Weekly Dashboard

Update status before the weekly executive meeting. The scorecard is the fixed point; the plan adjusts to it.

Week of

#	CSF	Owner	Theme	Status	Trend	What changed this week	Decision needed?

G On track Y At risk · attention needed R Off track · intervention needed

CSF Reference

Full operating details for each of the 10 Critical Success Factors. Click any CSF to expand.

Quarterly milestones per CSF. Honest assessment — plan adjusts to scorecard, never the reverse.

● Planned ● In progress ● At risk ● Done ● Missed

Signals to watch each week. Warning signs are the earliest evidence we're drifting from the thesis.

Standing agenda · 90 minutes · Same structure every week · Theme rotates on a 5-week cycle.

Time	Section	Owner	What happens
5 min	Opening	CEO	Frame this week's focus theme; surface anything urgent
15 min	CSF Status Scan	Each owner	Quick G/Y/R across all 10 CSFs; flag changes
30 min	Deep Dive — Weekly Theme	Theme owners	One or two CSFs reviewed in detail
15 min	Customer Signal	VP CS	What customers said this week that the exec team should know
10 min	Migration & Integration Update	VP CS / PMO	Specific deals, blockers, decisions needed
10 min	Decisions Needed	All	What requires exec sign-off this week
5 min	Closing	CEO	Action items, owners, commitments; preview next week's theme

Week	Theme	CSFs in focus	Anchor questions
Week 1	Platform & Product Discipline	CSF 1 · CSF 4	Are we converging or drifting? What did we say no to this month?
Week 2	Migration & Canadian Parity	CSF 2 · CSF 3	How many customers migrating? What CA features shipped?
Week 3	People & Brand	CSF 5 · CSF 6	How is the Lendr team feeling? Is the market recognizing the brand split?
Week 4	Financial & Operating Discipline	CSF 7 · CSF 8	Are migration economics holding? Decisions getting made on time?
Week 5	Customer Voice & Thesis Check	CSF 9 · CSF 10	What are customers hearing vs what we're saying? Still on thesis?

Decide in the room — right owners present, data sufficient, impact contained · document and move
Defer to named owner — owner + < 7 day deadline · returns to next week's meeting
Escalate to CEO — strategic, cross-functional, or requires board · CEO commits in 5 business days
Document every decision — what, who, when, why · maintains narrative discipline across 36 months

Every material decision from weekly exec meetings. Source of truth — avoids re-litigation across 36 months.