01
We connect the plan to the work
The investment plan becomes quarterly priorities, OKRs and owners, so teams see their part and leadership tracks it.
Who We Help
Investor-backed businesses
An investment usually brings a plan, a board and a reporting calendar. It does not bring the management system that makes the plan happen and the numbers easy to stand behind.
The problem
After an investment round, expectations become explicit (a plan with milestones, regular board reporting, a leadership team accountable for both), and many companies meet them through effort alone: board packs built by hand, KPIs defined differently in each report, deviations found at the same time as the board. The business may be performing, but it is hard to show that consistently and harder still to predict it.
- 01The board pack takes days to assemble and is rebuilt from scratch each time.
- 02The same KPI shows a different number in every report.
- 03Deviations from the plan are discovered at the board meeting, not before.
- 04The plan the board approved is hard to see in the work of the teams.
- 05Forecasts rely on the judgement of one or two people.
How it works
How we approach it
02
We build one source of KPIs
Shared definitions, named owners and one executive dashboard feed the weekly meeting, monthly review and board pack.
03
We install the reporting rhythm before the board asks for it
Monthly and quarterly reviews surface deviations early, with a decision on each, and board reporting comes out of them.
What changes
A management system that makes delivery against the plan visible, predictable and easy to report.
- One set of KPI definitions used by management and the board
- An executive dashboard that feeds board reporting directly
- Deviations raised and decided on before the board meeting
- Clear accountability for each part of the plan
Services usually relevant here
KPI Dashboards & Performance Management
The right business KPIs, an executive dashboard and a review rhythm around them.
Quarterly Planning & OKRs
A quarterly planning process and an OKR framework that lasts the whole quarter.
Company Operating System
One management system for priorities, goals, metrics, owners and cadence.
Fractional COO & Chief of Staff
Senior operating leadership alongside the CEO, without a full-time hire.
Start with a free template
Related reading
KPIs & Performance7 min read
OKRs vs KPIs: differences, examples and when to use each
KPIs tell you whether the business is healthy; OKRs drive a specific change in a set period. A side-by-side comparison, examples by function and a guide to choosing.
Francisco Campos
KPIs & Performance8 min read
How to build an executive KPI dashboard (that the leadership team actually uses)
An executive dashboard exists to trigger decisions, not to report activity. Eight to twelve KPIs, one page, a named owner for every number and a fixed review rhythm.
Francisco Campos
KPIs & Performance7 min read
Business KPIs: the essential KPI examples every growing SME should track
Eighteen KPI examples across finance, sales, delivery, customers and people, with what each one measures and why it earns a place. Plus how many to track and how to build the first scorecard.
Francisco Campos
Your company has changed. Has the way it runs caught up?
The Operating Assessment establishes where execution is constrained, and what to fix first.
Who you will speak with
Francisco Campos
Co-founder · Strategy, Operations & Execution
Helps clarify priorities, structure teams and connect organisation design with business execution.
Ana Reis
Co-founder · Leadership, People & Change
Designs and implements People systems, from performance and careers to everyday management routines.
First conversation · 30 minutes
Tell us what is happening
Free and without obligation. Ana and Francisco reply personally.