Outcome Tracking
With the new Outcome tracking features, Admins and Challenge Managers can set Challenge-specific objectives for participation, social activity, financial results and implementation times and track the results against those objectives. Outcome Tracking can be utilised on a Challenge-by-Challenge basis by turning on Outcomes for the final stage in a Challenge at any time, meaning you can begin tracking your results for existing as well as new Challenges.
To turn on Outcomes tracking:
1. On the Workflow tab of the Add or Edit Challenge page, open the Stage settings for the last stage in your Challenge.
2. To turn on Outcomes, select Yes for the ‘Do you want to enable outcomes for this Challenge. By default, the setting is turned OFF for existing Challenges but will be turned ON for newly created Challenges.
3. when you turn on Outcomes, Admins and Challenge Managers will have two additional tabs on their Challenge page: Outcomes and Analytics.
Set your Challenge Objectives
You have the option to just track Challenge results, or also track your results against specific objectives. To set your objectives:
1. On the Challenge page, select the Outcomes tab.
2. Select the type of Challenge you are running as this will allow you to compare the results for similar Challenges in the future.
3. Identify the types of metrics you would like to track. By default all metrics are tracked, but you can turn off particular metrics by selecting No Metrics for a particular group.
Challenge Engagement Metrics
You can track two types of engagement metrics:
- Participants and Archetypes: set objectives for total number of participants and the breakdown of types of participants (Creators, Contributors and Lurkers).
- Activity: set objectives for the number of ideas and social activity
Challenge Results
In addition, you can track two types of results:
- Financial Results: Savings Realised, Revenue Generated and Awards Granted
- Implementation: Time to Decision and Time to Implement
For Financial results, you can select which metrics you want to track by:
- All metrics
- Selected metrics only
- Selected metrics with objectives only
- No metrics
By selecting Selected Metrics only, for example, you can elect to track either Savings or Revenue, but not both.
To record your results:
1. On the Outcomes tab, select Record Results.
2. All ideas with a status of Approved or Completed will be displayed. Select the applicable filters to filter the list of ideas.
3. From the list of ideas, click the record results button for your idea. The button is visible when you roll your mouse over the table.
4. On the Idea Preview tab, enter the Outcome results for the Idea. The Financial metrics you selected on the Set Challenge Objectives tab will be displayed.
5. Enter your results and click Save.
To view your Challenge Results, select the Analytics tab. In all graphs the following rules apply to provide quick visual clues against objectives:
- Green: If you have achieved or surpassed your objective, or if no objective is set
- Amber: if you have achieved 80% of your objective.
- Red: if you have achieved less than 80% of your objective
The following results are available:
Summary and Financial Results
Financial Results v. Objectives
If you have not set objectives, you will just see the actuals.
Activity Trends v. Objectives
If you have not set objectives, you will just see the actuals.
Implementation Details v. Objectives
If you have not set objectives, you will just see the actuals.
Participants and Archetypes v. Objectives
If you have not set objectives, you will just see the actuals.
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