How to use Scorecards to get insight into your meetings

Who can use this feature?

Users on the Scale plan (Legacy)
Users on the Grow plan

What is a Scorecard?

Scorecards can help you to identify coaching opportunities or help you spot trends across your entire organization that you haven't been able to quantify yet. It's like taking a ride along into every meeting across your organization.

Jump will review your meetings and give them a grade based on the criteria that you provide. You can start with one of Jump's out of the box templates or build your own from scratch.

Note: By default, Scorecards are visible by your Jump Account owner.

Where to find Scorecards

Find Scorecards by clicking on the Insights tab on the left-hand panel of Jump.

Insights tab expanded in left-hand navigation, with Scorecards highlighted

Click on the Scorecards tab to view existing Scorecards and create new ones.

Scorecards tab in the Insights navigation bar

You can also click on a meeting in an existing Scorecard to find insights related to that meeting.

Clicking a meeting within an existing scorecard

This will bring up a panel showing information from the Scorecard.

Scorecard details panel for a captured meeting

How to create a Scorecard

Create a new Scorecard by clicking on the Create new Scorecard button on the top right corner of the Scorecards page.
This opens the Scorecard builder. Select whether you'd like to use a pre-existing template or build your own from scratch.

For each new Scorecard, use the left-hand panel to:

Give it a title (Click into the Scorecard name field to type your desired title).
Define the Scope:
- Select which Meeting categories the Scorecard applies to.
- Select which Meeting types (a subset of a given category) the Scorecard applies to.
- Select which Users & teams should be included in the Scorecard.
Adjust the Presentation of the score.
Configure Visibility of the Scorecard on the meeting page (whether it's visible to account owners and/or meeting owners and/or users with meeting access).

Note: Scorecards do not run retroactively on past meetings after setup. Scorecards will run on meetings moving forward. In order to retroactively assign a score to a past meeting, you must reprocess the meeting.

How to add scores to the Scorecard

Add the scores you want Jump to grade on by clicking the + Add score button.
This will open an editing window, where you can provide the Score name, Score description, Grading Method, and criteria for each score.

Choose the grading method

You can decide whether you want the Scorecard to be pass/fail, show a cumulative sum, or show a cumulative average across all your scores and criteria.

Grading method options: pass/fail, cumulative sum, or cumulative average

Set the scoring criteria

Criteria is what the Scorecard uses as its standard of what score to provide. It's the most important element to provide when building a Scorecard, as it's how Jump understands exactly what constitutes a high score.

Scoring criteria field in the score editing window

Each score can have as many criteria as you would like. Best practice is to describe what a high score would look like for your score. For example, if the "Score" was for emotional intelligence (EQ) skills, some example criteria might be:

The advisor thoughtfully listened to the client and addressed their concerns.
The advisor didn't dominate the meeting and spoke less than the client.
The advisor asked how the client was doing before immediately getting started with an agenda.

The more descriptive you are with the criteria, the better Jump will be at giving it a standard score.

Choose the scope of the Scorecard

Scope settings for a scorecard, including meeting categories, types, and users

After you've made decisions on the scoring and grading methods, choose the meetings the Scorecard will apply to. This includes Meeting categories, Meeting types, Users & teams, and Meeting length.

When you're finished building your Scorecard, click the green Save button, and your Scorecard will be saved on the account.