01
We force real prioritisation
Quarterly planning that ends with a few priorities, owners and OKRs, plus an explicit list of what will not be done.
Who We Help
Scale-ups
Scale-ups rarely stall for lack of ambition. They stall when everything is a priority and the operating rhythm that worked last year can no longer carry the load.
The problem
Fast growth adds people, products, markets and dependencies faster than anyone can redesign how the company runs: planning becomes a list of everything, teams optimise for their own goals, cross-team work stalls and leadership meetings turn into firefighting. The cadence that held at fifty people breaks quietly at a hundred and fifty, and the cost shows up as missed commitments and tired managers.
- 01Every team has a roadmap, and together they do not add up to one plan.
- 02Too many initiatives run at once, and few of them finish.
- 03Cross-team work stalls because nobody owns the space between teams.
- 04Leadership meetings are spent on escalations rather than direction.
- 05Quarterly plans change so often that teams stop trusting them.
How it works
How we approach it
02
We align teams around shared outcomes
Team goals follow from company priorities, dependencies are mapped and work between teams gets a named owner.
03
We rebuild the cadence for the next size, not the last one
Weekly team rhythms, a leadership forum that decides and a quarterly reset, run with you until the cadence holds.
What changes
A scale-up that moves fast in one direction, with a cadence that holds as the company grows.
- A short, owned list of company priorities every quarter
- Team goals that connect to company goals
- Clear owners for cross-team work
- A leadership cadence built for the next stage of growth
Services usually relevant here
Quarterly Planning & OKRs
A quarterly planning process and an OKR framework that lasts the whole quarter.
Leadership Operating System
How the leadership team meets, reviews, decides and holds itself to account.
Team Operating System
The company system cascaded into departments, with clear owners and handoffs.
Company Operating System
One management system for priorities, goals, metrics, owners and cadence.
Start with a free template
- OKR planning template: guide and Excel download
- Quarterly business planning template: guide and Excel
- 90-day plan template: execution guide and Excel
- Weekly leadership meeting agenda template (Excel and PDF)
- Monthly business review template: guide and Excel
- Quarterly business review (QBR) template: Excel and PowerPoint
Related reading
Planning & Execution8 min read
The 90-day plan: a quarterly planning framework for growing businesses
A 90-day plan turns the annual strategy into three to five priorities, each with one owner, a clear definition of done and a weekly check-in. Here is how to run the planning session, the quarter and the review.
Francisco Campos
Planning & Execution9 min read
The complete guide to quarterly business reviews (QBRs) for leadership teams
A quarterly business review is where the leadership team scores the quarter against the plan and decides what changes. Without decisions, it is just a long status meeting.
Francisco Campos
Planning & Execution8 min read
How to turn business strategy into an execution roadmap
Strategy rarely fails on paper. It fails between the decision and the calendar. How to turn a direction into three to five initiatives with owners, dates and a review rhythm that holds.
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.