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SOP-EXEC-priority-setting-v1.0

1. Purpose

Define how eco|monetize™ sets and communicates priorities — across executives, agents, and time horizons — so that every agent knows what matters most and why, without requiring the CEO to re-state priorities in every session.

The priority problem this solves: In a 21-agent system where the CEO interacts with agents individually, agents can receive conflicting implied priorities (each session feels urgent to the agent in it). Without a stated priority stack, agents optimize locally rather than globally.

2. Priority Tiers

Tier Definition How it shows up
P1 — Critical path Blocking Q2 goals or blocking another P1 Must be worked this week; surfaces in every Daily Summary
P2 — Important Advances Q2 goals but not blocking anything Scheduled within 2 weeks; surfaced in weekly check-ins
P3 — Backlog Good to do; not tied to a current goal Done when P1 and P2 are clear; not surfaced in daily cadence

Q2 standing P1s (as of 2026-04-21): 1. First paid Assessment™ closed — target before end of June 2026 2. Content Portal functional — blocked on code.platform; CDO owns 3. Assessment Handoff SOP (SOP-REV-assessment-handoff) promoted to Active before first deal

These standing P1s inform all other prioritization decisions. Work that competes with them must be explicitly deprioritized or deferred by CEO.

3. Priority-Setting Cadence

Weekly (Monday morning, CEO-directed)

CEO posts or confirms the top 3 priorities for the week in their morning check-in. Executives read this and cascade to their agents accordingly. chief.staff includes the weekly P1 stack in Monday's CEO Daily Summary if not already explicit.

Daily (at each morning check-in)

Each executive states their top 3 priorities for the day. chief.staff scans for conflicts (two executives claiming the same agent's time) and flags in the morning sweep.

On new request (at intake)

When a new strategic request arrives (SOP-EXEC-strategy-request-intake-v1.0), chief.staff explicitly evaluates: - Does this compete with an existing P1? - If yes: does the CEO intend this to displace an existing P1, or run alongside? - chief.staff asks — never assumes a priority bump.

On conflict (same-day)

If two P1 items compete for the same agent or resource, chief.staff escalates to CEO for an explicit priority decision before dispatching either. Agents do not resolve priority conflicts themselves — they flag to chief.staff.

4. Priority Communication

Priority is communicated through:

Channel Purpose
Monday.com Priority field Canonical priority for all active tasks — P1/P2/P3
Morning Check-In top 3 Daily priority declaration by each executive
CEO Daily Summary chief.staff surfaces any priority conflicts or P1 gaps
Session-dir dispatch priority field in dispatch file header (P1/P2/P3)
#agent-handoffs Priority tag in Slack notification: [P1] prefix for urgent items

Priority consistency rule: An agent's Monday.com item priority must match the priority stated in the executive's check-in and the session-dir dispatch. Mismatches flagged by chief.staff at Monday.com audit.

5. Priority Changes

When the CEO changes a priority (deprioritizes a P1, elevates a P3):

  1. CEO states the change explicitly (not implied — chief.staff asks for confirmation if unclear)
  2. chief.staff updates the relevant Monday.com item Priority field immediately
  3. Affected agent is notified via session-dir drop + #agent-handoffs
  4. chief.staff notes the priority change in the next CEO Daily Summary

Priority changes do not require a new Task Brief for in-progress work — just a Monday.com update and agent notification.

6. Quarterly Priority Review

At the end of each quarter, chief.staff and CEO conduct a priority stack review: - What P1s were completed? - What P1s remain and carry forward? - What P3s get elevated for the new quarter? - What ongoing work gets dropped?

Output: updated Q{N+1} P1 stack filed at /Claude/plans/quarterly-priorities-{YYYY-QN}.md and referenced in the first Monday morning check-in of the new quarter.


Change Log

Version Date Change
v1.0 2026-04-21 Initial draft — sop.manager.

Owner: chief.staff Executive sponsor: chief.staff Drafted by: sop.manager Status: Draft — requires CEO approval Version: v1.0