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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)

TableColumnsDescription
lo_accountability_chart16Chart structure
lo_role_definitions18Role definitions
lo_seat_assignments12Person-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)

TableColumnsDescription
lo_vision_documents22V/TO (Vision/Traction Organizer)
lo_strategic_goals1810-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)

TableColumnsDescription
lo_quarterly_rocks22Rock definitions
lo_rock_assignments10Rock ownership
lo_rock_milestones14Milestone 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)

TableColumnsDescription
lo_scorecards16Scorecard definitions
lo_scorecard_metrics20Metric definitions
lo_scorecard_values12Weekly/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)

TableColumnsDescription
lo_meetings24Meeting records
lo_meeting_attendees10Attendance tracking
lo_meeting_action_items14Action 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)

TableColumnsDescription
lo_issues24Issue records
lo_issue_discussions14Discussion 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:
  1. Identify - What’s the real issue?
  2. Discuss - Open discussion (no tangents)
  3. Solve - Determine action/to-do

7. To-Do Management (2 tables)

TableColumnsDescription
lo_todos20To-do items
lo_todo_comments10Comments/updates
To-Do Rules:
  • Due within 7 days
  • Owned by one person
  • Clear, measurable outcome
  • Status: opencomplete | dropped

8. One-on-Ones (2 tables)

TableColumnsDescription
lo_one_on_ones181:1 meeting records
lo_feedback16Feedback 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)

TableColumnsDescription
lo_assessments20Assessment definitions
lo_assessment_recipients10Who takes assessment
lo_assessment_responses14Response records
lo_assessment_schedules12Recurring assessments
lo_gwc_assessments16GWC 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)

TableColumnsDescription
lo_knowledge_articles22Knowledge articles
lo_knowledge_article_versions14Version history
lo_knowledge_categories12Category structure

11. Module Settings (1 table)

TableColumnsDescription
lo_module_settings29LO configuration
Key Settings:
SettingTypeDefault
rock_quarter_start_monthinteger1
l10_meeting_duration_minutesinteger90
scorecard_default_frequencytext’weekly’
todo_default_daysinteger7
enable_people_analyzerbooleantrue

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 TermLO Implementation
V/TOlo_vision_documents
Accountability Chartlo_accountability_chart + lo_role_definitions
Rockslo_quarterly_rocks
Scorecardlo_scorecards + lo_scorecard_metrics
L10 Meetinglo_meetings (type: ‘level_10’)
Issues Listlo_issues
To-Do Listlo_todos
People Analyzerlo_assessments + lo_gwc_assessments

See Also