Wingman Waypoint · Strategic Planning
The COMPASS Method™
Wingman’s proprietary strategic planning methodology — the Military Decision Making Process fused with Hoshin Kanri. Seven phases, then a priorities and KPI matrix, the tasks that get you there, and a follow-up schedule that keeps the plan alive. Everything below is editable.
Commander's Intent & True North
Commander's Intent · True North / Vision
The mission in plain terms · Desired End State
Objectives & Orders
Order clarity · Breakthrough + Annual Objectives
3-Year Breakthrough Objectives · Annual Objectives
Mission Analysis
Battlefield assessment · Environmental scan
Strengths · Weaknesses · Opportunities · Threats · Constraints
Plan & Priorities Matrix
Courses of Action · X-Matrix deployment
Improvement Priorities / Courses of Action
Alignment & Assignment
Task organization · Catchball
Who owns what · How buy-in was confirmed
Synchronization & Execution
Sync matrix, decision points · PDCA — Do
Key Decision Points / Triggers · Key Risks & Contingencies
Sustainment & Review
After-Action Review · PDCA — Check/Act
Review cadence · What “on track” looks like
The X-Matrix, deployed
Priorities & KPI Matrix
| Priority | Metric | Target | Owner |
|---|---|---|---|
Execution
Tasks to Get There
1/7 complete
Write the one-page Commander's Intent and circulate to leadership
Owners · Due Week 1
Set the three annual objectives with measurable targets
Leadership Team · Due Week 2
Complete the environmental scan and constraints register
Fractional COO · Due Week 2
Cross-reference priorities against metrics and owners in the X-Matrix
Fractional COO · Due Week 3
Run catchball rounds until every owner accepts their target
Leadership Team · Due Week 4
Publish decision points, triggers, and the risk register
Operations Lead · Due Week 5
Lock the review cadence and the definition of “on track”
Owners · Due Week 6
Sustainment engine
Waypoint Follow-Up Schedule
1/12 check-ins complete
Month 1
Confirm owners, baseline every metric
Month 2
Scorecard review, countermeasures for anything off track
Month 3
Scorecard review, countermeasures for anything off track
Month 4
Scorecard review, countermeasures for anything off track
Month 5
Scorecard review, countermeasures for anything off track
Month 6
Scorecard review, countermeasures for anything off track
Month 7
Scorecard review, countermeasures for anything off track
Month 8
Scorecard review, countermeasures for anything off track
Month 9
Scorecard review, countermeasures for anything off track
Month 10
Scorecard review, countermeasures for anything off track
Month 11
Scorecard review, countermeasures for anything off track
Month 12
Annual review, reset breakthrough objectives
Preview only — edits here are not saved yet. Once the portal is live, this plan is fully editable by Wingman and mirrored read-only to the client whenever Plan is one of their active offerings.