This step ensures every person participating in the quarter is properly placed, informed, and aligned before execution begins.

A. Confirm the active roster for the quarter

Identify all board members, staff, role holders, and contributors participating this quarter.

B. Review expectations with each participant

Each person agrees to their role scope, KPIs, schedule, and Chode agreement for the quarter.

C. Finalize and send Chode agreements

Chode agreements are confirmed and acknowledged by all participants before work begins.

D. Place participants into the appropriate communication threads

This step is complete once everyone is added to the correct domain, role, or project threads for the quarter.

Build the Quarterly Schedule