03 · Select Converge ✦ AI plays: Critic

Concept Screening

Compare every option with one baseline, criterion by criterion: better, the same or worse?

Best for
Comparing several optionsdesigns, products, plans, proposals
Time
45–75 minuteslonger if the criteria spark debate
People
Best in a team3–8 people with different expertise
Difficulty
Intermediatechoosing good criteria takes care
Origin
Pugh concept selectionafter design engineer Stuart Pugh
01 What it is

Judge each option against a benchmark, not in a vacuum.

Ask a team to give an idea a score out of ten and you get a shrug. Ask whether it's better or worse than what you already have, and people answer quickly and agree more often. Concept screening builds on that. You pick one baseline, often today's solution or a strong competitor, and compare every other option with it, one criterion at a time.

Each cell in the grid gets a simple mark: + for better than the baseline, S for about the same, − for worse. Add up the pluses and minuses and each option gets a net score. The scores don't make the decision for you. They show which options are strong, which are weak, and which weak ones a single fix could rescue.

Use it when you have three to ten real options and need to narrow them fairly, when a team keeps arguing from gut feel, or when you need to show others how a choice was made.

Where it comes from. The method comes from the British design engineer Stuart Pugh, whose concept-selection approach is why engineers often call the grid a Pugh matrix. Product-design textbooks later adopted it as the quick first stage of choosing between concepts.
BaselineOption AOption BOption CCost to buildS+−SEase of useS++−Speed to launchSS−+Customer appealS++−Net score0+30−1

Each option is marked better (+), same (S) or worse (−) than the baseline. A leads; B might be fixable.

1

Line up the options

Three to ten real, comparable concepts

Which options are genuinely in the running, described at the same level of detail?

  • Is each option clear enough to judge?
  • Are you comparing like with like, not a sketch with a finished plan?
  • Have you merged near-duplicates?
OnboardingFour ways to welcome new app users: a goals quiz, a 30-second video, a skip button and a buddy invite.
2

Agree the criteria

What really matters, in plain words

What must the winning option do well?

  • What do users, the organization and the builders each care about?
  • Which criteria overlap and could be merged?
  • Is any criterion really a pass/fail must-have?
OnboardingTime to first use, sign-up completion, build effort and accessibility.
3

Choose a baseline

The reference every option is compared to

What will you compare everything against?

  • Is there a current solution you could use?
  • Is there a competitor or best-in-class benchmark?
  • Is the baseline strong enough to be a real test?
OnboardingBaseline: today's five-screen tour, which most new users skip.
4

Mark + / S / −

Better, same or worse, cell by cell

On this criterion, is the option better than the baseline, about the same, or worse?

  • Work across one criterion for all options, not down one option
  • When in doubt, mark S and note why
  • Write a one-line reason for every + and −
OnboardingGoals quiz: + time to first use, + completion, − build effort, S accessibility.
5

Add up the net score

Pluses minus minuses, for each option

Which options come out clearly ahead, and which clearly behind?

  • Count the +, S and − for each option
  • Rank by net score and note any close calls
  • Does the ranking match your gut? If not, why not?
OnboardingGoals quiz +1, video tour 0, skip button +1, buddy invite −2.
6

Improve and rescreen

Fix minuses before you discard

Could a cheap change turn a minus into a plus, or could two options merge?

  • Which minus on a strong option is easiest to fix?
  • Could the best parts of two options be combined?
  • Is a second round worth it, with the leader as the new baseline?
OnboardingMerge the quiz and the skip button: two quick questions you can skip. Rescreen it against the quiz.
02 Why it works

Why a baseline makes judging easier

Concept screening is simple arithmetic, but it's built on how people actually make good judgments.

1

Comparing beats rating

People are much better at relative judgments (is this better or worse than that?) than at absolute ones (is this a 7 or an 8?). Anchoring every judgment to the same baseline turns a hard question into an easy one, and makes different people's marks far more consistent.

2

Criteria come first

Agreeing on criteria before marking forces the team to say what success means. That debate is often the most valuable part of the session, because it surfaces hidden disagreements about goals while they're still cheap to resolve.

3

Less room for favorites

When every option faces the same questions, in the same order, against the same reference, a pet idea can't coast on charm. And because each mark has a reason, everyone can see how the result was reached.

4

Weak options get a second chance

The grid shows exactly why an option scores badly. Often one or two minuses can be fixed, or the best parts of two options combined. Screening is as much a tool for improving concepts as for ranking them.

03 How to use it

Screen your concepts in six steps

  1. Describe each option 10 min

    Write every option up at the same level of detail, ideally one card or slide each. Unequal descriptions skew the marks: a polished plan nearly always beats a napkin sketch.

  2. Agree 4–8 criteria 15 min

    List what the winner must do well for users, the organization and the team. Merge overlaps and keep the list short. Treat true must-haves, such as legal or safety rules, as pass/fail checks before marking.

  3. Pick the baseline 5 min

    Choose the reference: your current solution, a competitor's, or the option most people already favor. A strong baseline makes the test meaningful.

