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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 Organizational Performance Assessment offers directional results that stay in your browser.

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FREE TOOL

Free Daily Planner

Your day, from calendar to close, in eight 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.

Open the Free Daily Planner
COMPASSWB™ V2.1

CompassWB™

For independent advisors and coaches. The Consultant Workbench: the advisor’s own operating system for running an independent practice.

CompassWB 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. Focus where value is created. 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.
Launch CompassWB System Simulation

System simulation with synthetic data: actions and integrations are simulated, nothing is stored or sent. The working CompassWB is the advisor’s own application, with its own sign-in and data, separate from CompassOS. Explore CompassWB · guided overview

  • 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.
  • Focus where value is created. 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.
Two experiences, two 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
  • 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.
    • Launch CompassWB System Simulation The interactive system: pipeline, engagement lifecycle, forums, scorecards, planner, finances and project controls.
    • Explore CompassWB Guided overview with a fictional advisor (Alex Morgan): the practice’s digital thread, step by step.
    • Watch video Video not yet available
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, and a conceptual walkthrough of an advisor’s practice on the Consultant Workbench, with an illustrative engagement example. A public Workbench preview is not available yet.
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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ORGANIZATIONAL PERFORMANCE ASSESSMENT

15 questions. Your organizational perspective.

15
Questions
6
Compass dimensions
3
Focus priorities

An organizational performance reflection for CEOs, founders, operating partners, functional executives, leadership teams and advisors across six Compass dimensions, with your top three focus priorities. About 5 minutes; directional, self-reported results 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.

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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