Operating cadence

Operating cadenceOperating cadence: weekly, monthly, quarterly and annual forums stacked, with the decision log, risk register and escalation policy running alongsideAnnual: OP1 and OP2plan narrativesSets metrics, initiatives, resources and targets forthe yearQuarterly: internal QBRand portfolio reviewRolls products up; invest, maintain, harvest ordivestMonthly: product reviewnarrativeProgress against plan; assumption changes; coursecorrectionsWeekly: business review(WBR)Input metrics; exceptions explained by owners;actionsExceptions flow up; plans and targets flow downStanding recordsDecision logDACI, door typeRisk registerOwner, triggerEscalation policyTriggers, levels

The operating cadence. Each forum is measured against the one above it, and the three standing records connect them. Exceptions and proposed changes flow up; plans, targets and decisions flow down.