Step 1 — Normalize answers
Questions are either Likert (1–5 scale) or binary (yes/no). A Likert answer is mapped to a 0–1 number with (value − 1) ÷ 4. A binary answer is 0 or 1.
- Likert 1 → 0.00
- Likert 3 → 0.50
- Likert 5 → 1.00
- Binary No → 0
- Binary Yes → 1
Step 2 — Score each focus area
A focus area score is the arithmetic mean of all its normalized answers at the category's current level. No weighting, no complexity.
Step 3 — Apply thresholds
- score ≥ 0.80 → Green (On Track)
- 0.50 ≤ score < 0.80 → Yellow (In Progress)
- score < 0.50 → Red (Needs Attention)
Step 4 — Roll up to the category
A category shows the worst color among its focus areas. One red focus area makes the whole category red. This is deliberate: the priority list is whatever is weakest.
If you want a category to go green, you do not need to excel everywhere. You just need every focus area to cross the 0.80 threshold.