Gate 01 · Strategic Planning Architecture™

SEE — Current state

Where do the money, the risk and the time actually sit today?

Step 01: The Gate

Binary pass criteria. Every one, or the gate is closed.

Pass criteria

  • Revenue, margin and labor concentration are written down from the accounts, not from memory.
  • The enterprise readiness read is complete and dated.
  • The organization's position on the business lifecycle is named.

Evidence required

  • Front to Back 80/20™ concentration read (customers, products, processes, people).
  • Compass Enterprise Readiness Assessment™ across the six Readiness Lenses.
  • Trailing twelve months of P&L by line, plus working-capital position.

Owner: Chief executive, with the Compass Architect

Step 02: The Failure Mode

How this gate is quietly skipped.

The tell

The current state is described in adjectives — 'strong', 'tight', 'challenging' — with no arithmetic behind it.

The counter

No imperative is written until the concentration read exists in numbers.

Step 03: The Action

Existing Compass instruments that do this work.

Not sure where to start?

Three questions, and we point you to the right instrument.

Under a minute. From this page, most leaders begin with The organization.