The accountability moment: every goal gets an outcome, every miss gets a written retro, and next month's goals are set. Everything locks when you close — the record is permanent.
September 2026 still has 26 days to go. Closing now locks values and retros early; the usual moment is after month end.
Step 1 · Goals of September 2026 — the accountability moment
Prove
Improve financial planning, including CAPEX budgeting
Update financial forecast and Excel model. Unexpected additional CAPEX costs cause the largest negative cashflow impact.
deadline 30 Sept 2026 lands this month · full retro
Prove
Automate overdue invoice collection
Fully automate T1-T3
Clear process and communication T3+ (inc legal steps)
Full visibility (sheet, dashboard, slack)
deadline 30 Sept 2026 lands this month · full retro
Prove
Organize funding
deadline 31 Oct 2026 is after September 2026 — quick check-in; the full retro comes when the deadline lands
Step 2 · KPI values for September 2026
Minimize value of overdue invoices · target —
Breakdown
Result achievedTarget
✗
✗
ResultOff target
Stories Financial Health · target —
Breakdown
Result achievedTarget
✓
✓
ResultOn target
Step 3 · Goals for October 2026 — 1 carried, 2 slots left (max 3)
Goals you keep, change, or that are still before their deadline carry over automatically and count toward the maximum of three. Focus, focus, focus.
Step 4 · Unblocker for the coming month
One small thing that removes friction in October 2026 — it opens the week of 5 Oct 2026and gets answered at that month's close. Leave empty to skip.
Closing September 2026 for Finance locks all outcomes, retros and values permanently. A mistake? A closed month can be voided (never edited) from its scorecard page.