How to exclude already released/declined/done ideas from the weighted formula?

[Anton Bildh]

I grade my ideas based on RICE/WSJF scoring and then insert those values into the weighted formula in order to compare different ideas to each other.

Then i look in the matrix based on weighted formula to decide which "idea" to develop and push it for development.

Then i go back to the matrix in order to "re-evaluate" which idea´s to put into the pipeline/roadmap next. But they still have the same weighted value because the ideas currently in development or actually already released is taking up the "weighted formula" top spot.

Am i handling this incorrectly, how should i work with this?

Should i "archive" the ideas? I want to be able to "historically" see what the idea had in scoring.

[Bill Sheboy · Accepted solution]

Hi @Anton Bildh 

There are a couple of workarounds for this scenario:

• When using a WSJF scoring based on the original definition from Donald Reinertsen (not SAFe's interpretation), the scores are stable values, and not based on the relative order of Ideas.  And so the solution is to add a filter to the matrix view to hide by status.
• Use an automation rule to create a parameter to modify the scoring

The automation workaround for this would be:

• use a custom field and a rule triggered on Issue Transitioned, setting the value to 1 or 0, as needed
• your scoring calculation would multiply by that custom field so the score drops to 0 for the respective status values

In this way, the formula has minimal changes in case Atlassian adds a feature to handle such scenarios.  For example, by adding conditional logic to formula syntax.

Kind regards,
Bill

[Anton Bildh]

@Bill Sheboy 

Thank you bill, i did exactly that.

Detailed explanation, if somebody comes "after me" and want to understand the solution:

RICE scoring is "rolled-up" into another field: "Rice Score" =

(      ( Reach + Impact + Confidence ) / Effort    )  *  "Weight removal"

WSJF Scoring is "rolled-up" into another field: "WSJF Score" = 

(     ( Business Value + Time criticality + Risk ) / Effort   )  *  "Weight removal"

"Weight removal" is a field which is put to value "1" for all issues who are not "released/done/declined", thus making the equation being positive.

When the issue is transitioned to released/done/declined (i have used the "Issue category: "Done") for this. We put weight removal = 0. Which will eliminate the idea from the weighted formula.

Very messy solution, but it works.

[Anton Bildh]

I found this very 1 year old question: https://community.atlassian.com/t5/Jira-Product-Discovery-questions/Omitting-Completed-Ideas-from-Weighted-Formula/qaq-p/2698970#M7033

So i'm sure Atlassian won't adress this issue and instead build an very weird automation which "subtracts" the weighted formula and make it 0.