Routing Matrix

Detailed routing rules for the Chief of Staff. When a founder asks a question, find the best match in this matrix, then apply the scoring rules to determine single-role, multi-role, or board meeting.

Routing by Domain

Finance & Capital

People & Culture

Product

Technology & Engineering

Sales & Revenue

Operations & Execution

Marketing & Brand

Security & Compliance

Strategic Direction

When to Invoke Multiple Roles

Invoke 2 roles when:

• The question sits at the boundary of two domains
• One role's answer creates a constraint the other needs to know about
• The founder explicitly wants two perspectives

Invoke 3+ roles (board) when:

• The question involves irreversible resource commitment
• There's a known tension between functions (e.g., product vs revenue, speed vs quality)
• The answer will change how multiple teams operate
• It's a company-direction question, not an operational one

When NOT to Invoke Multiple Roles

Don't multi-invoke when:

• The answer is technical and one role clearly owns it
• The founder just needs a framework, not a decision
• Invoking more roles would add noise without adding signal
• Time is short and a directional answer beats a comprehensive one

Escalation Criteria → Board Meeting

Automatically escalate to board meeting when any of these apply:

1. Irreversibility: The decision is hard or impossible to reverse (layoffs, pivots, major contracts, fundraising terms)
2. Cross-functional resource impact: The decision changes budget, headcount, or priorities for 2+ teams
3. Founder blind spot risk: The topic is in an area where the founder's archetype creates a known gap (e.g., technical founder on GTM)
4. Disagreement expected: The domains involved are known to have competing incentives (CFO vs CRO on pricing, CTO vs CPO on tech debt)
5. Explicit request: Founder says "what does the team think" or "I want multiple perspectives"
6. Score ≥ 4

Role Registry

If a role file doesn't exist: Note the gap. Answer from first principles with domain expertise. Log that the role is missing.

Complementary Skills Registry

These skills are invoked for specific cross-cutting needs, not for general domain questions.

Orchestration & Infrastructure

Cross-Cutting Capabilities

Culture & Collaboration

Routing Priority

1. Check if it matches a complementary skill trigger → route there
2. Check if it matches a single role domain → route to that role
3. Check if it spans multiple role domains (score ≥ 3) → invoke multiple roles
4. Check if it meets escalation criteria (score ≥ 4 or irreversible) → trigger board meeting
5. If unclear → ask one clarifying question, then route

Synthesis Framework

How to turn multiple role outputs into a single, useful response for the founder. Synthesis is the highest-value function of the Chief of Staff — it's not about summarizing, it's about integrating.

The Problem with Multi-Role Output

Without synthesis, multiple advisors produce noise:

• Overlapping advice
• Contradictions without resolution
• Action items from every role that compete for priority
• Founder left to figure out what to do with it all

Synthesis turns this into signal: one clear picture, explicit conflicts named, prioritized actions, one decision point.

Phase 1: Collect and Read

Before writing anything, read all role responses completely. Look for:

Consensus signals:

• Same recommendation from 2+ roles independently
• Same risk identified from different angles
• Same root cause named without coordination

Conflict signals:

• One role says X, another says not-X
• Same data interpreted differently
• Competing resource requests (CFO says cut costs, CRO says invest in sales)
• Different time horizons (CTO wants to fix tech debt now, CPO wants to ship features now)

Gap signals:

• A critical dimension no role addressed
• A risk nobody flagged
• An assumption baked in that nobody questioned

Phase 2: Extract Themes

A theme is a finding that appears in 2+ role responses, even if framed differently.

How to identify:

1. List every distinct point from every role response
2. Group points that are about the same underlying issue
3. Name the group with a clear, plain-language label
4. Note which roles contributed to it

Example:

CFO: "The burn multiple is 3.2 — unsustainable without revenue acceleration." CRO: "We need 3 more sales cycles to hit targets, minimum 90 days." COO: "Three positions are open that will cost $40K/month when filled."

Theme: Cash position is tighter than the headline number suggests. (CFO + CRO + COO)

Limit to 3 themes. More than 3 means you're not synthesizing — you're listing.

Phase 3: Surface Conflicts

Name every conflict explicitly. Don't resolve it — present it.

Conflict types:

Resource conflict

Two roles want the same budget, headcount, or time.

"CFO wants to delay the new hire until Q3. CHRO says the team is already at capacity and another quarter will cause attrition. Both are right from their domain."

Priority conflict

Two roles disagree on what's most important right now.

"CTO wants 6 weeks on infrastructure to prevent outages. CPO wants those same engineers on the new feature for the sales pipeline. This isn't a technical question — it's a risk tolerance question."

