Twenty-four printable tools

Tool 19 · Ownership, Founder & Key-Contract Brief

Use this to expose unresolved ownership and authority before success, stress, illness, money, or departure makes the ambiguity expensive.

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Purpose and when to use

Complete before forming a venture, issuing ownership, adding a founder, or making a contract on which survival depends. It is a plain-language issue brief that counsel converts into valid documents. Use Tool 17 for a live negotiation and Tool 18 for funding economics.

Founder and ownership terms

Authority map

Key-contract register

Formula and cautions

Fully diluted ownership = holder’s units and included rights ÷ total units and included rights on the same defined basis. Voting percentage may differ from economic ownership; calculate each class and reserved right separately.

A cap table does not describe vesting, liquidation priority, veto, transfer, IP, employment, tax, or succession. “We trust each other” is not an operating clause. Do not draft legal language from this worksheet or assume a handshake overrides applicable law and signed documents.

Decision output and cadence

Choose document and proceed; resolve named issue; restrict authority temporarily; obtain consent; or pause formation, issue, or contract. Review annually and upon funding, ownership change, key contract, departure, conflict, incapacity, or material role change.

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Professional review flag: Mandatory lawyer and Company Secretary review, with CA input for tax, valuation, compensation, and accounting. Verify current entity, stamp, employment, IP, succession, securities, beneficial-ownership, and sector requirements at official sources.

· TABLE p. 7 · TABLE pp. 51–54 · ASC p. 136. Founder-term, people, negotiation, and four-question contract mechanics consolidated into a standing governance brief.

Tool 20 · Critical-Hire & Ninety-Day Success Scorecard

Use this before meeting candidates. Define the outcome, evidence, lawful process, cost, and first ninety days before charisma changes the standard.

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Purpose and when to use

Complete before opening a critical role and use the same core evidence plan for comparable candidates. The tool joins role design, work evidence, decision record, and onboarding. It does not replace lawful employment documents or permit collection of irrelevant personal information.

Role and economics

Evidence scorecard

Predefine weights totaling 100%. Rate 1 insufficient evidence; 2 partial; 3 meets; 4 strong; 5 exceptional, with a written behavioral or work-sample basis.

Weighted evidence rating = Σ(weight percentage × rating) ÷ 100, producing a result from 1 to 5 when weights total 100%. A lawful must-have or integrity concern overrides the average.

Candidate decision and ninety-day plan

Formula and cautions

Fully loaded first-year cost = cash compensation + employer costs + recruitment + equipment / workspace + onboarding + material management time. Show uncertain items as forecasts. Do not convert age, family status, disability, caste, religion, gender, health, or other protected or irrelevant information into a proxy for performance. Use accommodations and lawful processes.

Decision output and cadence

Choose hire; do not hire; redesign the role; use a bounded contractor or project where lawful; or collect one specified piece of job evidence. Review at 30, 60, and 90 days against the prewritten outcomes—not hindsight or personality fit.

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Professional review flag: HR, employment-law, payroll, tax, immigration, benefits, data, background-check, classification, and workplace-safety review is required as applicable. Verify current national, Karnataka, and local requirements from official sources.

· TABLE pp. 51–54 · ASC p. 139 · LG pp. 110–112. People, capability, apprenticeship, evidence, and error-learning mechanisms adapted into a critical-hire scorecard.

Tool 21 · Decision, Assumption & Pre-Mortem Memo

Use this before a consequential choice, while the evidence and expected outcome can still be recorded without hindsight.

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Purpose and when to use

Complete before decisions with large downside, irreversibility, long feedback, conflicting incentives, or learning value. It merges the decision journal, mission brief, assumption ledger, evidence threshold, pre-mortem, and red-team response. Routine reversible choices do not need a full memo.

Decision frame

Assumption and evidence ledger

Option comparison

Pre-mortem and red team

Assume the chosen path failed badly. Generate causes independently before discussing them.

Plausible failure

Strongest case against the preferred option:

Formula and cautions

outFor commensurable monetary scenarios, expected value = Σ(probability of outcome × value of come). Show the full distribution, not just the average. Probabilities are assumptions unless supported by a credible base rate.

Expected value cannot authorize illegal, unethical, existential, or unfairly transferred harm. Separate process quality from outcome luck. Do not inflate confidence because several assumptions share one weak source. If a cheap test can resolve the key uncertainty before commitment, treat information as an option.

Decision output and cadence

Choose proceed; proceed with safeguards; run a bounded test; defer to a trigger; stop; or escalate to an authorized reviewer. Sign before action. Review on the precommitted date, classify error as information, reasoning, execution, or luck, and write the rule or process change without rewriting the original memo.

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Professional review flag: Domain-dependent. A consequential legal, tax, accounting, investment, insurance, medical, employment, safety, cybersecurity, privacy, or regulated decision requires the appropriately qualified reviewer and current authoritative information.

· LG pp. 95–96 · LG pp. 100–104 · LG p. 112. Decision-journal, mission-brief, assumption-ledger, pre-mortem, red-team, and error-taxonomy mechanics consolidated.

Tool 22 · Continuous Enterprise/Life Risk Register

Use this to keep material risks owned between crises. Score for ordering, then manage the mechanism, trigger, and response.

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Purpose and when to use

Review monthly and before a major commitment. Include enterprise and life risks when one can disable the other: founder health, personal guarantees, concentration, data loss, family dependency, cash, safety, and succession. Tool 07 holds personal emergency access; Tool 23 runs an actual escalation.

Scale chosen for this register

Likelihood: 1 ______ · 2 ______ · 3 ______ · 4 ______ · 5 ______

Impact: 1 ______ · 2 ______ · 3 ______ · 4 ______ · 5 ______ Define the scales in plain language. Use the same period and consequence basis across comparable risks.

