My goal is to build a scalable holding company where every portfolio company operates on similar cadences and speaks the same language, while still honoring the uniqueness of each business.
To achieve this, I am implementing a set of meeting and reporting requirements that provide operational autonomy while ensuring strategic oversight and long-term focus. This section outlines these requirements.
Requirements:
Weekly - L10 Meetings w/ e-mail recaps
Monthly - Financial status e-mail
Quarterly - Internal EOS Planning
Quarterly - Owner Business Reviews
Annual - EOS Annual Planning (coming soon)
Annual - Operating Plan Approval (coming soon)