Q2 2026 Operations Plan
Status: Draft
Created: 2026-03-24
Updated: 2026-03-24
Author: Cursor Agent
CSO: Brylle Girang
Related: Executive Q2 Planning Operating Model
Quick Links:
1. Context & Problem Statement
Current State
- Operations team meets weekly with focus on cross-functional coordination
- Currently handling PTO/leave tracking, vendor management, spend alignment
- Working with Finance on budget tracking and spend visibility
- Multiple systems for operations data (Linear, spreadsheets, vendor portals)
Problem Statement
- Operations data is fragmented across Linear, spreadsheets, and vendor systems
- PTO/leave tracking needs a reliable, visible system for leadership
- Spend alignment between Finance and operations teams has gaps
- No consolidated Q2 operations plan connecting vendor, budget, and people operations
Goal
Establish Operations as the connective tissue of Q2 execution—running reliable systems for PTO, spend, vendor, and cross-functional coordination that enable other teams to focus on delivery.
2. Connection to Broader Goals
Company Q2 Goals
- Provide reliable operations infrastructure for company growth
- Support Finance with accurate, timely spend tracking and forecasting
- Enable People team with streamlined PTO/leave systems
- Ensure vendor relationships support Q2 delivery needs
Delivery Standards
- Weekly operations standup with clear action items
- Documented systems and playbooks for repeatable operations
- Clear handoffs between Operations, Finance, and People
3. Work Phases
Phase 1: Systems Audit & Decisions (Weeks 1-2: Late March)
- Audit all operations systems (PTO, vendor, budget, tools)
- Decide PTO tracking system (Linear vs. Google Calendar) with People team
- Document current vendor relationships and renewal dates
- Map spend tracking workflows with Finance
Phase 2: System Implementation (Weeks 3-8: April–May)
- Implement chosen PTO tracking system with training for all staff
- Build or improve spend dashboard aligned with Finance needs
- Create vendor management tracker with renewal alerts
- Establish cross-functional operations rhythm (who, what, when)
Phase 3: Optimization (Weeks 9-10: Late May)
- Review operations metrics (PTO accuracy, spend tracking timeliness)
- Gather feedback from Finance, People, and Delivery on operations support
- Document operations playbooks for H2
Phase 4: Ongoing (Weeks 11-13: June)
- Weekly operations standup (Tuesdays per current cadence)
- Monthly vendor/spend review with Finance
- Quarterly operations retrospective
4. Success Metrics
| Metric | Before | Target (End of Q2) | Owner |
|---|---|---|---|
| PTO tracking accuracy/error rate | Manual/errors | 95%+ accurate | Brylle |
| Spend visibility (real-time vs. delayed) | TBD | Real-time dashboard | Brylle |
| Vendor renewal surprises | TBD | 0 surprises | Brylle |
| Operations request response time | TBD | <24 hours | Brylle |
5. Risks & Mitigations
| Risk | Mitigation | Owner |
|---|---|---|
| Tool adoption resistance | Training + leadership mandate for PTO system | Brylle |
| Finance/systems data drift | Weekly reconciliation process | Brylle |
| Vendor renewal during busy period | 60-day advance alerts | Brylle |
6. Open Questions
- What is the final decision on PTO tracking (Linear vs. Google Calendar)? — Need alignment with People team
- Which vendor renewals are coming up in Q2/Q3? — Need vendor list from Finance
- What tools/access does Operations need from Platform? — Need tech support list
7. Next Steps
- Review and approve plan (owner: Brylle Girang) — Due: 2026-03-28
- Decide PTO system with People team (owner: Brylle + Rico) — Due: 2026-04-04
- Align spend tracking with Finance (owner: Brylle + Luke) — Due: 2026-04-04
- Create Linear initiatives for Q2 operations work (owner: Brylle) — 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 |
|---|---|---|
| Operations Weekly Sync | Transcript | Current operations priorities and context |
| Q2 Budget + Planning | Transcript | Finance/operations alignment context |
| People Q2 Plan | q2-people-plan.md | PTO system coordination |
Last updated: 2026-03-24