Vision & Strategy 

Note that your vision and goals drive everything. Strategy determines what you measure, how you structure operations, and where you invest resources. There is no operational excellence without clear vision and alignment.

How it Works:

1. At the center: People & Organization Start with the right people in the right seats with clear responsibilities and accountability. They execute on your strategy and vision.

2. Define What Matters Your strategy determines what success looks like and what data points need to be tracked to measure it accurately.

3. Establish Data Visibility Three key data sources must be clean, accurate, and trackable in real-time:

• Financial data - profitability, cash flow, runway

• GTM/Sales data - activity, conversions, pipeline health

• Operational data - customer service quality, internal efficiency

4. Feed Data Back Into The System Once you can track what matters in real-time, use that data for continuous improvement:

• Design incentive systems that reward the right behaviors

• Optimize existing workflows and eliminate bottlenecks

• Refine your GTM strategy to better target your ICP

• Inform financial planning and resource allocation

5. Document Everything All workflow improvements must be documented through SOPs and playbooks so your people can execute consistently and train new hires effectively.

6. Repeat The cycle continues. Data drives decisions. Decisions improve operations. Better operations generate better data. The business evolves continuously.

Overview of Each Component:

People & Organizational Design Right people in the right seats

You can have perfect systems, workflows, and strategy, but if the org structure is wrong or you don't have the right talent, nothing works.

What matters:

• Hiring & talent acquisition (finding the right people)

• Organizational design (who reports to whom, team structure)

• Performance management (feedback, growth, accountability)

• Culture building and career development

• Change management (getting people to adopt new systems/processes)

Data & Visibility Track what matters

Your strategy determines what metrics matter. Then you need connected systems, automated processes, and clear dashboards to actually track them.

Signs you need this:

• You're manually copying data between systems

• Your tools don't talk to each other

• You can't get a clear view of what's actually happening

• The business struggles to stay aligned and track what matters

Workflow Design How work gets done

Map how work actually gets done, eliminate bottlenecks, and design workflows that scale across the org.

Signs you need this:

• Things constantly fall through the cracks

• You're growing fast but operations can't keep up

• Every project feels like starting from scratch

Compensation & Incentive Design Align your team with results

Compensation structures and incentive plans that motivate the right behaviors and scale as you grow.

Signs you need this:

• Your comp plan doesn't incentivize the outcomes you want

• You're not sure if you're paying competitively

• Commission structures are overly complex or causing conflict

Financial Operations & Planning Know your numbers

Real-time visibility into cash flow, profitability, and runway. Automated reporting and budget modeling for confident decision-making.

Signs you need this:

• You don't know your true profitability by product or customer

• Financial reporting is manual, slow, or unreliable

• You can't forecast cash flow with confidence

• You're making decisions without clear financial data

Go-to-Market Build a repeatable system for growth

Know your ICP. Develop pricing strategy. Design sales and marketing operations from lead routing to pipeline tracking to customer onboarding.

Signs you need this:

• Your sales process is inconsistent across reps

• You don't know which marketing channels drive revenue

• You're struggling to forecast sales accurately

Framework Development Document and scale

Clear playbooks and SOPs so everyone knows exactly how things should be done.

Signs you need this:

• Everyone does things differently

• Training new hires is chaos

• Your business depends too heavily on specific people