Org Design Cheat Sheet
FreeWhat it is
The strategic foundation for every organization and brand, an executive-level product inside the Audacionaire Executive Portfolio (its one home: the Org Design Cheat Sheet row in the /empire sidebar, list at /empire/cheat-sheets, wizard at /empire/cheat-sheets/new). One sheet per organization or brand: a fifteen-step wizard (Dee's approved order: 1 Setup, 2 Market or Staffing Niche, 3 Audience, 4 Goals, 5 Identity & Culture, 6 Research Insights, 7 Financials, 8 Lines of Business, 9 Services by LOB, 10 Service Catalog, 11 Strategy Center, 12 Org Structure, 13 Operations, 14 Next Steps, 15 Review) captures the industry (with popular suggestions plus free typing), niche market, top 3 company types, the market's top problems ranked with detail lines, company and buyer types, and target audience profiles (accordion per audience: Primary Audience / Decision Maker / Influencer tag, role, company type and size, pain points, desired outcomes, notes). The Goals step keeps Top 10 Business and Personal Goals native and LINKS the big goals to their real products (Dee's one-home law): the 10-year financial goal shows the live headline numbers (total revenue, total profit, year 1 target, status) of the organization's or brand's real Business Financial Goals record with Open and Create doors (create opens the AEP door at /empire/goals/create prefilled), and the 10-year impact goal links a Goal Engine goal (pick an existing goal or create one at /my-stuff/goals/new); legacy sheets that stored goal text or numbers keep them displayed with a nudge plus a one-click Create-the-real-goal-from-these-numbers bridge. The deeper layers from Dee's master document each have their own step: Company Identity & Culture (name, tagline, who I am, what we do, who we work with, a STRATEGIC POSITIONING block of differentiator, value proposition, and positioning theme, mission, vision, philosophy, and Values and Company Culture lists of up to 7 items each framed by opening and closing statements of at most two sentences), Research Insights (statistics with their sources, questions the market is asking with suggested answers and messaging angles, and a strategic summary), Org Structure (roles with person, responsibilities, and reporting line), Operations (core processes, tools, operating notes), and Next Steps (check-off actions with owner and timeframe). The FINANCIAL HALF of the sheet is Dee's Revenue Engine (from her Part 3 workbook, My Revenue Engine Builder), four steps of pure live math with no AI: the FINANCIALS step auto-populates the member's 10-year revenue goal from the organization's or brand's LINKED Business Financial Goal (never typed on the sheet; no goal linked shows an honest create-your-goal-first state), carries an editable growth rate (CAGR, default 34.6%, guidance: 20 conservative, 30-40 ambitious, 50+ exceptional) and net profit margin (guidance 15-25, start 20), and auto-calculates the Year 1 revenue target by reverse-engineering the geometric series (ten years compounding at the CAGR sum exactly to the goal), with a YR1/YR3/YR5/YR10 revenue-and-profit strip; the LINES OF BUSINESS step (labeled 'these are your revenue streams'; legacy revenue-stream entries migrate in as LOB rows automatically) takes up to 10 LOBs, each with a percent of total revenue, a live allocation check (green '100%, PERFECT' or the honest amber gap), and cascading target columns computed live (YR1, YR3, YR5, 10-YR, Avg Annual, Quarterly = 10-YR/40, Monthly = /120, Weekly = /520); the SERVICES BY LOB step gives each LOB up to 10 services picked from the 86-SERVICE LIBRARY grouped by its 10 categories (Core Staffing through Revenue Streams & Community Monetization) or typed as custom, each with a percent of that LOB's revenue (its own 100% check per LOB), the same cascade against the LOB's numbers, and the CEO MONEY LENS auto-filled from the library on selection (Speed to Revenue simple value in the cell with the detailed timing line beside it, Margin Profile, Cash Flow Rhythm); a custom service never gets invented lens values (it shows 'type your own lens in Part 3'); and the SERVICE CATALOG step turns every selected service into the member's branded offer: their own service name, description, a pricing model dropdown (Markup %, Per Hour, Flat Fee, % of Salary, Retainer, Per Event), Low / Target / High rates, billing terms and benefits notes, delivery method, and up to 10 of the member's own services under each line of business, each with its own name, description, pricing model, low/target/high rates, billing terms, and delivery method, nothing ever pre-filled. Pricing and cost notes stay on the Financials step. Two templates: General Business, and Staffing. On the Staffing template PROBLEMS NEST UNDER EACH ROLE, not shared flat lists: each position carries its own salary and hourly ranges, reports-to, and its own candidate problems (an accordion under it); each hiring manager carries its own salary and hourly ranges too (staffing firms run executive search on hiring managers) and its own employer problems (an accordion under it), each ranked High/Medium/Low, because one role's problems are not another's. A Staffing sheet ALSO has a Niche market problems area, separate from the per-role problems: problems happening in the market itself (not tied to one hiring manager or position), each optionally tagged staffing or non-staffing and noting the company or buyer type that feels the pain, for members who organize problems at the market level. Pre-redesign sheets keep any old shared employer/candidate problems in a clearly-labeled Unassigned problems group the member redistributes onto specific roles or clears, so nothing written before is ever lost. The Audience step also has a Pull audience from your portfolio control that lists audience avatars the member already built (their other cheat sheets sharing this organization or its associated brands, plus each associated brand's saved audiences from the Brand audience tab), deduped, so she PICKS which avatars to add instead of typing blind (this is a read of her own data and never meters; the picked avatars append as editable profiles whose pain points and outcomes fill on a metered AI press). The Add-audience control on a Staffing sheet is a dropdown of the sheet's own positions (seeded as Candidate audiences) and hiring managers (seeded as Employer / Buyer audiences) plus free-typed custom profiles; a blank company size means open to all company sizes; and when the AI drafts the audience section it enumerates every role (one profile per position and per hiring manager, not an arbitrary few), so the audience section meters per profile (more profiles is more research and legitimately more credits, refunded on failure) while the pain points fill only on a metered Complete/Update press. Autosaves on every step; the wizard wears the executive AEP dress (Private Bank light / Obsidian dark) with a 15-chip step navigator, a thin gold progress bar, and per-step validation: progress counts a step only when its content genuinely validates (Lines of Business percents must total exactly 100%, each LOB's service shares too), the shell shows 'n of 15 sections', and Review's Mark complete stays disabled until every other step validates, listing exactly which steps still need real content. General Business sheets validate step 2 on their own Market content (top problems and buyer types); the role and market-problem requirements apply only to the Staffing template. The list page shows honest stats (total, completed, in progress, drafts, average completion) with Resume draft. The REVIEW step renders every section (Setup included) as a collapsible accordion the member opens at will, with the prose sections laid out line by line and bullet by bullet (business goals, personal goals, culture, statistics, market questions, processes, next steps), and its Next Steps section has a CONVERT TO CHECKLIST button that turns the steps into an interactive check-off list persisted on the sheet itself (each check saves; a platform-wide member checklist product is a planned follow-up). The save button is state-aware: Save draft while the sheet is a draft, Save changes once it is marked complete, and saving never demotes a complete sheet. The one AI action, Research & Auto-Fill (uses credits, refunded automatically on failure), researches the member's setup inputs plus the linked brand's knowledge and drafts top problems, audience profiles, and goal starters into EMPTY fields only; member text is never overwritten. Associating brands makes the sheet FLOW to ALL of them: the Setup step is a MULTI-SELECT of the picked organization's brands (associate any that share the org's knowledge, up to 12), and every save writes the sheet's structured summary into EACH associated brand's knowledge base (removing it from a brand the moment it is unassociated), so every AI surface reading any of those brands' knowledge understands the member's market automatically; the sheet's own AI (Research & Auto-Fill and every per-section run) also DRAWS on all the associated brands' voice and knowledge, not just one. Members with an EXISTING cheat sheet, or a BUSINESS PLAN, bring it in three ways: upload the document (.docx or PDF, up to 25MB), paste a PUBLIC Google Drive link, or pick one of their saved business plans from the Business Plan Studio (Import existing on the list page, or the Already have one? line inside the wizard). A business plan makes the sheet a full research engine: whether uploaded as a file or picked from the member's saved plans, its sections fill everything