This template was put together by Sonja Manning at Levels. The purpose is to help Chief of Staff’s set a clear vision and set of priorities within their first month in the role.

<aside> ◼️ Purpose: This document sets out to explain how XX will focus on supporting and scaling XX’s time and impact in TIMEFRAME. This is designed to facilitate conversations with XX and across the XX team about what we will focus (and not focus on) and how priorities will be executed.

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• Sections in this doc

📽️ Loom Overview:

• After you are done writing the document, record a 3-5 minute loom overview for team members that might just want to watch the loom vs. reading the whole document!

🔙 Background:

Let’s start with some context!

• Who you are
• What you’ve read / done in advance of putting this document together

👀 Overview of Document

• TL’DR of the document
• How it is structured

<aside> ℹ️ What is Vision, Strategic Priorities, and **Initiatives?

Vision:** This is the ultimate why we are doing what we are doing. The big goal! Strategic Priorities: These are the strategic choices we’ve made to reach our vision. Only priorities become initiatives. Initiatives: These are the big initiatives that will translate into projects and tasks. Each initiative will have a clear goal. Every task big or small within an initiative should help further a strategic priority.

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💫 Vision: **

• Description of the vision
• Explanation of why this is the right vision
• How the vision will be measured