Process
Areas
(staged)

Level 2
 
RM
 PP
 PMC
 SAM
 MA
 PPQA
 CM
Level 3
 
RD
 TS
 PI
 VE
 VA
 OPF
 OPD
 OT
 IPM
 RSKM
 DAR
Level 4
 
OPP
 QPM
Level 5
 
OID
 CAR

 SP 1.2 Establish Evaluation Criteria
Process AreaDAR
Level3
GoalSG 1
PracticeSP 1.2

Establish and maintain the criteria for evaluating alternatives, and the relative ranking of these criteria.

The evaluation criteria provide the basis for evaluating alternative solutions. The criteria are ranked so that the highest ranked criteria exert the most influence on the evaluation.

This process area is referenced by many other process areas in the model, and there are many contexts in which a formal evaluation process can be used. Therefore, in some situations you may find that criteria have already been defined as part of another process. This specific practice does not suggest that a second development of criteria be conducted.

Document the evaluation criteria to minimize the possibility that decisions will be second-guessed, or that the reason for making the decision will be forgotten. Decisions based on criteria that are explicitly defined and established remove barriers to stakeholder buy-in.

Typical Work Products

1.    Documented evaluation criteria

2.    Rankings of criteria importance

Subpractices

1.    Define the criteria for evaluating alternative solutions.

Criteria should be traceable to requirements, scenarios, business case assumptions, business objectives, or other documented sources. Types of criteria to consider include the following:

·   Technology limitations

·   Environmental impact

·   Risks

·   Total ownership and lifecycle costs

2.    Define the range and scale for ranking the evaluation criteria.

Scales of relative importance for evaluation criteria can be established with non-numeric values or with formulas that relate the evaluation parameter to a numeric weight.

3.    Rank the criteria.

The criteria are ranked according to the defined range and scale to reflect the needs, objectives, and priorities of the relevant stakeholders.

4.    Assess the criteria and their relative importance.

5.    Evolve the evaluation criteria to improve their validity.

6.    Document the rationale for the selection and rejection of evaluation criteria.

Documentation of selection criteria and rationale may be needed to justify solutions or for future reference and use.

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Process
Areas
(continuous)


Process
management  
 
OPF
 OPD
 OT  
 
OPP 
 
OID
Project
management
 
PP
 PMC
 SAM 
 
IPM
 RSKM
 
QPM
Engineering
 
RD
 RM
 TS
 PI
 VE
 VA
Support
 
CM
 PPQA
 MA
 
DAR
 CAR