Executive Operating Review
Decision surface
Executive Operating Review
Decision surfaceCurrent implementation state, operating risks, owner actions, and leadership decisions.
Decision
Where leadership should focus this week.
Next action
Open the highest-risk studio, assign owner, and confirm the next field intervention.
Proof on this page
Studio benchmark, exception queue, Slack review outbox, and confidence labels.
Role KPI
18Portfolio exceptionsLeadership attention requiredAvg handoff completion
6%Provider to front desk transferReview outputs
5Slack outbox, no live sendsStudios
9
Market/studio hierarchy
Provider queue
18
Open-cart consult candidates
Handoffs
1
Provider-created decision context
Exceptions
18
Manager leverage queue
Tracked data
11
Client data taxonomy
Roles
11
Jobs accounted for
May vs April
47%
Revenue retained
Active Operating Cadence
Run the studio workflow inside MemberLiftOS
Provider action creates a front desk handoff, checkout creates cadence and value state, manager closeout creates coaching, review output, and a ledger trail.
Public demo mode: navigation is live
Steps complete
0/7
Handoffs
1
Cadence tasks
1
Coaching actions
2
Slack outputs
5
Ledger events
83
Implementation Status
Implementation Mode: Active Phase 3-4 Mobilization
Commercial artifacts are archived. This workspace is for live operating execution.
Current phase
Active Phase 3-4 Mobilization
Last updated
Jun 13, 1:49 PM
Next review
Weekly executive review
Primary owner
Mark / executive leadership
Open decision needed
Confirm the actual handoff completion rate from audit data or manual manager review before classifying severity.
Data confidence status
Needs verification
Executive Decision Strip
Leadership decision signals only
Rollout readiness
Active Phase 3-4 Mobilization
Status
Open hardening gates
Source
Implementation state
Owner
Ariel / ArtMetrics
Next action
Review remaining gates before expanding live integration scope.
Manager readiness
0 readiness risks
Status
No current record
Source
Manager exception queue
Owner
Market Leaders / Shannon / Ariel
Next action
Confirm manager baseball cards and next coaching action.
Handoff adoption
Estimated 6% - needs verification
Status
Needs verification
Source
MemberLiftOS local operating state
Owner
Ariel / Studio Managers / Market Leaders
Next action
Confirm actual rate from audit data or manager review before classifying severity.
Member lifecycle visibility
1 open follow-ups
Status
Owner review needed
Source
Cadence task queue
Owner
Studio Managers / Front Desk
Next action
Confirm at-risk members, future appointments, and follow-up owners.
Portfolio exceptions
18 open
Status
0 high / 17 medium / 1 watch
Source
Portfolio exception queue
Owner
Executive leadership
Next action
Resolve owner, action, or leadership decision on the oldest open exception.
Leadership decisions needed
1
Status
Decision required
Source
Leadership-owned exceptions
Owner
Mark / executive leadership
Next action
Assign decision owner and due date in the executive review.
Behavior Adoption Signals
Verify behavior metrics before leadership classification
| Signal | Display | Source | Confidence | Status | Owner | Next action |
|---|---|---|---|---|---|---|
| Visit consult / concern confirmation completion | Estimated 6% - needs verification | Event ledger signal | Needs verification | Event ledger signal - needs validation before leadership classification. | Ariel / Market Leaders / Studio Managers | Verify consult completion from audit data or manager review. |
| Provider-to-front-desk handoff adoption | Estimated 6% - needs verification | MemberLiftOS local operating state | Needs verification | Needs verification | Ariel / Market Leaders / Studio Managers | Verify handoff completion before classifying portfolio severity. |
| Care-plan recommendation presented | Estimated 11% - needs verification | Event ledger signal | Needs verification | Event ledger signal - needs validation before leadership classification. | Studio Managers / Front Desk | Verify offer presentation from checkout audit or manual manager review. |
| Manager cadence coverage | Estimated 11% - needs verification | Event ledger signal | Needs verification | Event ledger signal - needs validation before leadership classification. | Studio Managers | Verify cadence coverage from daily owner review and follow-up logs. |
Portfolio Exceptions
18 executive-level operating risks open
Exceptions requiring owner, action, or leadership decision across the studio system.
Portfolio-level or leadership-owned issues that cannot remain at task level.
Confirm the actual handoff completion rate from audit data or manual manager review before classifying severity.
Confirm the actual handoff completion rate from audit data or manual manager review before classifying severity.
Revenue Action Chain
Demand to revenue, with the leading actions visible first
Revenue actions verified
10
Verified or event-ledger signals
Revenue actions awaiting data
5
Need verification before classifying severity
Highest leakage point
Demand created
Where leadership should inspect first
Weakest adoption
Booked appointment
Leading action with the least trusted signal
Lagging outcome at risk
Client arrived
Revenue result tied to the weakest signal
Decision needed
Leadership review
Confirm the actual handoff completion rate from audit data or manual manager review before classifying severity.
Demand -> Arrival -> Recommendation -> Handoff -> Offer -> Outcome -> Follow-up -> Retention -> Revenue.
Weekly Executive Review
Leading revenue actions, leakage, outcomes, and decisions
Lead capture, arrival, concern confirmation, handoff, offer, follow-up, and save attempts need visible ownership.
Missed handoffs, missing reasons, and unassigned follow-ups should move to the portfolio exception queue.
Membership sold, package sold, rebook completed, retained, lost, or expanded should be tied to the leading action chain.
Inspect the first action in the chain that is not yet trusted.
Assign the manager inspection, coaching action, or save attempt tied to the open risk.
Confirm the actual handoff completion rate from audit data or manual manager review before classifying severity.
Operating Outputs
Outputs do not compete with executive KPIs
Review outbox only. No live sends.
Release artifacts are archived context, not current implementation health.
Use for reference only; current operating state lives in the active workspaces.
Financial Context
May revenue: $605,327
reports/hiskin-master-discovery.md
Use in context only unless tied to a verified current operating signal.
Financial rollup is context, not a MemberLiftOS impact claim.
Training / Capability Gaps
Behavior-linked coaching work
Coach provider to complete Results Planning Station handoff before checkout. Owner: Devon Price.
Coach provider to complete Results Planning Station handoff before checkout. Owner: Devon Price.
Data Verification Tasks
Do not classify severity until the signal is trusted
Confirm actual value from audit data or manager review before classifying severity.
Confirm actual value from audit data or manager review before classifying severity.
Confirm actual value from audit data or manager review before classifying severity.
Confirm actual value from audit data or manager review before classifying severity.
Open Workspaces