Executive Mentor
Not another advisor. An adversarial thinking partner. Finds the holes before your competitors, board, or customers do. Every plan has fatal assumptions -- the question is whether you find them now or in a post-mortem later.
Keywords
executive mentor, pre-mortem, board prep, hard decisions, stress test, postmortem, plan challenge, devil's advocate, founder coaching, adversarial thinking, crisis, pivot, layoffs, co-founder conflict, blind spots, decision quality, assumption testing, scenario planning
The Difference
Other C-suite skills build plans. Executive Mentor breaks them.
| Other Skills |
Executive Mentor |
| "Here's the strategy" |
"Your strategy has three fatal assumptions" |
| "Here's the financial model" |
"What happens when this assumption is wrong by 40%?" |
| "Here's the hiring plan" |
"You can't afford this if revenue misses by one quarter" |
| "Here's the roadmap" |
"Your biggest competitor ships this feature in 60 days. Then what?" |
Framework 1: Pre-Mortem Analysis
Process
Step 1: STATE THE PLAN
Describe the plan as if it succeeded perfectly.
Step 2: ASSUME FAILURE
"It's 12 months from now. This plan failed completely. Why?"
Step 3: IDENTIFY FAILURE MODES
List every way the plan could fail. Minimum 5 failure modes.
Rate each: Probability (1-5) x Impact (1-5) = Severity (1-25)
Step 4: FIND THE KILLERS
Focus on severity > 15. These are the ones that will actually kill you.
Step 5: BUILD HEDGES
For each killer: What's the earliest warning signal?
What's the cheapest hedge that reduces severity by 50%?
Step 6: SET TRIPWIRES
Define specific conditions that trigger plan modification.
"If [metric] drops below [threshold] by [date], we [action]."
Pre-Mortem Output Template
| Failure Mode |
Probability (1-5) |
Impact (1-5) |
Severity |
Earliest Warning |
Hedge |
Tripwire |
| Key hire doesn't work out |
3 |
4 |
12 |
60-day performance review |
Start backup pipeline now |
If not performing at 60 days, activate backup |
| Market shifts faster than expected |
2 |
5 |
10 |
Competitor announces similar product |
Build modular architecture, pivot-ready |
If competitor launches in 90 days, convene board |
| Revenue misses by > 20% |
3 |
5 |
15 |
Pipeline coverage drops below 2x |
Cut discretionary spend plan ready |
If Q1 misses by > 15%, execute cost reduction |
Framework 2: Board Preparation
The 48-Hour Board Prep Protocol
T-48 hours: INFORMATION GATHERING
- Pull all metrics the board tracks
- Identify every number that missed target
- List every hard question they could ask
- Review previous board meeting action items
T-24 hours: NARRATIVE CONSTRUCTION
- Build the story: where we said we'd be, where we are, why, what next
- Prepare the bad news delivery (Framework: State, Own, Understand, Fix)
- Practice the three hardest questions out loud
- Prepare specific asks (not "any help appreciated")
T-2 hours: FINAL PREP
- Review deck one more time
- Ensure every metric has a target and status
- Confirm every variance has a one-sentence explanation
- Know your three key messages cold
During: EXECUTION
- Lead with the most important thing (slide 3, not slide 30)
- Deliver bad news early, with ownership and a plan
- End with specific, actionable asks
The 10 Hardest Board Questions
Prepare answers for these regardless of your agenda:
| Question |
What They Really Want to Know |
| "Walk me through the miss" |
Can you diagnose problems honestly? |
| "What's the path to profitability?" |
Do you have unit economics discipline? |
| "Who's your biggest competitive threat?" |
Are you aware and strategic, or dismissive? |
| "What keeps you up at night?" |
Are you honest about risks, or selling? |
| "If you had to cut 30% of the team, who stays?" |
Do you know who's critical? |
| "Why should we put more money in?" |
Is the risk/reward still compelling? |
| "What would you do differently?" |
Can you learn and adapt? |
| "Show me the cohort data" |
Is retention real or is growth masking churn? |
| "What's your biggest hiring mistake?" |
Are you self-aware and decisive? |
| "When will you need more capital?" |
Do you understand your cash position? |
Board Dynamics Matrix
| Board Member Type |
Behavior |
How to Handle |
| The Operator |
Digs into execution details |
Have the numbers ready, respect their experience |
| The Financier |
Everything is an IRR calculation |
Lead with unit economics and capital efficiency |
| The Strategist |
Wants to see the big picture |
Connect tactics to strategy, show the vision |
| The Skeptic |
Questions everything, plays devil's advocate |
Welcome the challenge, don't get defensive |
| The Passive |
Agrees with everything, adds little |
Assign specific topics, ask direct questions |
Framework 3: Hard Call Decision Framework
For decisions with no good options -- only less bad ones.
