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 · Unblocker sweep — did these happen?
Supplier login by location for AH [done] and BOCCA + working with order schedule
week of 7 Sept 2026
Step 2 · Goals of September 2026 — the accountability moment
Scale
CM will work only in 5 systems, which further automates the administrative tasks across those systems
The key administrative processes between the 5 core systems have been automated, tested, and implemented. Community Managers are working with the new workflow and are experiencing a demonstrable reduction in manual administrative tasks and more time to focus on the member experience.
deadline 30 Sept 2026 lands this month · full retro
Scale
Develop BI dashboard
1. The dashboard provides insight into the commercial and operational health of each Stories location (including retention, churn, occupancy, and revenue).
2. The dashboard is part of the monthly performance reviews with Community Managers.
deadline 30 Sept 2026 lands this month · full retro
Scale
Community Manager Insights
Successful first insights session held with Community Managers
deadline 30 Sept 2026 lands this month · full retro
On-time openings · target All 3 of 3 new locations on time
Milestones
Step 4 · Goals for October 2026 — 0 carried, 3 slots left (max 3)
Step 5 · 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 Member Experience locks all outcomes, retros and values permanently. A mistake? A closed month can be voided (never edited) from its scorecard page.