Infographics — running a portfolio

Click an image to open it at full size. The written version is for programmes.

Running this across a portfolio

The three-zone architecture. The founder's stack on the left under their control, the programme's record on the right built from what coaches already produce, and a deliberately thin shared folder between them.

Including the constraint that defeats most attempts at this: you almost certainly hold no equity, so any system that depends on founder discipline is accurate for about three weeks.

Three zones — the founder's stack, a two-door shared folder, and the programme's record — with the note that neither side's master lives in the middle.

Every session becomes two files

Why the factual record and the coach's read must never be the same document, and the test that decides which one a sentence belongs in: said out loud in the room, or thought and not said.

One coaching session forking into a factual record for the founder and an attributed read for the coach team, with the divider test between them.

The written version is the exchange folder.

What stage are they really at

Five maturity levels scored on evidence rather than on funding, revenue or headcount — and the one step a programme can actually cause.

Five levels from asserted to managed, with the jump from written to evidenced highlighted, and the list of things a level is not.

The written version is the maturity rubric.

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