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Build a 'metric ownership' framework
Assigns clear ownership for every important metric — who's accountable for it.
Data validation rules for a shared sheet
Add data validation rules, dropdowns, and friendly error messages to a shared Excel sheet.
Board update deck
Ship a numbers-first board update deck with wins, risks, and decisions phrased as clean questions.
Board report draft
Draft a direct board report with exec summary, financials, ops, risks, and clear decisions requested.
Compliance training summary
Turn compliance training into a 1-page summary with scenarios, 5-question quiz, and a sign-off line.
Risk assessment template
Design a risk register with scoring rubric, top-5 summary, and a 1-page memo the sponsor can sign off on.
Build a strategic kill criteria
Defines the explicit conditions under which a project, product, or initiative should be killed.
Build a 'how we use AI' team policy
Drafts a team-level policy for using AI in daily work — what's encouraged, what's restricted.
Build a 'data ethics' policy
Drafts a data ethics policy covering use, sharing, and bias.
Build a data lineage doc
Documents data lineage from source to consumed metric for trust + debugging.
Build a data quality framework
Designs a data quality framework with checks, owners, and incident response.
Build a data dictionary
Drafts a data dictionary for a database or warehouse — the human-readable schema.
Build a discount approval matrix
Designs an approval matrix for sales discounts with thresholds and approver roles.
Write a board update memo
Drafts a quarterly board memo covering progress, decisions needed, and risks.
Build a 'metric definitions diff' protocol
Catches when metric definitions silently drift over time and breaks comparisons.
Build a decision log template
Provides a decision log template for capturing strategic decisions and their context.
Build a 'metric definition' doc
Drafts a precise metric definition that prevents 'we're talking about different things' confusion.
Write a board observer briefing
Drafts a briefing for a board observer joining their first board meeting.
Build a startup advisory board structure
Designs an advisory board with roles, equity, cadence, and value exchange.
Write a board recruiting brief
Drafts a brief for recruiting a new board director or independent advisor.
Workflow: monthly board prep coordinator
Coordinates monthly board prep — pre-read, pre-meetings, decisions sought.
Build a board deck
Drafts a 15-slide board deck covering performance, plan, and decisions needed.