Pathways

Take a Pathway to prepare, get ready and stay ready for what's next

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40 articles in this collection
Written by David Chalmers, Sam Melrose, and Bobby Padilla
Scorecards

Scorecards

Scorecards help determine how prepared a company is for a material event.
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Written by David Chalmers
Updated over a week ago

Create and send new Scorecard

Create and send a new Scorecard without using a template to another company, someone in the same company or yourself.
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Written by David Chalmers
Updated over a week ago

Edit Scorecards

Amend company Scorecards to edit Topics and Requirements.
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Written by David Chalmers
Updated over a week ago

Scorecard templates

Speed up the process when creating Scorecards by creating Scorecard templates.
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Written by David Chalmers
Updated over a week ago

Create Scorecard template

Scorecard templates allow you to quickly send a new Scorecard using a pre populated set of Topics and Requirements.
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Written by David Chalmers
Updated over a week ago

Send Scorecard template

Create and send a new Scorecard using an existing template to another company, someone in the same company or yourself.
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Written by David Chalmers
Updated over a week ago

Edit Scorecard template

Edit existing Scorecard templates to update Topics and Requirements.
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Written by David Chalmers
Updated over a week ago

Duplicate Scorecard template

Duplicate a Scorecard template to copy over the same Areas, Topics and Requirements.
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Written by David Chalmers
Updated over a week ago

Review Scorecards

Update and review Areas and Topics within a Scorecard.
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Written by David Chalmers
Updated over a week ago

Areas

Areas are located within Scorecards. They contain Topics that are to be completed.
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Written by David Chalmers
Updated over a week ago

Rename Areas

Customize Area names to suit your project.
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Written by David Chalmers
Updated over a week ago

Create custom Areas

Create a custom Area for a Scorecard or Scorecard template when creating a custom Topic.
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Written by David Chalmers
Updated over a week ago

Leave Scorecard

If people no longer need to access a Scorecard that they are collaborating on, they can choose to leave the Scorecard.
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Written by David Chalmers
Updated over a week ago

Delete Scorecard

If a Scorecard is no longer needed, the Scorecard owner is able to delete it.
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Written by David Chalmers
Updated over a week ago
Topics & topic guides

Topics

Topics are assigned to Areas within a Scorecard that are to be completed by companies.
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Written by David Chalmers
Updated over a week ago

Edit Topics

Topics for a company's Scorecard can be updated at any time.
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Written by David Chalmers
Updated over a week ago

Create Scorecard custom Topic

Create custom Topics to suit the needs of your material event for a particular Scorecard.
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Written by David Chalmers
Updated over a week ago

Create Scorecard template custom Topic

Create custom Topics in a Scorecard template to suit the needs of your material event.
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Written by David Chalmers
Updated over a week ago

Topic status

Topic statuses show team members what stage the Topic has progressed to and also contributes to the Scorecard and Area Score.
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Written by David Chalmers
Updated over a week ago

Reviewing topics

Review Topic Requirements and documents.
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Written by David Chalmers
Updated over a week ago

Update Topic status

Learn how to update a Topic status. Topic statuses show team members what stage the Topic has progressed to.
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Written by David Chalmers
Updated over a week ago

Priority Topics

Mark Topics as a priority so team members know immediately the most important Topics and where to start.
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Written by David Chalmers
Updated over a week ago

Add Topics to a Scorecard template

Add Topics to an existing Scorecard template to customize requirements for future Scorecards.
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Written by David Chalmers
Updated over a week ago

Add Topics to a Scorecard

Add Topics to an existing company Scorecard to customize requirements for your material event.
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Written by David Chalmers
Updated over a week ago

Topic guides

Topic guides give context as to what the Topic is and why it's important to have.
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Written by David Chalmers
Updated over a week ago

Topic relevance

Selecting an industry, material event and company size for where a Topic is relevant makes it easier to find when creating a new Scorecard.
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Written by David Chalmers
Updated over a week ago

Add Requirements

Add requirements to an existing Scorecard or Scorecard template.
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Written by David Chalmers
Updated over a week ago

Edit Requirements

Scorecard and Scorecard template Requirements can be edited at any point in time.
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Written by David Chalmers
Updated over a week ago

Edit Topic guides

Edit Topic guides that have been created for custom Topics, to provide more information on the benefits of having the Topic completed.
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Written by David Chalmers
Updated over a week ago