Portfolio Dashboard

Combined Essentiality Score across all clients. Higher = harder to replace.

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Portfolio Essentiality Score
Weighted average: NPS + NSS + Domain Fluency
NPS
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% Promoters − % Detractors
NSS
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% Successful − % Unsuccessful
Avg Domain Fluency
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Normalized (0–100)
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Clients
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Strategic
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High-Impact
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Transactional

Client Essentiality Breakdown

No evaluations yet. Start by adding clients and evaluating them.

Essentiality Interpretation

Score RangeRatingMeaning
80 – 100Strategic PartnerEmbedded in the client’s growth. Drives product outcomes, not just output. Trusted at the leadership level. Difficult and risky to replace.
60 – 79High-Impact Delivery PartnerDelivers consistent value. Strong execution and domain understanding. Replaceable in theory, painful in practice.
40 – 59Emerging Value ContributorSolid execution base. Value is visible but not yet differentiated. Requires investment in expertise, ownership, or strategic alignment.
20 – 39Transactional VendorPrimarily execution-focused. Limited strategic involvement. Easily benchmarked against competitors.
0 – 19Commodity SupplierWork is interchangeable. Low differentiation. High replacement probability.

Net Promoter Score

How satisfied is the client with our services? Score based on client feedback.

NPS Evaluation

The NPS Question

How likely is the client to recommend our services to a colleague or peer?

Based on direct client feedback, survey results, or observable indicators (renewals, referrals, testimonials).

0 — Not at all likely 10 — Extremely likely
Select a score above

Net Success Score

Evidence-based evaluation: is the client achieving business success with our services?

Evaluation Setup

Domain Fluency Score

How deep is our team in the client's domain? Rate each criterion 0-3. Deeper fluency = higher barrier to replacement.

DFS is an annual evaluation. A score recorded for any quarter applies to the full calendar year and expires 31 Dec.

Fluency Evaluation

Domain Fluency Criteria

0 / 54

Rate each criterion: 0 = Not demonstrated, 1 = Emerging, 2 = Competent, 3 = Fluent

L0 Industry Literacy 0 / 12
L0.1Accurately identifies the client's industry segment and primary market
L0.2Demonstrates awareness of relevant regulatory or compliance factors
L0.3Understands the client's competitive landscape and market position
L0.4Recognizes key industry trends impacting the client
L1 Vocabulary & Language 0 / 9
L1.1Uses client-specific terminology correctly in communications
L1.2Mirrors the client's internal language when discussing strategy
L1.3Adjusts communication style to match the client's organizational culture
L2 Mechanics & Workflow 0 / 15
L2.1Demonstrates understanding of the client's core operational workflows
L2.2Identifies how our deliverables integrate into the client's processes
L2.3Recognizes client-side dependencies and stakeholder dynamics
L2.4Adapts project approach based on client's internal constraints
L2.5Demonstrates knowledge of the client's tech stack or tools
L3 Strategic Value 0 / 18
L3.1Connects project outcomes to the client's strategic objectives
L3.2Anticipates how market shifts may affect the client's priorities
L3.3Proactively suggests opportunities aligned with the client's goals
L3.4Demonstrates understanding of the client's revenue or growth model
L3.5Frames deliverables in terms of client business impact
L3.6Engages in strategic dialogue beyond the immediate project scope
Total Domain Fluency 0 / 54

Notes

Classification

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PENDING
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L0 Industry
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L1 Vocabulary
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L2 Mechanics
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L3 Strategic

Essentiality Review

Review the complete evaluation across all three components before finalizing the assessment.

Select Evaluation

Select a client and quarter to review their evaluation.

Clients

Manage your client portfolio. Add clients here, then evaluate them across NPS, NSS, and Domain Fluency.

Client Registry

No clients yet. Add one above to get started.

User Management

Manage team members. Add users here to assign them as evaluators, DMs, PMs, and Tech Leads.

User management requires cloud deployment.

Deploy to Cloudflare Pages to enable user management.

Leaderboard

DM, PM, and TL rankings by average Essentiality Score across assigned clients.

Delivery Managers

No DM rankings available. Assign DMs to clients and complete evaluations.

Project Managers

No PM rankings available. Assign PMs to clients and complete evaluations.

Tech Leads

No TL rankings available. Assign Tech Leads to clients and complete evaluations.

Domain Management

Manage business domains (e.g., Healthcare, Fintech, PropTech). Assign domains to clients to track team expertise.

Domain management requires cloud deployment.

Deploy to Cloudflare Pages to enable domain management.

