Name the decision
Start with the job the shortlist must do, the decision owner, the deadline, and the cost of a false positive.
The product
Capture the rules behind a good shortlist, apply them consistently, and keep the reasons attached to every result.
Start with the job the shortlist must do, the decision owner, the deadline, and the cost of a false positive.
Compliance, geography, budget, evidence quality, and other non-negotiables stay explicit. A weighted score cannot smuggle a disqualified candidate back in.
Score positive and negative signals with definitions, examples, and confidence. Change the weights without erasing the old round.
Every criterion can point to a source, note, owner, and freshness date. Unknown stays unknown instead of becoming zero.
Share a shortlist with pass/fail gates, score composition, uncertainties, and review notes beside each candidate.
Private pilot
We are selecting a small number of teams with recurring, evidence-heavy shortlist workflows.