Chiefs of Staff · The Vault

Stop Building the Document. Start Running It.

The working libraries of the Chief of Staff role, from two people who have done the job. One vault for the full-time seat, one for the fractional seat, and a door that opens both. Pick yours.

Why It Exists

Nobody Left You the Files. Or They Left You the Wrong Ones.

Most Chiefs of Staff build the same documents from scratch at eleven on a Sunday night, for an executive who needs them Monday. The lucky ones inherit a folder called “templates FINAL v3” that somebody wrote for somebody else’s CEO. We wrote the files we wished someone had left us.

Chiefs of Staff in the Seat

The Full-Time Vault

$495a year

The documents that run an executive’s office. Board packs, decision logs, comms cascades, offsite runbooks, the reorg, the crisis you get one hour to answer, and the second year in the role. Ten shelves, forty-four documents and tools, the KPI Builder and the Mandate Architect among them.

Open the Full-Time Vault
Chiefs of Staff on Retainer

The Fractional Vault

$495a year

The documents that run a part-time engagement. The commission, the keys, the weekly value signal, the installation review, the readings at six, twelve and eighteen months, the exit. Seven phases, thirty-three documents, the Commission Architect, and the ten full-time documents the engagement cannot run without.

Open the Fractional Vault
One Sign-In, Two Libraries

Both Vaults

$895a year

Every shelf in both libraries, all three instruments, one membership. For the Chief of Staff with a full-time role and a client on the side, or who expects to move between the two. $95 less than the two memberships apart.

Open Both Vaults

Annual membership. Cancel any time before it renews. Team pricing: info@coulandgold.com.

Buying it for someone else? A CHRO for the Chief of Staff, a CEO for the chief they just hired, a client for the fractional they are about to bring on. At checkout, enter the recipient’s name and email in the gift fields. The membership, the welcome email, and the name on every page are theirs. The receipt and the renewal come to you.

Who Wrote It

Two People Who Did the Job.

Rachael Goldfarb
Rachael GoldfarbCo-Founder · Washington, D.C.

Helped run the Clinton White House Chief of Staff’s office. Employee #19 at the Consumer Financial Protection Bureau, where she built a 250-person team with 94% retention. Traveling Chief of Staff to the President of Global Health at the Gates Foundation.

Suzi Coul
Suzi CoulCo-Founder · London, UK

Chief of Staff to a UK Deputy Prime Minister and Lord Chancellor, with nearly two decades at the center of complex, high-stakes environments.

What You Are Buying

Each Vault on One Page.

Every document, placed where it lives in the role. The Full-Time Vault runs three years across the page, from before the hire to Month Thirty-Six. The Fractional Vault runs an engagement from the first conversation to the last meeting, one row per person. The box in the corner of each map explains how to read it.

The Shelves

What Members Pull Down.

The shelves as members see them, one picture per shelf, with every title under it. Every book opens three ways inside the Vault: the Full Guide with a worked example under each part, the fillable worksheet that saves to your account, and the Quick Read on screen. Nothing opens from this page.

The Full-Time Vault, Shelf by Shelf

Ten shelves, 44 documents, workbooks and tools. Scroll sideways.

The Seat shelf: The New CoS First Year, The CoS Role Scorecard, The Standing One-on-One, The EA and Chief of Staff Division of Labor
Shelf 01 · The SeatThe New CoS First Year · The CoS Role Scorecard · The Standing One-on-One · The EA and Chief of Staff Division of Labor
Meeting Operations shelf: The Agenda Bank, The Decision Log, The Meeting Audit Worksheet, The Pre-Read Template
Shelf 02 · Meeting OperationsThe Agenda Bank · The Decision Log · The Meeting Audit Worksheet · The Pre-Read Template
KPIs & Measurement shelf: The KPI Builder, The Decision Velocity Tracker, The Executive Time Portfolio Audit, The Surprise News Log
Shelf 03 · KPIs & MeasurementThe KPI Builder · The Decision Velocity Tracker · The Executive Time Portfolio Audit · The Surprise News Log
Executive Communication shelf: The Weekly CEO Update, The Board Pre-Read Pack, All-Hands Script + Slide Skeleton, The Comms Cascade Planner, The Investor Update, The Annotated Weekly Update
Shelf 04 · Executive CommunicationThe Weekly CEO Update · The Board Pre-Read Pack · All-Hands Script + Slide Skeleton · The Comms Cascade Planner · The Investor Update · The Annotated Weekly Update
Planning & Execution shelf: The Annual Planning Runbook, The Quarterly OKR Reset, Offsite Agenda + Logistics Checklist
Shelf 05 · Planning & ExecutionThe Annual Planning Runbook · The Quarterly OKR Reset · Offsite Agenda + Logistics Checklist
People & Stakeholders shelf: The Executive Onboarding Runbook, The CoS Interview Loop Kit
Shelf 06 · People & StakeholdersThe Executive Onboarding Runbook · The CoS Interview Loop Kit
Special Situations shelf: The Reorg Comms Plan, The Crisis Comms One-Pager
Shelf 07 · Special SituationsThe Reorg Comms Plan · The Crisis Comms One-Pager
The Executive's Side shelf: How to Leverage Your Chief of Staff, The First-Time CEO & the Chief of Staff, The Executive's Side, Signed
Shelf 08 · The Executive's SideHow to Leverage Your Chief of Staff · The First-Time CEO & the Chief of Staff · The Executive's Side, Signed
The Hard Parts shelf: The Truth-Telling Protocol, The Leadership Team Relationship Map, The Side-Door Ledger, The Decision Rehearsal, The Incubation Charter, The Gatekeeping Rules
Shelf 09 · The Hard PartsThe Truth-Telling Protocol · The Leadership Team Relationship Map · The Side-Door Ledger · The Decision Rehearsal · The Incubation Charter · The Gatekeeping Rules
The Second Year shelf: The Second Year in the Seat, The Mandate Renewal, The Mandate Drift Log, The Compensation & Title Brief, The Chief's Case File, The Exit Readiness Reading, The Transition Runbook, The Board Relationship Map & Annual Board Calendar, The Executive Transition Runbook, The Mandate Architect
Shelf 10 · The Second YearThe Second Year in the Seat · The Mandate Renewal · The Mandate Drift Log · The Compensation & Title Brief · The Chief's Case File · The Exit Readiness Reading · The Transition Runbook · The Board Relationship Map & Annual Board Calendar · The Executive Transition Runbook · The Mandate Architect

