Executive / Strategy (CEO, Chief of Staff)
Responsible: CEO, Chief Strategy Officer
• Strategic Business Plan (Last 3 years)Outlines long-term goals, initiatives, and KPIs. Essential for company alignment and resource allocation.
• Mission, Vision, Values Document defines the company’s purpose, future vision, and core guiding principles.
• Annual Company Goals List yearly corporate targets and performance indicators.
• OKRs – Company-wide objectives and Key Results track company progress.
• The Organizational Chart displays the company hierarchy and reporting structure.
• Company SWOT Analysis Summary of strengths, weaknesses, opportunities, and threats.
• Industry Benchmarking Reports: Comparison of company metrics to market leaders.
• Strategic Roadmap Timeline of initiatives and strategic milestones.
• CXO Meeting Minutes: Summaries of executive decisions and action items.
• Corporate Governance Manual Policies for board structure, ethics, and compliance.
• M&A Evaluation Reports: Analysis of mergers and acquisitions opportunities.
• New Market Entry Strategy: Steps and risks for entering new geographic or vertical markets.
• ESG Strategy Document: Environmental, Social, and Governance goals and plans.
• CEO Letters to Shareholders: Yearly communication on company vision and performance.
• Board Presentation Decks: PowerPoint slides for board meetings and updates.
Finance (CFO)
Responsible: Chief Financial Officer
• P&L Statements (Last 3 Years): Profit and loss tracking company revenue and expenses.
• Balance Sheets Snapshot of assets, liabilities, and equity.
• Cash Flow Forecast: Predictions of inflows and outflows.
• Budget vs Actual Reports: Comparison between planned and real expenses.
• Unit Economics per Product: Profitability per product or service line.
• Departmental Budgets: Expense allocations by department.
• Financial Ratios Dashboard: Key financial health indicators like ROI and debt ratios.
• CAPEX and OPEX Plans: Capital and operating expenditure budgeting.
• Cost Accounting Reports: Breakdown of costs by activity or unit.
• Investment Memorandums: Summaries for investors and capital raises.
• Tax Filings and Structure: Tax returns and optimization strategies.
• Audit Reports: Third-party financial reviews.
• Treasury Policy: Cash management and liquidity rules.
• Expense Reports: Employee business expense records.
• Payroll Summary: Salary, bonus, and benefits data.
Sales (CRO)
Responsible: Chief Revenue Officer
• Sales Pipeline Report: Overview of current and forecasted deals.
• CRM Export (Leads & Accounts): Contact and opportunity data from CRM.
• Sales Quota by Team: Targets assigned to reps and groups.
• Key Account Plans: Growth and retention strategies for major customers.
• Sales Commission Plans: Incentive and bonus structures.
• Top 50 Deals Closed: Details on significant closed deals.
• Lost Deal Analysis: Reasons and insights for lost opportunities.
• Territory Assignments: Regional and account coverage maps.
• Sales Training Materials: Documents for onboarding and skill development.
• Call Scripts & Email Templates: Standardized communication tools.
• Customer Journey Map: A Visual of sales stages and handoffs.
• B2B Prospect List: Target companies segmented by vertical and region.
• Partner & Channel Sales Agreements: Terms for indirect sales relationships.
• Sales Productivity Metrics: Activity tracking: calls, meetings, wins.
• Sales Playbook: Guidelines by product and persona.
Marketing (CMO)
Responsible: Chief Marketing Officer
• Marketing Plan (Annual): Strategy and tactics across channels.
• Brand Guidelines Manual: Logo, color palettes, and tone rules.
• Campaign Performance Reports: Analytics on marketing efforts.
• SEO & SEM Reports: Search rankings and paid advertising stats.
• Social Media Calendar: Scheduled posts by platform.
• Content Marketing Matrix: Topics, formats, and target personas.
• Customer Personas: Fictional profiles for targeted messaging.
• Media Spend Breakdown: Budget allocations by campaign.
• Email Marketing Metrics: Open, click-through, and conversion rates.
• Brand Sentiment Reports: Customer perception analysis.
• Competitive Positioning Analysis: Brand comparison with competitors.
• Funnel Conversion Analytics: Drop-off points in the sales funnel.
• Website Heatmaps: User engagement visualizations.
• Press & PR Kits: Media and press release materials.
• Influencer & Partnership ListExternal collaborators and impact data.
Customer Experience (CCO)
Responsible: Chief Customer Officer
• NPS (Net Promoter Score) Reports: Customer loyalty and satisfaction trends.
• Customer Complaint Log: Catalog of complaints and resolutions.
• Customer Journey Map: Touchpoints from awareness to retention.
• Customer Support KPIs: Metrics like response and resolution times.
• Retention Rates Report: Churn and repeat customer metrics.
• Voice of the Customer Transcripts: Direct customer feedback records.
• SLA & Response Time Dashboards: Service level compliance monitoring.
• Loyalty Program Performance: Usage and ROI of rewards programs.
• Refund & Return Analysis: Reasons and volumes for returns.
• Self-Service Portal Analytics: Usage of FAQs and chatbots.
• Omnichannel Experience Summary: Performance across support channels.
• Customer Education Materials: Guides and tutorials.
• Sentiment Analysis Report: AI-based feedback interpretation.
• Service Escalation Reports: Cases requiring higher-level support.
• VIP Customer List & Strategy: Management of key accounts.
Product (Chief Product Officer)
Responsible: Chief Product Officer
• Product Roadmap: Timeline and planned features.
• Feature Backlog: Prioritized list of feature requests.
• User Feedback Log: Customer ideas and issues.
