CEO-Mandate-Mandate-Document-Template
The document is a template Mandate built by the 80/20 Institute for a private‑equity‑backed company. It outlines eight core sections that together define the CEO’s operating mandate and align leadership on a $165 M EBITDA target for 2031 (up from $70 M today, requiring $95 M incremental EBITDA). The Number Memo names the target and signatories. The Gap Memo presents a credible $95 M bridge while flagging a $19 M M&A plug as unsolved. The Bridge by Lever quantifies each EBITDA lever, assigns owners, and rates confidence (high for Pumps, medium for Air/Gas, low for Finishing, unsolved for M&A). Structural enablers such as ERP rollout, distribution center build‑out, supplier renegotiation, and a pricing playbook are listed. The Team Lock evaluates each direct‑report with verdicts (Keep, Keep+Develop, etc.) and aligns compensation to owned numbers, highlighting concentration risk. The Operating Cadence establishes a monthly MBR as the engine for pressure‑testing levers and defines a “red rule” for corrective action. The 100‑Day Rollout details a two‑phase plan (0‑30 days alignment and 31‑100 days validation) and explicitly excludes reorganization. Open Items enumerate pending tasks (M&A thesis, lever flow‑through, red‑rule wording, ERP decision, etc.) with owners and dates. Finally, the Signatures section formalizes the mandate, superseding informal expectations.
Topics
Number Memo: Defining $165M EBITDA Target and Signatory Commitment
Specifies the 2031 EBITDA goal, current baseline, required build, and the leaders who must sign within 30 days.