Sample Data Stewardship report
A fictional company and answers, scored by the real PartnerScope® rules.
PartnerScope® Data Stewardship
How ready Example Software Co. is to share data
Submitted October 1, 2026 · Framework version 1.0
Data stewardship score
The basics are in place, with gaps that put data at risk as requests grow. Close the gaps below before you take on more sharing.
Foundation Needed
16-40
Building
41-64
Ready
65-80
What this means
Example Software Co. scored 48 of 80, which lands in Building. The strongest theme is Technical (21 of 25). The weakest is Organizational (11 of 25). 3 of 16 questions scored 1.
The systems are ahead of the rules
Your technical score is well ahead of your organizational score. That usually means the systems to share data are in place, but nobody has decided what is allowed to flow through them. Settle ownership and what's allowed before you open more feeds.
AI use needs a written rule
Recipients putting your data into AI tools is where exposure grows fastest, and most data agreements say nothing about it. The step for Q12 below is the place to start.
What if?
Try a higher score on any question to see how the total and rating would move. Nothing on the report changes.
Now: 48 of 80 · Building. Pick a question below to try it at a higher score.
Organizational
Q4Do you know who owns each type of data you hold, and what your contracts let you do with it?
Q6Has leadership decided which data can go to which kinds of recipients, such as competitors, and has that decision reached the people who handle requests?
Q3Is one person or team accountable for how data is shared with third parties?
Q5When someone asks you to share a client's data with another company, how do you confirm the client actually wants it?
Process
Q10Do you classify the companies that receive your data, and does the classification change what they can get?
Score by theme
The further out each point, the stronger that theme. Click one to see just its steps.
Suggested next steps
The steps that matter most, starting from your lowest-scoring questions. From the PartnerScope® library.
Organizational
Do you know who owns each type of data you hold, and what your contracts let you do with it?
Pull your customer contracts and list what each says about who owns the data and what you may do with it. Start with your largest clients and the data people ask for most. Don't share anything you can't trace to a contract right.
Has leadership decided which data can go to which kinds of recipients, such as competitors, and has that decision reached the people who handle requests?
Get leadership to decide which data can go to which kinds of recipients, including competitors, and write it down on one page. Without a position, the answer depends on who gets asked, and clients notice.
When someone asks you to share a client's data with another company, how do you confirm the client actually wants it?
Make written client consent the rule every time. Confirm the person approving is authorized, name the recipient and the data, and file it. Don't act on a vendor's request until the client confirms it directly.
Process
Do you classify the companies that receive your data, and does the classification change what they can get?
Classify each recipient on two measures: their relationship to you, and your involvement in moving the data. Then let that classification decide what they can receive, which agreement they sign, and whether fees apply.
Is your data sorted into categories with different sharing rules, such as client-owned, proprietary, and processed or derived?
Extend your categories to derived, embedded, and aggregated data, with a written rule for each. Flag where your own proprietary data is embedded in what clients receive, so it doesn't leave by accident.
Next steps
Log what you'll do, who owns it, and by when.
OpenDecide who owns processed and combined client data, and update the contract template
General Counsel · Jan 15, 2027 · High priority
General Counsel
Jan 15, 2027
High
OpenWrite a one-page position on which data can go to competitors
COO · Dec 15, 2026 · High priority
COO
Dec 15, 2026
High
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