JALBAR Built right. Every time.
Implementation Dashboard
Updated 2026-05-23 · A-Z of Operations · v8 — Weeks 1–5 complete · Week 6 next
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51 / 51
Skills designed
22 operational · 29 SKILL.md staged for Sprint Board
39 / 45
Resources shipped
+10 across Weeks 4–5 · Action Plan · Lead Magnet · 1% Referral · Offer Playbook · Rules of Game · Handbook · Org Chart · PSR Pack · OM SOP
5 / 6
Weeks complete
Pre-flight + Weeks 1–5 done · Week 6 (alignment + marketing flywheel) next
$55,626
Live overdue (Xero · 2026-05-20)
6 invoices · Day-2 cadence running · Vanessa Alexander $44k priority · refresh from Xero this week
Foundation
Author once. Referenced everywhere.
All three foundation documents complete as of 2026-05-17. Downstream skills now have real JALBAR numbers.
✓ Marketing Pillars + USP
8 Pillars authored · USP drafted (3 options) · Magic Story written · team bios · 5 values · preferred partners · lead magnet angle set. Testimonials + headshots still to collect.
Done 2026-05-17 · _foundation/marketing-pillars-and-usp.md
✓ Employee Value Proposition
All 10 dimensions filled · 7 culture non-negotiables written · salary bands in · career ladder documented · notable projects listed. Portfolio photos still to add.
Done 2026-05-17 · _foundation/employee-value-proposition.md
✓ JALBAR Config Values
Charge-outs: Nick $90 · Matt $80 · Jay $65 · Jayden $45 · Tom $115/hr PM. Markup 32.5% · Margin 24.5% · Overhead 9.5% · Daily site cost $335. Revenue target $3M · Profit target 15%.
Done 2026-05-17 · from Xero P&L + Price For Profit · _foundation/jalbar-config.md
Rollout Plan
6-Week Compressed Pathway
27 of 28 weeks-1-6 skills shipped · 5 weeks complete · Week 6 next
Open A4 printable PDF →
Sequenced for maximum leverage per week. Front-load the foundation (Week 0), then ship in dependency order. After Week 6, Sprint Board picks the remaining 23 skills.
✓ Week 0 · Pre-flight — Complete Done 2026-05-17 · all 3 foundation docs authored with real JALBAR numbers
✓jalbar-config.mdfilled · charge-outs + markup + site cost from Xero
✓marketing-pillars-and-usp.mdfilled · all 8 pillars + USP options
✓employee-value-proposition.mdfilled · 10 dimensions + 7 non-negotiables
✓ Done1
Cash + site discipline
speed-to-lead · variations-process · site-box-checklist · friday-update · standard-schedule
Completed 2026-05-19Jo briefed on Speed-to-Lead SOP · variation sign-off mandatory · Site Box fillable PDF on every site · Friday Update template + SOP sent to Jo · Tom's Standard Schedule v1 + Nick & Jo starter schedules built and emailed.
Owners: Jo · Nick · Tom ✓ All 5 tasks done
✓ Done2
Operating rhythm
game-plan · sprint-board · weekly-scorecard · toolbox-agenda · triage-call-prep
Completed 2026-05-19Q2 Game Plan A3 + execution sheet · Sprint #1 picked 3 priorities (closes 2 Jun) · scorecards live for Jo + Nick · Toolbox Agenda + Meeting SOP · Triage Call Prep SOP given to Jo.
Owners: Tom + Jo ✓ All 6 tasks done
✓ Done3
Money under control
overhead-calculator · break-even · wip-snapshot · estimate-2nd-pair-of-eyes · invoice-generator · debtor-followup