NSS Scoring Configuration

Configure signal questions, weights, negative modifiers, and score thresholds per goal.

NSS configuration requires cloud deployment.

Domain Experts

Team members grouped by business domain, ranked by average Domain Fluency Score.

No domain expert data available. Assign domains to clients and complete DFS evaluations.

PAM Tracker

Partnership Alignment Meeting schedule across active projects.

Meeting Schedule
--% of projects with PAM

Essentiality Evaluation

Guided evaluation workflow — NPS, NSS, DFS per client per quarter.

Evaluation Overview

Methodology

How the Essentiality Score is calculated and what each component measures.

Essentiality Score Formula

Essentiality = NPSnorm × 0.35 + NSSnorm × 0.35 + DFSnorm × 0.30

Each component is normalized to 0–100, then weighted. Score range: 0 to 100.

Weights: NPS (35%) — Client voice and satisfaction. NSS (35%) — Business outcomes. DFS (30%) — Domain expertise and competitive moat.
Completeness Penalty: Missing components contribute 0 to the score — their weight is lost, naturally penalizing incomplete evaluations. For example, a client with only NPS and NSS (no DFS) can reach a maximum of 70, not 100.
Normalization:
  • NPS: Promoter = 100, Passive = 40, Detractor = 0
  • NSS: Weighted score is already 0–100 (used directly)
  • DFS: (Score ÷ 54) × 100

1. Net Promoter Score (NPS)

Client Voice
What it measures: Client satisfaction with our services. How likely they are to recommend us.
Scale: 0–10
  • 0–6 Detractor: Dissatisfied. Risk of churn or negative referral.
  • 7–8 Passive: Satisfied but not enthusiastic. Vulnerable to competition.
  • 9–10 Promoter: Loyal. Will recommend and expand.
Individual Normalization (category-based): Promoter = 100, Passive = 40, Detractor = 0 (used for per-client Essentiality calculation)
Portfolio NPS: (% Promoters − % Detractors) × 100. Range: −100 to +100.
Evidence: Client surveys, renewal decisions, referrals made, testimonials, direct feedback emails.

2. Net Success Score (NSS)

Business Outcomes
What it measures: Whether the client is achieving business success with our services. Select a primary goal from 7 options: Build an MVP, Team Extension, Legacy Modernization, Support & Maintenance, Product Scaling, Digital Transformation, or Security & Compliance. Each goal has 4 specific signal questions, plus 4 universal negative signals.
Weighted Scoring (0–100): Each of the 4 goal signals has a weight (must sum to 100%). The answer multiplier determines contribution: Yes = 100%, I Don't Know = 0%, No = 0%. Each signal's contribution = Weight × Answer multiplier. The T-score is the sum of all signal contributions before negative modifiers.
Negative Signal Modifiers: 4 universal negative signals apply deductions when answered Yes. Each negative flag deducts 50 points from the score (floor at 0). Two or more flags guarantee an Unsuccessful outcome.
Classification (threshold-based):
  • 75–100 Successful: Client is clearly achieving business success with our services.
  • 50–74 Unknown: Insufficient evidence to determine direction. Needs attention.
  • 0–49 Unsuccessful: Client is not achieving the intended business outcomes.
Normalization: The weighted score is already 0–100 and is used directly in the Essentiality formula.
Portfolio NSS: (% Successful − % Unsuccessful) × 100. Range: −100 to +100. Mirrors the NPS formula with Successful = Promoter and Unsuccessful = Detractor.
Evidence enforcement: Every Yes or No answer requires a written evidence artifact. If the evidence field is left blank, the answer is discarded from scoring (contributes 0). No evidence = no signal.
Admin Configuration: Administrators can adjust signal questions, weights, negative modifier values, answer multipliers, and score thresholds per goal via the NSS Config page. Changes can be saved for future evaluations only, or applied retroactively to recalculate all historical scores.
Challenge Review: An independent reviewer can validate the classification with Approved, Rejected, or Approved with Notes.