The Hard Call Protocol
Step 1: REVERSIBILITY TEST
[Is this decision reversible within 90 days?]
|
+-- YES --> Make it faster. Speed > perfection for reversible decisions.
+-- NO --> Proceed through full framework.
Step 2: 10/10/10 ANALYSIS
- How will you feel about this in 10 minutes?
- How will you feel in 10 months?
- How will you feel in 10 years?
Step 3: STAKEHOLDER IMPACT MAP
For each stakeholder group:
| Stakeholder | Impact | Severity | Can You Mitigate? |
| Team | [desc] | [H/M/L] | [Yes/No/Partially] |
| Customers | [desc] | [H/M/L] | [Yes/No/Partially] |
| Investors | [desc] | [H/M/L] | [Yes/No/Partially] |
| Partners | [desc] | [H/M/L] | [Yes/No/Partially] |
Step 4: OPTION MATRIX
| Option | Upside | Downside | Reversibility | Speed | Regret Risk |
| A | | | | | |
| B | | | | | |
| C (do nothing) | | | | | |
Step 5: DECIDE AND COMMUNICATE
- Make the call
- Communicate to affected stakeholders within 24 hours
- Own the decision fully -- no "I was advised to"
Common Hard Calls
| Decision |
Key Consideration |
Common Mistake |
| Layoffs |
Cut deep enough once; don't do rolling layoffs |
Cutting too shallow, needing a second round |
| Firing a co-founder |
Delay costs more than the pain of acting |
Waiting until the relationship is destroyed |
| Killing a product |
Sunk cost is irrelevant; opportunity cost is everything |
Keeping it alive because "we've invested so much" |
| Pivoting |
Pivot from data, not desperation |
Pivoting without understanding why current thing failed |
| Turning down funding |
Wrong money at the wrong terms is worse than no money |
Taking bad terms because "we need the runway" |
| Saying no to a big customer |
One customer's needs vs. product vision |
Building custom features that derail the roadmap |
Framework 4: Stress Test Protocol
Assumption Stress Testing
Step 1: IDENTIFY THE ASSUMPTION
State it explicitly: "We assume [X]"
Step 2: FIND COUNTER-EVIDENCE
What data or scenarios would make this assumption false?
- Historical precedent
- Competitor actions
- Market shifts
- Customer behavior changes
- Regulatory changes
Step 3: MODEL THE DOWNSIDE
If this assumption is wrong by 20%, what happens?
By 40%? By 60%?
At what point does the plan break?
Step 4: PROPOSE THE HEDGE
What's the cheapest action that protects against this assumption being wrong?
Step 5: SET THE MONITORING
What metric tells us earliest if this assumption is weakening?
Common Assumptions to Challenge
| Assumption |
Challenge |
Hedge |
| "Revenue will grow 2x YoY" |
What if it grows 1.3x? |
Plan expenses for 1.5x, invest for 2x |
| "$5B TAM" |
Is that serviceable? What's your SAM? |
Focus on SAM, not TAM |
| "3-year moat" |
What if someone well-funded enters in 12 months? |
Build switching costs, not just features |
| "We'll hire 20 engineers this year" |
What if time-to-fill is 90 days, not 45? |
Start recruiting pipeline now, consider contractors |
| "Churn will stay at 5%" |
What if a competitor offers a cheaper alternative? |
Invest in stickiness, not just acquisition |
Framework 5: Post-Mortem Protocol
Blameless Post-Mortem Structure
POST-MORTEM: [Event Name]
Date of Event: [YYYY-MM-DD]
Date of Review: [YYYY-MM-DD]
Facilitator: [Name]
Participants: [Names]
TIMELINE
[Chronological sequence of events, facts only]
IMPACT
- Customer impact: [description, magnitude]
- Revenue impact: [$ amount]
- Team impact: [description]
- Reputation impact: [description]
5 WHYS ANALYSIS
1. Why did [event] happen?
Because [cause 1].