else out through the SAME mapper (Market Analysis becomes industry, niche, company types, and top problems; Target Market and Customer sections become audience profiles; a Personal Goals section and a Business Goals section (a list or prose) become the Top 10 Personal and Business Goals, one entry per distinct goal with the member's specifics kept verbatim (a car with its price, a house with its address and price, each dollar amount); Financial Plan and Projections become the financial goal and projections; Executive Summary, Mission, and Vision become company identity; Operations becomes operations; Organization and Management becomes org structure), always in the plan's own words with nothing invented, and when the member has no saved plan the source shows an honest empty state that links to the Business Plan Studio; the AI maps the document's own content into the sheet's sections (uses credits, refunded automatically on failure or when nothing usable is found), fills only what the document really covers, never invents facts, and when the target sheet already has content the member chooses first: fill empty fields only, or replace. Fill empty fields is granular (deep-merge, not all-or-nothing): it fills empty leaves INSIDE sections the member already started (an audience profile that has a name but empty pain points and desired outcomes fills from the matching document profile, and genuinely new profiles the document adds are appended), and never overwrites, reorders, or deletes anything the member wrote. The original file stores with the sheet, and a private Drive link fails honestly with instructions to set it to Anyone with the link can view. Once a sheet has data, every section carries its own AI button (uses credits per section run, refunded automatically on failure or empty output): Complete with AI drafts an EMPTY section from everything the platform knows (the rest of the sheet, the linked brand's knowledge, the imported document, remembered context), and Update with AI refreshes a filled section around the member's own text, where their facts and entries always win and their numbers are re-applied exactly as entered; the AI rail's Fill in the blanks fills every EMPTY field on the sheet in one pass, reaching into partially-filled sections as well as wholly blank ones (an audience profile with empty pain points, a Goals step with business goals but no personal goals): it drafts only the empty fields, keeps every word the member wrote and their entry order, is charged per section actually filled and refunded when a section had no empty field to draft, and reports which sections were filled (Audience included when it fills profile sub-fields). A Regenerate cheat sheet control cleans up a messy or partial import by re-running the same generate infrastructure with a clear choice: fill only empty fields, or a fuller regenerate that tightens every section around the member's own words (their facts and entries always kept, confirmed first, never a silent overwrite). Every AI-fillable field ALSO carries a tiny per-field regenerate button beside it (the circular-arrows icon, consistent everywhere like the dictation mic): on a text field (strategic summary, tagline, differentiator, value proposition, mission, vision, notes) one press redrafts JUST that field from the whole sheet's context and replaces only that field, and on a list field (market questions, statistics, values, culture, business and personal goals, top problems, buyer types, niche market problems, org roles, processes, tools, revenue streams, next steps) it means GENERATE MORE: a few new entries append under the member's own, deduplicated, never replacing or reordering anything they wrote. One field generates at a time, each press is its own small metered action (smaller than a section run, refunded on failure or when nothing new could be drafted), and member-identity or data-entry fields (company name, people, pay numbers, linked goals) deliberately carry no button. Every draft lands as editable content with a dismissible review note. AFTER the Revenue Engine comes the STRATEGY CENTER (Dee's Impact First Framework, step 11 of the wizard), the planning brain that completes the sheet: STRATEGIES belong to the organization and serve its financial and impact goals (each strategy has a name, the goal it serves, and a description of intent, and a STRATEGY TYPE dropdown seeds all three as an editable draft for members who do not yet know their strategy, from a dozen general business-growth types like grow in your current market, expand into new markets, add a service line, move upmarket, grow through partnerships, become the authority, diversify, or scale the team, with a Create your own escape hatch), and under each strategy live STRATEGIC INITIATIVES (Strategy then