Checkpoint Review & Point Dispensing

Managers dispense points to contributors incrementally at checkpoint reviews, rather than waiting until an initiative is fully complete. This keeps the leaderboard dynamic and motivates ongoing contribution.

flowchart TD
    A["Initiative is ASSIGNED
with calibrated points"] --> B["Owner opens
Checkpoint Review"]
    B --> C["Owner enters points
to dispense this checkpoint
(≤ remaining pool)"]
    C --> SK{"Skip any
contributors?"}
    SK --> |"No (default)"| D["Points distributed to
all contributors by allocation %"]
    SK --> |"Yes"| D2["Points distributed to
selected contributors only
(proportional rebalance)"]
    D --> E["Checkpoint event
logged in audit trail"]
    D2 --> E
    E --> F["Remaining pool decreases
Dispensing Score updates"]
    F --> G{"More work
to do?"}
    G --> |"Yes"| B
    G --> |"No"| RQ["Manager requests completion
(or Admin completes directly)"]
    RQ --> PC["PENDING COMPLETION
Dispensing frozen"]
    PC --> AR{"Admin
review"}
    AR --> |"Assigns tier
(Full / Partial / Incomplete)"| FIN["Remaining base points
distributed or forfeited"]
    AR --> |"Rejects with feedback"| B
    FIN --> L{"Award IC bonus?"}
    L --> |"Yes"| M["Manager-proposed bonus
and/or Admin bonus
distributed to contributors"]
    L --> |"No"| N["Initiative → COMPLETED"]
    M --> N

    style A fill:#d1fae5,stroke:#059669,color:#064e3b
    style B fill:#e0e7ff,stroke:#4f46e5,color:#1e1b4b
    style D fill:#fef3c7,stroke:#d97706,color:#78350f
    style D2 fill:#fef3c7,stroke:#d97706,color:#78350f
    style PC fill:#fef9c3,stroke:#ca8a04,color:#713f12
    style RQ fill:#e0e7ff,stroke:#4f46e5,color:#1e1b4b
    style N fill:#bbf7d0,stroke:#16a34a,color:#14532d
  

How Point Dispensing Works

1. Open the initiative detail page — find the initiative in your "My Initiatives" list.
2. Click "Dispense Points" — opens a dialog showing the point pool (total, awarded so far, remaining).
3. Enter the checkpoint amount — the total points to dispense at this checkpoint. This must be less than or equal to the remaining pool.
4. Optionally skip contributors — toggle off any contributors who did not contribute during this checkpoint period. Their share is proportionally redistributed among the remaining contributors. Allocation percentages are not changed.
5. System distributes automatically — points are split among active (non-skipped) contributors based on their allocation percentages.
6. Track progress — the point pool progress bar updates to show how much has been dispensed.

Selective Dispensing

At each checkpoint, you can dispense points to any IC who worked on the initiative, or choose to skip ICs who are listed with an allocation but haven't contributed enough yet to merit points. This is useful when:

• A contributor is temporarily unavailable (sick leave, other priorities)
• A contributor has not made meaningful progress since the last checkpoint

Skipped contributors appear grayed out in the preview with "0 pts (skipped)". Their allocation percentages remain unchanged for future checkpoints, and they can receive points at the next checkpoint. At least one contributor must be included in each checkpoint.

Point Pool Example

Completion Tiers

When an Admin finalizes a completed initiative, they assign a completion tier that determines the Manager's completion bonus:

Tier multipliers are configurable by Admins in Settings. The completion bonus formula is: calibrated points × tier multiplier.

Manager Score

A Manager's Score for each initiative has two components:

• Dispensing Score = points dispensed × efficiency ratio. The efficiency ratio is total dispensed / calibrated points, capped at 1.0. This rewards managers who dispense a high proportion of the calibrated points.
• Completion Bonus = calibrated points × tier multiplier. Awarded when Admin assigns a completion tier.

The total Manager Score is: Dispensing Score + Completion Bonus. IC bonus points are excluded from the Manager Score calculation.

Key Rules

• Points can only be dispensed on initiatives that have been calibrated (or where Admin manually set points)
• Point dispensing is only allowed in Assigned or Blocked status — it is frozen in Pending Completion
• Each checkpoint dispense is cumulative — it adds to the contributor's total, it doesn't replace it
• Points are distributed proportionally based on each contributor's allocation percentage (skipped contributors excluded)
• Completion is Admin-gated: Managers request completion, Admins assign a tier (or Admins can complete directly)
• At completion, the Manager can propose IC bonus points and the reviewing Admin can also award their own bonus pool. Each pool is capped at 50% of calibrated total (configurable)
• Points dispensed to contributors are permanent — no clawback, even if a contributor is later removed