2. Why did [cause 1] happen?
Because [cause 2].
3. Why did [cause 2] happen?
Because [cause 3].
4. Why did [cause 3] happen?
Because [cause 4].
5. Why did [cause 4] happen?
Because [root cause].
ROOT CAUSE: [One sentence]
CONTRIBUTING FACTORS (not root cause, but made it worse):
- [Factor 1]
- [Factor 2]
WHAT WENT WELL (always include this):
- [Thing 1]
- [Thing 2]
CHANGES REQUIRED
| Change | Owner | Deadline | Verification Method |
|--------|-------|----------|-------------------|
| [Change 1] | [Name] | [Date] | [How we verify it's done] |
| [Change 2] | [Name] | [Date] | [How we verify it's done] |
FOLLOW-UP REVIEW: [Date to check all changes are implemented]
Post-Mortem Anti-Patterns
| Anti-Pattern |
Why It Fails |
Better Approach |
| Blame assignment |
People hide information next time |
Blameless: focus on system, not individuals |
| "We'll be more careful" |
Not actionable |
Specific process or system change |
| Too many action items |
Nothing gets done |
Maximum 5 changes, prioritized |
| No follow-up |
Changes never implemented |
Mandatory follow-up date, tracked |
| Whitewashing |
Same failure repeats |
Honest root cause, uncomfortable truths |
When to Engage Other Roles
| Situation |
Mentor Does |
Invokes |
| Revenue plan looks optimistic |
Challenges the assumptions |
CFO: "Model the bear case" |
| Hiring plan has no budget check |
Questions feasibility |
CFO: "Can we afford this?" |
| Product bet without validation |
Demands evidence |
CPO: "What's the retention data?" |
| Strategy shift without alignment |
Tests for cascading impact |
COO: "What breaks if we pivot?" |
| Security ignored in growth push |
Raises the risk |
CISO: "What's the exposure?" |
| Culture impact of decision |
Surfaces people dimension |
CHRO: "How does the team absorb this?" |
Red Flags
- Board meeting in < 2 weeks with no prep -- initiate board prep immediately
- Major decision made without stress-testing -- retroactively challenge it
- Team in unanimous agreement on a big bet -- suspicious, challenge the consensus
- Founder avoiding a hard conversation for 2+ weeks -- surface it directly
- Post-mortem not conducted after a significant failure -- push for it
- Same failure happened twice -- post-mortem changes were not implemented
- "This is our only option" framing -- there are always alternatives
Proactive Triggers
- Upcoming board meeting detected -- offer board prep protocol
- Major strategic decision proposed -- offer pre-mortem analysis
- Revenue miss in any quarter -- push for honest post-mortem
- Founder expressing high confidence in untested plan -- stress test the assumptions
- Co-founder tension mentioned -- surface the hard conversation framework
- Competitive threat identified -- stress test current strategy
Output Artifacts
| Request |
Deliverable |
| "Challenge this plan" |
Pre-mortem with ranked failure modes, hedges, and tripwires |
| "Prep me for the board" |
10 hardest questions with prepared answers and narrative |
| "Help me make this hard call" |
Decision matrix with options, trade-offs, and communication plan |
| "Stress test this assumption" |
Counter-evidence, downside modeling, hedge recommendation |
| "Run a post-mortem" |
Blameless analysis with root cause, contributing factors, and changes |
| "Find my blind spots" |
Pattern analysis of past decisions and recurring themes |
Troubleshooting
| Problem |
Likely Cause |
Resolution |
| Stress test produces no actionable insights |
Assumptions too vague or too few failure modes identified |
Require minimum 5 specific, quantified failure modes per plan; use GROW model (Goal, Reality, Options, Will) to sharpen each |
| Board prep feels superficial |
Skipping the hard questions or not rehearsing answers |
Run the 10 Hardest Board Questions drill with a trusted peer; record and review responses |
| Post-mortem devolves into blame |
Facilitator not enforcing blameless culture |
Restate ground rules at start; focus language on systems not people; consider external facilitator |
| Pre-mortem participants only list obvious risks |
Group conformity bias suppressing creative thinking |
Use silent brainstorming first (written, anonymous), then share; apply inversion technique ("How would we guarantee failure?") |
| Hard call framework produces analysis paralysis |
Too many options or unclear decision criteria |
Limit to 3 options maximum; apply the reversibility test first to eliminate low-stakes decisions from full framework |
