Service Lead (SL) — Role Home
Purpose: Everything a Service Lead needs to know to own technical truth, resourcing, and delivery standards.
Last updated: 2026-04-06
Start Here
| File | Purpose |
|---|---|
| linear-day-1-guide.md | Linear: cross-client views, labels vs Operating roster |
| role-definition.md | What you own, what you don’t, who you partner with |
| expectations-by-cadence.md | Daily / weekly / monthly / quarterly checklist |
| success-metrics.md | Q2 KPIs (floor vs excellence) and Q3 bonus eligibility |
| execution-guides.md | Technical approval + IC accountability patterns |
Quick Reference
Your Partners
| Partner | When to Engage |
|---|---|
| CSO | Scope questions, client narrative, sponsor feedback |
| HoD | Delivery risk, project health, resourcing conflicts, standards enforcement |
| ICs | Technical execution, playbook development, quality delivery |
Systems You Own vs Influence
| System | Your Role | Entry Point |
|---|---|---|
| Operating | Owner (sub-service allocations) | Operating dashboard |
| Linear | Contributor (tickets, projects, initiatives) | sl-cross-client-views.md |
| Standards | Owner (playbooks for your service) | knowledge/delivery/service-lines/{your-service}/ |
| Client Linear | Observer (quality, blockers) | CSO owns board; you advise |
Meetings
- Weekly Leadership Sync — Check in with HoD + CSOs on blockers
- Monthly Service Line Review — Review KPIs, playbooks, cross-client patterns
- Project Review Meetings — Attend when technical risk flagged (or send written sign-off)
Where Work Lives
| Type | Location | Who Writes |
|---|---|---|
| Playbooks | knowledge/delivery/service-lines/{ai,data,strategy-analytics}/ | SL + top ICs |
| Service Line Tickets | Linear “Delivery” team → “Establish X Service” initiative | SL |
| Cross-client views | Saved views | SL configures |
| Review Notes | knowledge/delivery/service-lines/{your-service}/ | SL |
Archive
illustrative content — older drafts kept for reference.
Questions? Escalate to HoD via Weekly Leadership Sync or your monthly Service Line Review.