Documentation Index
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Module: Leadership Operating System (EOS-inspired)
Prefix: lo_
Table Count: 29
Last Updated: 2026-01-10
Overview
The LO module implements an EOS-inspired Leadership Operating System including accountability charts, strategic vision, quarterly rocks, scorecards, meeting cadence, issue tracking (IDS), todos, one-on-ones, and team assessments.
Table Categories
1. Accountability Chart (3 tables)
| Table | Columns | Description |
|---|
lo_accountability_chart | 16 | Chart structure |
lo_role_definitions | 18 | Role definitions |
lo_seat_assignments | 12 | Person-to-seat mappings |
Accountability Structure:
lo_accountability_chart
├── Visionary (seat)
├── Integrator (seat)
└── Department Heads
└── Team Leads
└── Individual Contributors
lo_role_definitions (defines each seat):
- GWC (Get it, Want it, Capacity)
- Key responsibilities
- Core metrics
lo_seat_assignments (who sits in each seat):
- employee_id
- seat_id
- is_primary
GWC Assessment:
- Get it - Understands the role
- Want it - Desires the role
- Capacity - Has ability to do it
2. Strategic Vision (2 tables)
| Table | Columns | Description |
|---|
lo_vision_documents | 22 | V/TO (Vision/Traction Organizer) |
lo_strategic_goals | 18 | 10-year, 3-year, 1-year goals |
V/TO Components:
interface VisionDocument {
// Core Values
core_values: string[];
// Core Focus
purpose: string; // Why we exist
niche: string; // What we do best
// 10-Year Target
ten_year_target: string;
// Marketing Strategy
target_market: string;
three_uniques: string[];
proven_process: string;
guarantee: string;
// 3-Year Picture
three_year_revenue: number;
three_year_profit: number;
three_year_measurables: string[];
// 1-Year Plan
one_year_revenue: number;
one_year_profit: number;
one_year_goals: Goal[];
}
3. Rocks (Quarterly Priorities) (3 tables)
| Table | Columns | Description |
|---|
lo_quarterly_rocks | 22 | Rock definitions |
lo_rock_assignments | 10 | Rock ownership |
lo_rock_milestones | 14 | Milestone tracking |
Rock Status:
on_track - Green (progressing well)
off_track - Red (behind schedule)
at_risk - Yellow (needs attention)
complete - Done
dropped - Removed from quarter
Rock Structure:
interface Rock {
id: string;
title: string;
description: string;
quarter: string; // 'Q1-2026'
fiscal_year_id: string;
owner_id: string; // Primary owner
status: RockStatus;
completion_percent: number;
due_date: string;
completed_date?: string;
milestones: Milestone[];
}
4. Scorecard (3 tables)
| Table | Columns | Description |
|---|
lo_scorecards | 16 | Scorecard definitions |
lo_scorecard_metrics | 20 | Metric definitions |
lo_scorecard_values | 12 | Weekly/monthly values |
Metric Types:
number - Raw number (e.g., leads generated)
currency - Dollar amount
percentage - Percentage value
yes_no - Binary (hit/miss)
Goal Direction:
higher_is_better - Green when above goal
lower_is_better - Green when below goal
on_target - Green when within range
Scorecard Example:
interface ScorecardMetric {
id: string;
name: string;
owner_id: string;
goal: number;
goal_direction: GoalDirection;
frequency: 'weekly' | 'monthly';
display_order: number;
}
5. Meeting Management (3 tables)
| Table | Columns | Description |
|---|
lo_meetings | 24 | Meeting records |
lo_meeting_attendees | 10 | Attendance tracking |
lo_meeting_action_items | 14 | Action items from meetings |
Meeting Types:
level_10 - Weekly L10 meeting
quarterly - Quarterly planning
annual - Annual planning
department - Department meetings
one_on_one - 1:1 meetings
L10 Meeting Agenda:
1. Segue (5 min) - Good news
2. Scorecard Review (5 min)
3. Rock Review (5 min)
4. Customer/Employee Headlines (5 min)
5. To-Do List (5 min)
6. IDS (60 min) - Identify, Discuss, Solve
7. Conclude (5 min)
6. Issue Tracking - IDS (2 tables)
| Table | Columns | Description |
|---|
lo_issues | 24 | Issue records |
lo_issue_discussions | 14 | Discussion notes |
Issue Priority:
1 - Highest priority (discuss first)
2 - High priority
3 - Medium priority
Issue Status:
open - Active issue
in_discussion - Currently being discussed
solved - Solution identified
to_do - Converted to to-do
moved - Moved to future meeting
IDS Process:
- Identify - What’s the real issue?