Completed 2026-05-20Overhead Calculator pre-loaded with Xero P&L · Break-Even Calculator + Scenarios matrix · WIP Calculator (3 active jobs) · 35-point 2nd-Pair checklist · Invoicing Pack (SOP + FP + CP templates + 10 emails) · Debtor Pack + Tracker loaded with $55,626 live overdue.
Owners: Tom + Jo ✓ All 6 tasks done
✓ Done4
Sales engine
action-plan · wow-pack · lead-magnet · 1-percent-referral · offer-generator
Completed 2026-05-21Action Plan PPTX (Anderson Demo + clean Template, 18 slides) · Lead Magnet v1 (17pp, polish pass pending) · 1% Referral Playbook + customer one-pager · Offer Playbook (4 offers × scripts) · Testimonial Request Pack · Team Headshot Brief. Wow Pack still blocked on testimonial replies + headshot session.
Owners: Tom (Jo supports) ✓ 5/5 skills + 2 gap-closers
✓ Done5
Team OS
rules-of-game · employee-handbook · org-chart · psr-coaching-pack · office-manager-onboarding
Completed 2026-05-22Rules of the Game (14pp, 7 non-negotiables + sign-off pack) · Employee Handbook v1 (29pp comprehensive) · Org Chart (Today + Nov 2026 + May 2027 + career matrix) · PSR Coaching Pack (26pp, 4 rules + cadence + agenda + Action Capture form) · Office Manager Master SOP for Jo (33pp, 8 parts).
Owners: Tom + Lee/Jo/Matt ✓ All 5 tasks done
Next6
Alignment + marketing flywheel
same-page-plan · vision-snapshot · social-calendar · directors-video-script · marketing-diagnostic
AnchorSame Page Plan delivered (BBQ/breakfast) · Vivid Vision written · Q1 social calendar live · Director's video posted · Marketing Diagnostic completed.
Owners: Tom (preview Lee/Jo/Matt) → Next session
Two ground rules.   1. No skips on Week 1 — Speed-to-Lead + Variations + Friday Update change client perception in days, not weeks.   2. Sprint Board owns the rest — after Week 6, remaining 23 skills cycle in as 2-week sprint picks from the backlog.
The Flywheel
Owner → Team → Clients → Business → Owner. The shortcut Owner → Projects is the trap.
Owner takes care of Team Team takes care of Clients Clients reward Business Business rewards Owner the trap: Owner → Projects (skipping Team)
✓ Built & operational ● Detailed SKILL.md ready (needs branding/asset to ship) ★ Recommended next ○ Stub / not designed Section status: Critical · At risk · On track
On track
Section 1
Marketing
Referrals · Website Domination · Social Media Mastery
Skills
Branded Resources
At risk
Section 2
Sales — Top of Funnel
Qualifying Questions · Triage · Lookbook · Site Visit · Pitch & Offer
Skills
Branded Resources
On track
Section 3
Sales — Bottom of Funnel
Keep Warm · Quote as Action Plan · Sales Meeting · Contract Signing
Skills
Branded Resources
On track
Section 4
Pricing
Overhead Recovery · Minimum Margin · Pricing for Profit
Skills
Branded Resources
On track
Section 5
Leadership (Owner)
Standard Schedule · Stop Doing · PBR · Mental & Physical Fitness
Skills
Branded Resources
On track
Section 6
Team
Hiring · Scorecards · Standups · Culture · Training
Skills
Branded Resources
On track
Section 7
Projects
Client Communication · Variations · Quality Control · Leverage From Site
Skills
Branded Resources
At risk
Section 8
Business
A-Z Operations · Per Project Profit · Monthly Metrics
Skills
Branded Resources
Cross-cutting
Source-of-truth principles

