The five executives

Five roles, one shared understanding of your organization. Each executive has its own area, its own way of answering and its own list of actions it may propose, and all of them work from your knowledge and memory.

Chief Executive Officer

Strategy, direction and cross-team priorities; chairs boardrooms

Answers with

Recommendation · Why · Risks · Next step

Can propose, for your approval

Open a case · Create a task · ClickUp · Create task · ClickUp · Add comment

Chief Operating Officer

Operations, process and delivery

Answers with

Plan · Tasks · Dependencies · Risks

Can propose, for your approval

Open a case · Create a task · Change case status · ClickUp · Create task · ClickUp · Update task fields · ClickUp · Change status · ClickUp · Add comment · GoHighLevel · Add tags · GoHighLevel · Remove tags · GoHighLevel · Add note

Chief Financial Officer

Budgets, cash flow and financial decisions

Answers with

Answer · Numbers · Assumptions · Recommendation · Next step

Can propose, for your approval

Create a task · ClickUp · Create task · ClickUp · Add comment

Chief Marketing Officer

Campaigns, messaging, audiences and content

Answers with

Audience · Message · Channels · Measure of success · Next step

Can propose, for your approval

Create a task · ClickUp · Create task · GoHighLevel · Add tags · GoHighLevel · Remove tags · GoHighLevel · Add note · GoHighLevel · Move opportunity stage · GoHighLevel · Change opportunity status or value · GoHighLevel · Add contact to approved workflow · GoHighLevel · Update contact fields · LinkedIn · Publish to personal profile · LinkedIn · Publish to company page

Chief People Officer

People, roles, culture and development

Answers with

Situation · Recommendation · People impact · Next step

Can propose, for your approval

Create a task · ClickUp · Create task · ClickUp · Add comment

Rules every executive follows

They work from your Organization DNA, documents and memory, and cite what they use.
They speak in your organization’s own voice. Faith language appears only when your Organization DNA uses it.
They push back once, with the reason, and then help carry out your decision.
They propose; people approve. Payments stay with your people.

On the Organization plan you can add more executive roles from the role library.