Risk register

Coverage prompts

Treatment and acceptance

Formula and cautions

Ordinal exposure score = likelihood rating × impact rating. This orders discussion; it does not turn judgment into probability. Where frequency and loss can be credibly estimated, expected loss = probability × consequence, with tail loss shown separately. Do not compare unlike scales or let a moderate average hide existential impact. Controls need evidence they operate. Insurance can transfer some financial consequence, not responsibility, reputation, safety, or all exclusions. Accepted risk still needs an owner and expiry.

Decision output and cadence

Choose avoid, reduce, transfer, accept with authority, investigate, or escalate now. Review top risks monthly, the full register quarterly, and any item when a trigger, control failure, incident, contract, life change, or external rule alters exposure.

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Professional review flag: Required wherever the risk touches life safety, health, law, tax, insurance, regulated activity, employment, cybersecurity, privacy, financial reporting, or solvency. Use current official rules and specialist assessments; a self-score cannot establish compliance.

· ASC pp. 116–118 · ASC p. 136 · LG pp. 103–109. Risk-register, pre-mortem, crisis, escalation, and after-action mechanisms separated into continuous prevention here and live execution in Tool 23.

Tool 23 · Execution, Escalation & Review Pack

Use this as the operating loop: brief the mission, measure the few signals that change action, escalate early, and review without rewriting history.

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Purpose and when to use

Use for a thirty- or ninety-day mission, a weekly operating cycle, and any trigger that needs escalation. This pack replaces overlapping dashboards, weekly reviews, escalation cards, and after- action forms. Financial detail remains in Tools 13–15; risks remain in Tool 22.

Mission brief

Weekly dashboard

Commitment review

Continue: ____________________ Stop: ____________________ Start: ____________________

Next period’s one must-win: __________________________________________________

Escalation card—complete when a trigger fires

After-action review

Formulas and cautions

• • Variance = actual − target, with direction defined so “better” is unambiguous.
• • Commitment reliability = commitments completed with agreed proof by due date ÷ commitments due.
• • Forecast error = actual − forecast; use absolute or percentage error only with a stated denominator.

Do not reward activity that lacks a causal link to the outcome. Never change metric definitions mid- period without preserving both versions. Escalation is not failure; concealment is. Protect life and stop harm before optimizing the dashboard.

Decision output and cadence

Choose continue; stop; change tactic; change metric; re-scope; escalate; or close and archive. Check essential triggers daily, review commitments and dashboard weekly, run an after-action review at a milestone or incident, and conduct a deeper stewardship review quarterly.

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Professional review flag: Not ordinarily required for routine execution. An escalation involving safety, health, law, employment, customer harm, cybersecurity, privacy, tax, accounting, insurance, regulated activity, or public claims must reach the qualified professional and authorized decision- maker named in the response plan.

· LG pp. 90–91 · LG pp. 100–101 · LG pp. 105–109 · LG pp. 113–114 · ASC pp. 132–134 · MM pp. 106–116. Daily, weekly, mission, dashboard, escalation, after-action, stewardship, and ninety-day mechanics consolidated into one operating loop.

Tool 24 · India Compliance & Professional-Handoff Register

Use this as a decision map, never as a compliance certificate. Applicability, forms, rates, thresholds, and dates must be checked at the current official source.

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Purpose and when to use

Complete before formation, hiring, invoicing, fundraising, importing or exporting, collecting personal data, entering a regulated sector, or signing a material contract in India. Recheck after any change in entity, activity, state, location, workforce, customer, product, ownership, or cross-border flow. Unknown does not mean compliant.

Applicability profile for the reviewer

Obligation register

Status must be one of: verified applicable; verified not applicable; action open; evidence missing; professional answer pending. Never use a green tick without the source page, access date, and retained proof.

Official starting points—not a complete list

The homepage is only a starting point. Capture the exact current notification, rule, master direction, calendar, service page, or form that supports the conclusion. Confirm whether central, Karnataka, municipal, sector, or contract-specific sources also apply.

Professional handoff

Formula and cautions

• • Days to due = official due date − as-of date. Calendar arithmetic does not determine applicability. obliga
• • Evidence completeness = obligations with source, owner, due date, and retained proof ÷ tions assessed as applicable. Report unknown applicability separately.

Do not copy a deadline, threshold, tax rate, form, exemption, return assumption, product rule, or eligibility statement from the corpus. Official portals change; screenshots and search snippets can be stale. A professional opinion needs the actual facts and scope. Preserve acknowledgements, filings, payment evidence, approvals, and advice under an access and retention policy.

Decision output and cadence

Choose verified to proceed; proceed only after named filing or approval; professional answer pending; not applicable with evidence; or stop the action. Review open items monthly and the full register quarterly; refresh immediately before the regulated action and after any trigger listed in the applicability profile.

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Professional review flag:Mandatory. Route corporate matters to a Company Secretary / lawyer, accounting and tax to a CA, securities to a suitably registered adviser or counsel, insurance to an appropriately qualified professional, and other domains to the competent specialist. Current official data is mandatory on the action date.

· ASC pp. 132–141. Only the planning, scorecard, emergency, and handoff mechanics are retained. Corpus product, return, insurance, credit, tax, health, and legal specifics are excluded; current official India sources and professional review govern.

REFERENCE · SOURCES · FINAL LETTER

Keep the mechanism.

Check the fact. Date the decision.

These pages hold reusable scripts, a learning sequence, formula

definitions, evidence limits, and current official routes. They are reference material—not extra rules competing with the field manual.

A source trail makes a claim inspectable. It does not make the claim immortal.