---
name: os-install
description: "Install or audit the Operating System for a business — the weekly alignment meeting, scoreboard, vision doc, golden section, and problems list. Use when the user says 'operating system', 'weekly meeting', 'alignment meeting', 'scoreboard', 'KPIs', 'problems list', 'golden section', 'vision doc', 'I'm burnt out', 'business is dominating me', 'I need systems', 'operations', 'I'm working too many hours', 'delegate tasks', 'time management', 'task audit', 'org chart', or any request to install operational systems, run a weekly cadence, track KPIs, build a vision document, or reclaim time from low-value tasks."
---

# Operating System Install Skill

## Overview
You are installing the Operating System (OS) — a weekly alignment meeting structure supported by 5 core systems that run the business. This is not philosophy from a book — it's the exact system behind a business that scaled from $50K to $240K/month in 6 months (470% growth). Run it and the business moves; stop and you get stagnation, burnout, frustration — the business dominates you.

**The core insight:** There's no growth in tasks. Growth only comes from projects. Projects can only be created when you have time. Time can only be created through a good operating system. Otherwise, tasks dominate like a toddler running the household.

**The hierarchy:** Vision (wisdom) → Projects (strategy) → Tasks (execution). If tasks rule, you run an immature business. The OS pulls everything up to vision-level thinking.

## Who This Is For
Solo entrepreneurs, solopreneurs, leadership teams, businesses with 1-100+ employees. The question isn't size — it's: do you want to grow, scale, streamline, and increase profits while working fewer hours?

## The Urgency Assessment

Before anything, diagnose severity:

| Severity (1-10) | How F'd Are Your Operating Systems? | Action |
|---|---|---|
| 8-10 | Severe — no systems, no meetings, no KPIs, drowning in tasks | Book a 3-hour meeting with yourself TOMORROW. Cancel other things. |
| 6-7 | Moderate — some systems but inconsistent, no weekly cadence | Book 2 × 1.5-hour meetings this week |
| 1-5 | Mild — systems exist but need improvement | Use first two weekly alignment meetings to build/refine |

**Ask the user:** "On a scale of 1-10, how severely broken are your operating systems? 10 = total chaos, no meetings, no KPIs, drowning in tasks. 1 = mostly dialled in, minor improvements needed."

## The Core System: The Weekly Alignment Meeting

**When:** Every Monday, 9-10:30am (recurring, non-negotiable)
**Who:** You alone OR you + leadership team
**Duration:** 30–60 minutes (AI-accelerated)

### Meeting Structure

#### 1. Seed of Life Check-In (5 min)
Personal check-in across the 7 areas of life:
- **Health** — physical and mental
- **Social** — friendships, community
- **Family** — partner, children, parents
- **Finance** — personal financial health
- **Career** — professional satisfaction
- **Intellect** — learning, growth, curiosity
- **Intimacy** — romantic relationship, closeness

**Format:** Quick round. "What's moving forwards? What's moving backwards? What are you going to do about it?"

**Why this is first:** Growth starts at the individual level, not the vision level. The vision comes FROM the individual. If someone's personal life is disconnected from the business, they won't work on growth — it's not possible. This is the opposite of hardcore corporate "nobody cares about your personal life" — that approach doesn't actually produce results.

**Solo:** Do this with yourself. Journal it. 5 minutes. Don't skip it.

#### 2. Weekly Scoreboard Review (10 min)
Pull up the scoreboard. Review every KPI. Score each one using the Traffic Light System:

- 🟢 **Green** = On track or above KPI → Strategy: **SCALE** (double down)
- 🟡 **Orange** = Below KPI but functional → Strategy: **OPTIMIZE** (tweak and test)
- 🔴 **Red** = Significantly below KPI → Strategy: **INNOVATE** (something needs to fundamentally change)

**Format:** Share the numbers. "Here's where we're at." Anyone can ask questions. Dive into specifics if needed. Get everyone on the same page — subjectively (how are people feeling) and objectively (what do the numbers say).

**Solo entrepreneurs:** Don't skip this because you're alone. You arguably have MORE to gain from doing this because it forces you to focus on growth instead of getting lost in daily tasks.

#### 3. Mission Review (5 min)
Pull up the 1-page Vision Doc. Quick check:
- Personal vision statement
- 10-year master plan
- 3-year vision
- 12-month goals
- Quarterly KPIs
- Quarterly projects

**Format:** "Is everyone clear on the mission? Yes? Move forward." This keeps the North Star visible. Without it, you chase shiny objects.

