02 · Portfolio
Portfolio relationships
Grant portfolios, supply chain partners, training cohorts, investee companies, vendor networks.
Portfolio programs score at intake and keep scoring as the relationship evolves. The rubric is re-applied on a cadence the program sets, drawing on whatever new structured data and unstructured documents the partner produces (delivery logs, audit reports, mid-cycle narratives, financial filings).
What breaks. Most portfolio programs build an excellent intake rubric, then file it. By the time a partner shows trouble in a downstream meeting, the original rubric is forgotten and the trouble has been brewing for one or two cycles. Risk surfaces late, when there is less time to act.
What works. The same anchored rubric, re-asked each pulse. Scores become a signal stream: a Q2 drop in operational reliability is visible before the funder review. Structured fields (delivery rates, financials) and unstructured documents (board minutes, audit narratives) are scored against the same evidence rules, surfacing where the partner is gaining or losing ground.
A specific shape
An education-supply chain portfolio of forty partners. Same six-criterion rubric is re-applied quarterly across both structured delivery data and qualitative partner narratives. Three of forty partners drop a level on a single criterion in Q3; the portfolio team meets with those three before quarter-end, instead of at the annual review.