Business Playbooks and Operating Exercises

Weekly Cash Review: Finance, 20 min, Easy. Write the opening cash balance. List cash in and cash out for the next 14 days. Offer Clarity Map: Business, 25 min, Easy. Name the exact customer segment. Write the painful problem in the customer voice. Decision Memo Lite: Management, 30 min, Medium. Write the decision in one sentence. List two options and the cost of waiting. Portfolio Risk Scan: Investing, 20 min, Medium. List each position, thesis, and maximum acceptable loss. Mark concentration risk by sector, asset, customer, or currency.