Assess Stage 2 Need Statements
Begin Assessing Need Statements at Stage 2
As Need Statements Progress through the three stages of the EBNLab, the objective is to increase the confidence un the likely commercial opportunity in addressing these needs. As Need Statements are Developed, through obtaining Stakeholder feedback, a further assessment can be carried out to advance those Need Statements which present the best commercial opportunity.
As well as all the scoring information which carries forward from Stage 1, Stage 2 adds Satisfaction and Importance scores obtained from Stakeholders either within or outwith the organisation.
Unlike Stage 1 Assessment, the Orange 'Begin Assessment' button is only available when selecting the 'Review and Assess Need Statements' option on the Stage 2 section of the main Navigation Panel.
Moving Need Statements from Stage 2 to Stage 3
Clicking on the 'Review and Assess Need Statements' option on Stage 2 of the Main Navigation Panel gives access to the functionality shown below, allowing the user to review and assess Need Statement for advancement to Stage 3.
At the top of the page is a summary of the number of Need Statements that have no surveys, partially completed surveys and completed surveys.
Like the Stage 1 Assessment Process, a Project Administrator can Begin Assessing Stage 2 Need Statements using the Orange buttons.
When undertaking a Review of the Need Statements, in addition to all the scores available at Stage 2, the user will be presented with Satisfaction and Importance Scoring derived from the Stakeholder Surveys and is visible on the Graph demonstrating which are Underserved or Overserved.
Like the Stage 1 Assessment Process, there is an 'Advance Selection' option that allows a filter to be applied, based either on the Opportunity Score (Satisfaction and Importance) or based on the full EBN Score.
The user can also mark each Need Statement individually to be Paused or Advanced by highlighting the icons. Once the selection is made, by clicking on the 'Advance Selected' orange button as shown below, those Need Statements marked for advance will be moved to Stage 3.
This process can be repeated should additional Need Statements require to be advanced to Stage 3.
The process of obtaining Stakeholder Feedback on Satisfaction and Importance scores is through a Stakeholder Survey, the functionality for which can be accessed in the Stage 2 Main Navigation Panel as shown below. When this option is selected, the user will be presented with the screen below, showing a list of the existing Stakeholder Surveys.
You can create a new Stakeholder Survey by 2 different methods:
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Click on the Orange 'Add Survey' Button
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Select an existing Stakeholder Survey, Duplicate it and then change some of the details.
If you are experienced in creating Multiple Stakeholder Surveys with Multiple Need Statement, it can sometimes be easier just to duplicate a survey and change the name of the person being surveyed.
Preparing a Stakeholder Survey
If the Orange 'Add Survey' Option is chosen, the user is presented with the screen below to enter the details of the person to whom the survey is to be sent, noting whether this Stakeholder is internal or external to your organisation.
The User then selects the Need Statements which the user wishes to survey the Stakeholder about.
Clicking on the Orange 'Save and Generate Survey Link' button will create the survey on the system and provide the link to the online survey. The User must then take a note of this link to send it to the Stakeholder in a personalised communication.
N.B.
Please note that while the email address of the Stakeholder is recorded here, the EBNLab platform does not automatically send the survey to the Stakeholder. EBNLab generates a link that the user can share with the Stakeholder. This link is to a page uniquely created for that Stakeholder for that Survey, and once completed, the results of the Survey are automatically recorded by EBNLab.
