package-rubric.md
Package rubric
Score the pre-read and room plan before sending. Ten criteria, 10 points each. Ship at 90 or above with no criterion below 7. Below 70, do not send: rebuild from the decision.
| # | Criterion | 10 | 7 | 4 |
|---|---|---|---|---|
| 1 | Decision clarity | One primary decision on the cover, stated as a five-link brief, staying the course included as an alternative | Decision clear but one link weak | Topic named, no decision |
| 2 | Altitude | Every governing message is a company-level claim | One functional claim remains | Reads as a functional report |
| 3 | Story discipline | Three messages or fewer, each a claim with evidence beneath | Four messages or one is a topic | No governing messages |
| 4 | Evidence quality | One conclusion per visual, titled as the takeaway, depth in the appendix | Most visuals titled as conclusions | Raw tables left for the board to read |
| 5 | Causal chain | Each link from investment to result has evidence or a test planned | Most links supported | Forecast presented without the chain |
| 6 | Capital comparison | Alternatives, next-dollar return, and tranche milestones shown | Alternatives acknowledged | Ask presented in isolation |
| 7 | Indicator honesty | Activity, conversion, and outcome reported; breaks named | Two tiers reported | Activity presented as progress |
| 8 | Room design | Plan at 25:75 or better; opening states the ask in 2 minutes | Plan at 35:65 | Presentation-heavy agenda |
| 9 | Director preparation | 15+ data-driven questions; every director pre-briefed with a lens-specific note | 10 to 14 questions; most directors briefed | Generic questions; no pre-briefs |
| 10 | Commitment capture | Decision, owner, date, and what it unlocks prepared for read-back; minutes within 1 business day | Decision capture planned, timing loose | No plan to record decisions |
Common score patterns
- High on evidence, low on decision clarity. A strong report with no reason to meet. Write the decision brief, then cut everything that does not serve it.
- High on decision, low on causal chain. A confident ask the board cannot underwrite. Add the small-scale proof or stage the ask.
- High everywhere except room design. The pre-read is good and will be presented anyway. Cut the in-room slides to the opening, retrospective, and orientation.