Strategy · Google Sheet
The Roadmap
One backlog. Everything ladders to a goal.
- The company roadmap, prioritized, with an owner and a due date
- The cycle plan, so the team commits to a short list instead of a wish list
- The monthly scorecard sheet, twelve months in one place
- The to-do log and the audit report card
Every item names the goal it ladders back to. If it doesn’t ladder to one it doesn’t go on the page, which is how a roadmap stays a plan instead of a list of everything anyone ever said.
Structure · Google Doc
The Agendas
Timed agendas that produce decisions.
- Every meeting in the rhythm, minute by minute
- The coaching and development block, in the leadership meeting and every one-on-one
- The pre-shift agenda, including the knowledge round
- The rules that run through all of them
Written so anyone can learn to run one, which matters more than it sounds. If you’re the only person who can facilitate at the end, the install failed.
Structure · Google Doc
The Lot
A real channel from the floor to a decision.
- The Lot Box: a physical box anyone can drop a problem or an idea into
- Name It, Work It, Solve It — top three, worked to root cause
- A parking lot for ideas that aren’t work yet
- Three possible answers, and every item gets one
A venue can say “my door is always open” for years and never receive one real problem. A team can handle a no. What it can’t handle is nothing.
Process · Google Sheet
Guest Mapping
Six journeys, not one.
- First-time guest, member, league night, event, group booking, F&B only
- The standard at every touchpoint, written so a manager could score a shift against it
- The dwell lever and the revenue lever at each stage
- The failure mode, the recovery, and who’s allowed to make the call
The heaviest tool in the system and the most hospitality-specific thing in it. Most venues fill in the first-timer journey and stop, then members churn, events don’t rebook, and the venue concludes it has a marketing problem.
Process · Google Doc
The Knowledge Management System
One place for everything the company knows how to do.
- The structure: sections, an owner, a status and a review date on every entry
- Safety, compliance and cash published first. Everything else goes on the Roadmap with a date
- What a document needs before it stops being a draft and becomes a standard
- The test that tells you whether it’s real
This is the template you build your own from. A HAUS OS install doesn’t hand you a template. It hands you a fully built KMS in Notion with your procedures already in it. See below.
People · Google Doc
The Seat Card
One card per seat, and the number it owns.
- The public job posting, ready to run as an ad
- Three to five accountabilities — outcomes, not tasks
- The one number that seat carries
- Where it sits, and who it works with
Built for every seat, down to the line. If you can’t name the number a seat owns, the seat isn’t finished, and the person in it can never tell you whether they had a good week.
People · Google Doc
The Seat Check
Right person, right seat, honestly.
- Ready, Willing & Able, scored line by line
- The values read, against the values you actually wrote
- The four results and what each one costs you
- What’s coachable and what isn’t
Used in one-on-ones, in annual reviews, and in any coaching or exit decision. Run it on everyone, including the people you’re certain about. A read that only appears when someone is about to be fired is a paper trail, and the team can tell the difference.