Q2 2026 Executive Plan
Status: Draft
Created: 2026-03-24
Updated: 2026-03-24
Author: Cursor Agent
CSO: Uttam Kumaran
Related: Executive Q2 Planning Operating Model
Quick Links:
1. Context & Problem Statement
Current State
- Executive function spans company strategy, fundraising, partnerships, and culture
- Multiple internal team Q2 plans now drafted (Marketing, People, Operations, Finance, Legal)
- Client engagement plans exist for CTA, Eden, LMNT, Amble
- Need executive coordination to ensure all Q2 plans align with company goals
Problem Statement
- Executive bandwidth split across strategy, execution, and operations
- Need clear Q2 priorities for executive attention vs. delegation
- Cross-team dependencies (e.g., Marketing + Sales Engineering) need executive coordination
- Leadership review cadence for Q2 plans needs to be established
Goal
Define Executive function’s Q2 focus areas—enabling all other teams to execute while providing strategic direction, removing blockers, and ensuring company-wide alignment on Q2 outcomes.
2. Connection to Broader Goals
Company Q2 Goals
- Enable all 9 internal teams to execute approved Q2 plans
- Ensure client engagements deliver value and stay on track
- Maintain company culture and team health during growth
- Set foundation for H2 strategic initiatives
Delivery Standards
- Weekly executive review of team progress and blockers
- Bi-weekly client health review
- Monthly all-hands or leadership sync on Q2 progress
- Quarterly retrospective and H2 planning
3. Work Phases
Phase 1: Q2 Planning Lock (Weeks 1-2: Late March)
- Review and approve all 9 internal team Q2 plans
- Review and approve active client engagement plans
- Define executive attention priorities (what requires CEO vs. delegate)
- Establish leadership review cadence (weekly/bi-weekly)
Phase 2: Execution Enablement (Weeks 3-8: April–May)
- Weekly executive standup with team leads (blocker removal)
- Bi-weekly client sponsor check-ins
- Monthly quantifiable metrics review (Brylle’s bet)
- Strategic initiatives (partnerships, fundraising as applicable)
Phase 3: Mid-Q2 Review (Weeks 9-10: Late May)
- Review all team progress against Q2 goals
- Adjust priorities/resources based on learnings
- Document Q2 wins and challenges for H2 planning
Phase 4: Q2 Close & H2 Prep (Weeks 11-13: June)
- Final Q2 metrics review with all teams
- Q2 retrospective with leadership
- H2 strategic planning kickoff
4. Success Metrics
| Metric | Before | Target (End of Q2) | Owner |
|---|---|---|---|
| Internal teams with approved Q2 plans | 3 | 9 (100%) | Uttam |
| Client engagements with approved plans | 4 | 100% of active | Uttam |
| Weekly leadership reviews completed | TBD | 12 (weekly) | Uttam |
| Team-reported blockers resolved | TBD | 90% resolved <48hrs | Uttam |
| Executive planning operating model | Draft | Approved + in use | Uttam |
5. Risks & Mitigations
| Risk | Mitigation | Owner |
|---|---|---|
| Executive bandwidth overload | Strict prioritization; delegate operational reviews | Uttam |
| Team plans not approved in time | Daily review sessions until all approved | Uttam |
| Cross-team conflicts on resources | Weekly resource allocation review | Uttam |
6. Open Questions
- What is the weekly leadership review format? — Need to align with team leads
- Which decisions require CEO vs. can be delegated to CSOs? — Need clarity for team leads
- What is the fundraising/partnership priority for Q2? — Need strategic direction
7. Next Steps
- Review and approve this executive plan (owner: Uttam Kumaran) — Due: 2026-03-28
- Schedule Q2 plan reviews with all team leads (owner: Uttam) — Due: 2026-04-04
- Define leadership review cadence (owner: Uttam) — Due: 2026-04-04
- Create Linear initiatives for executive priorities (owner: Uttam) — Due: 2026-04-04
8. Sign-offs
- Team Lead — Scope, outcomes, resourcing — [ ] Signed off? (Owner: ________________)
- Executive Sponsor — Alignment with company goals — [ ] Signed off? (Owner: ________________)
9. Related Resources
| Resource | Location | Description |
|---|---|---|
| Executive Q2 Planning Operating Model | planned/executive-q2-planning-operating-model-2026.md | The standard this plan implements |
| All Team Q2 Plans | knowledge/plans/q2-*-plan.md | Plans to review and approve |
| Q2 Budget + Planning | Transcript | Leadership alignment context |
Last updated: 2026-03-24