasise the wrong thing.
Let the disputes tell you
Categories that generate disagreement are ambiguous. That is the clearest signal you get about which wording needs work, and it costs nothing to collect.
Archive rather than delete
Deleting a scorecard can take the reviews scored against it. Archiving keeps the history and removes it from use.
Announce it properly
What changed, why, and from when. A scorecard that changes silently is the fastest way to make people distrust the whole programme.
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