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TOOLS

Resources for clearer decisions and coordinated work.

Explore published resources for operating cadence, delivery, workforce design, and daily practice. The 5-minute Performance Snapshot offers preliminary, self-reported observations that stay in your browser.

Schedule a Conversation — opens the booking calendar in a new tabExplore The Compass Way

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Free Daily Planner

Your day, from first priority to close, in five short steps: name the frog and your three, put today’s actions on the clock around what is already booked, then print and close the day. Free with a verified email; your plans stay on your device and are erased after 72 hours.

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COMPASSOS™ V2.1

CompassOS™

For leaders and their organizations. Compass Performance’s platform for connecting leadership, strategy, organization and execution.

  • One Strategic Intent cascaded to goals, programs, processes, roles and daily actions.
  • Value streams, RASCI and schedules make the work and the accountability visible.
  • Every review closes with ARC™: Analyze, Refine, Commit.
CompassOS v2.1 by Compass Performance, Inc. Build a Stronger Organization. Lead with Greater Impact. From Strategic Intent to Sustainable Performance. At the centre, the Compass: both the precision drawing instrument architects use to design and build and the navigational instrument explorers use to find direction. Its bridge connects strategic intent to execution, people, functions, borders and sustainable performance, over a faint map of the world. On the bridge stand FOUNDATION, SIMPLIFY, ARC, LEAD and GROW, supported by Front-to-Back 80/20, Change & Transformation, and Program & Project Management.
An architecture to develop leaders, align organizations, and pursue sustainable performance.
  1. Values, structure, and accountability. Connect leadership, culture, decision rights, and roles. Design a foundation that supports the strategy rather than depending on individual heroics.
  2. Remove waste and complexity. Examine value streams and distinguish value-added (VA), non-value-added (NVA), and necessary non-value-added (NVAR) work. Redesign complexity with intention.
  3. Analyze–Refine–Commit. ARC stands for Analyze, Refine, Commit: the feedback loop that returns learning to strategic focus. Revisit what is happening, adapt the approach, and commit to the next deliberate course of action.
  4. Leadership, ownership, and execution. Clarify accountability, build useful meeting cadences, and develop the leadership behaviors that turn decisions into coordinated action.
  5. Capability and sustainable growth. Identify the capabilities, organizational capacity, and leadership depth needed to support the next stage of growth.
  6. Find where value is created; informs Strategic Intent and SIMPLIFY. Front-to-Back 80/20 (FTB): focus the business end to end, from customers and products to operations: examine where value is created and where attention is diluted. Use an 80/20 lens to identify the few priorities that deserve disproportionate focus.
  7. Sponsorship, communication, readiness, and adoption. Carries the human side of change across every stage: sponsorship, communication, stakeholder readiness, and adoption.
  8. Scope, dependencies, decisions, and ownership. Gives work in any stage a clear delivery structure: scope, dependencies, decisions, ownership, and review cadence.
Explore CompassOS

Public simulation with illustrative data. Your own CompassOS opens to your team after an engagement and authorized sign-in.

CompassOS™ v2.1 walkthrough

4:20 · narrated · captions

Narrated tour of the public simulation with illustrative data: architecture, value streams, RASCI, transformation, Gantt and ARC™.

Transcript

Walkthrough. CompassOS v2.1. A guided walkthrough of the public simulation, from Compass Performance.

The Compass Architecture. CompassOS is Compass Performance's platform for connecting leadership, strategy, organization and execution. Its opening screen carries the Compass Architecture: the compass at the center, the bridge from strategic intent to sustainable performance, and the five pillars, Foundation, Simplify, ARC, Lead and Grow. Beneath them sit Front-to-Back 80/20, Change and Transformation, and Program and Project Management.

What you are watching. Everything in this walkthrough is the public simulation. The workspace is a fictional Plant 2 robotic cell expansion. The data is illustrative, nothing you do in it is saved, and it does not connect to any live system.

One architecture, six perspectives. Inside, the left menu follows the Architecture. Your Compass shows one architecture from six perspectives. Choose a role at the top, and the same structure adapts to a chief executive, a founder, an operating partner, a functional executive, a leadership team, or an advisor.

Strategy 1-Pager. The Strategy 1-Pager holds direction on a single page: the long-range aim, where to play and how to win, the evidence behind it, and the commitments that follow.

