Fit Assessment Rubric · USL-T08

Fit Assessment Rubric.

Pre-engagement scoring tool. Surfaces whether a prospect's workflow is a Lighthouse-shaped problem before a proposal is written. Green / Yellow / Red across eight dimensions.

Used in Qualify calls before contract. A Red score is a gentle decline, not a push.

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This workbook contains 3 sheets. Each sheet below is rendered as a read-only table — for filling in a live engagement, open the XLSX version.

UMBRA STUDIO — FIT ASSESSMENT RUBRIC
Lighthouse Sprint — Stage 1: Discovery — Determine workflow fit for agentic redesign

CLIENT:	[Client name]
DATE:	[YYYY-MM-DD]
SPRINT LEAD:	[Name]

Criterion	Score (1-5)	Evidence / Notes	Risk Factors
Workflow Repeatability		[Evidence]	[Risk]
Volume/Frequency		[Evidence]	[Risk]
Document-Heaviness		[Evidence]	[Risk]
Current Automation Level		[Evidence]	[Risk]
Decision Complexity		[Evidence]	[Risk]
Data Availability		[Evidence]	[Risk]
Stakeholder Buy-In		[Evidence]	[Risk]
Budget Authority		[Evidence]	[Risk]
Timeline Flexibility		[Evidence]	[Risk]
Compliance Sensitivity		[Evidence]	[Risk]
Technical Infrastructure		[Evidence]	[Risk]
Change Readiness		[Evidence]	[Risk]

TOTAL SCORE:	0

SCORE INTERPRETATION:
48+ = Strong Fit — Proceed with confidence
36-47 = Moderate Fit — Proceed with caveats and risk mitigation
<36 = Not Recommended — Revisit workflow selection or constraints

UMBRA STUDIO — FIT ASSESSMENT RUBRIC

Lighthouse Sprint — Stage 1: Discovery — Determine workflow fit for agentic redesign

CLIENT:

[Client name]

DATE:

[YYYY-MM-DD]

SPRINT LEAD:

[Name]

Criterion

Score (1-5)

Evidence / Notes

Risk Factors

Workflow Repeatability

[Evidence]

[Risk]

Volume/Frequency

[Evidence]

[Risk]

Document-Heaviness

[Evidence]

[Risk]

Current Automation Level

[Evidence]

[Risk]

Decision Complexity

[Evidence]

[Risk]

Data Availability

[Evidence]

[Risk]

Stakeholder Buy-In

[Evidence]

[Risk]

Budget Authority

[Evidence]

[Risk]

Timeline Flexibility

[Evidence]

[Risk]

Compliance Sensitivity

[Evidence]

[Risk]

Technical Infrastructure

[Evidence]

[Risk]

Change Readiness

[Evidence]

[Risk]

TOTAL SCORE:

SCORE INTERPRETATION:

48+ = Strong Fit — Proceed with confidence

36-47 = Moderate Fit — Proceed with caveats and risk mitigation

<36 = Not Recommended — Revisit workflow selection or constraints

FIT ASSESSMENT RUBRIC — DETAILED SCORING GUIDE

Criterion	Score	Description & Guidance
Workflow Repeatability	5	Same sequence every time, no exceptions; highly standardized
	3	Generally repeatable with common exceptions (< 10% variance)
	1	Highly variable; each execution is different; many exceptions
Volume/Frequency	5	High volume (100+ per week or continuous); every day
	3	Moderate volume (10-100/week); 2-3 times daily
	1	Low volume (<10/week); ad-hoc or monthly
Document-Heaviness	5	Heavy documents (contracts, briefs, regulatory); >50% of cycle time
	3	Moderate docs (templates, reports); 20-50% of cycle time
	1	Light docs; mostly system-based data
Current Automation	5	Fully manual, no automation today
	3	Partially automated (50%); mixed manual/system
	1	Mostly automated; limited manual work
Decision Complexity	5	Rule-based decisions; clear criteria; binary or categorical outcomes
	3	Mixed: some rules, some judgment; 70% rule-based
	1	Highly subjective; requires deep expertise and judgment
Data Availability	5	All data available in accessible systems; structured
	3	Most data available; some manual entry or external sources
	1	Data scattered; not all accessible; poor quality
Stakeholder Buy-In	5	High pain, strong desire to change; leadership committed
	3	Moderate pain; stakeholders open to change but cautious
	1	Low urgency; resistance or skepticism
Budget Authority	5	Budget approved; clear ownership; no delays expected
	3	Budget likely; minor approvals needed
	1	Budget uncertain; requires multiple sign-offs
Timeline Flexibility	5	Flexible; can extend without business impact
	3	Some flexibility; soft deadline; can adjust scope
	1	Hard deadline; zero flexibility; scope locked
Compliance Sensitivity	5	No compliance requirements; all decisions can be made by agent
	3	Some compliance; can audit and log agent decisions
	1	Highly regulated; every decision must be reviewed/approved
Technical Infrastructure	5	Modern stack; APIs available; good data quality
	3	Functional systems; some legacy; most APIs available
	1	Legacy systems; limited API access; poor integration
Change Readiness	5	Team excited; low resistance; high adoption likelihood
	3	Team neutral; some training needed; moderate adoption
	1	Team resistant; high training burden; adoption risk

FIT ASSESSMENT RUBRIC — DETAILED SCORING GUIDE

Criterion

Score

Description & Guidance

Workflow Repeatability

Same sequence every time, no exceptions; highly standardized

Generally repeatable with common exceptions (< 10% variance)

Highly variable; each execution is different; many exceptions

Volume/Frequency

High volume (100+ per week or continuous); every day

Moderate volume (10-100/week); 2-3 times daily

Low volume (<10/week); ad-hoc or monthly

Document-Heaviness

Heavy documents (contracts, briefs, regulatory); >50% of cycle time

Moderate docs (templates, reports); 20-50% of cycle time

Light docs; mostly system-based data

Current Automation

Fully manual, no automation today

Partially automated (50%); mixed manual/system

Mostly automated; limited manual work

Decision Complexity

Rule-based decisions; clear criteria; binary or categorical outcomes

Mixed: some rules, some judgment; 70% rule-based

Highly subjective; requires deep expertise and judgment

Data Availability

All data available in accessible systems; structured

Most data available; some manual entry or external sources

Data scattered; not all accessible; poor quality

Stakeholder Buy-In

High pain, strong desire to change; leadership committed

Moderate pain; stakeholders open to change but cautious

Low urgency; resistance or skepticism

Budget Authority

Budget approved; clear ownership; no delays expected

Budget likely; minor approvals needed

Budget uncertain; requires multiple sign-offs

Timeline Flexibility

Flexible; can extend without business impact

Some flexibility; soft deadline; can adjust scope

Hard deadline; zero flexibility; scope locked

Compliance Sensitivity

No compliance requirements; all decisions can be made by agent

Some compliance; can audit and log agent decisions

Highly regulated; every decision must be reviewed/approved

Technical Infrastructure

Modern stack; APIs available; good data quality

Functional systems; some legacy; most APIs available

Legacy systems; limited API access; poor integration

Change Readiness

Team excited; low resistance; high adoption likelihood

Team neutral; some training needed; moderate adoption

Team resistant; high training burden; adoption risk

FIT ASSESSMENT SUMMARY

Link to Fit Assessment Tab
Refer to the 'Fit Assessment' tab to complete scoring.

RECOMMENDATION LOGIC

Total Score	Recommendation
48+	Strong Fit — Proceed with confidence. Risk profile is low.
36-47	Moderate Fit — Proceed with caveats. Identify key risks and mitigation.
<36	Not Recommended — Revisit workflow scope or constraint assumptions.

FIT ASSESSMENT SUMMARY

Link to Fit Assessment Tab

Refer to the 'Fit Assessment' tab to complete scoring.

RECOMMENDATION LOGIC

Total Score

Recommendation

48+

Strong Fit — Proceed with confidence. Risk profile is low.

36-47

Moderate Fit — Proceed with caveats. Identify key risks and mitigation.

<36

Not Recommended — Revisit workflow scope or constraint assumptions.

Fit Assessment Rubric.

Workbook overview

Sheet · Fit Assessment

Sheet · Scoring Guide

Sheet · Summary