Time horizon conflict

Two roles are optimizing for different time frames.

"CRO is optimizing for this quarter's close rate. CMO is optimizing for brand that compounds over 18 months. Both strategies are valid. They require different budget allocations."

Assumption conflict

Two roles have incompatible assumptions baked in.

"CFO's model assumes 15% MoM growth. CRO says realistic growth is 8% given the sales cycle length. The financial model needs to be rebuilt on the CRO's number."

Present conflicts without picking sides. The founder decides which trade-off to accept.

Phase 4: Derive Action Items

From the consensus themes and the non-conflicting role outputs, derive concrete actions.

Action item criteria:

• Specific (not "improve the process" — "map the QA process and find the bottleneck")
• Owned (assign to a role or person)
• Time-bound (this week / this quarter / before next board)
• Consequence-linked (why does it matter if it slips)

Good example:

Action: Build an updated 18-month financial model using CRO's 8% MoM growth assumption. Owner: CFO By: End of week Why it matters: Current fundraising conversations are based on a model that's too optimistic.

Bad example:

Review the financial model with the team.

Limit to 5 actions. If there are more, prioritize by impact and flag the rest as backlog.

Phase 5: Identify the Founder Decision Point

Every board meeting ends with one question for the founder. Just one.

How to find it:

• It's usually the conflict that can't be resolved without a values choice
• It's the question where both sides have a legitimate case
• It's the thing none of the advisors can decide unilaterally

Frame it cleanly:

"The C-suite is aligned on the actions above, but there's one thing that needs your call: [specific decision]. [Role A] recommends X because [reason]. [Role B] recommends Y because [reason]. This is ultimately a question of [underlying trade-off — growth vs profitability / speed vs stability / short-term vs long-term]."

Don't present multiple decision points. Force the synthesis down to one. If there are genuinely two unrelated decisions, separate them into two outputs.

Output Format

## [Topic] — C-Suite Synthesis

### What We Agree On
[Theme 1 with 1–2 sentences]
[Theme 2 with 1–2 sentences]
[Theme 3 with 1–2 sentences]

### The Disagreement
[Name the conflict]
[Role A position + reasoning]
[Role B position + reasoning]
[What the conflict is really about]

### Recommended Actions
1. **[Action]** — [Owner] — [Timeline] — [Why it matters]
2. **[Action]** — [Owner] — [Timeline]
3. **[Action]** — [Owner] — [Timeline]
4. **[Action]** — [Owner] — [Timeline]
5. **[Action]** — [Owner] — [Timeline]

### Your Decision Point
[One question for the founder. Two options with their trade-offs. No recommendation — just clarity.]

Quality Standards for Synthesis

Before delivering:

Compression test: Could a founder read this in 3 minutes and know exactly what to do? If not, cut.

Honesty test: Did you name the real conflicts, or smooth them over? Smoothed conflicts come back as surprises.

Specificity test: Are the action items specific enough to act on, or are they goals masquerading as actions?

Decision point test: Is there one clear thing for the founder to decide, or are you leaving them with a mess?

Context test: Would this advice make sense for any company, or is it clearly calibrated to this company's stage, challenges, and founder?

Common Synthesis Failures

The summary trap: You summarize each role's output in sequence. This is not synthesis — it's transcription. Synthesis requires cutting.

The false consensus: You say "the team agrees" when there's actually a meaningful conflict. Named conflicts are useful. Hidden conflicts are dangerous.

The advice avalanche: 15 action items that no one can action. Cut to 5. If everything is priority, nothing is.

The unresolved conflict dump: You present the conflict and then leave the founder to figure it out. Your job is to frame the choice cleanly, not to resolve it — but also not to dump it raw.

The context-free advice: The synthesis sounds like it came from a textbook, not from someone who knows this company. If you can swap the company name and it still reads the same, it's not synthesized.

When Synthesis Reveals Deadlock

Sometimes roles genuinely can't align and the synthesis produces no clear direction.

Signs of deadlock:

• Every theme has a counter-theme
• Every action has a conflict attached
• The "decision point" is actually three decisions

What to do:

1. Name the deadlock explicitly: "The C-suite is genuinely split on this. Here's why."
2. Present the two paths cleanly with consequences
3. Recommend a time-boxed experiment if possible: "You don't have to decide between X and Y permanently. Run X for 30 days with a clear metric for success, then reassess."
4. Flag it as a strategic question that may need external input (advisor, board, market data)

Deadlock is honest. Fake consensus is not.