J. Efficient Frontier Diagnostic™ — Trademark Rationale Summary Below is the full trademark-supporting rationale in the same structure used for A–I. Efficient Frontier Diagnostic™ Goods/Services Description (Broad for USPTO Filing): Educational services and digital tools, namely providing team-performance diagnostics, leadership assessments, organizational surveys, scoring algorithms, and interpretive reports; downloadable and printed assessment instruments; facilitator guides; interactive dashboards; and online training related to the evaluation of team engagement, authenticity, alignment, and performance effectiveness. Includes software-enabled assessments, proprietary scoring models, and customized leadership-development recommendations. Basis for Trademark (Why This Is Distinctive & Protectable): The Efficient Frontier Diagnostic™ is a unique, proprietary assessment system created by Bryan Powell that evaluates how teams operate along the axes of authenticity and engagement, the foundational dimensions of the Efficient Frontier of Teaming™. This diagnostic is substantively different from generic team-performance assessments for several reasons: 1. Built on a Proprietary Team-Performance Model The diagnostic is directly tied to the Efficient Frontier of Teaming™, a model not found in existing leadership or teaming frameworks. It measures team maturity, culture, and performance across unique constructs such as: Collective authenticity Engagement intensity Development level (Dependent → Empowered) Interpersonal risk safety Alignment capacity No existing assessment uses this axis-based methodology. 2. Unique Scoring Algorithm and Interpretation The diagnostic produces a distinct output: a plotted position on the Efficient Frontier map that visually represents where a team sits relative to optimal performance. It includes: Custom scoring scales A proprietary interpretation matrix Behavioral action paths unique to this framework This makes it a uniquely branded system, not a generic survey. 3. Integrated Coaching + Assessment System Unlike standard leadership assessments, the Efficient Frontier Diagnostic™ is designed to plug directly into your broader coaching ecosystem, including: The Collective Leadership Model™ The Four Team Levels Model™ The Team Contract Method™ The Bullseye Method™ This integrated system creates a distinctive learning architecture that is yours alone. 4. Used Across Multiple Educational Formats (Strengthening Distinctiveness) The diagnostic appears consistently in: Your book (The Efficient Frontier of Teaming) Your workshops and team engagements Digital dashboards Coaching programs Team-alignment sessions Leadership retreats Advisory-specific development programs Continuous commercial use across modalities strengthens the trademark argument. 5. Recognizable Branded Terminology “Efficient Frontier Diagnostic™” is not a generic name. It is a coined phrase directly associated with your brand. It ties into the larger ecosystem of “Efficient Frontier” tools—Playbook™, Visual Suite™, and Teaming model—which enhances its distinctiveness as part of a cohesive intellectual-property family. Summary for USPTO (Attorney-Ready): The Efficient Frontier Diagnostic™ represents a proprietary assessment methodology uniquely developed by Bryan Powell. It is not a generic evaluation tool but a structured, branded system that measures team effectiveness through a signature authenticity-engagement framework. The model’s unique scoring mechanisms, visual interpretation outputs, and integration with the broader Efficient Frontier of Teaming™ ecosystem establish it as original thought leadership, fully eligible for trademark protection as an educational and coaching methodology.