Long/Shortlisting Matrix

Evaluate projects remotely. Team members get individual scorecards to fill out and the scores are combined for decision making.

Long/Shortlisting Matrix

What is it?

This tool can be used to evaluate projects by multiple people working remotely at different times. Each person gets their own chart to fill out and send back to the facilitator/owner. Then, the scores from everyone are combined and shared to help make the decisions.

This tool is for teams who are working remotely at different times but want to evaluate projects together.

Who is it for?

Teams who are working remotely at different times but want to evaluate projects together.

How does it work?

  1. Document is downloaded and sent on to all evaluation team members
  2. Each participant completes their document and sends to the facilitator
  3. Responses are collated
  4. A decision is reached


You will need at least one potential project or collaboration to evaluate with sufficient depth of information to run through the whole process.


Each project is scored individually by each team member then and overall score is created to make each project easily comparable.

What is Miro?

It’s an online collaboration tool to allow you to work with others on tasks or projects in the same digital space in your browser.

How do I use it?

You’ll need to sign up for an account at miro.com, use the link on this tool page to go to the Miro template and select ‘Use template’ to add it to your account. Then you’ll be able to use it and share it as often as you like.

Once you open up one of our Miro template there are notes to get you started and guide you through the tools.

Need more help?

Miro has a comprehensive guide to the platform and how it all works.