Use this worksheet for one candidate process, then compare it with another. The score is a transparent planning heuristic, not a prediction of financial return. Your answers stay in your browser.
How the score works
Each answer runs from 0 to 4. Frequency contributes up to 15 points; clear rules 25; accessible information 20; manageable exceptions 15; ownership 15; and review or recovery 10. The total is out of 100.
Before considering the total, this worksheet checks four prerequisites: defined rules, appropriate data access, an accountable owner, and a review or recovery plan. A zero in any of those areas leads to preparation first. Frequent work does not override those gaps.
Otherwise, 75 or more suggests a candidate for a limited pilot; 50–74 suggests documenting and narrowing it first; below 50 suggests simplifying the process or comparing another candidate. These thresholds are CCAiHelp’s planning choices, not validated research benchmarks.
Bring the score back to a real example.
Walk through the last time the work happened. Write down its trigger, required information, owner, output, and exceptions. Then estimate frequency and time per occurrence. A high score with little useful value is still not necessarily your best project.
Read what to automate first, use the value calculator, or open the digital and printable workflow review worksheet.