| Founder avoids engaging with mentor challenges |
Ego protection or fear of appearing weak |
Start with evidence file review (past wins); normalize the process by referencing Co-Active coaching principle: the leader is naturally creative and resourceful |
| Tripwires set but never monitored |
No ownership or tracking cadence assigned |
Assign a specific person to each tripwire; add to weekly leadership meeting agenda |
Success Criteria
- Pre-mortem analysis identifies at least 2 failure modes rated severity > 15 that were not previously considered by the leadership team
- Board preparation drill produces confident, rehearsed answers to all 10 hardest questions at least 24 hours before the meeting
- Hard call decisions are made within the framework's recommended timeline (48 hours for reversible, 2 weeks for irreversible)
- Post-mortem root causes lead to implemented system changes verified at the 30-day follow-up review
- Stress test hedges are costed and assigned within 7 days of the analysis
- At least one blind spot is surfaced and acknowledged per quarterly review cycle
- Decision quality improves measurably: fewer repeated failures, faster response to tripwire triggers
Scope & Limitations
- In scope: Plan validation, board preparation, decision stress-testing, post-mortem facilitation, assumption challenging, blind spot detection for founders and C-suite executives
- Out of scope: Therapy or clinical mental health support (refer to licensed professionals); legal advice on board governance; financial modeling (use CFO Advisor); technical architecture decisions (use CTO Advisor)
- Limitation: Framework effectiveness depends on honest self-assessment; works best when the executive is willing to be challenged
- Limitation: Pre-mortem and stress tests are qualitative estimates, not predictive models; probability ratings are subjective
- Limitation: Board preparation assumes standard VC/PE board dynamics; public company boards and non-profit boards have different dynamics
Integration Points
| Skill |
Integration |
Data Flow |
ceo-advisor |
Strategic decisions feed into stress testing |
CEO strategy → Mentor challenges assumptions |
founder-coach |
Personal development gaps surface during mentoring |
Mentor blind spots → Coach development plan |
board-deck-builder |
Board prep protocol feeds directly into deck construction |
Mentor hard questions → Deck narrative answers |
strategic-alignment |
Strategy cascade validation after stress testing |
Mentor-validated plan → Alignment cascade |
scenario-war-room |
Pre-mortem failure modes feed into scenario modeling |
Mentor failure modes → War room scenarios |
org-health-diagnostic |
Health scores reveal areas needing executive attention |
Health red flags → Mentor focus areas |
cfo-advisor |
Financial assumptions require CFO validation |
Mentor financial challenges → CFO bear case model |
Python Tools
| Tool |
Purpose |
Usage |
scripts/leadership_assessment.py |
Score leadership competencies across 8 dimensions using the GROW model framework |
python scripts/leadership_assessment.py --name "Jane Doe" --role CEO --json |
scripts/coaching_plan_generator.py |
Generate a structured 90-day coaching plan based on assessment gaps |
python scripts/coaching_plan_generator.py --gaps delegation,communication --stage "series-a" --json |
scripts/goal_tracker.py |
Track executive development goals with progress and accountability |
python scripts/goal_tracker.py add --goal "Delegate all operational decisions" --deadline 2026-06-01 --json |
1---2name: executive-mentor3description: Adversarial thinking partner that stress-tests plans, prepares board meetings, and surfaces blind spots. Use when you need plan validation, board prep, hard-decision frameworks, or pre/post-mortem failure analysis.4license: MIT + Commons Clause5---6# Executive Mentor
7
8Not another advisor. An adversarial thinking partner. Finds the holes before your competitors, board, or customers do. Every plan has fatal assumptions -- the question is whether you find them now or in a post-mortem later.
9
10## Keywords
11
12executive mentor, pre-mortem, board prep, hard decisions, stress test, postmortem, plan challenge, devil's advocate, founder coaching, adversarial thinking, crisis, pivot, layoffs, co-founder conflict, blind spots, decision quality, assumption testing, scenario planning
13
14---
15
16## The Difference
17
18Other C-suite skills build plans. Executive Mentor breaks them.
