# Leadership and finance: plan, fund and steer the business

> A process map exported from forks.world (https://forks.world). Author: Brian. Source: https://forks.world/p/cmv4pv9p80016jm067qxpnqd2
> It describes who does what, in what order, and with which technology. Read the plain-language sections first; the JSON at the end is the exact, complete data.

## Summary

- 10 steps across 1 layer
- Persona: Leadership team, Board and investors, Finance, Legal and tax

## How to read this file

- A process is made of **layers**. The main layer is the top level; any step of kind `subprocess` opens a detail layer with its own lanes and steps.
- **Lanes** are either persona (people/roles) or technology (systems). Each step belongs to one lane; `using` lists tools a person uses for that step.
- Step kinds: `start`, `task`, `decision` (its arrows carry the answer as a label), `subprocess`, `end`.

## Leadership and finance: plan, fund and steer the business

Lanes:
- Leadership team: person / role (id `ceo`)
- Board and investors: person / role (id `board`)
- Finance: person / role (id `cfo`)
- Legal and tax: person / role (id `law`)

Steps, in the order they run:

1. **Set the strategy and the targets** [subprocess; Leadership team; id `l1`], links to the published process "From strategy to shipped: portfolio, program, project and sprint" (https://forks.world/p/cmv0kqa020045jv064fyyqzna; full text at https://forks.world/api/public/cmv0kqa020045jv064fyyqzna/export)
   - then Build the budget and the forecast
2. **Build the budget and the forecast** [task; Finance; id `l2`]
   - then Approve the plan
3. **Approve the plan** [task; Board and investors; id `l3`]
   - then Need more money to execute?
4. **Need more money to execute?** [decision; Leadership team; id `l4`]
   - if "Yes" go to Raise capital; if "No" go to Keep the company legal: entity, contracts, taxes
5. **Raise capital** [subprocess; Board and investors; id `l5`], links to the published process "How a startup raises venture capital" (https://forks.world/p/cmv21nu4j002al206oyn1bv9w; full text at https://forks.world/api/public/cmv21nu4j002al206oyn1bv9w/export)
   - then Keep the company legal: entity, contracts, taxes
6. **Keep the company legal: entity, contracts, taxes** [subprocess; Legal and tax; id `l6`], links to the published process "How to start an LLC and open for business" (https://forks.world/p/cmv21y4i4000cif06xklgkbt8; full text at https://forks.world/api/public/cmv21y4i4000cif06xklgkbt8/export)
   - then Report results every month
7. **Report results every month** [task; Finance; id `l7`]
   - then Review performance against the plan
8. **Review performance against the plan** [task; Leadership team; id `l8`]
   - then Are we on plan?
9. **Are we on plan?** [decision; Leadership team; id `l9`]
   - if "Yes" go to Keep going and plan the next period; if "No" go to Set the strategy and the targets
10. **Keep going and plan the next period** [end; Leadership team; id `l10`]

```mermaid
flowchart LR
  subgraph l_ceo["Leadership team"]
    n_l1[["Set the strategy and the targets"]]
    n_l4{"Need more money to execute?"}
    n_l8["Review performance against the plan"]
    n_l9{"Are we on plan?"}
    n_l10(["Keep going and plan the next period"])
  end
  subgraph l_board["Board and investors"]
    n_l3["Approve the plan"]
    n_l5[["Raise capital"]]
  end
  subgraph l_cfo["Finance"]
    n_l2["Build the budget and the forecast"]
    n_l7["Report results every month"]
  end
  subgraph l_law["Legal and tax"]
    n_l6[["Keep the company legal: entity, contracts, taxes"]]
  end
  n_l1 --> n_l2
  n_l2 --> n_l3
  n_l3 --> n_l4
  n_l4 -->|"Yes"| n_l5
  n_l4 -->|"No"| n_l6
  n_l5 --> n_l6
  n_l6 --> n_l7
  n_l7 --> n_l8
  n_l8 --> n_l9
  n_l9 -->|"Yes"| n_l10
  n_l9 -->|"No"| n_l1
```

## Full data (JSON)

```json
{
  "title": "Leadership and finance: plan, fund and steer the business",
  "maps": {
    "m_root": {
      "id": "m_root",
      "lanes": [
        {
          "id": "ceo",
          "name": "Leadership team",
          "type": "person"
        },
        {
          "id": "board",
          "name": "Board and investors",
          "type": "person"
        },
        {
          "id": "cfo",
          "name": "Finance",
          "type": "person"
        },
        {
          "id": "law",
          "name": "Legal and tax",
          "type": "person"
        }
      ],
      "steps": [
        {
          "id": "l1",
          "kind": "subprocess",
          "lane": "ceo",
          "link": {
            "id": "cmv0kqa020045jv064fyyqzna",
            "scope": "public",
            "title": "From strategy to shipped: portfolio, program, project and sprint"
          },
          "next": [
            {
              "to": "l2"
            }
          ],
          "uses": [],
          "label": "Set the strategy and the targets"
        },
        {
          "id": "l2",
          "kind": "task",
          "lane": "cfo",
          "next": [
            {
              "to": "l3"
            }
          ],
          "uses": [],
          "label": "Build the budget and the forecast"
        },
        {
          "id": "l3",
          "kind": "task",
          "lane": "board",
          "next": [
            {
              "to": "l4"
            }
          ],
          "uses": [],
          "label": "Approve the plan"
        },
        {
          "id": "l4",
          "kind": "decision",
          "lane": "ceo",
          "next": [
            {
              "to": "l5",
              "label": "Yes"
            },
            {
              "to": "l6",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Need more money to execute?"
        },
        {
          "id": "l5",
          "kind": "subprocess",
          "lane": "board",
          "link": {
            "id": "cmv21nu4j002al206oyn1bv9w",
            "scope": "public",
            "title": "How a startup raises venture capital"
          },
          "next": [
            {
              "to": "l6"
            }
          ],
          "uses": [],
          "label": "Raise capital"
        },
        {
          "id": "l6",
          "kind": "subprocess",
          "lane": "law",
          "link": {
            "id": "cmv21y4i4000cif06xklgkbt8",
            "scope": "public",
            "title": "How to start an LLC and open for business"
          },
          "next": [
            {
              "to": "l7"
            }
          ],
          "uses": [],
          "label": "Keep the company legal: entity, contracts, taxes"
        },
        {
          "id": "l7",
          "kind": "task",
          "lane": "cfo",
          "next": [
            {
              "to": "l8"
            }
          ],
          "uses": [],
          "label": "Report results every month"
        },
        {
          "id": "l8",
          "kind": "task",
          "lane": "ceo",
          "next": [
            {
              "to": "l9"
            }
          ],
          "uses": [],
          "label": "Review performance against the plan"
        },
        {
          "id": "l9",
          "kind": "decision",
          "lane": "ceo",
          "next": [
            {
              "to": "l10",
              "label": "Yes"
            },
            {
              "to": "l1",
              "label": "No"
            }
          ],
          "uses": [],
          "label": "Are we on plan?"
        },
        {
          "id": "l10",
          "kind": "end",
          "lane": "ceo",
          "next": [],
          "uses": [],
          "label": "Keep going and plan the next period"
        }
      ],
      "title": "Leadership and finance: plan, fund and steer the business",
      "parent": null
    }
  }
}
```