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INVESTMENT PARTNER INTERVIEW
Scoring Rubric

SCORING INSTRUCTIONS

  • Score each category based on the guidance provided.
  • Enter a numeric score up to the maximum points listed.
  • Total score will be calculated.

RANKING GUIDANCE

Total ScoreInterpretation
26–30Top Tier Partner
21–25Strong Partner
16–20Viable Partner (Support Recommended)
11–15Capacity Concerns
Below 11Significant Readiness Risks

INVESTMENT PARTNER INTERVIEW
SCORING RUBRIC

1. Program Model & Participant Journey

Evaluates how clearly the organization understands and implements the participant journey.

Consider:

  • Clarity of participant pathway
  • Realistic program outcomes
  • Understanding of participant needs
  • Alignment with Pathway to Prosperity goals

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Participant journey clearly defined with strong program structure
4Clear program model with minor gaps
3Program structure exists but lacks clarity in some areas
2Participant journey unclear or inconsistently implemented
1Program model poorly defined

 

2. Participant Support & Case Management

Evaluates the strength of participant engagement and support systems.

Consider:

  • Case management structure
  • Caseload feasibility
  • Crisis support processes
  • Participant engagement practices

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Strong participant support systems and structured case management
4Clear support model with minor operational gaps
3Support systems exist but may need strengthening
2Informal or inconsistent participant support
1Limited participant support structure

3. Organizational Capacity

Evaluates whether the organization has the staffing and operational capacity to implement the program.

Consider:

  • Staffing structure
  • Operational stability
  • Program management capacity
  • Ability to scale or sustain services

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Strong operational capacity with experienced staff
4Adequate staffing and program management
3Capacity present but stretched
2Staffing or infrastructure concerns
1Major operational risks

4. Data & Outcome Tracking

Evaluates readiness to track outcomes and participate in shared reporting.

Consider:

  • Outcome measurement
  • Data systems
  • Reporting capability
  • Willingness to share data

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Robust outcome tracking and data systems
4Reliable data collection with minor support needed
3Basic outcome tracking but limited infrastructure
2Data tracking inconsistent
1No clear data tracking systems

5. Partnership & Collaboration

Evaluates the organization’s ability to engage in the broader Pathway to Prosperity network.

Consider:

  • Willingness to collaborate
  • Referral partnerships
  • Alignment with collective impact
  • Openness to shared learning

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Highly collaborative with strong partnership orientation
4Positive collaboration mindset
3Open to collaboration but limited experience
2Minimal collaboration practices
1Limited willingness to collaborate

6. Budget & Financial Feasibility

Evaluates whether the proposed program budget is realistic and aligned with the program design.

Consider:

  • Alignment between program activities and budget
  • Staffing costs reflected in the budget
  • Realistic cost assumptions
  • Financial sustainability of the program
  • Organizational financial management

Score (5-1: see scale below)

/ 5
ScoreIndicators
5Budget clearly supports program delivery; costs realistic and well aligned
4Budget generally aligned with program activities with minor questions
3Budget mostly reasonable but some gaps or unclear assumptions
2Budget misaligned with program design or lacks clarity
1Significant financial feasibility concerns

SCORES

/ 5
/ 5
/ 5
/ 5
/ 5
/ 5

Total Score

Helena Moreno