performance-scorecard

What it does

Describes a system to design a performance scorecard for outside counsel, collect post-matter feedback, prepare QBR materials, and produce firm comparisons to inform panel decisions. It defines a structured framework with quantitative and qualitative criteria, scoring methodology, and tiered consequences. It also provides an implementation note and templates for the scorecard framework and related outputs.

How it works

• Triggers mode based on user intent (e.g., design a performance scorecard, how do we evaluate our firms, build us a scorecard).
• Mode 1: Scorecard Design delivers two documents: the Performance Scorecard Framework and the GC Implementation Note. The framework includes Part 1 (Quantitative Criteria with data sources and scoring), Part 2 (Qualitative Criteria), Part 3 (Scoring Methodology), Part 4 (Performance Tier Definitions), and Part 5 (Consequence Framework). The GC Implementation Note covers purpose, data sources, implementation sequence, required resources, and a decision request.
• Provides calibration rules by maturity level (Early, Intermediate, Advanced) and details on which criteria to include at each level.
• Outputs are formatted with specific headers and structured tables, including data sources like e-billing, invoice-review, and matter records. Includes placeholder fields for company name, panel size, and other inputs.
• Part 4 defines performance tiers with score ranges and corresponding labels and descriptions. Part 5 lists consequences by tier.
• Includes a reference maturity section and an implementation sequence with dates placeholders.

When to use it

• Trigger phrases listed in the skill description (e.g., design a performance scorecard, build us a scorecard, what criteria should I use, QBR, compare the firms) indicate Mode 1 should run.
• Applicable when building or redesigning a scorecard framework, collecting post-matter feedback, and preparing for firm comparisons to inform panel decisions.

What it can touch

• Documents produced as .docx files (headers include [Company], dates, and panel details).
• Data sources referenced: e-billing platform, matter management, spreadsheet inputs, and invoice review records.
• Tools cited: not directly invoked in the output; references to data sources imply interaction with respective systems to populate inputs.

Caveats

• Explicitly notes not to perform invoice-review-compliance, panel design, panel reviews, or matter instruction design—these are excluded and should be sourced from other skills.
• Uses placeholders for missing data and company name substitution rules; ensure input data is provided to populate headers and fields.
• The output prescribes a governance flow (GC approval, firm communication, data collection) and assigns consequences, which must be actionable within the organization’s governance.