Scoring worksheet
The rubric with auto-totals, Plan/Track (KPIs, OKRs, efficacy), Reflect, and a worked example. Opens in Excel or Google Sheets.
Downloads
Templates to fill in, references to share, and diagrams to reuse. Everything is CC BY 4.0: adapt it for your institution.
Score and plan
Tools teams fill in.
Success metrics plan
A template for KPIs, OKRs, efficacy measures, exit criteria, re-review triggers, and end-of-pilot reflection.
Decision rights
Who decides at each band, the escalation rule, named roles, and appeals. Edit the defaults to match your institution.
Your scoring record
Print or save any initiative from the scorer as a one-page record with scores, band, metrics, decision, and sign-off lines. Export CSV for spreadsheets.
Reference
For review teams, workshops, and pre-reads.
Framework overview
Why it matters, the rubric, review bands, success metrics, the idea-to-action flow, and GRC integration.
Casebook: Compass in action
All twelve examples, three per domain, one per page: scores, route, plan, and decision. Useful for calibrating teams.
Proportionality quick reference
One landscape page: review format, documentation, specialist input, decider, timing, and monitoring for each band.
Diagrams
For your own slides and policy documents. SVG scales cleanly; PNG is 2× resolution.
Workflow flowchart
The six steps with decision points, escalation, and loops.
Cross-functional workflow
Who does what at each step, across six roles.
Using the worksheet
- Describe: on the Rubric tab, enter the initiative's name, description, and domain(s).
- Score: rate each of the five dimensions from 1 to 5 using the descriptors. The total calculates automatically.
- Decide: check the total against the review bands and discuss with your team.
- Plan: on Plan/Track, set KPIs (e.g., "80% usage"), OKRs (e.g., "10% retention gain"), and efficacy measures (e.g., "80% of AI flags confirmed accurate").
- Track & reflect: update progress, then use the Reflect tab to record lessons and next steps.
Start small. Test with one department or course before scaling, share plans with students and faculty early to build trust, and if a pilot falls short, use Reflect to adjust rather than abandon.
Representative content. The templates and references use example criteria, roles, timeframes, and scores. Edit them to match your institution's own process before use.