Where things live

  • Variations→ Jack (native UI)
  • Leads / CRM→ Jack
  • Estimates / Costings→ Jack
  • Schedule→ Jack
  • P&L / Reconciliation→ Xero
  • Reports / KPIs→ Fathom (future)
  • Documents→ Cowork outputs + Drive
  • Knowledge / SOPs→ this folder + memory

Skills produce artefacts, not systems-of-record

  • Forms, emails, presentations (client-facing)
  • Briefings, recaps, dashboards (internal one-pagers)
  • Human enters into Jack / Xero where the data belongs
  • No parallel CSV registers · no duplicate sources of truth

JALBAR Config Values — live numbers

  • Charge-outsNick $90 · Matt $80 · Jay $65 · Jayden $45 · Tom (PM) $115 · Jo (admin) $60/hr
  • Target markup32.5% on direct costs
  • Target margin24.5% (TPB target 20–25% ✓)
  • Overhead %9.5% of revenue (TPB target 8–12% ✓)
  • Daily site cost$335/day per site (for delay clauses)
  • Materials markup25%
  • Revenue target$3,000,000
  • Net profit target15% = $450,000
  • 1% referral cap$5,000 max
  • Five Star LeadHomeowner · $150k–$800k · Newcastle/Lake Mac · 6–12 months out

Where things stand — 2026-05-23

  1. ✅ Week 0 Done — All 51 SKILL.md drafted · all 3 foundation docs with real JALBAR numbers · Variation Sign-Off Form shipped
  2. ✅ Week 1 Done — Speed-to-Lead SOP · Variations Process SOP · Site Box checklist · Friday Update template + SOP · Tom + Nick + Jo Standard Schedules · 9 resources shipped
  3. ✅ Week 2 Done — Q2 Game Plan A3 (13 reds, 10 yellows, 1 green) · Sprint Board #1 (closes 2 Jun) · Weekly Scorecards for Jo + Nick · Toolbox Agenda + Meeting SOP · Triage Call Prep SOP · 6 resources shipped
  4. ✅ Week 3 Done — Overhead Calculator (Xero pre-loaded · reveals chart-of-accounts issue) · Break-Even + Scenarios matrix · WIP Calculator (3 active jobs) · 35-point 2nd Pair Estimate Review · Invoicing Pack · Debtor Pack + Tracker with live $55,626 overdue · 7 resources shipped
  5. ✅ Week 4 Done — 2026-05-21 — Action Plan (Anderson Demo + clean Template, 18 slides) · Lead Magnet v1 (17pp · polish pass before web launch) · 1% Referral Playbook + customer one-pager · Offer Playbook (4 offers × scripts, 19pp) · Testimonial Request Pack · Team Headshot Brief. Wow Pack still blocked on testimonial replies + headshot session.
  6. ✅ Week 5 Done — 2026-05-22 — Rules of the Game (14pp · 7 non-negotiables + sign-off pack) · Employee Handbook v1 (29pp comprehensive) · Org Chart (Today + Nov 2026 + May 2027 + career matrix, 15pp) · PSR Coaching Pack (26pp + printable Action Capture form) · Office Manager Master SOP for Jo (33pp, 8 parts). All 5 docs uploaded to SharePoint.
  7. ★ Next — Week 6 Alignment + marketing flywheel — Vision Snapshot (Vivid Vision) · Same Page Plan PPTX · Q1 Social Calendar (12-week rotation through 8 pillars) · Director's Video Script (12 scenes, Magic Story + Values) · Marketing Diagnostic. Anchor: Same Page Plan delivered at BBQ/breakfast, vision authored, social live, director's video posted.
  8. ⚠ Rollout actions Tom owes (parallel to Week 6) — Director review of Rules of the Game → Monday Toolbox preview → off-site signing within 30 days · run first PSR with Nick using the pack · run first PSR with Jo · Jo reads OM SOP and marks discrepancies · 4 testimonial chase emails to send · headshot inventory + shoot decision · Matt 2IC conversation with Nick + Matt (188p binder ready).
  9. ⚠ Accountant conversation still open — Xero P&L shows -$468k on rolling 12 months due to subcontractors + most wages sitting in Expenses rather than COGS · Tom to restructure chart of accounts · the foundation's $286k "true overhead" remains the load-bearing number until restructured · will dilute Fathom monthly metrics in Week 6 if not done.
  10. ★ Ad-hoc (do when possible) — Research HIA Awards entry · confirm USP wording (3 draft options in foundation) · Tom test-presents Anderson Action Plan to friendly audience · set 1% Referral launch date.

Prompt to start any week: just say "Let's work on Week 6" in a new Cowork session. Memory carries all context forward.