Capstone: role charter & 90-day plan
Define the role before it defines you.
Pull the whole path together into the artifact that sets you up to succeed: a one-page role charter plus a 90-day plan and a metrics baseline. Bring it to your sponsor — leading the definition of your own role is the first proof you're right for it.
Key ideas
- 1
Done means: a one-page charter (mandate, scope, authority, metrics, operating model, backing, protected time) + a 30/60/90 plan + a baseline of 4–6 metrics.
- 2
Lock authority explicitly: what you can mandate (e.g. the paved road) vs advise, and your budget.
- 3
Agree 4–6 success metrics with your sponsor now, before you're judged on someone else's assumptions.
- 4
Sequence the 90 days: listen & quick win → paved road → scale via champions — don't jump to scaling.
- 5
Secure visible exec backing; it's what makes influence-without-authority work across BUs.
Write the charter (one page)
- Mandate & scope: which teams/BUs; own vs influence vs advise.
- Authority & budget: what you can mandate vs recommend.
- Success metrics: the 4–6 numbers you'll be judged on.
- Operating model: hub-and-spoke + champions endorsed.
- Backing & protected time: exec sponsorship; ~20–30% build time guarded.
Plan & baseline
- 30 days: listen, map, one quick win, stand up the guild.
- 60 days: eval harness + gateway POC, recruit champions, baseline metrics.
- 90 days: scale to 3–5 teams across ≥2 BUs; first impact report.
- Baseline now: adoption, DORA, cost, eval scores — so you can show deltas.
Watch
Do the work
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Why draft the charter yourself instead of waiting for one?
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