The Fractional Vault, Phase by Phase

The spine, seven phases, and the shared shelf: 33 of its own plus 10 shared with the Full-Time Vault. Scroll sideways.

The Spine shelf: The Eighteen Months in the Seat
The SpineThe Eighteen Months in the Seat
Executive-Facing shelf: The Commissioning Guide
Phase 01 · Executive-FacingThe Commissioning Guide
Qualify shelf: The Engagement Fit Screen, The Conflict Check & Disclosure Letter, The Commission Architect, The Client Viability Matrix, The Fractional Commission, The Scope & Mandate Letter, The Counsel Checklist, The Equity Offer Worksheet
Phase 02 · QualifyThe Engagement Fit Screen · The Conflict Check & Disclosure Letter · The Commission Architect · The Client Viability Matrix · The Fractional Commission · The Scope & Mandate Letter · The Counsel Checklist · The Equity Offer Worksheet
Land shelf: The Day Zero Access Pack, The Arrival Announcement, The EA Alliance Protocol, The Information Latency Protocol, The Client Operating Agreement, The Executive's User Manual, The Leadership Team Relationship Map, The Coverage & Escalation Protocol
Phase 03 · LandThe Day Zero Access Pack · The Arrival Announcement · The EA Alliance Protocol · The Information Latency Protocol · The Client Operating Agreement · The Executive's User Manual · The Leadership Team Relationship Map · The Coverage & Escalation Protocol
Operate shelf: The Fractional Weekly Update, The Weekly Value Signal, The Scope Change Log, The Truth-Telling Protocol, The Cross-Client Pattern Policy, The Cross-Client Calendar, The Build-to-Leave Tracker, The Independence Audit
Phase 04 · OperateThe Fractional Weekly Update · The Weekly Value Signal · The Scope Change Log · The Truth-Telling Protocol · The Cross-Client Pattern Policy · The Cross-Client Calendar · The Build-to-Leave Tracker · The Independence Audit
Prove & Renew shelf: The Quarterly Engagement Review & Value Ledger, The Reference & Case Study Consent Letter
Phase 05 · Prove & RenewThe Quarterly Engagement Review & Value Ledger · The Reference & Case Study Consent Letter
Exit shelf: The Handoff Pack, The Sudden Termination Protocol
Phase 06 · ExitThe Handoff Pack · The Sudden Termination Protocol
Practice shelf: The Practice Capacity & Pricing Model, The Practice Setup Checklist, The Fractional-to-Firm Decision
Phase 07 · PracticeThe Practice Capacity & Pricing Model · The Practice Setup Checklist · The Fractional-to-Firm Decision
Shared With the Full-Time Vault shelf: The Weekly CEO Update, The Decision Log, The Pre-Read Template, The Comms Cascade Planner, The Crisis Comms One-Pager, The Executive Time Portfolio Audit, The Surprise News Log, The KPI Builder, The CoS Interview Loop Kit, The Chief of Staff JD Architect
Shared · Shared With the Full-Time VaultThe Weekly CEO Update · The Decision Log · The Pre-Read Template · The Comms Cascade Planner · The Crisis Comms One-Pager · The Executive Time Portfolio Audit · The Surprise News Log · The KPI Builder · The CoS Interview Loop Kit · The Chief of Staff JD Architect

Every title in both vaults, with one line on what it is for, is on Inside the Vault.