Quarterly Planning & Alignment
This step sets the foundation for the entire quarter. The CEO and Chair align on direction, priorities, and constraints before anything is announced or executed. No planning happens in isolation.
A. CEO drafts a high-level vision for the quarter
What is changing, what is staying the same, and why this quarter matters.
B. Chair reviews for feasibility and operational impact
Ensures the direction can realistically be supported by current roles, capacity, and systems.
C. CEO and Chair align on scope and constraints
What is in, what is out, and what must wait until a future quarter.
D. Board alignment and approval
Once the CEO and Chair are aligned, the plan is shared in the board thread and a poll is posted. This step is complete once the board approves the plan.
Co-op Quarterly Plan — Master Template
Quarter Overview
Objective
Example: Launch evergreen onboarding while strengthening governance.
Key Results
Example: 100 paid members; onboarding prototype live.
Quarter Strategies (Top Priorities)
Strategy 1
Example: Prototype gamified onboarding automation.
Strategy 2
Example: Expand Chode economy user incentives.
Strategy 3
Example: Establish formal governance workflow.
Strategy 4
Example: Align brand + social growth strategy.
Board / Chairs Domain
Objective
Example: Guide governance and decision flow.
KPIs
Example: Meetings held; decisions tracked.
Domain Contribution to Strategy
Example: Formalize governance to support scaling.
Responsibilities
Example: Facilitate oversight and approvals.
Product Domain
Objective
Example: Build systems supporting onboarding strategy.
KPIs
Example: Prototype testing milestones.
Domain Contribution to Strategy
Example: Deliver automation experiments.
Execution Focus
Example: Build → test → refine.
Handoff Plan
Example: Transfer validated systems to operations.
Operations Domain
Objective
Example: Sustain validated onboarding systems.
KPIs
Example: Weekly onboarding completion rate.
Domain Contribution to Strategy
Example: Standardize and scale product outputs.
Core Responsibilities
Example: Maintain operational workflows.
Role Management Domain
Objective
Example: Organize leadership roles supporting growth.
KPIs
Example: Active roles filled.
Domain Contribution to Strategy
Example: Align roles to engagement initiatives.
Responsibilities
Example: Structure and empower community leaders.
Community Management Domain
Objective
Example: Drive engagement around new systems.
KPIs
Example: Participation rates.
Domain Contribution to Strategy
Example: Activate community around onboarding + incentives.
Responsibilities
Example: Facilitate programming and support.