• Product Requirements Documents (PRD): Detailed specs for development.
• Release Notes Archive: Updates and fixes per version.
• Competitive Product Analysis: Comparison with competitors.
• Product Usage Analytics: User engagement data.
• Beta Program Results: Feedback from testers.
• UX Research Reports: Usability findings.
• Product Lifecycle Status: Stage of product maturity.
• API Documentation: Technical integration guides.
• Version History: Chronology of product updates.
• Customer Interviews Transcripts: Recorded user feedback.
• Product Vision Presentation: Strategy overview.
• Product Strategy DeckMarket and product positioning.
Operations (COO)
Responsible: Chief Operating Officer
• Standard Operating Procedures (SOPs) are Formal process documents ensuring consistency and compliance.
• Supply Chain Process Flow Visual map from suppliers to customers, highlighting bottlenecks.
• Vendor Contracts and Agreements outlining deliverables, terms, and penalties.
• Logistics Performance Reports KPIs for delivery accuracy, lead times, and costs.
• Capacity Utilization Reports: Measures of resource use efficiency.
• SLA Performance Dashboards: Monitoring of Service Level Agreement compliance.
• Daily Operations Log Records of daily events, incidents, and activities.
• Inventory Management Reports: Stock levels, turnover rates, and reorder points.
• Warehouse Layouts & Schematics: Visual diagrams of storage and logistics facilities.
• Quality Control Procedures, Testing, and defect resolution processes.
• ISO/Compliance Certifications Industry standard and audit documentation.
• Risk Mitigation Plans Backup plans for supply chain or operational risks.
• Production Schedule Manufacturing timelines to ensure order fulfillment.
• Downtime & Maintenance Reports Equipment failures, causes, and prevention plans.
• Cost Reduction Initiatives Programs targeting operational cost savings.
Human Resources (CHRO)
Responsible: Chief Human Resources Officer
• Organizational Chart: Current structure of teams and roles.
• Employee Handbook: Company policies and culture guide.
• Hiring Process SOP: Recruiting and onboarding instructions.
• Onboarding Checklist: New hire setup tasks.
• Compensation Benchmarking: Market salary comparisons.
• Benefits Overview: Health, retirement, and perks summary.
• Turnover Analysis Report: Exit trends and causes.
• Training Programs Catalog: Available employee development courses.
• Employee Engagement Survey Results: Satisfaction and morale data.
• Performance Review Templates: Forms and criteria for appraisals.
• Internal Mobility Policies: Guidelines for promotions and transfers.
• Job Descriptions Archive: Updated role definitions.
• Payroll Summary Report: Salary and benefits payouts.
• Diversity & Inclusion Metrics: Workforce diversity status.
• HR Compliance Documentation: Legal and regulatory HR adherence.
Analytics (Chief Data Officer)
Responsible: Chief Data Officer
• Data Governance Policy: Rules for data access and quality.
• Master Data Dictionary: Definitions for database fields.
• Dashboard Gallery: Collection of business dashboards.
• Business Intelligence Reports: Executive-level KPIs and insights.
• ETL Workflows Diagram: Data processing pipelines.
• Predictive Models Repository: Forecasting and risk models.
• Data Lake / Warehouse Schema: Database structure maps.
• Metrics Alignment Matrix: KPIs ownership per department.
• A/B Testing Results Archive: Outcomes from experiments.
• Data Quality Reports: Audits of data accuracy.
• SQL Query Library: Prebuilt analytics queries.
• Data Access Logs: Records of data usage.
• Machine Learning Output Files: Model training and results.
• KPI Definitions: Clear descriptions of business metrics.
• AI & Automation Use Cases: Applications of AI across business functions.
Information Technology (CIO/CTO)
Responsible: Chief Information Officer / Chief Technology Officer
• IT Infrastructure Map: Network, servers, and system architecture.
• Software Inventory: List of all licensed software.
• Cybersecurity Policies: Internal rules for data protection.
• Disaster Recovery Plan: Procedures for tech failure recovery.
• User Access Matrix: System permissions overview.
• System Uptime Reports: Historical availability metrics.
• Ticketing & Incident Reports: Helpdesk support records.
• Vendor Contracts (IT Tools): Agreements with software/hardware vendors.
• IT Budget & Spend Analysis: Tech investments and expenses.
• Cloud Services Diagram: Overview of cloud platform usage.
• API Integrations MapSystems connectivity layout.
• Tech Roadmap: Planned IT development projects.
• Software Development Workflow: Agile or waterfall methodologies.
• Compliance Certificates: SOC2, ISO, and security certifications.
• Backup Frequency Logs: Schedule and history of backups.
Legal (General Counsel)
Responsible: General Counsel / Chief Legal Officer
• Contract Templates: Standardized service, NDA, and partner agreements.
• Signed Contracts Archive: Executed agreements by client and type.
• Risk & Liability Report: Exposure assessment by activity or geography.
• Legal Disputes Log: History and status of litigation.
• Intellectual Property Registry: Patents, trademarks, and copyrights.
• Compliance Policies: Internal regulatory adherence guidelines.
• Privacy Policy: Data privacy and protection rules.
• Terms & Conditions: Customer or user agreements.
• Regulatory Filings: Government submissions.
• M&A Due Diligence Files: Legal documents for acquisitions.
• Anti-Corruption Policies: Ethics and reporting procedures.
• Whistleblower Policy: Confidential reporting mechanisms.
• Licensing Agreements: Software and IP licenses.
• Board Resolutions & Minutes: Records of board decisions.
• Legal Budget & Resource Plan: Financial and staffing plans for legal.
