portfolio/
Optional. If you are a founder building your own stack, delete this folder. It belongs to the other reader of this repo: a programme — an incubator, accelerator, studio or university venture programme — running the method across many companies at once.
The method is in docs/for-portfolios.md. This folder is the templates.
The shape
portfolio/
├── INDEX.md the router — one row per company
├── rubric.md levels 1-5 per function, and what each score routes to
├── themes.md what is going wrong across the portfolio → what to teach next
└── <company-slug>/ one per member company, copied from _company-template/
├── record.md the living picture: stage, focus, levels, next milestone
├── profile.md how this founder works · coach-team only
├── sessions/ the factual record of each session, append-only
└── reads/ the coach's read of each session · coach-team only
_company-template/ is the thing you copy. Rename it to the company's slug — lowercase, hyphenated, the same slug used in the shared folder and in every subject: field that refers to them.
What goes where, and why the split
Every session produces two files, not one. They have different owners, different readers and different lifespans, and the split is the load-bearing part of this design:
sessions/ | reads/ | |
|---|---|---|
| Holds | What was discussed, decided and committed to, and by when | How the founder is doing, how the advice landed, what worries you |
audience: | founder | coach-team |
| Also goes to | The founder, via the shared folder | Nowhere |
| Tagged | Facts, cited and dated as normal | [ASSESSMENT — name, date] |
| Lifespan | Permanent, append-only | Kept only as long as it is useful |
A factual record that quietly contains a judgement is unfair to the person it is about. A judgement recorded as though it were a fact is worse — it hardens, gets repeated by people who never met them, and outlives the thing it described.
prompts/16-session-to-record.md produces both from one transcript plus the coach's own impressions. It does not invent the second one.
Two rules that are not optional
audience: coach-team never travels to the founder. Not in a record, not quoted, not paraphrased. The check is mechanical and belongs in whatever sends the record out:
grep -rl "audience: coach-team" <shared-folder>/*/from-programme/
Everything about a person is written as though that person will read it. In most jurisdictions they can ask to. More usefully: a judgement you would not put in front of someone is one you have not finished thinking about. docs/safety.md has the rest — retention, deletion, who answers an access request.
Adding a company
- Copy
_company-template/to<company-slug>/. - Fill in the front matter of
record.md:subject,owner— one named person on your team — and asummary:line written for routing. - Add one row to INDEX.md.
- Provision the shared folder and add the founder. docs/exchange.md covers it on whichever platform you already run.
- Send the founder
worksheets/startup-prep.mdas pre-session homework. It already carries aprogrammefield, and it is the whole intake.
Score the rubric after the first session, not before. A level assigned from an application form is a guess wearing a number.
What this folder is not
It is not a copy of anybody's stack. The programme never holds a founder's master — see docs/for-coaches.md, which has said so since before this folder existed. What is here is what your own coaches wrote, plus what founders chose to send.
Generated from portfolio/README.md in the repository. Edit the markdown, not this page.