The Owner's Playbook™
A working plan for the business you want to own.
Your Playbook is where you apply the iBD Ownership OS to your company. The Plan, The Numbers, Your Leadership Team and The Rhythm connect your goals to decisions, responsibilities and continuing reviews.
From Goals to Decisions
One place to see your plan and make the next decision.
Your Assessment helps you choose where to focus. Your Playbook holds your company’s answers. Monthly, quarterly and annual reviews keep it connected to actual results.
Making an Ownership Decision
Say you want to work fewer hours.
Hiring a leader could help. Before you decide, you need to know which responsibilities that person would take, what the role would cost and what that cost means for the money you take home.
Your Playbook brings those questions together. It connects the goal, financial forecast and leadership plan so you can make the trade-off deliberately and review what happens afterward.
Use your Playbook to work through the decision.
Your time. Which decisions and responsibilities will move off your plate?
Your cash flow. Can the business fund the role while supporting the distributions you need?
Your wealth. How could a business that depends less on you support its long-term value?
The same approach applies when you consider investing in growth, changing compensation, taking distributions or planning a future transition.
Inside Your Playbook
These selected pages show the four parts of your Playbook. Fill them with your company's answers, supported by financial files, written plans and meeting records. Your printed pages and private working files refer to the same plan.
The Plan
Decide what you want your business to make possible.
Record what you want from ownership, where the business stands and what must change. Your Scorecard sets the goals; your Roadmap records assessed progress; your written Value Growth Plan connects them to the company's annual and quarterly work.
The Numbers
Test whether the business can fund your plan.
Use your current financial picture, budget, forecast and valuation to test what the company can afford. The three-statement model connects profit, the balance sheet and cash flow so you can compare a hire, investment or distribution.
Your Leadership Team
Decide who leads the work and what you will keep doing.
Set the ownership direction and name who carries each responsibility. One person may hold several roles today. Plan the team needed for the role you want.
CEO
Brings finance, revenue and operations together around the company plan.
CFO
Financial planning, cash flow and reliable numbers.
CRO
Market direction and predictable revenue.
COO
Delivery, margins and operating performance.
The Rhythm
Review results monthly. Adjust quarterly. Plan annually.
Keep the decisions, responsibilities and follow-through from each review together.
Monthly Reviews
Review revenue, finance and operations, then connect the company's performance to ownership goals. Record decisions and responsibility for follow-through.
Quarterly Planning
Review your ownership goals and milestone scores. Choose the work most limiting progress and name its outcomes, owners and deadlines in your next 90-Day Game Plan.
Annual Planning
Refresh ownership goals and the company plan. Build and test the next year's budget, then use it in the same reviews.
Compare your actual hours, personal income and net worth with your goals. Your Velocity Score tracks the capabilities you are building along the way.
Work Independently
Work through your time, cash-flow and wealth goals in Module 1. Already have your Roadmap? Open the milestone you want to work on.
Open Module 1 and the Scorecard →The Boardroom Blueprint
The Boardroom Blueprint™ guides Modules 1–3 over three working months to build your first usable Playbook. Keep using it independently or continue with The Boardroom’s coaching and accountability.
Explore the Boardroom Blueprint →