Guides · CEO Toolkit
The operating system for the CEO.
Metrics, cadence, decision rights, communication, and dashboards for CEOs of mid-market companies. Every worked example is labelled illustrative.
14 guides · 1 template
Guides and Templates
Method, formulas, and templates, each focused on one decision.
KPI Design: Choosing 12 Metrics That Run the Company
KPI design for CEOs: choose 12 metrics that run the company, with selection criteria, a metric definition card, a scoring template and a worked example.
Operating Cadence: Weekly, Monthly, Quarterly Rhythms
Build an operating cadence for your company: weekly, monthly and quarterly meetings with agendas, owners, inputs and outputs, plus a worked time budget.
Decision Rights Matrix Template
A decision rights matrix template with bracketed thresholds you fill in: who decides, recommends, is consulted and informed, plus steps to adopt it.
CEO 100-Day Communication Plan
Build a CEO 100-day communication plan: stakeholder map, message sequence, cadence, and templates for employees, customers, lenders, and the board.
Executive Dashboard Design
Executive dashboard design for operators: choose the metrics, write a metric spec, set thresholds, lay out the page, and keep the numbers trusted.
More CEO Toolkit guides
AI Governance for Finance and Operations: Who Approves What, and What Gets Recorded
AI governance as a standing routine: what AI may touch, who approves each action, what gets recorded, and what changes after a miss. With templates.
Annual Operating Plan Process: A 20-Week Calendar That Ends in Routines
A 20-week annual operating plan process for mid-market teams: the calendar, who approves, and the routines the plan must hand off to so it holds all year.
Decision Rights for AI Actions: A Matrix for Who May Approve What
Your delegation of authority covers people, not AI. A matrix for what AI may read, draft, recommend or do, who approves it, and how authority is earned.
How to Trust an AI Finding: What to Ask Before You Act on It
Before you act on an AI finding, ask for its sources, arithmetic you can redo, the cause, what was ruled out and who approves. With a worked cash example.
Operating Model Design Principles
Operating model design principles for mid-market companies: structure, decision rights, handoffs, spans, and governance, with a method for testing options.
Operating Review System
Build an operating review system that changes results: agenda, decision log, owners, expected outcomes and a follow-up loop, with templates and an example.
Scenario Planning with Driver-Based Models
Scenario planning with driver-based models: pick the drivers that move EBITDA, build base, downside, and upside cases, and set triggers that force action.
Strategic Options Review for Mid-Market CEOs
Run a strategic options review: frame the decision, generate real alternatives, score them on set criteria, test reversibility, and record why you chose.
Strategic Planning Playbook
A strategic planning playbook for mid-market CEOs: set choices, size the gap, cascade into the operating cadence, and track delivery with named owners.
Free templates
Working files that go with these guides, with the worked examples already filled in. Enter your name and work email and we send the file personally.
Free template · Word template
Decision Rights Matrix and 100-Day Communication Plan
A decision rights matrix with bracketed thresholds and a 100-day stakeholder communication schedule.
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