Executive summary

A one-page, sourced read on a partner that ends in whether to deepen, maintain, restructure or exit.

What is inside

What the snapshot covers

The template confirms the partner and scope, reads fit, capability, joint performance, economics and risk from dated evidence, separates inferences from facts, and recommends a posture.

  • Framing: partner, decision and horizon
  • Eight dimensions, from fit to trajectory
  • Joint win-rate calculation
  • Structured read with sources, dates and confidence tags
  • Four postures: deepen, maintain, restructure, exit
  • Confidentiality guardrails
  • Source provenance log and review record