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Scorecard · The method

What should a charter scorecard actually judge?

Short answer

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.

A twin guest cabin with two separate beds and teak joinery

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:

  1. Decision: eligible for approval, conditional, hold or reject.
  2. Fit score: weighted suitability, with any unassessed weight disclosed.
  3. Evidence coverage: how much of the assessment has adequate documentary support.
  4. Money: expected final expenditure, higher-spend scenario and payment schedule.
  5. Compromises: the three most important differences from the family’s brief.
  6. Conditions: outstanding actions, named owners and deadlines.

The supporting workbook should preserve the evidence and calculations behind those six items.

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