- Discuss - Open discussion (no tangents)
- Solve - Determine action/to-do
7. To-Do Management (2 tables)
| Table | Columns | Description |
|---|
lo_todos | 20 | To-do items |
lo_todo_comments | 10 | Comments/updates |
To-Do Rules:
- Due within 7 days
- Owned by one person
- Clear, measurable outcome
- Status:
open → complete | dropped
8. One-on-Ones (2 tables)
| Table | Columns | Description |
|---|
lo_one_on_ones | 18 | 1:1 meeting records |
lo_feedback | 16 | Feedback records |
1:1 Structure:
interface OneOnOne {
id: string;
manager_id: string;
employee_id: string;
scheduled_date: string;
actual_date?: string;
duration_minutes: number;
topics_discussed: string[];
action_items: string[];
employee_notes?: string; // Private to employee
manager_notes?: string; // Private to manager
shared_notes?: string; // Visible to both
}
9. Assessments (5 tables)
| Table | Columns | Description |
|---|
lo_assessments | 20 | Assessment definitions |
lo_assessment_recipients | 10 | Who takes assessment |
lo_assessment_responses | 14 | Response records |
lo_assessment_schedules | 12 | Recurring assessments |
lo_gwc_assessments | 16 | GWC evaluations |
Assessment Types:
people_analyzer - Team fit assessment
organizational_checkup - Org health
core_values - Values alignment
quarterly_review - Performance review
10. Knowledge Base (3 tables)
| Table | Columns | Description |
|---|
lo_knowledge_articles | 22 | Knowledge articles |
lo_knowledge_article_versions | 14 | Version history |
lo_knowledge_categories | 12 | Category structure |
11. Module Settings (1 table)
| Table | Columns | Description |
|---|
lo_module_settings | 29 | LO configuration |
Key Settings:
| Setting | Type | Default |
|---|
rock_quarter_start_month | integer | 1 |
l10_meeting_duration_minutes | integer | 90 |
scorecard_default_frequency | text | ’weekly’ |
todo_default_days | integer | 7 |
enable_people_analyzer | boolean | true |
Common Query Patterns
Get Accountability Chart
const { data } = await supabase
.from('lo_accountability_chart')
.select(`
*,
role:lo_role_definitions(*),
assignments:lo_seat_assignments(
employee:hr_employees(first_name, last_name, photo_url)
)
`)
.eq('organization_id', orgId)
.is('parent_id', null) // Start from top
.order('display_order');
Get Current Quarter Rocks
const { data } = await supabase
.from('lo_quarterly_rocks')
.select(`
*,
owner:pf_profiles(first_name, last_name),
milestones:lo_rock_milestones(*)
`)
.eq('organization_id', orgId)
.eq('quarter', currentQuarter)
.order('status');
Get Scorecard Data
const { data } = await supabase
.from('lo_scorecard_metrics')
.select(`
*,
owner:pf_profiles(first_name, last_name),
values:lo_scorecard_values(
value,
period_date
)
`)
.eq('scorecard_id', scorecardId)
.order('display_order');
Get Open Issues by Priority
const { data } = await supabase
.from('lo_issues')
.select(`
*,
created_by:pf_profiles(first_name, last_name),
discussions:lo_issue_discussions(*)
`)
.eq('organization_id', orgId)
.eq('status', 'open')
.order('priority')
.order('created_at');
Get Upcoming L10 Meetings
const { data } = await supabase
.from('lo_meetings')
.select(`
*,
attendees:lo_meeting_attendees(
attendee:pf_profiles(first_name, last_name)
),
action_items:lo_meeting_action_items(*)
`)
.eq('organization_id', orgId)
.eq('meeting_type', 'level_10')
.gte('scheduled_date', new Date().toISOString())
.order('scheduled_date');
RLS Policies
LO uses role-based RLS:
- Leadership team sees all LO data
- Managers see their teams
- Employees see their own rocks/todos
Helper Functions:
lo_user_is_leadership_team() - Leadership access
lo_user_can_view_rock() - Rock visibility
lo_user_can_manage_scorecard() - Scorecard management
Cross-Module Integration
LO → HR Integration:
lo_seat_assignments → hr_employees
lo_gwc_assessments → hr_employees (performance data)
lo_one_on_ones → hr_employees (manager/employee)
LO → PF Integration:
lo_meetings → pf_tasks (action items become tasks)
lo_issues → pf_notifications (issue assignments)
EOS Terminology Reference
| EOS Term | LO Implementation |
|---|
| V/TO | lo_vision_documents |
| Accountability Chart | lo_accountability_chart + lo_role_definitions |
| Rocks | lo_quarterly_rocks |
| Scorecard | lo_scorecards + lo_scorecard_metrics |
| L10 Meeting | lo_meetings (type: ‘level_10’) |
| Issues List | lo_issues |
| To-Do List | lo_todos |
| People Analyzer | lo_assessments + lo_gwc_assessments |
See Also