WELL Tip: How to customize your WELL v2 scorecard

WELL Tip: How to customize your WELL v2 scorecard

Thursday, February 21, 2019
/ By:
Tori Shepherd


One of the key enhancements to the WELL v2TM pilot and the new WELL online platform is the development of a custom scorecard, which allows project teams to selectively choose WELL features that are most applicable to a project’s scope, occupant needs and wellness goals. When a project team first considers WELL, they initiate this ‘customization’ process.

Getting started with WELL v2 involves 4 easy steps.

  1. Start a Project and answer all prompts

  2. “Start building” by choosing a scorecard format from the project lobby

  3. Customize your scorecard by adding or subtracting feature parts

  4. Enroll!

Once officially registered, project teams gain access to WELL’s robust project tools, dedicated coaching team and technical resources to evaluate new strategies, adopt WELL requirements and continue to evolve their scorecard selections.

Optional tips for customizing your WELL v2 Scorecard:

Take advantage of the recommended scorecard

You will have the option to begin with a recommended template or a “blank canvas.” The recommended template is pre-populated with curated features that are most relevant to the project details, such as location, ownership, scope of construction and types of spaces within the project. The project may continue to build on this framework as they enter the “Implementation Phase” of WELL Certification.


Add & subtract

In short, customizing is simply adding or subtracting WELL criteria from your scorecard. This allows you to mix and match WELL optimization feature parts to align with your project’s unique wellness goals.

As you explore your scorecard, you’ll notice that the recommended features appear in black font, while the unselected optimization features appear in gray font. It may also be possible that only certain parts within a feature have been selected, in which case the box next to the part number will be blue and include a checkmark.

Scorecard rules & requirements

As you adjust the scorecard selections, be mindful of the following point allocations:

  1. Scorecard: A total of 100 points + 10 innovation points are available to each project. The point tracker the in top right corner will automatically adjust as you make changes to your scorecard.

  2. Concept: Each concept must include a minimum of 2 points (or 1 point for Core projects) and a maximum of 12 points.

  3. Feature: All optimizations have maximum point-values. All parts in optimizations hold a point-value equal to or less than the optimization maximum. Projects may pursue parts under the optimization to accrue points up to the maximum point-value indicated in the dark blue box next to each optimization.

  4. If you exceed the point maximums or fail to meet the minimums, the system will alert you with a caution sign () indicating where revisions are necessary.


Considerations when making adjustments

When evaluating feature parts to keep or to replace with unselected feature parts, consider the project goals, the impact of each feature on those inside your project and the feasibility of implementing each design, policy or maintenance strategy.

  1. Goals: Why is your project pursuing WELL? Perhaps you can target these goals by selecting features that align with these specific health outcomes, which are specified in each feature intent and background. You may also find inspiration by exploring WELL Project Profiles or by reading more about the value of WELL in our WELL Tip article: Key strategies for making the business case for WELL.

  2. Impact: The Global Burden of Disease (GBD) from the Institute of Health Metrics and Evaluation (IHME) at the University of Washington provides national-level data for countries around the world estimating disease burden and associated risk factors. Where applicable, click the globe icon () to see how a WELL feature addresses a data-driven risk factor in the GBD database. Achieving WELL feature parts that address the most pressing risk factors in your country will maximize the impact that your project’s WELL Certification will have on the health of those who inhabit, work in, and visit your project.

  3. Feasibility: The project portal allows for collaboration amongst team members, who are able to leave comments and track progress within the digital scorecard by clicking on any feature part. If the project encounters challenges with feature requirements, consider pursuing an “alternative strategy,” such as published alternative adherence paths (AAPs) or equivalencies. You may also search for helpful pointers in our WELL Tip articles!


Remember, you may continue to adjust the scorecard as necessary throughout certification process until your project is ready to submit documentation. All the tools you need have been dynamically incorporated into your digital scorecard or project lobby, but do not hesitate to reach out to your WELL coaching contact for additional guidance. Start building!


Tori serves on the Market Solutions team at the International WELL Building Institute (IWBI). As a WELL Faculty member and LEED Green Associate, Tori utilizes her expertise in environmental sustainability and human health as she provides technical assistance and customer support to project teams and industry professionals.