The Follow-On Projects functionality has two applications. First, it offers the possibility of adding up the individual questions in the questionnaire in a second way. For example, a questionnaire on team effectiveness could ask about strategy, management style, collaboration in the team, and so on. Then, with the Follow-On Projects, it is possible to group these questions a second time to get a separate score on all the questions about people, processes, and technology.
The second - and more important - application of the Follow-On Projects is to group questions that say something about a piece of follow-on work that might be needed after the assessment. For example, if a respondent does not score well on questions about leadership, it might be wise to suggest the respondent follows leadership training. Add an approximate cost per respondent to follow leadership training, and the sales funnel of follow-on work starts to grow.
To get to the Follow-On Projects screen, click on the tile or click in the navigation bar: Are we on track? > Follow-On Projects
The screen below shows that for every item—as defined in the template—respondents score low enough to qualify for a specific follow-on product or service. The resulting revenue is calculated per type of follow-on work, with a total amount in the top row. You can click on the column headers to sort the respondents for further segmentation.
If the Follow-On Projects have been activated in "MY AUDIENCES"> "VIRTUAL CONSULTANTS" > "SETTINGS", you can see the underlying scores per respondent in Where we you now? > Heat Map. The Heat Map (image below) now shows additional columns on the right (indicated in red). Every respondent that scores orange or red qualifies for the follow-on product or service. For example, respondent Rick (top row) would be eligible to attend a strategy workshop and should get training on developing a communication strategy.