KOL Mapping and Tiering Essential
Identify relevant expertise, document assessment evidence and turn a tier into a purposeful scientific next step.
Actual workbook screenshots. Select a tab to explore; click the image to view it full size.
See the workbook in action
4:51 · English · Fictional examples. The video loads from YouTube only when you press play. Watch on YouTube
From understanding to a working process
Define the medical question
Identify the geography, setting and expertise relevant to a clear scientific objective.
Assess with evidence
Record the rationale and score seven dimensions using configurable 1–5 anchors.
Review the next step
Read the calculated tier alongside scientific relevance and engagement feasibility.
What’s included
| Tab or group | What it supports |
|---|---|
| KOL Mapping | Stakeholder details, evidence, seven dimension scores, tier and engagement feasibility. |
| Settings | Editable weights, assessment descriptions and tier thresholds. |
| Dashboard | Portfolio summaries across the full prepared table. |
| Quick Start | Instructions and fictional demonstration records. |
Prepared capacity: 200 stakeholders.
All cells are editable. Amber cells hold manual inputs; grey cells hold formulas. Overwriting a formula removes its calculation. Save a clean copy and follow the workbook’s instructions before replacing fictional examples.
What to know before use
The scoring model and tier thresholds are configurable design assumptions, not a validated classification. Dashboard totals summarise the full table even when mapping records are filtered.
Who is this workbook for?
Medical Affairs managers and MSL teams who need a practical way to document the task described in the companion article. Agree local definitions, roles and processes before using it.
Does a workbook status validate the science?
No. Statuses and checks describe entered records and selected documentation rules. Evidence quality and the interpretation still require professional review.
Which software and purchase terms apply?
The file format is .xlsx. Application-specific compatibility, prices, licence terms, refunds, support and update arrangements will be confirmed before sales open.
Included workbook: KOL_Mapping_Tiering_Essential_v1.xlsx
Read the approach behind the tool.
The companion article includes references, examples and interpretation limits.
Read the companion article