🎯 Quarterly Priorities · BOS v1.7 · 🟢 Live · Q4 2026
The most important outcomes the company and each seat holder must deliver this quarter. Everything else is secondary.
Quarter: 1 October – 31 December 2026 · First sync: Monday 5 October 2026
- A priority is an outcome, not a task: something significant that moves the business forward.
- Company: 3 to 7 priorities per quarter.
- Each seat holder: owns 1 to 3 priorities per quarter.
- Set at the start of each quarter; reviewed every week at the Weekly Leadership Sync as On Track or Off Track.
- Every priority has a "Done" definition. If Done isn't met by quarter end, it's not done.
- Live on-track status is tracked in the weekly scorecard snapshot, not on this page.
Replaces EOS Rocks.
| # |
Priority |
Owner |
Done when |
| 1 |
Lead generation engine live |
Marketing & Demand Gen Lead |
Outreach and Sales Coordinator agents in production; marketing-sourced commission and attribution rules signed; 4 qualified leads / week sustained through November |
| 2 |
Delivery & Client Ops seat resolved |
Visionary |
Seat filled internally from the Seat Transition Plan, or the external hire decision taken and documented, by 31 Oct; interim scorecard ownership named until then |
| 3 |
BOS operating, not documented |
AI Architecture & Technology Lead (chair) |
Weekly Sync held 13 of 13 weeks; scorecard automated with weekly snapshot; December quarterly held and seat membership confirmed |
| 4 |
Finance & entity foundation closed |
Finance & Legal Lead |
Cash consolidated and allocated; capital and inter-company agreements formalised; statutory filings current; two operating entities (Services and SaaS) established with first contracts novated at renewal; external adviser engaged |
| 5 |
Client portal complete |
Visionary |
Order Forms A–E live under the MSA; scoping checklist mandatory before any quote |
📍 Checkpoint across all five: $70,000 seat MRR and 14 active seats at 31 December 2026.
| Priority |
Done when |
| Six-month standard term live on the next three proposals |
Six months standard; three months at the short-term rate (+15%); ongoing specialist replacement guarantee; hosting included while contracted; quarterly roadmap review; pause / step-down terms instead of exit |
| Seat Transition Plan agreed one-to-one with each multi-seat holder |
Every person on the chart knows their seat and direction by 30 Nov |
| Priority |
Done when |
| BOS agent live for scorecard snapshot and action tracking |
Snapshot posted before every Monday sync from 5 Oct |
| R&D Engineer seat decision taken by leadership group |
Recommendation tabled by 31 Oct; occupant or hire path decided |
| Priority |
Done when |
| Personal discovery-call cadence held |
8 discovery calls / month, every month |
| Referral partner terms standardised |
Standard ceiling written into all new referral agreements |
¶ Marketing & Demand Gen Lead
| Priority |
Done when |
| Own scorecard targets set |
Outreach replies and content cadence targets set by 30 Sept |
| Monthly Practical AI workshop delivered all three months |
Registrations tracked weekly against the 75 / week line |
| Priority |
Done when |
| Agent Build Backlog written and three agents shipped |
Sales Coordinator agent, WhatsApp agent, and client value-creation flows in production (scorecard snapshot already in build) |
| Solutions / Platform architect split formalised |
Role descriptions issued; client-facing rotation started |
| Priority |
Done when |
| Weekly client value loop live for every active client |
One value email per client per week from 1 Nov, with case material; every client has a REMAP-owned roadmap with a next project |
| L1 Client Support agent scoped and in build |
Scope signed off; build started with Technology |
| Funds-to-start held at 10 days or fewer |
Every new seat in Q4 measured |
| Priority |
Done when |
| Referral partner liabilities reconciled |
Every partner balance agreed and provisioned |
| External adviser engaged and structure recommendation received |
Written recommendation and execution checklist in hand by 15 Dec |
At the end of each quarter, this page is copied to bos/quarterly-priorities/<year>-q<n> (e.g. bos/quarterly-priorities/2026-q4) with its final On Track / Done results, and this page is replaced with the new quarter.
REMAP Business Operating System · Quarterly Priorities · v1.7 · Q4 2026 · Reset at the start of every quarter