Playbook16 min readFocus · June

The Leadership Team Operating System

Meeting cadence, scorecards, and accountability charts.

Focus for June

Mid-year LT honesty

June: who on the LT is in the right seat? Have the conversations once.

Refreshes on the 1st of every month

Mid-year is when patterns are visible but recoverable. Talent decisions you delay now become Q4 emergencies.

Score each LT member 1–5 on seat-fit
Identify any seat needing a coaching plan
Decide and document any role changes
Communicate clearly, not tentatively

The four meetings that matter

Meeting	Cadence	Length	Purpose
Weekly tactical	Same day, same time	60-90 min	Scorecard review, issues solved, accountability
Monthly strategic	First week of month	2-3 hrs	Financials review, one strategic topic deep-dive
Quarterly planning	End of quarter	1-2 days, offsite	Set 3-7 rocks for next 90 days
Annual planning	End of fiscal year	2-3 days, offsite	Annual goals, budget, vision check

Weekly tactical agenda

Check-in: 1 personal, 1 business win (5 min)
Scorecard review: each leader, on/off track, one sentence (10 min)
Rock review: each rock on/off track, one sentence (5 min)
Customer/employee headlines (5 min)
To-do list from last week — done or not (5 min)
Issues list: identify, discuss, solve — top issue first (60 min)
Conclude: recap to-dos, cascade messages, rate the meeting 1-10 (5 min)

Scorecards over status updates

Status updates are stories. Scorecards are facts. Build a scorecard with 5-7 leading indicators per leader, reviewed weekly with a single number per row.

Worked example

Sample sales scorecard row

Metric: New qualified meetings booked. Owner: Sales lead. Target: ≥ 12/week. Last 4 weeks: 14, 11, 13, 10. Status: off-track. One sentence: rep onboarding ate Tuesday prospecting blocks — protected next week.

Accountability chart vs. org chart

Org charts show who reports to whom. Accountability charts show who owns what — usually a different picture, and the one that explains why decisions stall.

Every function has exactly one owner (no co-owners)
Each seat lists 5 outcomes that define success
If two seats overlap, one of them shouldn't exist
Re-draw it quarterly — drift is constant

More for Emerging Leadership Team

Keep reading.

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Template

Departmental Scorecards

5-7 metric scorecards by function with sample targets.

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Workshop

Quarterly Planning

A two-day offsite agenda your team will actually use.

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