This document is our internal operating manual. It is how we become the global Business AI Operator: by living these values, running these rituals, and refusing these anti-patterns every single day.
1. Core Values
A. Customer economic outcomes are the product; time-to-value is sacred
Intent: Every decision is tied to a real customer problem and a measurable economic outcome (revenue, efficiency, reliability). We build for the many, a platform over bespoke.
Guardrails:
- No engineering without:
- (a) Customer Problem Statement
- (b) Reach & Revenue hypothesis (target reach ≥ 30% of active accounts or a named core segment)
- (c) Packaging & Pricing decided up front
- (d) Adoption Plan (90-day)
Do:
- Run 5 customer touchpoints per PM per month (calls, shadowing, or usability tests).
- Maintain a Top-10 Customer Problems backlog; each WBR pulls from it.
Don’t:
- Build features without an adoption plan or success metric.
- Close tickets without root-cause + prevent-recurrence note.
Measure:
- TTFV (days)
- Activation → Value rate
- Feature WAU/MAU 30 days post-launch
- Proof of revenue uplift, cost saving or reliability improvement where possible
B. Value-led growth is our scoreboard; evolve fast
Intent: Execute–learn–iterate as our default metabolism. We grow only when we create real, measurable value for customers.
Guardrails:
- Reversible decisions → move fast
- Irreversible decisions → quality gate
Do:
- Kill sunk-cost work.
- Run continue/kill/transform reviews.
- Prefer reversible bets.
Don’t:
- Preserve sacred cows.
- Launch “vanity” features without adoption plans or clear value logic.
Measure:
- NRR
- Activation → Value time
- Adoption velocity
- Time-to-sunset for laggards
- % growth tied to specific, measured value levers
C. Reality lives in data; we decide on conviction and then measure
Quality > Outcome > Result > Effort; measure everything
Intent: Data is the source of truth for scaling; conviction unlocks exploration.
Guardrails:
- Follow the loop: Believe → Explore (≤7 days / cheap test) → Scale only on signal.
- Define QORE: Quality > Outcome > Result > Effort in reviews.
Do:
- Pre-register success metrics / MDE.
- Publish a 24-hour post-experiment note.
- Track QORE in reviews and promotion discussions.
Don’t:
- Cherry-pick or shift goalposts.
- Reward “effort theatre.”
Measure:
- % experiments time-boxed
- Idea → signal cycle time
- % scaled with proof
- % reviews referencing QORE
D. Challenge sharply, then commit together
Intent: Hear dissent before commitment. Challenge ideas, not people.
Guardrails:
- Collaboration before decision; disagree-and-commit after.
- Refusal to be reviewed = performance risk.
Do:
- Get two strong counters for major decisions.
- Ask naïve questions.
- Submit pre-reads.
- Invite a cross-functional review.
Don’t:
- Run side-DM politics.
- Stonewall or stall reviews.
- Ridicule or use status play.
Measure:
- decision logs with counters
- Re-litigation rate
- Review participation rate
- Blocked-review escalations
E. Communication is our product and our operating system
Intent: Clear, kind, direct—in writing—inside the company and for customers.
Guardrails:
- 5-sentence memo standard: Context → Options → Risks → Ask → DRI + When.
- Feedback duty (monthly micro-360) with actions logged.
Do:
- Memo-before-meeting.
- Timestamp decisions.
- Ask–accept–act on feedback within 7 days.
Don’t:
- Send vague pings.
- Gossip or triangulate.
- Make undocumented decisions.
Measure:
- % decisions with memo
- Feedback turnaround time
- Feedback acceptance rate
- % commitments closed
F. Skin in the game decides; owners own the decision
Intent: The DRI decides and is accountable.
Guardrails:
- The owner hears two counters before deciding.
- Decision is logged; team disagrees and commits.
Do:
- Name DRI + deadline everywhere.
- Publish decision notes & rationale.
Don’t:
- Allow shadow ownership.
- Reopen decisions without a new signal.
Measure:
- % tasks with DRI + due date
- Reopen rate
- % decisions logged
G. Run a marathon, focus on the vital few, automate the rest
Intent: Frugal excellence over time; ruthless focus (80/20). Automation and AI should handle repeatable work so humans focus on the few decisions that truly matter.
Guardrails:
- Automate if payback < 2 quarters or removes recurring toil.
- Maintain Top-3 priorities per team.
Do:
- Run a Weekly Business Review.
- Run a Monthly Kill Session.
- Track cost per conversation/call.
- Keep a live kill list.
- Invest in AI/automation for repeat processes.
Don’t:
- Allow manual-repeat ops.
- Spend time on “nice-to-have” work that’s not in the Top-3.
Measure:
- Automation coverage %
- Cost per conversation/call
- Gross margin trend
- % capacity on Top-3
- Items killed per month
H. Close the loop with decisive action
Intent: Finish the loop with clear decisions, ownership and action.
Guardrails:
- Definition of Done (DoD) = decision, owner, due date, source-of-truth link, and customer impact note.
Do:
- Close threads with outcomes and next check-in.
- Archive/link artefacts to the source of truth.
Don’t:
- “Circle back” without closure.
- Leave orphaned tasks.
Measure:
- Closure SLA
- % threads with DoD complete
- Orphaned-task rate
2. Anti-Values (zero-tolerance behaviours & enforcement)
These describe what we refuse to tolerate because it breaks our operating system.
A. Who/What can’t grow or evolve can’t be continued
Intent: Adaptive or retired.
Guardrails:
- Quarterly continue/kill/transform review for products, projects and processes.
Do:
- Sunset laggards.
- Retire sacred cows that no longer serve.