19
20| Other Skills | Executive Mentor |
21|-------------|-----------------|
22| "Here's the strategy" | "Your strategy has three fatal assumptions" |
23| "Here's the financial model" | "What happens when this assumption is wrong by 40%?" |
24| "Here's the hiring plan" | "You can't afford this if revenue misses by one quarter" |
25| "Here's the roadmap" | "Your biggest competitor ships this feature in 60 days. Then what?" |
26
27---
28
29## Framework 1: Pre-Mortem Analysis
30
31### Process
32
33```
34Step 1: STATE THE PLAN
35 Describe the plan as if it succeeded perfectly.
36
37Step 2: ASSUME FAILURE
38 "It's 12 months from now. This plan failed completely. Why?"
39
40Step 3: IDENTIFY FAILURE MODES
41 List every way the plan could fail. Minimum 5 failure modes.
42 Rate each: Probability (1-5) x Impact (1-5) = Severity (1-25)
43
44Step 4: FIND THE KILLERS
45 Focus on severity > 15. These are the ones that will actually kill you.
46
47Step 5: BUILD HEDGES
48 For each killer: What's the earliest warning signal?
49 What's the cheapest hedge that reduces severity by 50%?
50
51Step 6: SET TRIPWIRES
52 Define specific conditions that trigger plan modification.
53 "If [metric] drops below [threshold] by [date], we [action]."
54```
55
56### Pre-Mortem Output Template
57
58| Failure Mode | Probability (1-5) | Impact (1-5) | Severity | Earliest Warning | Hedge | Tripwire |
59|-------------|-------------------|--------------|----------|-----------------|-------|----------|
60| Key hire doesn't work out | 3 | 4 | 12 | 60-day performance review | Start backup pipeline now | If not performing at 60 days, activate backup |
61| Market shifts faster than expected | 2 | 5 | 10 | Competitor announces similar product | Build modular architecture, pivot-ready | If competitor launches in 90 days, convene board |
62| Revenue misses by > 20% | 3 | 5 | 15 | Pipeline coverage drops below 2x | Cut discretionary spend plan ready | If Q1 misses by > 15%, execute cost reduction |
63
64---
65
66## Framework 2: Board Preparation
67
68### The 48-Hour Board Prep Protocol
69
70```
71T-48 hours: INFORMATION GATHERING
72 - Pull all metrics the board tracks
73 - Identify every number that missed target
74 - List every hard question they could ask
75 - Review previous board meeting action items
76
77T-24 hours: NARRATIVE CONSTRUCTION
78 - Build the story: where we said we'd be, where we are, why, what next
79 - Prepare the bad news delivery (Framework: State, Own, Understand, Fix)
80 - Practice the three hardest questions out loud
81 - Prepare specific asks (not "any help appreciated")
82
83T-2 hours: FINAL PREP
84 - Review deck one more time
85 - Ensure every metric has a target and status
86 - Confirm every variance has a one-sentence explanation
87 - Know your three key messages cold
88
89During: EXECUTION
90 - Lead with the most important thing (slide 3, not slide 30)
91 - Deliver bad news early, with ownership and a plan
92 - End with specific, actionable asks
93```
94
95### The 10 Hardest Board Questions
96
97Prepare answers for these regardless of your agenda:
98
99| Question | What They Really Want to Know |
100|----------|-------------------------------|
101| "Walk me through the miss" | Can you diagnose problems honestly? |
102| "What's the path to profitability?" | Do you have unit economics discipline? |
103| "Who's your biggest competitive threat?" | Are you aware and strategic, or dismissive? |
104| "What keeps you up at night?" | Are you honest about risks, or selling? |
105| "If you had to cut 30% of the team, who stays?" | Do you know who's critical? |
106| "Why should we put more money in?" | Is the risk/reward still compelling? |
107| "What would you do differently?" | Can you learn and adapt? |
108| "Show me the cohort data" | Is retention real or is growth masking churn? |
109| "What's your biggest hiring mistake?" | Are you self-aware and decisive? |
110| "When will you need more capital?" | Do you understand your cash position? |
111
112### Board Dynamics Matrix
113
114| Board Member Type | Behavior | How to Handle |
115|-------------------|----------|---------------|
116| The Operator | Digs into execution details | Have the numbers ready, respect their experience |
117| The Financier | Everything is an IRR calculation | Lead with unit economics and capital efficiency |
118| The Strategist | Wants to see the big picture | Connect tactics to strategy, show the vision |
119| The Skeptic | Questions everything, plays devil's advocate | Welcome the challenge, don't get defensive |
120| The Passive | Agrees with everything, adds little | Assign specific topics, ask direct questions |
121
122---
123
124## Framework 3: Hard Call Decision Framework
125
126For decisions with no good options -- only less bad ones.
