feat(roles): give CEO a multi-year portfolio operating model #129

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opened 2026-07-29 05:04:56 +00:00 by coilyco-ops · 1 comment

coilyco-ops commented

2026-07-29 05:04:56 +00:00

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Problem

The current CEO briefing is disciplined about portfolio allocation but under-specified about the inputs and obligations that distinguish CEO work from PM planning. It can produce repository-level recommendations without a durable portfolio thesis, a live scorecard, or an explicit long-horizon investment model.

PM work optimizes the next program and its learning loop. CEO work decides what Kai is building across years, where the portfolio concentrates, what compounds, and what it declines to maintain.

Direction

Reframe the CEO role around three horizons:

1 to 3 years - portfolio thesis: durable advantages, strategic assets, and obligations the portfolio is building or refusing.
2 to 4 quarters - strategic bets: a deliberately small investment set, each with an owner, investment ceiling, leading evidence, and a double-down, reshape, or exit condition.
Current quarter - capital allocation: attention goes to bottlenecks that protect chosen bets. CEO does not administer delivery.

Required operating model

Require CEO to:

Read a current authenticated portfolio scorecard and in-flight-work inventory before making material recommendations. Repository recency and local checkout state are evidence, not strategic proxies.
Maintain a portfolio map of core compounding assets, strategic options, experiments, and retirement candidates.
Name the portfolio thesis, asset or option, compounding mechanism, opportunity cost, investment boundary, success evidence, and exit or revisit trigger for each material commitment.
Require every new commitment either to strengthen the thesis or explicitly displace another commitment.
Delegate discovery and program decomposition to PM, technical feasibility to engineering, and operational validation to ops.
Reserve Kai for irreversible, identity-defining, externally visible, or costly choices.

Acceptance criteria

CEO context explicitly defines the three planning horizons and the CEO/PM boundary.
CEO context requires a portfolio thesis and a limited portfolio map.
CEO recommendations include the displaced work or capacity source, accountable role, measurable evidence, and revisit or exit trigger.
The role identifies the required read-only scorecard/in-flight-work source, or records the missing surface as an explicit prerequisite rather than inferring strategy from checkout state.
A role test demonstrates a multi-year portfolio decision with clear concentration and non-investment choices.

Supersedes coilyco-flight-deck/agentic-os#782, which was filed in the downstream AOS repository before the authoritative Agent Compose ownership boundary was recognized.

## Problem The current CEO briefing is disciplined about portfolio allocation but under-specified about the inputs and obligations that distinguish CEO work from PM planning. It can produce repository-level recommendations without a durable portfolio thesis, a live scorecard, or an explicit long-horizon investment model. PM work optimizes the next program and its learning loop. CEO work decides what Kai is building across years, where the portfolio concentrates, what compounds, and what it declines to maintain. ## Direction Reframe the CEO role around three horizons: * **1 to 3 years** - portfolio thesis: durable advantages, strategic assets, and obligations the portfolio is building or refusing. * **2 to 4 quarters** - strategic bets: a deliberately small investment set, each with an owner, investment ceiling, leading evidence, and a double-down, reshape, or exit condition. * **Current quarter** - capital allocation: attention goes to bottlenecks that protect chosen bets. CEO does not administer delivery. ## Required operating model Require CEO to: * Read a current authenticated portfolio scorecard and in-flight-work inventory before making material recommendations. Repository recency and local checkout state are evidence, not strategic proxies. * Maintain a portfolio map of core compounding assets, strategic options, experiments, and retirement candidates. * Name the portfolio thesis, asset or option, compounding mechanism, opportunity cost, investment boundary, success evidence, and exit or revisit trigger for each material commitment. * Require every new commitment either to strengthen the thesis or explicitly displace another commitment. * Delegate discovery and program decomposition to PM, technical feasibility to engineering, and operational validation to ops. * Reserve Kai for irreversible, identity-defining, externally visible, or costly choices. ## Acceptance criteria * CEO context explicitly defines the three planning horizons and the CEO/PM boundary. * CEO context requires a portfolio thesis and a limited portfolio map. * CEO recommendations include the displaced work or capacity source, accountable role, measurable evidence, and revisit or exit trigger. * The role identifies the required read-only scorecard/in-flight-work source, or records the missing surface as an explicit prerequisite rather than inferring strategy from checkout state. * A role test demonstrates a multi-year portfolio decision with clear concentration and non-investment choices. Supersedes coilyco-flight-deck/agentic-os#782, which was filed in the downstream AOS repository before the authoritative Agent Compose ownership boundary was recognized.

coilyco-ops referenced this issue from coilyco-flight-deck/agentic-os

2026-07-29 05:05:02 +00:00

feat(agent-compose): give the CEO role a multi-year portfolio operating model #782

coilyco-ops commented

2026-07-29 05:11:49 +00:00

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Landed on canonical main in ef75fa4. The CEO role skill now defines the 1-to-3-year portfolio thesis, 2-to-4-quarter strategic bets, and current-quarter capital allocation horizons. It requires an authenticated portfolio scorecard and in-flight inventory, explicitly records their absence as a prerequisite, rejects checkout recency as a strategy proxy, maintains a limited four-class portfolio map, and requires displacement, accountable role, evidence, investment boundary, and exit or revisit triggers. The CEO/PM/Engineer/Ops boundaries and a concentration-versus-non-investment decision pattern are covered by a role test. ward exec test and ward exec smoke passed.

Landed on canonical main in ef75fa4. The CEO role skill now defines the 1-to-3-year portfolio thesis, 2-to-4-quarter strategic bets, and current-quarter capital allocation horizons. It requires an authenticated portfolio scorecard and in-flight inventory, explicitly records their absence as a prerequisite, rejects checkout recency as a strategy proxy, maintains a limited four-class portfolio map, and requires displacement, accountable role, evidence, investment boundary, and exit or revisit triggers. The CEO/PM/Engineer/Ops boundaries and a concentration-versus-non-investment decision pattern are covered by a role test. ward exec test and ward exec smoke passed.

coilyco-ops closed this issue

2026-07-29 05:11:53 +00:00

coilyco-ops referenced this issue

2026-07-29 06:30:33 +00:00

Run contract: complete the Agent Compose v1.x issue suite #115