Too much research, not enough focus
Potential partner organizations varied in reach, readiness, and strategic fit. Without a consistent framework, deciding where to spend limited outreach time was slow and hard to explain.
An example of turning a difficult, manual business process into a structured evaluation model, an actionable workflow, and a teachable skill.
The work sample is about judgment and measurable process improvement—not the technology alone.
Potential partner organizations varied in reach, readiness, and strategic fit. Without a consistent framework, deciding where to spend limited outreach time was slow and hard to explain.
I built a verified-research and eight-factor evaluation workbook, ranked prospects on a 40-point scale, then converted the workflow into an application that supports outreach preparation and follow-up.
Across the project, 15 interested organizations were contacted and nine signed memoranda of understanding (MOUs)—a reported 60% conversion among contacts.
Two teaching opportunities
First, explain the problem-solving strategy and how the spreadsheet evolved into an application. Second, teach a staff member how to research, prioritize, and document an outreach decision.
Demonstration notice: all organizations and operational records shown in the interactive views are fictional. The 30 / 15 / 9 figures reflect user-reported historical project outcomes, not transactions stored in this demonstration. The observed conversion does not by itself prove that the application caused the outcomes.
A limited fictional prospect set illustrates the eight-factor ranking model. Adjust a score to see the effect.
Choose any item to see the score rationale and outreach steps.
A sample short training sequence for staff learning the process, not simply the buttons.
Verify the organization, decision-maker, and fit. Distinguish confirmed facts from assumptions. A high score is only useful when the underlying information is credible.
Apply the eight criteria consistently, compare total scores, then make a judgment about readiness and the next best action.
Ask the learner to select an outreach priority, explain the rationale, and record a next step. Use the same three behaviors as a coaching checklist.
Very strong strategic fit; current decision-maker and referral relationships have not been verified.
Strong strategic fit; current contact and partnership readiness have been verified.
You need an outreach action this week, not another speculative lead.
After instruction, the learner will identify the evidence required, apply a standardized ranking framework, select an appropriate outreach target, and document the next action.
Observe three behaviors: (1) fact verification, (2) evidence-based prioritization, and (3) a clear documented next step. Give corrective coaching and repeat the scenario if needed.