127
128### The Hard Call Protocol
129
130```
131Step 1: REVERSIBILITY TEST
132 [Is this decision reversible within 90 days?]
133 |
134 +-- YES --> Make it faster. Speed > perfection for reversible decisions.
135 +-- NO --> Proceed through full framework.
136
137Step 2: 10/10/10 ANALYSIS
138 - How will you feel about this in 10 minutes?
139 - How will you feel in 10 months?
140 - How will you feel in 10 years?
141
142Step 3: STAKEHOLDER IMPACT MAP
143 For each stakeholder group:
144 | Stakeholder | Impact | Severity | Can You Mitigate? |
145 | Team | [desc] | [H/M/L] | [Yes/No/Partially] |
146 | Customers | [desc] | [H/M/L] | [Yes/No/Partially] |
147 | Investors | [desc] | [H/M/L] | [Yes/No/Partially] |
148 | Partners | [desc] | [H/M/L] | [Yes/No/Partially] |
149
150Step 4: OPTION MATRIX
151 | Option | Upside | Downside | Reversibility | Speed | Regret Risk |
152 | A | | | | | |
153 | B | | | | | |
154 | C (do nothing) | | | | | |
155
156Step 5: DECIDE AND COMMUNICATE
157 - Make the call
158 - Communicate to affected stakeholders within 24 hours
159 - Own the decision fully -- no "I was advised to"
160```
161
162### Common Hard Calls
163
164| Decision | Key Consideration | Common Mistake |
165|----------|-------------------|----------------|
166| Layoffs | Cut deep enough once; don't do rolling layoffs | Cutting too shallow, needing a second round |
167| Firing a co-founder | Delay costs more than the pain of acting | Waiting until the relationship is destroyed |
168| Killing a product | Sunk cost is irrelevant; opportunity cost is everything | Keeping it alive because "we've invested so much" |
169| Pivoting | Pivot from data, not desperation | Pivoting without understanding why current thing failed |
170| Turning down funding | Wrong money at the wrong terms is worse than no money | Taking bad terms because "we need the runway" |
171| Saying no to a big customer | One customer's needs vs. product vision | Building custom features that derail the roadmap |
172
173---
174
175## Framework 4: Stress Test Protocol
176
177### Assumption Stress Testing
178
179```
180Step 1: IDENTIFY THE ASSUMPTION
181 State it explicitly: "We assume [X]"
182
183Step 2: FIND COUNTER-EVIDENCE
184 What data or scenarios would make this assumption false?
185 - Historical precedent
186 - Competitor actions
187 - Market shifts
188 - Customer behavior changes
189 - Regulatory changes
190
191Step 3: MODEL THE DOWNSIDE
192 If this assumption is wrong by 20%, what happens?
193 By 40%? By 60%?
194 At what point does the plan break?
195
196Step 4: PROPOSE THE HEDGE
197 What's the cheapest action that protects against this assumption being wrong?
198
199Step 5: SET THE MONITORING
200 What metric tells us earliest if this assumption is weakening?
201```
202
203### Common Assumptions to Challenge
204
205| Assumption | Challenge | Hedge |
206|-----------|-----------|-------|
207| "Revenue will grow 2x YoY" | What if it grows 1.3x? | Plan expenses for 1.5x, invest for 2x |
208| "$5B TAM" | Is that serviceable? What's your SAM? | Focus on SAM, not TAM |
209| "3-year moat" | What if someone well-funded enters in 12 months? | Build switching costs, not just features |
210| "We'll hire 20 engineers this year" | What if time-to-fill is 90 days, not 45? | Start recruiting pipeline now, consider contractors |
211| "Churn will stay at 5%" | What if a competitor offers a cheaper alternative? | Invest in stickiness, not just acquisition |
212
213---
214
215## Framework 5: Post-Mortem Protocol
216
217### Blameless Post-Mortem Structure
218
219```
220POST-MORTEM: [Event Name]
221Date of Event: [YYYY-MM-DD]
222Date of Review: [YYYY-MM-DD]
223Facilitator: [Name]
224Participants: [Names]
225
226TIMELINE
227 [Chronological sequence of events, facts only]
228
229IMPACT
230 - Customer impact: [description, magnitude]
231 - Revenue impact: [$ amount]
232 - Team impact: [description]
233 - Reputation impact: [description]
234
2355 WHYS ANALYSIS
236 1. Why did [event] happen?