3. Domain Fluency Score (DFS)

Competitive Moat
What it measures: How deeply embedded our team is in the client's domain. This is often the key differentiator that makes us irreplaceable.
Rubric Scoring (0–3 per criterion): 18 criteria across 4 levels. Each scored 0 (Not demonstrated), 1 (Emerging), 2 (Competent), 3 (Fluent). Max score: 54.
  • L0 — Industry Literacy (4 criteria, max 12): Industry segment, regulatory awareness, competitive landscape, industry trends.
  • L1 — Vocabulary & Language (3 criteria, max 9): Client terminology, internal language mirroring, communication style adaptation.
  • L2 — Mechanics & Workflow (5 criteria, max 15): Operational workflows, deliverable integration, stakeholder dynamics, internal constraints, tech stack knowledge.
  • L3 — Strategic Value (6 criteria, max 18): Strategic objectives, market shifts, proactive opportunities, revenue model, business impact framing, strategic dialogue.
Classification:
  • 0–13 Domain-blind (0–25%): No meaningful domain understanding. Easily replaceable.
  • 14–27 Surface-level (26–50%): Basic awareness but limited depth. Moderate replacement barrier.
  • 28–40 Domain-competent (51–75%): Solid domain understanding. Significant replacement cost.
  • 41–54 Domain-fluent (76–100%): Deep domain expertise. Very high barrier to replacement.
Normalization: (Score ÷ 54) × 100 = 0–100

Portfolio Aggregation

Active Clients Only: Portfolio dashboard, Essentiality Scores, and Leaderboard consider only active clients.
Portfolio NPS: (% Promoters − % Detractors) × 100. Standard NPS formula. Range: −100 to +100.
Portfolio NSS: Average of per-client weighted NSS scores (0–100 scale). Clients are classified as Successful (≥75), Unknown (50–74), or Unsuccessful (<50) based on their score.
Portfolio DFS: Average of per-client normalized Domain Fluency scores (0–100 scale, consistent with NPS and NSS normalization).
Portfolio Essentiality: Average of per-client Essentiality Scores. Note: the three summary components (NPS, NSS, DFS) use portfolio-level formulas that differ from per-client normalization, so they do not directly sum to the Essentiality Score.
Leaderboard: Ranks Delivery Managers, Project Managers, and Tech Leads by the average Essentiality Score of their assigned active clients. Only clients with at least one evaluation component are included.
Domain Experts: Groups team members by business domain, ranked by average DFS. Unlike the Portfolio and Leaderboard, Domain Experts includes all clients (active and deactivated) because domain expertise is a property of the person, not the client's active status. Uses official DFS classifications: Domain-blind (0–13), Surface-level (14–27), Domain-competent (28–40), Domain-fluent (41–54).

Evaluation Wizard

Purpose: A guided evaluation workflow that consolidates NPS, NSS, DFS, and PAM into a single step-by-step process per client per quarter, replacing the need to navigate between separate evaluation pages.
Overview Table: Displays active clients in rows and quarters (Q1–Q4) in columns for the selected year. Each cell shows the Essentiality Score if all 3 components are complete, or an “Evaluate” button with a partial completion indicator (e.g. “1/3”) if not.
Wizard Steps (4-step flow):
  • Step 1 — PAM: Confirm, add, or remove Partnership Alignment Meeting dates for the quarter. PAM is informational tracking only and does not affect the Essentiality Score.
  • Step 2 — NPS: Enter or confirm the Net Promoter Score (0–10). The previous quarter’s NPS is shown for reference. Existing data is pre-filled for confirmation.
  • Step 3 — NSS: Complete or confirm the Net Success Score evaluation with all signal questions and evidence. A “Copy from previous quarter” button pre-fills answers from the last quarter’s NSS evaluation when no current data exists. All signals must be answered and evidence provided for Yes/No answers before saving.
  • Step 4 — DFS: Domain Fluency is evaluated by external reviewers, not through this wizard. If a valid DFS score exists for the current calendar year, it is displayed for acknowledgment. If no DFS score exists, the wizard shows a message to approach GSDO leadership and allows proceeding without DFS (the score will be penalized accordingly).
DFS Validity: DFS evaluations are valid for the entire calendar year in which they were recorded. A DFS score from any quarter in 2026 is considered valid for all quarters in 2026.
Score Summary: After completing all steps, the wizard displays the final Essentiality Score with a breakdown of all three components (NPS, NSS, DFS) showing raw scores, normalized values, and classifications.
Permissions: Admin, Delivery Manager, and Project Manager roles can evaluate their assigned clients. Tech Leads can view the overview table but cannot initiate evaluations.

PAM Tracker

Purpose: Tracks Partnership Alignment Meetings across all active clients by month and year. PAM meetings are a key operational practice but are not part of the Essentiality Score calculation.
Calendar Grid: Displays active clients in rows and months (Jan–Dec) in columns for the selected year. Each cell shows PAM date chips that can be added or removed.
KPI: Shows the percentage of active projects that had at least one PAM in the selected year (e.g. “75% of projects with PAM (9/12)”).
Permissions: Admin, Delivery Manager, and Project Manager roles can add and remove PAM dates. Tech Leads have read-only access.