The Vault · Chiefs of Staff on Retainer

You Were Hired Part-Time. The Problems Were Not.

Thirty-two working documents for the Chief of Staff who holds the seat two days a week. You are in one building while three are running, and you can be let go on a Tuesday. Written by two people who have held the seat. Built to read the role over eighteen months, not ninety days, and to ask the intake questions once.

What This Is

This Is Not the Main Vault With a Discount.

The Playbook Vault carries the client's machine: the board pack, the decision log, the cascade, the offsite. This shelf carries the seat itself, held part-time. Everything here assumes three things. You are in three companies at once. The executive assistant sees more of the executive's week than you do. And the person who signs your invoice is the person you will have to tell the truth to. A full-time Chief of Staff closes the trust gap, the distance between being hired and being believed, over months of hallway time. You have no hallway. These are the substitutes.

The Spine

Two Clocks. Neither of Them Is Ninety Days of Results.

Every document hangs on the moment you use it. The first quarter is the Installation Term, judged only on whether the machine got built: the keys, the conferral, the weekly update at the same hour, and the handoffs that hold on your off-days. The conferral is the meeting where the executive tells the leadership team, out loud, what you are allowed to decide. The role itself is read at six, twelve, and eighteen months. The quarterly review keeps the engagement honest. It never grades the seat.

Before the Contract

Qualify

Fit Screen, conflict check, reference check, the Architect, and the commission: the written agreement that says what you are hired to carry and decide.

Days 0–10

Land

Keys, the EA, the conferral, the operating agreement, the relationship map.

Every Week

Operate

The update at the same hour, the value signal, the scope log, the truth when it is owed.

Day 100, Then Every Quarter

The Installation Review

Eight yes-or-no rows, then a checkup each quarter. One word: renew, rescope, convert, or exit.

Months 6 · 12 · 18

The Three Readings

The only three times the role itself is judged, against what should be true by then.

When It Ends

Exit

Planned or Tuesday-shaped. The handoff, the reference, the letter you write yourself.

Inside the Shelf

Seven Phases. Thirty-Two Documents.

Word templates for the documents. Excel workbooks with live formulas for anything that scores or counts. One interactive tool that does the intake so you do not have to. Every card in the library says when in the eighteen months you open it.

Qualify

Before the Contract

The Fit Screen, the conflict check, the Client Viability Matrix, the Fractional Commission, the Scope & Mandate Letter, the Equity Offer Worksheet, the Counsel Checklist.

Land

Days Zero to Ten

The keys, the EA, the conferral, the Client Operating Agreement, the Executive’s User Manual, the relationship map.

Operate

Every Week and Every Quarter

The Fractional Weekly Update, the Weekly Value Signal, the scope log, the Build-to-Leave Tracker, the truth when it is owed.

Prove, Exit, Practice

The Ask, the Ending, Your Own Numbers

The review of the terms, the Handoff Pack, the Practice Capacity & Pricing Model, and the Fractional-to-Firm Decision for the year a third client appears.

Interactive

The Commission Architect. Twenty-Five Questions, Asked Once.

Run it the evening of the discovery call. It asks who is commissioning the role, why now, and what breaks if the seat stays empty. It asks which of the nine functions the executive wants carried, and by whom; which decisions they will hand over without a check-in; whether access and tools are solved. Out the other side you get a diagnosis of which of the six bad commissions you face, a verdict with flags, a scored Client Viability Matrix, and a nine-section draft commission you argue with line by line. It runs in your browser and sends nothing anywhere.

Who It Is For

You Hold the Seat, Part of the Week, for People Who Can End It.

This Is You
  • You carry the Chief of Staff functions for one to three executives on retainer
  • You have lost a week to a guest-tier chat seat and a calendar that showed only free and busy
  • You have absorbed scope you should have priced, and priced scope you should have declined
  • You have been graded at ninety days by someone who hired you for a machine that takes eighteen months to install
This Is Not You
  • You are deciding whether to become a Chief of Staff at all; that is the Readiness Assessment
  • You are a full-time Chief of Staff who wants the client's machine; that is The Playbook Vault
  • You are an executive assistant taking on more; the User Manual here is written for your executive, not for you
  • You want a course, a certificate, or someone to call you a rockstar
Membership

$495 a Year. Its Own Library, Its Own Membership.

The Fractional Vault
$495a year
  • Seven phases, thirty-two documents
  • The Commission Architect
  • Word for the documents, Excel with live formulas for anything that scores
  • Every version release during your year, with the changelog
Both Vaults
$895a year
  • This library and The Playbook Vault
  • Both interactive tools, one sign-in
  • $95 less than the two apart

Membership sales open October 1, 2026.

Annual membership, billed by Stripe, cancel anytime before renewal. Membership does not include our time, but if you think a document is wrong, challenge us by email. The shelf changes when you are right.

Members

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Questions

Common Questions. Direct Answers.

Why eighteen months?

Because the role takes that long to install. Grade it sooner and you are grading a half-built machine on its output. Most fractional engagements run six to twelve months, so the shelf names the first decision point instead of pretending it is not there: the Installation Term, one quarter, judged on eight things the fractional controls and can prove by day 100. The Three Readings, at six, twelve, and eighteen months, are the only three times the role itself is judged.

What is a commission?

A scope of work rebuilt as a commission. It is written before hour one and read out to the leadership team by the executive, then held for a year by that executive, who can end it on a Tuesday. Nine sections, eleven pages, and the executive's side of it is priced. If you want a two-page statement of work, the Scope & Mandate Letter is on the shelf too.

Does the Commission Architect keep my answers?

No. It runs in your browser and keeps nothing. Your twenty-five answers become a diagnosis, a verdict with flags, a scored Client Viability Matrix, and a drafted commission. Copy the scores into the workbook, export the draft as Markdown, close the tab.

Does this cover the legal side?

The documents do. The Independence Audit names the US tests for contractor status and points UK readers at IR35. The Counsel Checklist tells you which twelve questions to bring to a lawyer and does not pretend to answer them. Your lawyer reads those two pages after you do.

Does this include the Playbook Vault?

No. The Playbook Vault is the client's machine, written for the full-time seat, with its own membership. Join both for $895 a year and switch between them from inside either one.

What if I cancel?

Then you have a year of the library and everything released in it. Cancel before your renewal date and you will not be charged again. The documents you downloaded are yours to keep.

The Fractional Vault

Start With The Eighteen Months in the Seat.

Every document hung on the moment you use it, from the discovery call to the letter you write yourself on the way out.