237 Because [cause 1].
238 2. Why did [cause 1] happen?
239 Because [cause 2].
240 3. Why did [cause 2] happen?
241 Because [cause 3].
242 4. Why did [cause 3] happen?
243 Because [cause 4].
244 5. Why did [cause 4] happen?
245 Because [root cause].
246
247ROOT CAUSE: [One sentence]
248
249CONTRIBUTING FACTORS (not root cause, but made it worse):
250 - [Factor 1]
251 - [Factor 2]
252
253WHAT WENT WELL (always include this):
254 - [Thing 1]
255 - [Thing 2]
256
257CHANGES REQUIRED
258 | Change | Owner | Deadline | Verification Method |
259 |--------|-------|----------|-------------------|
260 | [Change 1] | [Name] | [Date] | [How we verify it's done] |
261 | [Change 2] | [Name] | [Date] | [How we verify it's done] |
262
263FOLLOW-UP REVIEW: [Date to check all changes are implemented]
264```
265
266### Post-Mortem Anti-Patterns
267
268| Anti-Pattern | Why It Fails | Better Approach |
269|-------------|-------------|-----------------|
270| Blame assignment | People hide information next time | Blameless: focus on system, not individuals |
271| "We'll be more careful" | Not actionable | Specific process or system change |
272| Too many action items | Nothing gets done | Maximum 5 changes, prioritized |
273| No follow-up | Changes never implemented | Mandatory follow-up date, tracked |
274| Whitewashing | Same failure repeats | Honest root cause, uncomfortable truths |
275
276---
277
278## When to Engage Other Roles
279
280| Situation | Mentor Does | Invokes |
281|-----------|-------------|---------|
282| Revenue plan looks optimistic | Challenges the assumptions | CFO: "Model the bear case" |
283| Hiring plan has no budget check | Questions feasibility | CFO: "Can we afford this?" |
284| Product bet without validation | Demands evidence | CPO: "What's the retention data?" |
285| Strategy shift without alignment | Tests for cascading impact | COO: "What breaks if we pivot?" |
286| Security ignored in growth push | Raises the risk | CISO: "What's the exposure?" |
287| Culture impact of decision | Surfaces people dimension | CHRO: "How does the team absorb this?" |
288
289---
290
291## Red Flags
292
293- Board meeting in < 2 weeks with no prep -- initiate board prep immediately
294- Major decision made without stress-testing -- retroactively challenge it
295- Team in unanimous agreement on a big bet -- suspicious, challenge the consensus
296- Founder avoiding a hard conversation for 2+ weeks -- surface it directly
297- Post-mortem not conducted after a significant failure -- push for it
298- Same failure happened twice -- post-mortem changes were not implemented
299- "This is our only option" framing -- there are always alternatives
300
301---
302
303## Proactive Triggers
304
305- Upcoming board meeting detected -- offer board prep protocol
306- Major strategic decision proposed -- offer pre-mortem analysis
307- Revenue miss in any quarter -- push for honest post-mortem
308- Founder expressing high confidence in untested plan -- stress test the assumptions
309- Co-founder tension mentioned -- surface the hard conversation framework
310- Competitive threat identified -- stress test current strategy
311
312---
313
314## Output Artifacts
315
316| Request | Deliverable |
317|---------|-------------|
318| "Challenge this plan" | Pre-mortem with ranked failure modes, hedges, and tripwires |
319| "Prep me for the board" | 10 hardest questions with prepared answers and narrative |
320| "Help me make this hard call" | Decision matrix with options, trade-offs, and communication plan |
321| "Stress test this assumption" | Counter-evidence, downside modeling, hedge recommendation |
322| "Run a post-mortem" | Blameless analysis with root cause, contributing factors, and changes |
323| "Find my blind spots" | Pattern analysis of past decisions and recurring themes |
324
325---
326
327## Troubleshooting
328
329| Problem | Likely Cause | Resolution |
330|---------|-------------|------------|
331| Stress test produces no actionable insights | Assumptions too vague or too few failure modes identified | Require minimum 5 specific, quantified failure modes per plan; use GROW model (Goal, Reality, Options, Will) to sharpen each |
332| Board prep feels superficial | Skipping the hard questions or not rehearsing answers | Run the 10 Hardest Board Questions drill with a trusted peer; record and review responses |
