FromSpencer Pallone Helm · Legatis
ReThe Gameplan · what it is and how it gets built
Date02 SEP 2026
Length15 to 25 pages, written for a smart new hire on day one

One document the business runs on.

Ask every person on your team to write your top three goals from memory. Count the agreement. Under 60% is the normal result. That number is the reason the Gameplan exists, and it is the number the Gameplan is measured by.

Teams with specific shared goals outperform goal-less teams by roughly one standard deviation.A About a third of employees say they have the clarity they need.B The gap between those two facts is the cheapest performance gain available to an owner-operated business, and almost nobody takes it.

The Gameplan is not a mission statement. It is a working instrument: the goals with a number and a date on each, who decides what, how score is kept, and what the owner and the team commit to each other. It is written with the team, not for them, because co-design is what makes people follow it.C


What is in it

Ten sections. Every claim in it is checkable against the scoreboard.


01Who we areThe founding story, the milestones, where the business is today, who owns it. One page. Written so a new hire understands the game before the first shift.
02How we make moneyWhat we sell, who buys it, why they pick us, and where a customer's dollar goes. Revenue in, costs out, what profit funds. Most staff have never seen this page.
03The marketThe three real competitors, how we are positioned, what is changing in the industry, and what our reputation actually is.
04How we playValues as things you would see us doing, not words on a poster. Built from the most-detested-behaviours exercise, reversed. Decision rights: who can act, decide, and recommend, with spend limits. How we communicate: meeting rhythm, channels, response expectations.
05The rosterEvery role, its one-line mission, who it hands off to and who hands off to it. A lineup, not a pyramid. Includes the interdependence map.
06The seasonWhere we are going in one to three years, in plain words, and this year's 5 or 6 shared goals. Each has a number, a date, the metric that tracks it, and an owner. Shared goals, not individual targets.
07The scoreboardThe 3 or 4 numbers that say whether we are winning, at least one of them something the customer feels. Each with baseline, target, how it is collected and who owns it. Posted where everyone sees it. Red triggers a root-cause debrief, not blame.
08How we keep score on peopleThe review cadence, who sees what, how ratings work, the five questions we ask before anyone is blamed, and how pay connects to results. Formulas published.
09How people grow hereSkills ladders, cross-training, what earning more responsibility looks like and what it pays.
10The dealTwo-way commitments. What the owner commits to the team. What the team commits back. Signed by both, and every new hire signs that they have read the whole thing.

Then, one chapter per person

The Role Plan. Nobody should be reviewed on a form they have not been holding all year.


Each person gets their own chapter of the Gameplan: their position and its mission, their 3 or 4 numbers and which company goal each one moves, the standards they will be rated on with the rubric printed in full, what the company commits to them in tools and authority and training, this quarter's goals with the scoring agreed in advance, what the next level looks like, and their pay plan as arithmetic with a worked example.

The Role Plan is also the job posting, the interview scorecard and the 90-day onboarding target. One document from the day a role is advertised to every review after it.


How it gets built

Half a day with the team, after the analysis. Then it is patched every quarter and reissued every year.


StepWhat happensWho
BeforeThe opportunity and risk analysis, and a 60-question owner interview. I draft sections 01 to 03 and 05 from it.you and I
WorkshopHalf a day. The four-minute test, walk me through a dollar, the detested-behaviours exercise, decision rights sorted, the season's goals chosen and numbered, the scoreboard co-designed.the whole team
AfterI write it up. You and the team sign the deal on the last page. Every person gets a Role Plan within 30 days.I write, everyone signs
QuarterlyGoals reset, scoreboard reviewed, one condition fixed. The four-minute test is re-run and the agreement number is reported against the baseline.the team
AnnuallyReissued as a new season. Comp and roles decided on four quarters of evidence.you, with me if wanted

Task clarity comes before relationship work.C When the pulse flags several problems at once, direction and structure are fixed first. Most trust problems dissolve once goals and roles stop being ambiguous.


Four ways to buy it

The document is the same. How much of the running I do is not.


Handoffanalysis, Gameplan, one install session, then yours
Quarterlyplus quarterly reset and review cycle
Monthlyplus monthly debrief and metric review
EmbeddedI hold an executive seat

Fees are quoted after the analysis, fixed, in writing, with what is included and what is not. The team performance cycle that runs underneath the Gameplan is HPT360.


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