The Modern Operators Compass™️

The Complete Playbooks for Rapid Predictable Growth

Your Strategic Playbooks for Building & Scaling High-Performance Businesses

Welcome to your complete collection of business-building training guides. These are the exact same playbooks that we've used in our own businesses to create over $100 million in revenue and brand value growth. Now you have access to the entire system.
Each guide is designed to be practical, actionable, and immediately useful—whether you're a solo entrepreneur or leading a growing team. Start with the foundational guides (Identity and Vision) and then use the planning guides to maintain momentum and focus.

🧭 Foundation Building Guides

First Principles Thinking — The Complete Guide

This transformative guide teaches you the 20 fundamental truths that drive predictable, sustainable business growth. First Principles thinking is how successful founders escape the "messy middle" between $5M-$30M, eliminate operational chaos, and achieve breakthrough improvements without adding complexity. Learn to question inherited industry assumptions, identify the real constraints limiting your growth, and rebuild solutions from fundamental truths—creating scalable systems that run without you being the bottleneck.
When to use: Initially for training, then apply continuously to major challenges and decisions
Time needed: 2-3 hours initial training, then ongoing application in problem-solving sessions
Best for: Founders and leadership teams ($5M-$30M revenue) ready to escape the "messy middle" and build scalable systems

Modern Identity — The Complete Guide

This foundational guide helps you define who your company is at its core. Your Modern Identity replaces outdated mission statements with a living system that guides every decision, aligns your team, and differentiates you in the market. Use this to replace confusion with clarity—for your customers, your team, and yourself. Work through this before creating your Company Vision.
When to use: Once when starting, then annually for refinement
Time needed: 1 day workshop
Best for: Any business ready to define their authentic core and strategic positioning

Modern Vision — The Complete Guide

This comprehensive guide walks you through creating your 3-5 year strategic vision—your company's North Star. Unlike vague aspirations, this process creates 10-20 specific, measurable vision descriptors that align your team, focus decisions, and accelerate growth. Your vision becomes the destination that informs all other planning.
When to use: After completing Modern Identity, then annually for updates
Time needed: 1-2 days over 2-3 weeks
Best for: Companies with $1M+ revenue ready to think strategically about their future

📅 Strategic Planning Guides

Annual Planning — The Complete Guide

Your comprehensive system for strategic annual planning that connects vision to execution. This 15-section guide takes you through debriefing the previous year, reviewing your foundation, and building a detailed roadmap for the year ahead. Transform annual planning from a dreaded exercise into your most valuable strategic investment.
When to use: Once per year (end of year or beginning of new year)
Time needed: 6-8 hours over 1-2 days
Best for: Leadership teams ready to turn vision into actionable annual strategy

🔄 Execution Planning Guides

How to Master Quarterly Planning

Your simple system for 90-day execution cycles that maintain momentum toward annual goals. This guide helps you debrief each quarter, extract lessons learned, and create focused quarterly goals with supporting projects. Perfect for teams that want structured planning without overwhelming complexity.
When to use: Every quarter (4 times per year)
Time needed: 0.5-2 days for debrief, 0.5-1 day for planning
Best for: Companies doing $1M+ revenue with established annual goals and longer-term projects

How to Master Monthly Business Planning

Your focused 30-day execution system designed for solo entrepreneurs and small teams. This streamlined process helps you create monthly Targets that connect to your bigger goals while maintaining the agility to adapt quickly. Choose this OR quarterly planning—never both.
When to use: Every month (12 times per year)
Time needed: 1-3 hours at month-end
Best for: Solo owners and small teams ($1M-$6M revenue) who prefer shorter planning cycles and frequent course corrections

🎯 How to Use These Guides

If You're Just Starting Out

  1. Start with Modern Identity - Define who you are
  1. Create your Company Vision - Clarify where you're going
  1. Choose your planning rhythm - Monthly OR Quarterly (plus Annual)
  1. Begin with basic processes - Use core sections, skip deeper dives initially

If You're More Experienced

  1. Review and refine Identity/Vision - Ensure they still fit your growth
  1. Implement full planning system - Use all sections including deeper dives
  1. Add advanced techniques - Scenario planning, competitive analysis, etc.
  1. Focus on continuous improvement - Refine your process each cycle

Planning Rhythm Options

Option 1: Annual + Quarterly
  • Best for established teams with longer-term projects
  • More strategic depth and bigger thinking
  • Works well with complex initiatives
Option 2: Annual + Monthly
  • Best for solo owners and small, agile teams
  • Faster adaptation to market changes
  • Better for rapidly evolving businesses

📈 Your Growth Journey Starts Here

These guides represent thousands of hours of real-world testing and refinement. They've been used to build multiple 8-figure businesses and have helped hundreds of companies clarify their direction and accelerate their growth.
The difference between businesses that thrive and those that struggle isn't just about having great products or services—it's about having clarity on who you are, where you're going, and how you'll get there.
Your competitive advantage starts with strategic clarity. These guides give you the roadmap.
Ready to build your high-performance business? Start your journey with the Modern Vision and Modern Identity Guides.

Questions about which guide to start with or how to adapt these for your specific situation? These frameworks are designed to be flexible and scalable for businesses from $1M to $50M+ in revenue.