Four portfolio positions

The current Compass scoring model produces four practical positions:

• Run—this week. Important, plausible, adoptable, fast to learn from, and contained.
• Run—two weeks. Promising, with preparation required before a valid experiment can begin.
• Invest after evidence. Meaningful but too uncertain or consequential for an immediate commitment; design evidence first.
• Not yet. Conditions are not sufficient. Record what must become true before reconsidering.

Do not let the labels create false precision. Their job is to force a decision about attention: now, after preparation, after more evidence, or not yet.