What should a charter scorecard actually judge?
Score the complete proposal: yacht + current crew + broker + dates + itinerary + price + contract. Do not give a brokerage a permanent score and assume every yacht it proposes inherits that rating.

Create a separate assessment whenever a material component changes. The same yacht with a different chef, embarkation port or contract can require a different decision.
The principal’s decision page should contain only six headline items:
- Decision: eligible for approval, conditional, hold or reject.
- Fit score: weighted suitability, with any unassessed weight disclosed.
- Evidence coverage: how much of the assessment has adequate documentary support.
- Money: expected final expenditure, higher-spend scenario and payment schedule.
- Compromises: the three most important differences from the family’s brief.
- Conditions: outstanding actions, named owners and deadlines.
The supporting workbook should preserve the evidence and calculations behind those six items.
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