Enforcement & Signals:
- The owner must table a “continue/kill/transform” memo.
- Non-submission auto-flags for review.
Metrics:
- % of portfolio reviewed per quarter
- Median time-to-sunset for laggards
B. Who/What can’t collaborate or be questioned can’t be continued
Intent: We are a challenge-welcoming culture.
Guardrails:
- Refusal to be reviewed is a performance risk.
Do:
- Submit pre-reads.
- Surface hard questions.
Enforcement & Signals:
- Missing pre-reads → meeting cancelled.
- Repeated offences → manager escalation.
Metrics:
- Review participation rate
- Blocked-review escalations
C. You can’t give feedback; it’s your fault. People can’t give you feedback; it’s your fault
Intent: Coachability is a core skill.
Guardrails:
- Feedback duty (monthly 360 micro-loop); action items logged and revisited.
Do:
- Ask, accept, act.
- Reflect before defending.
Don’t:
- Defend ignorance.
- Ignore repeated feedback.
Enforcement & Signals:
- No action on feedback in 30 days → performance risk noted in review.
Metrics:
- Feedback acceptance rate
- % commitments closed
3. Conflict Rules (so values don’t collide)
To avoid confusion when values pull in different directions, we follow these conflict rules:
- Conviction vs Data: Try fast and cheap (≤7 days), then scale only on signal.
- Collaboration vs Ownership Debate openly → DRI decides → disagree-and-commit.
- Speed vs Quality Reversible → ship fast. Irreversible → gate behind QORE.
- Frugality vs Investment Automate when payback < 2 quarters or removes high-toil work.
4. Rituals (with owners & SLAs)
Our rituals make the values real. They are non-optional parts of how we operate.
A. Weekly Team Review (≤45 min)
- Owner: Team heads
- Cadence: Weekly
Inputs:
- NRR
- Activation → value
- Adoption
- Defects
- Cost per conversation/call
- Top-3 progress
Flow:
- 10’ metrics
- 15’ experiments (results → scale/kill)
- 15’ blockers & automation
- 5’ decisions recap
Outputs:
- Decision links (memos)
- Owner + due dates
- Updated kill list
SLA:
- Decisions logged in 24h
- Blockers assigned owners in-meeting
B. Decision Log (continuous, async-first)
- Owner: DRI
- Cadence: Continuous
Template:
- 5-sentence memo + two counters + DRI + due date + source-of-truth link.
SLA:
- Log within 24h of the decision.
- Close with DoD meta on completion.
System:
- Single index (Notion/Jira/Linear) with filters by team/date.
C. Monthly Kill Session (60 min)
- Owner: COO / Chief of Staff
- Cadence: Monthly
Prep:
- Each team proposes 3 things to kill, de-scope or automate.
Rules:
- Not in Top-3 and no signal → kill or transform.
- Create automation tickets with ROI & owner.
Output:
- Updated portfolio
- Published the stopped-doing list
SLA:
- Tickets created within 48h
- Follow-up in next WBR
D. Feedback Micro-360 (30 min)
- Owner: People Ops
- Cadence: Monthly
Flow:
- Ask–accept–act: 2 peers + 1 manager.
- “Start / Stop / Continue” (3 bullets).
- 1-page action plan.
SLA:
- Action items logged within 72h.
- Reviewed next month.
Metric Roll-up:
- Acceptance rate
- Commitments closed
E. Experiment Week Cadence
- Owner: PM / DRI
- Cadence: As needed
Design:
- Pre-registered metric / MDE.
- ≤7 days.
- Reversible.
Outcome:
- 24-hour write-up.
- Scale/kill / iterate decision recorded.
SLA:
- Experiment start → decision ≤10 days end-to-end.
5. Anti-People (do not hire or keep)
These behaviours violate our operating system and are grounds for no-hire, 30-day coaching with clear outcomes, or exit.
A. Mindset & Integrity
Victim-mindset players – externalise blame, low agency.
- Signals: excuses > ownership; “they” > “I”; patterns of helplessness.
Narcissists – self-serving, credit hoarding, empathy deficit.
- Signals: steals credit, blames others, hoards information.
Integrity risks – self-benefit at others’ cost.
- Signals: gossip, side deals, data access misuse, opaque decisions.
B. Competence & Learning
Dunning–Kruger operators – high confidence, low competence; resist correction.
- Signals: argues from certainty, fails basic work-sample, repeats errors.
Uncoachable – can’t give/receive feedback; no action after feedback.
- Signals: defensive replies, missed follow-ups, zero change logs.
Data-deniers – cherry-pick, shift goalposts, avoid measurement.
- Signals: no pre-registered metrics, post-hoc success stories.
C. Collaboration & Ownership
Non-collaborators – refuse review, run side-DM politics, block dissent.
- Signals: missing pre-reads, backchanneling, meeting theatrics.
Non-owners – dodge DRI & deadlines; reopen decisions without a new signal.
- Signals: “someone should…”, unclear ownership, churned threads.
Open-loopers – don’t meet the Definition of Done (DoD).
- Signals: threads without closure; artefacts missing links/owners/dates.
D. Execution & Product Fit
Pet-project crusaders – belief without data; refuse ≤7-day tests.
- Signals: “trust me” launches; no experiment notes; no kill criteria.
Single-logo customizers – push bespoke builds that won’t scale or lift ARPA.
- Signals: roadmap items for one account; no packaging/pricing; endless pilots.
Effort-theatre hustlers – high activity, low QORE; vanity launches.
- Signals: status spam; weak adoption; bugs/defects escaping.
Sacred-cow keepers – block continue/kill/transform; won’t evolve.
- Signals: aged features with near-zero usage; defensive “history” arguments.