BOS_08Business Operating System™ 4–6 weeks

    Governance, OKRs & Operating Cadence

    One source of truth for the metrics that matter, cascaded as an OKR tree from north-star to individual KPIs and run on a disciplined AOP / QBR / MBR / WBR cadence.

    Why it matters

    Without a north-star → input-metric → OKR tree, every team optimises for a different number. Without AOP / QBR / MBR / WBR cadence, leadership decisions happen in WhatsApp and slip out of memory. This module installs the operating discipline that survives 3–5× headcount growth.

    Scope covered

    North-star metric definition + input-metric tree
    OKR cascade (company → function → team → individual)
    Annual Operating Plan (AOP) + budget tie-out
    QBR / MBR / WBR / daily-standup templates + cadence calendar
    Live executive dashboard (single source of truth)
    Decision-log + decision-speed diagnostic
    Board operating pack template
    OKR-grading discipline (0.0–1.0)
    How we run it

    Our methodology

    A senior-led delivery sequence — not a template dump. Each phase is operated with your team, not handed over as a deck.

    1. 1

      North-star & input-metric tree

      Week 1

      Working session with founder + leadership to lock the north-star, build the input-metric tree and reconcile against the financial plan.

    2. 2

      OKR cascade

      Week 1–2

      Cascade OKRs from company → function → team → individual; pressure-test each OKR for measurability, ownership and 70% stretch.

    3. 3

      AOP & budget tie-out

      Week 2–3

      Author the Annual Operating Plan with budget tie-out across functions; reconcile to the cash plan with the CFO.

    4. 4

      Cadence calendar live

      Week 3–4

      QBR / MBR / WBR / standup templates and dates published; chief-of-staff trained to run the cadence end-to-end.

    5. 5

      Exec dashboard & decision log

      Week 4–5

      Single source-of-truth executive dashboard wired; decision-log with decision-speed diagnostic stood up for L1 decisions.

    6. 6

      Board pack & first cycle

      Week 5–6

      Board operating-pack template ratified, OKR-grading discipline practiced through one full quarterly cycle with leadership.

    Deliverables

    • North-star metric definition + input-metric tree
    • OKR cascade (company → function → team → individual)
    • Annual Operating Plan (AOP) + budget tie-out
    • QBR / MBR / WBR / daily-standup templates + cadence calendar
    • Live executive dashboard (single source of truth)
    • Decision-log + decision-speed diagnostic
    • Board operating pack template

    KPIs & Targets

    • OKR cascade depth100% individuals
    • Cadence adherence≥95%
    • Decision-log discipline100% L1 decisions logged
    • AOP variance±10%

    Stakeholders

    Founder/CEOCOOCFOHeads of FunctionChief of Staff

    Timeline

    4–6 weeks