Project Selection Toolkit - Instruction Booklet

Sep 12, 2026

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Project Selection Toolkit instruction booklet guides a steering team through a structured, transparent project selection journey in a studio setting. It explains why structured procedures are needed, what tools and templates are provided, and how roles across healthcare professionals and research teams contribute. The booklet covers pre-selection and selection meeting agendas, voting and evaluation steps, criteria weighting, handling stakeholder score differences, consensus building, argument documentation, and the use of a facilitator and healthcare-facing digital platform with real-time charts.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages6

Reading Time2 min

AccessFree to download

What is it?

Why do we need it?

What does it provide?

Project selection journey

Roles and supported tools

Pre-selection meeting agenda

Selection meeting agenda

Project Selection Toolkit instruction booklet >> Facilitator | Content
1. What is it?
2. The overall project selection journey and corresponding tools
3. Pre-selection meeting agenda
4. Selection meeting agenda
5. Digital platform for the facilitator
6. Digital platform for healthcare professionals and the research team
7. Digital platform for the steering team | What is it?
It is a toolkit that supports the steering team to discuss and make decisions on which project to run in the studio by providing appropriate and transparent information in the project selection journey.
Why do we need it?
To enable structured and transparent procedures and guidance for project selection discussion and sound decision making.
What does it provide?
-A framework to guide the whole project selection process.
-Project description templates, to better support healthcare professionals and research team to ll in possible projects.
-Project evaluation forms, which include determinant criteria for project selection, to better support steering team to evaluate possible projects based on all agreed criteria.
-Project selection guiding canvas to better guide the process in project selection meeting.
-A digital platform which provides real-time charts based on project scores of determinant criteria to support members in project discussion and selection.
-A digital platform to document arguments for selected projects. | | --- | --- | projectselection journey Steering team Healthcare professionals Research team Facilitator of the platform Supported tools Project collection 10 Pre-selection meeting Only will be organized when projects collected are more than 10. Preparation before Selection meeting 1 2 3 4 5 6 7 8 TUE 9 Philips 10 hospital project evaluation form Selection meeting Projects are always selected among projects with similar expected duration time. After decision making | 3 5 1 | | | --- | --- | | | 1
1 | 1. Each member votes 10 projects they want to discuss in the selection meeting based on information in project description templates. 2. The top 7 most voted projects will be selected to discuss in the selection meeting. Also, each organization can choose one additional project. A total of 10 projects will be discussed in the selection meeting. All members are required to complete project evaluation forms related to those projects that will be discussed in the selection meeting. 1. Members will rst agree on which criteria are relevant and the weights of criteria within a given time frame. 2. Members will check di􀀞erence -whether there are situations that di􀀞erent stakeholders give quite di􀀞erent scores for same aspect in same project. Analyze the situation. 3. Filter out not attractive projects and compare projects until achieving consensus with the help of the digital platform. 4. After projects are selected, arguments will be documented. Note downdraft ideas. Be noti ed of those selected projects Help collect related arguments for the ideas. Be noti ed of those selected projects Facilitator will guide the whole pre-selection meeting. Facilitator will guide the whole selection meeting. Project description template Project description template Project selection toolkit instructions Project evaluation template Related functions on facilitator’s digital platform(real-time charts, documenting outcomes) Project selection toolkit instructions Guiding canvas Pre-selection meeting agenda If the number of projects collected is more than 10, then a pre-selection meeting should be carried out to lter out those not so attractive projects and only ten projects should be kept for discussion and selection in the project selection meeting. Step 1: All steering members in the pre-selection meeting will have ten votes. During the meeting, all collected projects will be introduced (3-5 minutes for e

FAQs

What is the purpose of the Project Selection Toolkit?

It supports the steering team to discuss and decide which project to run by providing appropriate and transparent information across the project selection journey.

When is a pre-selection meeting organized?

It is organized only when the number of collected projects is more than 10, to filter and keep 10 projects for the selection meeting.

How are projects selected and consensus reached during the selection meeting?

Members agree on relevant criteria and weights, analyze differences in stakeholder scores, filter unattractive projects, and use real-time charts on the digital platform to support comparisons until consensus on selected projects is achieved.

Sep 12, 2026

Upload by Mia