Welcome! It's never too early or too late to get started.

By now you should have received your personalized Mission OS. It is designed to be a living document that brings together the components and insights that help you deepen how mission and impact are integrated into your company's strategy, operations, and products and services.

There's no wrong way to use the Mission OS, but the following steps are helpful to most. You can run through this guide in 15 minutes, or take a few hours over a few weeks. Take the path that suits you best and reach out anytime with questions.

Contents

1. Take a look around.

Your Mission OS is organized into a set of 4 core sheets, with 4 additional registers to keep track of your key metrics, ratings, policies, and communications. Each section is accompanied with a guide. You'll find links to the appropriate guide at the bottom of each worksheet. Feel free to customize and adapt it however you need.

<aside> 💡 Throughout this guide SHEET and Section refer to worksheets and sections in your Mission OS.

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2. Start with questions.

MANAGEMENT: A captain's log for mission and impact questions, actions, and priorities.

Management Worksheet Guide

Open up the **MANAGEMENT** worksheet in your Mission OS. This should become the sheet you check in on during every major management meeting (e.g. quarterly executive meetings, or annual strategic retreat).

• Start today by entering whatever Questions you have related to integrating mission and impact into your company. E.g. you might be asking:

  • How does our mission show up in how we hire employees?
  • What impacts do we have on our customers?
  • We only make software, does our carbon footprint matter?
  • What data do we already have on customer outcomes?

  Doesn't matter what your questions are, if they are relate to mission, impact, or what came up for you during the onboarding survey, list them here.

• Over time, this is where you'll manage priority setting and actions to ensure you stay aligned with mission and impact as your company grows.

Your most important action here may be to schedule a time to check in again on your Mission OS - either as part of an upcoming strategy session or executive meeting, or to set aside additional time to explore the other Mission OS Field Guides here: Mission OS.

3. Fill in the gaps.

CONTEXT: Surface key aspects of your company and how it interacts with the world.

Context Worksheet Guide

Now open up the **CONTEXT** worksheet. This sheet is meant to capture general context that will help you think through factors that may matter on your PATHWAYS and **IMPLICATIONS** worksheets.

• If you completed the setup survey, this should be mostly completed.
• Take a moment to review what's there and fill in any remaining `` cells. Feel free to update anything else along the way.

4. Think about where you're going.

PATHWAYS: Articulate the pathways that lead from what you do, to what you want to achieve.

Pathways Worksheet Guide

Now open up the PATHWAYS worksheet. This sheet will be one you can expect will take thought, over time. It elaborates on CONTEXT: Pathways and is meant to help you get at the core value that your company creates in terms of ultimate outcomes and benefits to stakeholders and the world around you. It's based on a basic logic model framework to help you get started.