#### 4. Weekly Wins / Accountability (10 min)
Review objectives assigned from LAST week's meeting.

**Format:** Go around the circle (or check your own list). For each objective: "Did I do it? Yes or no."

**Rules:**
- Binary. Yes or no. Not "I partially did it" or "I was going to but..."
- No excuses. No "why." Just: did you do it?
- This creates accountability and shows patterns over time

**At this point you have full context:** How people are doing personally (Seed of Life), what the numbers say (Scoreboard), where you're going (Vision), and whether last week's commitments were met (Wins). Now you can solve problems with real context.

#### 5. Problem Solving (50 min)
The bulk of the meeting. Pull up the Problems List.

**The Triple-D Process:**
1. **Define** the problem — What exactly is the problem? State it clearly.
2. **Diagnose** the root cause — Why is this happening? (Not the symptom — the root cause.)
3. **Design** the solution — What test can we roll out as quickly as possible to solve the root cause?

**Format:** Work through the top 1-3 problems. Ask the team (or yourself): "What do you think the root cause is?" Get consensus. Then design a solution. Assign ownership.

**Key insight:** Without a clear reference of the real problem and root cause, you get "bright shiny object syndrome" — chasing random objectives instead of solving what actually matters.

#### 6. Conclusion — Assign Weekly Objectives (10 min)
Each person gets specific objectives for the week. Write them down. These become next week's accountability check.

**Format:** "[Name] will do [specific action] by [when]." Rate the meeting 1-10.

## The 5 Supporting Systems

Each system has a template to build. Total build time: ~3 hours. Build them in this order:

### System 1: The Seed of Life
**What:** 7-area life goal-setting framework (Health, Social, Family, Finance, Career, Intellect, Intimacy).
**Used for:** Long, medium, and short-term goal setting. The backbone of the Polaris Star vision system.
**Key insight:** If you grow in all 7 areas, you build serious momentum. It's the key to empowerment. Growth is holistic — business-only focus leads to burnout.

**Deliverables to build:**
- Seed of Life goal-setting document (digital or physical journal)
- Feeds into the Vision Doc

### System 2: The Vision Doc
**What:** 1-page document distilling the long-term vision of life and business.
**Contains:** Personal vision statement, 10-year master plan, 3-year vision, 12-month goals, quarterly KPIs, quarterly projects.
**Used for:** Quick reference during weekly meetings. Shared with team members so everyone is aligned.
**Key insight:** The vision is the "wisdom" level. Without it visible, tasks (the "toddler") dominate. Keep it front and centre.

### System 3: The Golden Section
**What:** A task audit system that runs both subjective and objective analysis of every task you perform, then arranges them into a hierarchy so you can delegate, automate, outsource, or eliminate from the bottom.
**Result:** Win back 10-25 hours per week. Stop being dominated by the business.

**Four criteria for scoring each task:**

**A. The Energy of the Task (Subjective)**
Every task fits one of three profiles:
- **Gives energy** — You feel alive doing it. Time flies.
- **Neutral** — Neither draining nor energising.
- **Takes energy** — You feel drained. You procrastinate on it.

This is one of the single most important systems for business owners to understand. The tasks that drain you are the first to delegate — regardless of whether you're "good" at them.

**B. The Organisational Chart**
6 distinct business functions:
- **Working ON the business:** Visionary + Integrator
- **Working IN the business:** Marketing, Sales, Operations, Finance

Map every task to a function. This reveals where you're spending time vs where you should be.

**C. The 4 Tiers of Task**
1. **Growth tasks** — Incredibly important, never urgent, usually done once (relatively timeless). PROJECTS live here.
2. **Managerial tasks** — Managing staff/team members.
3. **Technical tasks** — Skilled tasks in daily business operations.
4. **Admin tasks** — Can be done by almost anyone, low skill.

**The growth principle:** If you're spending most of your time on Tier 3-4, you can't grow. Growth tasks (Tier 1) only happen when you have time freed up from the lower tiers.

**D. Telos of Tasks (Zone of Genius Matrix)**
- **Telos** — Tasks you LOVE and are incredibly GOOD at. (Protect these — never delegate.)
- **Excellence** — Good at but lost the love. (Delegate when possible.)
- **Competent** — Middle of the distribution. (Delegate.)
- **Despise** — Don't like, not great at. (Eliminate or delegate immediately.)