Strategy-to-Action Cascade. The Strategy-to-Action Cascade carries that intent down, level by level: strategic intent, enterprise goals, team goals, programs and projects, and actions. Each level has an owner, a measure, a baseline and a target, and each one traces back to the level above.

Value streams. Process Design shows how the work flows. A value stream follows value end to end, from the first customer need to the result delivered. Here, the current and future maps of the robotic cell run sit side by side.

What changes. Below the maps, a simple table shows what changes: fewer hand-offs, no waiting steps, a qualified operator who owns setup, and a first-piece check before release.

RASCI. The RASCI view assigns every step in the swim lanes: who is Responsible, who is Accountable, and who Supports, is Consulted, or is Informed. The view also shows whether every step is valid.

Transformation. Transformation tracks the change itself: waves completed, average adoption, and output per shift against target. The change impact matrix rates how strongly each change lands on operators, cell leads, maintenance and quality.

Transition timeline. A transition timeline then shows each wave moving from the current state to the future state.

Program & Project Management. Program and Project Management lists every project in the program, each with an owner, a stage and a status. The program timeline is a Gantt view: bars run against a protected baseline, and changes go through change control.

Schedule & what-if. Schedule and what-if shows the critical path. You can test options, such as crashing or fast-tracking a cohort, and watch the finish date and the cost move. In the simulation, nothing is saved.

Performance & ARC. Performance and ARC brings the measures together and runs the ARC review cycle. Analyze the constraint. Refine the plan. Commit to the next actions, with the evidence beside each measure. Each review returns to the loop.

Simulated or live. In this simulation, every screen, number, name and what-if is illustrative. There is no sign-in, nothing is saved, and nothing connects to client systems. Your own CompassOS opens to your team after an engagement and authorized sign-in.

Your next step. To see how this applies to your organization, Schedule a Conversation with Compass Performance. Thank you for watching.

  • Values, structure, and accountability. Connect leadership, culture, decision rights, and roles. Design a foundation that supports the strategy rather than depending on individual heroics.
  • Remove waste and complexity. Examine value streams and distinguish value-added (VA), non-value-added (NVA), and necessary non-value-added (NVAR) work. Redesign complexity with intention.
  • Analyze–Refine–Commit. ARC stands for Analyze, Refine, Commit: the feedback loop that returns learning to strategic focus. Revisit what is happening, adapt the approach, and commit to the next deliberate course of action.
  • Leadership, ownership, and execution. Clarify accountability, build useful meeting cadences, and develop the leadership behaviors that turn decisions into coordinated action.
  • Capability and sustainable growth. Identify the capabilities, organizational capacity, and leadership depth needed to support the next stage of growth.
  • Find where value is created; informs Strategic Intent and SIMPLIFY. Front-to-Back 80/20 (FTB): focus the business end to end, from customers and products to operations: examine where value is created and where attention is diluted. Use an 80/20 lens to identify the few priorities that deserve disproportionate focus.
  • Sponsorship, communication, readiness, and adoption. Carries the human side of change across every stage: sponsorship, communication, stakeholder readiness, and adoption.
  • Scope, dependencies, decisions, and ownership. Gives work in any stage a clear delivery structure: scope, dependencies, decisions, ownership, and review cadence.
Three experiences, three purposes

Choose the experience that fits your seat.

  • For leaders and their organizations

    CompassOS™ — Client Delivery Simulation

    The client-facing platform, shown with illustrative data: strategic intent, value-stream swim lanes and RASCI, project schedules, scorecards, cadence and the daily planner, adapted to the role you choose.

    Public simulationExplore CompassOS

    Watch the CompassOS walkthrough Narrated video of the public simulation, with captions and a transcript.

    Clean-Sheet Org Design simulation Redesign around the vital-few products and value streams: AS-IS baseline, TO-BE scenarios, grounded proposals, compare and approve.

  • For independent advisors and coaches

    CompassWB™ — Consultant Workbench for Advisors/Coaches

    The advisor’s own operating system for running an independent practice: ideal clients, go-to-market and relationship development, the conversion pipeline, engagement management, finances and review cadence. It is a separate application from CompassOS, with its own data.

    Public system simulationSynthetic data; actions and integrations are simulated. The working CompassWB is a separate application with its own sign-in.
  • For each person’s own development

    CompassMentor™ — Personal Development, Two Ways

    One personal-development platform: development plan, assigned learning, a coach, the daily planner, coaching and performance discussions, mental fitness and ARC. Organizations with CompassOS open it inside CompassOS; everyone else uses the standalone app with their advisor.

