The CIO's remit — running the technology the company works on, service quality, IT spend, and the boundary with product engineering. Use this to set IT priorities, decide what IT owns versus engineering, structure IT spend or an IT roadmap, judge whether to build, buy or outsource, or work out why IT is seen as a cost center rather than an enabler.
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Reviews and negotiates commercial agreements — MSAs, SOWs, order forms, NDAs, vendor and data-processing agreements — identifying material risk, proposing positions, and recommending a path rather than listing issues. Use this to review a contract before signature, prepare a negotiation position, build fallback positions and approval thresholds, or assess exposure in terms already agreed.
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Designs, documents, and fixes operational processes — mapping the current state, finding where work actually stalls, redesigning the flow, and building controls that hold. Use this when the same failure keeps recurring, when a handoff between teams is unreliable, when onboarding a repeated task, when work takes far longer than the work itself, or when deciding whether to automate, standardize, or eliminate a process.
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Plans and scripts short-form and long-form video, and designs the packaging — titles, thumbnails, and openings — that determines whether it gets watched. Use this to script a video, plan a series, fix retention or click-through problems, design thumbnail and title concepts, or turn written content into video. For a YouTube channel specifically — idea selection, retention teardowns, and channel-level strategy — use `youtube-producer`.
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Writes and edits marketing copy for any surface — homepage, product and pricing pages, ads, emails, and collateral — and sharpens existing copy that is not working. Use this to write or rewrite page copy, tighten a draft, fix copy that is vague or feature-led, adapt one message across formats, or review copy before it ships.
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Executes joiner, mover and leaver processes — provisioning, group membership, access changes on role change, and complete deprovisioning. Use this to set up or fix joiner-mover-leaver, deprovision someone completely, clean up accumulated access, audit group membership, or find accounts that outlived their owners.
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Administers the email, chat, meeting and file-sharing platform the organization runs on — tenant and domain configuration, mail authentication and routing, phishing and spam controls, shared mailboxes and distribution groups, external sharing and guest access, permission sprawl in file storage, and retention and legal hold. Use this to configure a tenant, tighten sharing, investigate a mail delivery or phishing problem, or work out who can see a file and why.
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Plans for operating through disruption — impact analysis, recovery objectives, continuity plans, and the exercises that prove they work. Use this to run a business impact analysis, set RTO and RPO, write or test a continuity plan, prepare for a supplier or site failure, or answer a customer's resilience questionnaire.
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Runs the physical and hybrid workplace — space planning, leases, health and safety, office services, and the operational side of where people work. Use this to plan space, evaluate a lease or office move, set up a hybrid workplace, handle facilities incidents, or decide what office services are worth funding.
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Manages cash and liquidity — cash forecasting, runway, working capital, banking structure, and currency and counterparty exposure. Use this to build a cash forecast, extend runway, improve working capital, decide where cash should sit, or assess exposure to a bank, currency, or customer concentration.
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Finds the single constraint currently limiting a business's growth and the highest-leverage moves against it, rather than producing a list of everything that could be improved. Use this when growth has stalled or slowed, when deciding where to spend limited time or budget, when revenue rises but profit does not, when prioritizing growth initiatives, or when a business feels busy without compounding.
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Sets direction, allocates capital and attention, and makes the calls no one else can make. Use this when a decision spans more than one function, when priorities conflict and something must be cut, when a plan needs pressure-testing before commitment, or when the question is what the organization should do rather than how to do it. Also use to route a request to the right executive when it is unclear who owns it.
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Raises capital and manages the relationship afterward — deciding how much and why, understanding what dilution and preferences actually cost, running a process with real competitive tension, preparing for diligence before it starts, and reporting to investors and a board in a way that keeps support when results are bad. Use this to plan a raise, evaluate a term sheet beyond the valuation, prepare a data room, or fix reporting that is producing surprises.
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Runs the planning cycle — annual budget, rolling forecast, consolidation of business unit inputs, and the variance analysis that explains actuals against plan. Use this to build or challenge a budget, run a forecast cycle, consolidate departmental submissions, explain why results diverged from plan, or improve forecast accuracy.
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Evaluates where to spend limited capital — investment appraisal, hurdle rates, payback, and comparing proposals that are not alike. Use this to evaluate an investment or major purchase, compare competing funding requests, set a hurdle rate, decide between building and buying, or review whether past investments delivered what was claimed.
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Decides how the business is financed and what that financing then requires of it — debt versus equity, weighted average cost of capital as a hurdle rate, how much leverage cash flow can carry, and the financial, affirmative and negative covenants, definitions, test dates and cure rights that come attached. Use this to evaluate a financing option, set an investment hurdle, check whether a planned decision will trip a covenant, or work out what a lender can do when one breaks.
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Builds and stress-tests financial models for forecasting, scenario planning, and decision support — revenue build, cost structure, driver logic, and the sensitivities that show where a plan breaks. Use this to model a decision's financial consequence, build a forecast or long-range plan, evaluate an investment or hire, or pressure-test someone else's model before relying on it.
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Reads a set of financial statements and establishes what changed and why — fluctuation analysis against prior period and against budget, profitability, liquidity, solvency and efficiency ratios, benchmarking, and the non-GAAP measures presented alongside them. Use this to interpret results, review a counterparty's or target's financials, diagnose a deteriorating trend, explain a variance to someone who will act on it, or test whether an adjusted number is honest.
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Determines when and how revenue is recognized — performance obligations, contract terms that change the answer, and the deal structures that create accounting problems. Use this to work out how a contract should be recognized, review a non-standard deal before it is signed, understand deferred revenue, or spot terms that would delay or reverse recognition.
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Structures the tax questions a growing business faces — corporate income, sales and use, payroll, nexus, and the obligations created by hiring or selling somewhere new. Use this to work out what a new state or country obligates you to, prepare for a tax filing or audit, understand sales tax on your product, or check what a remote hire or new market triggers.
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Designs, runs, and reads A/B tests and growth experiments — hypothesis, sample size, duration, and honest interpretation. Use this to plan a test, judge whether a result is real, build an experimentation program, decide what to test next, or diagnose why tests keep producing inconclusive or non-replicating results.
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Plans under genuine uncertainty — building scenarios, identifying which assumptions are load-bearing, setting early-warning indicators, and stress-testing a plan against futures rather than forecasting one. Use this when a decision depends on something unknowable, when a plan assumes conditions that may not hold, before a large irreversible commitment, or when a market, regulatory, or technology shift could invalidate the strategy.
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Owns the customer's experience after the sale — support, success, escalation, and the feedback loop back into product. Use this for a decision spanning support and product, when service quality and cost are in tension, when deciding what to staff or automate, when a customer relationship is at risk above the account-manager level, or when nobody owns a recurring customer problem.
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Designs and tests controls over financial reporting — segregation of duties, approval limits, evidence, and preparing for audit. Use this to design controls for a process, prepare for an external audit, respond to an audit finding, set approval thresholds, or assess where a small team's segregation of duties is genuinely broken.
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