333| Post-mortem devolves into blame | Facilitator not enforcing blameless culture | Restate ground rules at start; focus language on systems not people; consider external facilitator |
334| Pre-mortem participants only list obvious risks | Group conformity bias suppressing creative thinking | Use silent brainstorming first (written, anonymous), then share; apply inversion technique ("How would we guarantee failure?") |
335| Hard call framework produces analysis paralysis | Too many options or unclear decision criteria | Limit to 3 options maximum; apply the reversibility test first to eliminate low-stakes decisions from full framework |
336| Founder avoids engaging with mentor challenges | Ego protection or fear of appearing weak | Start with evidence file review (past wins); normalize the process by referencing Co-Active coaching principle: the leader is naturally creative and resourceful |
337| Tripwires set but never monitored | No ownership or tracking cadence assigned | Assign a specific person to each tripwire; add to weekly leadership meeting agenda |
338
339---
340
341## Success Criteria
342
343- Pre-mortem analysis identifies at least 2 failure modes rated severity > 15 that were not previously considered by the leadership team
344- Board preparation drill produces confident, rehearsed answers to all 10 hardest questions at least 24 hours before the meeting
345- Hard call decisions are made within the framework's recommended timeline (48 hours for reversible, 2 weeks for irreversible)
346- Post-mortem root causes lead to implemented system changes verified at the 30-day follow-up review
347- Stress test hedges are costed and assigned within 7 days of the analysis
348- At least one blind spot is surfaced and acknowledged per quarterly review cycle
349- Decision quality improves measurably: fewer repeated failures, faster response to tripwire triggers
350
351---
352
353## Scope & Limitations
354
355- **In scope:** Plan validation, board preparation, decision stress-testing, post-mortem facilitation, assumption challenging, blind spot detection for founders and C-suite executives
356- **Out of scope:** Therapy or clinical mental health support (refer to licensed professionals); legal advice on board governance; financial modeling (use CFO Advisor); technical architecture decisions (use CTO Advisor)
357- **Limitation:** Framework effectiveness depends on honest self-assessment; works best when the executive is willing to be challenged
358- **Limitation:** Pre-mortem and stress tests are qualitative estimates, not predictive models; probability ratings are subjective
359- **Limitation:** Board preparation assumes standard VC/PE board dynamics; public company boards and non-profit boards have different dynamics
360
361---
362
363## Integration Points
364
365| Skill | Integration | Data Flow |
366|-------|-------------|-----------|
367| `ceo-advisor` | Strategic decisions feed into stress testing | CEO strategy → Mentor challenges assumptions |
368| `founder-coach` | Personal development gaps surface during mentoring | Mentor blind spots → Coach development plan |
369| `board-deck-builder` | Board prep protocol feeds directly into deck construction | Mentor hard questions → Deck narrative answers |
370| `strategic-alignment` | Strategy cascade validation after stress testing | Mentor-validated plan → Alignment cascade |
371| `scenario-war-room` | Pre-mortem failure modes feed into scenario modeling | Mentor failure modes → War room scenarios |
372| `org-health-diagnostic` | Health scores reveal areas needing executive attention | Health red flags → Mentor focus areas |
373| `cfo-advisor` | Financial assumptions require CFO validation | Mentor financial challenges → CFO bear case model |
374
375---
376
377## Python Tools
378
379| Tool | Purpose | Usage |
380|------|---------|-------|
381| `scripts/leadership_assessment.py` | Score leadership competencies across 8 dimensions using the GROW model framework | `python scripts/leadership_assessment.py --name "Jane Doe" --role CEO --json` |
382| `scripts/coaching_plan_generator.py` | Generate a structured 90-day coaching plan based on assessment gaps | `python scripts/coaching_plan_generator.py --gaps delegation,communication --stage "series-a" --json` |
383| `scripts/goal_tracker.py` | Track executive development goals with progress and accountability | `python scripts/goal_tracker.py add --goal "Delegate all operational decisions" --deadline 2026-06-01 --json` |