    Public system simulationSynthetic data; sign-in, coaching replies and handbacks are simulated. Each section is labelled as working here, illustrative or a future capability.
For advisors, coaches and partners

Coaching anchored in real execution.

Run your own practice on the Consultant Workbench, and offer CompassOS to your clients as their ongoing operating platform. With the client’s consent, the two connect, so every coaching conversation starts from the goals, progress and evidence the client has agreed to share.

Proposed · conceptual
  1. Advisor / CoachYou, and your advisory mandate
  2. Interface 1Consultant WorkbenchYour own practice operating system
  3. Permissioned shared engagement dataConsent-based · client-scoped · revocable
    • Agreed goals
    • Measures
    • Initiatives
    • Project progress
    • Decisions
    • Evidence
    • Performance
  4. Interface 2Client CompassOSThe client’s own operating platform
  5. Client Leadership TeamOwns the platform, the data and the access
Only what is relevant to the advisory mandate, and only what the client agrees to share. Two distinct interfaces, each with its own sign-in; only the permissioned engagement data passes between them.

Why it matters to your practice

  • Anchored in executionCoaching starts from agreed goals, measures and evidence, not from memory between sessions.
  • Continuity between sessionsYou see progress and decisions as they happen, within the scope the client grants.
  • Lasting client relationshipsOngoing, visible value builds retention while the client keeps full autonomy.

How the client stays in control

  • The client stays in controlThe client sets the scope and access, and can change or revoke it at any time.
  • One client, one scopeNo unrestricted shared database; each connection covers one client, with no cross-client visibility.
  • Least privilege, on the recordRole-based access to only what each person needs, with every access logged and auditable.
  • Continuity without lock-inThe relationship lasts because the work is visible and useful, never because the client cannot leave.
Available to explore today
The public CompassOS simulation for client delivery, the public CompassWB system simulation of an advisor’s private workbench, and a guided walkthrough of an advisor’s practice on the Consultant Workbench — all with illustrative data. The working CompassWB is a separate application with its own sign-in.
Proposed · conceptual
The connected Workbench–CompassOS experience is a proposed design. No live connection, data sync, resale, pricing or commission arrangement is built or approved.
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PERFORMANCE SNAPSHOT

10 questions. A preliminary view of your organization.

10
Questions
5
Compass areas
2–3
Areas to investigate

A preliminary performance snapshot for CEOs, founders, operating partners, functional executives, leadership teams and advisors across Strategic Intent, FOUNDATION, SIMPLIFY, LEAD and GROW, with possible strengths and areas worth investigating. About 5 minutes; self-reported observations, not a diagnosis, that stay in your browser.

Take the 5-Minute Assessment Scan to begin

Courses

  • Daily Practice: From Habit Design to an Intentional DayIn development11 guided modules: habit design, the frog, the law of three, the quarter-hour day and the printed sheet, with a working sheet inside the course.Open the course

80/20 online tools

Interactive tools that run in your browser; what you enter stays on your device.

  • Quad & Quartile BuilderEnter what each market, customer, product or process earns and how hard it is to serve; see quartiles by contribution margin and a value-versus-complexity quad.Open Quad & Quartile Builder
  • 80/20 CascadeRank candidate work from strategy to programs to the day, with a planning audit, reminders and a CSV export.Open 80/20 Cascade
  • Time = Life CalculatorCalculate the working hours you have left at your current pace and what they mean in weeks of your life.Open Time = Life Calculator
  • 80/20 Daily Time Management courseA guided course from the arithmetic of a life to the day you run tomorrow morning, including the Diamond Map.Open 80/20 Daily Time Management course

Available public resources

  • Daily Practice SheetsPublic resourcePublished daily practice resources.Read resource
  • Operating Cadence Install — Plan, Measures, Actions, MeetingsPublic resourceExecutive and strategy execution method page.Read resource
  • Delivery Architecture — Strategy to Daily WorkPublic resourceStrategy-to-execution architecture page.Read resource
  • Workforce ArchitecturePublic resourcePublic workforce architecture offering page.Read resource

Toolset overviews

  • WorkbenchOverviewA consultant workbench for Compass engagements. Details are shared in conversation.
YOUR NEXT STEP

Start with a confidential conversation about what you want to achieve

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