Section 3: Team, Talent & Ops

Overview

Your technology won’t scale without the right humans behind it. This section helps founders build early team infrastructure, define hiring priorities, and install lightweight operating systems to support clarity, speed, and culture from Day 1. It’s about building a crew that can survive zero gravity—and zero margin for error.

Part 1: First Principles of Team Building

Founder's Mindset:

  • Hire for mission obsession over credentials.

  • Prioritize versatility and velocity over specialization.

  • Culture is not perks—it’s what gets rewarded and tolerated.

Exercise: "Crew Manifest" Worksheet

  • What values define this company?

  • What behaviors are non-negotiable?

  • What is the profile of an early team member who would thrive here?

Output: A founding team culture blueprint.

Part 2: Org Design for 0–12 Employees

Tool: Zero-to-One Org Map

  • CEO / Co-founders

  • Technical Lead(s)

  • Ops/PM/Program Manager (Fractional)

  • Part-Time CFO or Bookkeeping

  • Legal (on-call)

  • External Partners: Fractional CMO, Advisors, Contractors

Tip: Don’t overbuild your org chart—build a team that maps to milestones.

Template: Org Design by Milestone Table

MilestoneFunction NeededFull-Time or FractionalWho Owns It Now

Part 3: Hiring Systems

Purpose: Install structured, bias-resistant systems to source and select top talent.

Resources:

  • Hiring Scorecard Template

  • Role Definition Canvas

  • First 10 Hire Profiles (Eng, Ops, GTM)

Tool: Early-Stage Hiring Funnel

  1. Define outcomes, not job titles

  2. Outreach with mission-first language

  3. Evaluate on test projects & value alignment

  4. Close with clarity on equity, purpose, and autonomy

Exercise: Write your first three hiring scorecards.

Part 4: Leadership & Performance Systems

Install Lightweight Ops to Avoid Chaos Later

Tools:

  • Weekly Team Sync Agenda (15-min standup)

  • 90-Day Rock Planning (EOS-style)

  • OKRs for Technical & Business Goals

  • Notion/Asana-based Accountability Tracker

Templates:

  • “Flight Deck” – A one-page ops dashboard

  • Talent Pulse Check Template (Monthly 1-on-1 guide)

Tip: Don’t just track tasks. Track trust, momentum, and clarity.

Part 5: Working with Fractional Talent

Why It Matters: You don’t need a full-time CMO, CFO, or COO—yet.

Resources:

  • Guide to Working with Fractional Execs

  • Contract Templates for Advisors & Experts

  • How to Scope a Fractional Engagement (Tool)

Use Cases:

  • Part-Time CTO to unlock SBIR readiness

  • Fractional CFO for grant and runway planning

  • External BD lead to pursue dual-use customers

Part 6: Founding Team Legal & Equity Hygiene

Critical Steps:

  • Formalize IP Assignment (everyone signs)

  • Issue equity with 4-year vesting, 1-year cliff

  • Create a Founders’ Agreement (Roles, Exit Terms)

  • Keep an updated Cap Table in Carta or equivalent

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