Strategic Initiative then the initiative's plan; there is no separate Programs record). Each initiative carries a TIER label (Tier 1 revenue-generating, or Tier 2 growth and visibility that fuels Tier 1), a LIVING-COMMAND-CENTER status (on track, stalled, done) with an adjustable check-in cadence and a stall flag (default: check in monthly, flag after 45 days without movement, both editable, with a Mark moved today button so the Strategy Center never becomes a document nobody reopens), and a 'does this generate revenue?' flag that, when yes, links to or creates a Line of Business in the Revenue Engine (one record, both rooms: the community-LOB bridge works BOTH directions, a revenue-generating initiative back-posts its Line of Business and a community-type line auto-populates a Tier 2 initiative, and a member's removal is honored forever so neither side ever resurrects a deleted record, mirroring the Staffing audience auto-create precedent). A finished initiative offers the three-way handoff: SAVE (the default, fully working, keeps the AEP journey going), Generate the plan, and Generate the plan and execute (the two AI handoffs show as honest coming-soon controls in this build, never a broken button). An optional ANCHOR EVENT records the impact goal's annual gathering (event type, annual month, and the theme it rallies around); its Create this event action will draft the event into MeetMindz across the marriage (UYI plans it, MeetMindz runs it) and shows as coming soon until the MeetMindz event-receiving bridge lands, with the details saving on the sheet now. Template-aware like the rest: General Business gets the clean framework with plain guidance and industry-fitting example strategies, while the Staffing template seeds Dee's strategy catalog suggestions plus the 'Community' line-of-business suggestion (round table, conference, membership as its services) and the anchor-event walkthrough. The Strategy Center is a validated wizard step (it counts toward completion once a named strategy carries at least one named initiative) and flows into the brand knowledge and Kenny's context like every other section. SUGGEST STRATEGIES WITH AI (Dee, Aug 20 2026): the Strategy Center has its own AI button like every other step, and it is ADD-ONLY. It drafts strategies and initiatives from everything the sheet already knows, preferring the platform owner's own Strategic Initiative library so a picked initiative matches a real library entry, and it can only ADD: every strategy and initiative the member already has comes through exactly as written, with its status, check-in cadence, last-moved date, revenue link, and any line-of-business link untouched, and only a blank description or goal line fills. Nothing is ever rewritten, reordered, or removed, an initiative the member deleted never comes back, and the button reads Suggest strategies with AI on an empty step and Suggest more with AI once it holds content. It meters like any other section run and refunds on failure. Every control on the step is a real door: nothing on it is pending or coming soon. Building and saving sheets is free on every plan. SUGGEST MY LINES OF BUSINESS (the Lines of Business step): a sheet that is not staffing-shaped has no Revenue Engine workbook to upload, so this drafts the lines from everything the member already filled in the EARLIER steps (setup, market, audience, goals, identity, research, financials) and gives each line a starting percent of revenue. The shares always total exactly 100, so the step is never left blocked on its own rule. Every line comes back editable: rename it, re-weight it, delete it, or add your own; nothing is saved by the suggestion, only the member's own save writes. It meters as one call and refunds automatically when the run fails or when the sheet does not yet say enough, in which case it says so plainly instead of inventing a business the member has shown no sign of being in. A member who DOES have the Revenue Engine Builder workbook uploads it instead on the same step: that import is deterministic, free, and brings their real percentages, reading the Lines of Business tab (name in the first column, percent in the second).
What it is for
laying the strategic foundation of an organization or brand: industry, niche, audience, top problems, and 10-year impact and financial goals in one executive document
How to use it
Build one at /empire/cheat-sheets/new (inside the Executive Portfolio). The eleven-step wizard captures your industry, niche, audience, top problems, and 10-year goals; pick General Business or the Staffing template. Associate your brands so the sheet flows into each brand's knowledge, and use Research & Auto-Fill or import a business plan to draft empty fields (uses credits, refunded on failure). Building and saving is free.