**Process:** List every task you do in a week. Score each one across all 4 criteria. Sort. The bottom tasks get delegated, automated, outsourced, or eliminated. The top tasks get protected and expanded.

### System 4: The Scoreboard
**What:** Real-time business dashboard tracking core KPIs, measured against targets, graded with the Traffic Light System.
**Used for:** 10-minute review in every weekly meeting.

**Traffic Light Grading:**
- 🟢 **Green** (on/above KPI) → **Scale** — double down on what's working
- 🟡 **Orange** (below KPI) → **Optimize** — test improvements
- 🔴 **Red** (significantly below) → **Innovate** — fundamental change needed

**Key insight:** The scoreboard is not just data. It's the link between "where are we" and "what should we do about it." The traffic light → strategy mapping (Scale/Optimize/Innovate) turns numbers into action.

**Common KPIs to track (customise to business):**
- Revenue (weekly/monthly)
- Calls booked
- Close rate
- Email list size / growth
- Lead sources and volume
- Content output
- Client retention / success rate
- Profit margin
- Hours worked (yes, track this)

### System 5: The Problems List
**What:** A dynamically updated list of the biggest problems in the business, with root cause diagnosis and designed solutions (tests) being deployed.
**Used for:** The problem-solving section of the weekly meeting.

**Structure per problem:**
- Problem statement (clear, specific)
- Root cause (diagnosed — not the symptom)
- Designed solution / test
- Owner (who's responsible)
- Status (testing / resolved / escalated)

**Key insight:** The problems list is dynamic. Problems get added, solved, and replaced. It's not a static document — it's a living system that keeps the business focused on what actually matters vs chasing random ideas.

## Build Sequence (3-Hour Install)

| Order | System | Build Time | Notes |
|---|---|---|---|
| 1 | Seed of Life goal-setting | 30 min | Personal + professional goals across 7 areas |
| 2 | Vision Doc | 30 min | 1-page: vision statement, 10yr, 3yr, 12mo, quarterly |
| 3 | Golden Section (task audit) | 60 min | List all tasks, score across 4 criteria, sort, plan delegation |
| 4 | Scoreboard | 30 min | Define KPIs, set targets, create traffic light dashboard |
| 5 | Problems List | 15 min | List top 5-10 problems, start diagnosing root causes |
| 6 | Book weekly meeting | 5 min | Monday 9-10:30am, recurring, non-negotiable |

## Output Format

### When Installing the Full OS:
Walk through each system in order. Build templates, populate with real data, and book the first meeting.

### When Auditing an Existing OS:
1. **Current state:** Which of the 5 systems exist? Which are missing?
2. **Meeting cadence:** Is a weekly meeting happening? Structure?
3. **Golden Section assessment:** Where is time being spent? What should be delegated?
4. **Scoreboard review:** Are KPIs defined and tracked? Traffic light grades?
5. **Problems List:** Are real problems being identified and solved, or is the business chasing shiny objects?
6. **Gaps + action plan:** What to build/fix first

### When Running a Weekly Meeting:
Follow the 6-section structure. Pull up each system. Keep to time. Assign objectives. Rate the meeting.

## Tone
Direct, operational, no-nonsense. This is about installing systems and running them, not philosophising about productivity. Use direct, plain language: "tasks are toddlers", "there's no growth in tasks, only in projects", "the urgent will dominate the unurgent unless you protect it", "book it in, get it done." If someone says they're too busy to do this — that's the exact reason they need to do this.

## Key Principles (Always Apply)
- "There's no growth in tasks. Growth only comes from projects."
- "Projects can only be created when you have time. Time can only be created through a good operating system."
- "Vision → Projects → Tasks. Wisdom → Strategy → Execution. If tasks rule, you run an immature business."
- "Growth starts at the level of the individual, not the level of the vision"
- "The tasks that drain your energy are the first to delegate — regardless of whether you're good at them"
- "Without a reference of the real problem, you get bright shiny object syndrome"
- "Solo entrepreneurs have MORE to gain from this — don't skip it because you're alone"
- "This is what I actually use. Not philosophy from a book."
- "When I stop running this system, business gets backwards. When I start again, things streamline."
- "Define the problem. Diagnose the root cause. Design the solution. Triple-D."
- "Did you do it? Yes or no. Not why. No excuses."
