CB Elite Training Maroc
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Building a household-centred recommendation

Arbitrating criteria

34 minutes indicative time, including reading and practice. Fictional cases, no professional certification.

Open workshops and quiz

What you will work on

Bringing each person's priorities to light

When multiple people are involved in the project, encourage each person concerned to express their needs without assuming a single decision-maker. Rephrase points of agreement and disagreement. Seek an explicit hierarchy of criteria, not an average that would erase a key constraint. The advisor facilitates the conversation; they do not determine preferences on behalf of the household.

The method in practice

Prepare a multi-voice discovery process. Ask each participant how they wish to contribute to the decision and which uses concern them. Do not assume that the person who speaks the most, books the appointment, or funds a particular share is the sole decision-maker. Rephrase needs separately before seeking common ground. A disagreement on a preference is not treated as an incompatibility on a non-negotiable item. In your table, separate shared criteria from those still under discussion. This format supports the conversation and prevents apparent agreement during the viewing from masking a difficulty that will resurface at the offer stage.

Fictional example

One person prioritises a workspace, another a simpler commute. Have them specify intended uses and acceptable limits before proposing a compromise.

A visible disagreement can be discussed; an ignored disagreement will resurface later.

Testing compromises using a matrix

For each property, state whether an essential criterion is met, unmet, or as yet unknown. Then address preferences. This matrix helps explain why an attractive option may remain unsuitable. If you use weightings, they must be chosen with the client and must not conceal an eliminating criterion. A score is merely a discussion tool.

The method in practice

Construct a matrix whose rules remain transparent. Place deal-breaking constraints in a first section. In a second, examine the preferences that clients are willing to compare. Weightings can help, but they must be explained and chosen with them. Test what happens when a criterion changes weight or when data moves from "assumed" to "confirmed". If the ranking is unstable, say so. A score should support discussion, not create an appearance of objectivity that closes dialogue. Also show the quality of information used: an excellent result based on an unverified characteristic remains provisional.

Fictional example

A larger floor area does not automatically compensate for the lack of access that the client declared essential.

Start with the necessary conditions, then examine preferences.

Presenting two truly distinct avenues

Avoid accumulating variations that are difficult to compare. Present two avenues along with their rationale: what they allow, the compromises they require, and what still needs to be checked. Ask the client which one they wish to explore further and why. Their reasoning helps adjust the selection. If neither avenue is suitable, return to the criteria rather than forcing a decision.

The method in practice

Propose distinct avenues rather than several versions of the same compromise. For each avenue, describe a practical weekly use case and its associated limits. Ask each participant what would change their mind. This question helps identify the next useful piece of information. If no one accepts the proposals, return to discovery rather than forcing the choice of the "least bad" option. At the end, produce a shared summary and request confirmation. The deliverable can be a revised list of criteria accompanied by a next verification step. The ability to organise this shared decision must be practised in a simulation, not inferred from a personality score.

Fictional example

'A favours your remote work setup; B better addresses the commute constraint. Here is what we know and what remains to be tested.'

A recommendation may also conclude that the search should continue.

Your practical application work

A household hesitates: A offers a workspace room, B appears to better meet commute requirements. Commute reliability remains to be checked.

  • Each person's priorities to clarify
  • My matrix in a few lines
  • The final question for the household
Draft, get feedback and practise

Sources and benchmarks