  4. Mark the grid 15–30 min

    Work across one criterion at a time, marking every option +, S or − against the baseline. Record a short reason for each mark. Where people disagree, discuss briefly and note it.

  5. Total and discuss 10 min

    Count the pluses and minuses for each option to get a net score. Look for clear leaders, clear losers and surprises. Ask whether the ranking makes sense, and what would change it.

  6. Improve and rescreen 15 min

    Fix the cheapest minuses, combine strong partial ideas and drop clear losers. If the race is close, run a second round with the leader as the new baseline.

✓Do

  • Mark across a criterion, not down an option
  • Write a one-line reason for every + and −
  • Use a strong baseline so the test means something
  • Bring people with different expertise

✕Avoid

  • Twenty criteria that bury the few that matter
  • Treating the net score as the final answer
  • Comparing a detailed plan with a rough sketch
  • Changing criteria halfway to rescue a favorite

What you need

A whiteboard or spreadsheet grid with criteria as rows and options as columns, a one-page description of each option and about an hour. With AI, start from the prompt below.

04 Worked example

Concept screening in action: how a recipe app pays its way

The challenge

“Ads keep our app free, but users hate them and the money barely covers our servers.”

Subject: a three-person team's meal-planning app with 40,000 monthly users. Baseline: today's banner ads. Criteria: revenue, user trust, build effort, retention, brand fit.

4 concepts · 5 criteria
Base
Baseline: banner ads

Free for everyone, a small but reliable income, and a steady stream of complaints in app-store reviews. Every concept is marked against this.

A
Ad-free subscription

$3.99 a month to remove ads. + revenue, + trust, − build effort, S retention, − brand fit. Net 0.

B
Paid recipe packs

One-off packs such as “budget week” or “dairy-free”. S revenue, + trust, − build effort, + retention, + brand fit. Net +2.

C
Grocery partner

Send shopping lists to a delivery service for a referral fee. + revenue, − trust, − build effort, + retention, S brand fit. Net 0.

D
Tip jar

Pay what you want, if you want. − revenue, + trust, S build effort, S retention, + brand fit. Net +1.

Round two

Packs led at +2 and the tip jar came second at +1. A packs-plus-tip-jar hybrid, rescreened against packs alone, came out ahead.

What the grid revealed

The subscription looked like the obvious choice until the grid showed two minuses: months of billing work for a team of three, and a poor fit with a brand built on budget cooking. Packs led, and the tip jar nobody took seriously came second. Together they let the team drop ads without a paywall.

05 ✦ Go AI

Screen concepts with a tough but fair critic

AI helps most at the two points where concept screening usually goes wrong: choosing the criteria and sticking to them. It can suggest criteria you'd miss, argue each mark from both sides and notice when the grid and your gut disagree. It can't know your users, budget or strategy, so the marks and the choice stay with you.

YouYou bring

  • The real options, described fairly and fully
  • What success means for your users and organization
  • Knowledge of costs, skills and constraints
  • The final choice, and the reasons you'll give

AIAI brings

  • Criteria you forgot, from users' and builders' views
  • A case for and against every mark
  • A check for overlapping or double-counted criteria
  • Ideas to turn a strong option's minuses into pluses
MOVE 01

Criteria audit

Get a fuller, cleaner list of criteria before anyone starts marking.

Here are our 7 criteria. Which overlap, which are missing, and which are really pass/fail must-haves?
MOVE 02

Argue the mark

Have AI attack and defend a mark so you set it for good reasons.

Option B got a minus on build effort. Argue for an S, then for a minus. Which case is stronger?
MOVE 03

Rescue a runner-up

Find cheap fixes for the minuses holding back a promising option.

List Option C's minuses and suggest the cheapest change that could turn each into an S or a plus.
MOVE 04

Baseline swap

Check whether the ranking holds up when you change the reference point.

Rescreen all the options with our current leader as the baseline. Does anything now beat it?

Watch out for

  • AI's marks are educated guesses. It doesn't know your costs or users. Treat its marks as a first draft.
  • Poor criteria, poor result. A neat grid can hide a bad list of criteria. Check those first.
  • Don't hand over the decision. The net score informs the choice; your team makes it.
  • Keep sensitive data out. Describe budgets, clients and users in general terms.
06 Your prompt

Your concept-screening coach, ready to paste

List your options, pick a mode, then copy the prompt into Claude, ChatGPT, Gemini or Copilot. In coach mode the AI helps you set criteria and a baseline, then works through the grid one criterion at a time, asking for your marks first.

1 · Describe your challenge

The more specific you are, the better the result. The prompt updates as you type.

2 · Choose a mode

concept-screening.prompt
3 · Paste it into any AI assistant, or open it directly: Open in Claude ↗ Open in ChatGPT ↗

The “Open in” links put the prompt in the web address. If your challenge includes anything sensitive, copy and paste instead.

Keep going: follow-up prompts

After the session, click one to copy it, then paste it into the same chat.

Keep exploring

Tools that pair well with Concept Screening