Field Guides / Field guide
04 P&L Field Guide A practical guide for Chiefs of Staff navigating SaaS financials across a three-year arc: warning year, crisis year, reset year.
The Expansion Pressure Test A six-gate framework synthesizing McKinsey, Bain, and IESE research for sharpening market expansion decisions.
Market expansion Governance & Risk / Playbook
16 The Trust Perimeter A field guide to SOC 2, ISO 27001, and GDPR for operators, ending in a step-by-step blueprint for building a world-class trust center.
SOC 2 / ISO 27001 / GDPR Governance & Risk / Playbook
17 The Forward-Looking Board Meeting A Before / During / Close system for moving reporting out of the room and putting board judgment at the center.
Governance & Risk / Field guide
18 The Board Liaison A Chief of Staff field guide to serving the board across borders: the primer, the relationship, meeting prep, materials, minutes, follow-up, and how governance actually differs in California, Copenhagen and London.
Board governance 