Mochary Method Curriculum

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Make a copy of this curriculum for yourself. After reading a sub-doc, please write on this main doc your answers to the following questions:

• Does it resonate, yes or no?
• What questions or comments do you have about this writing?
• Will you apply it?  If yes, exactly what actions will you take?

First-time Onboarding

• Mochary coaching (CEO with Matt) (3 min to read)

• Mochary coaching (CEO with Matt), expanding the Method into your company
• How to quit 1:1s (2 min)
• CEO teachings

• Matt Mochary Bio: Coach (2 min to read)

• CEO testimonials for Mochary coaching

• Mochary Method Curriculum (many hours to read, please use as a reference only)
• Mochary Method Coaches
• Mochary coaching method (CEO 1-1) (5 min to read)
• What is the Mochary Method? (1 min)
• Who is an ideal customer for Defacto? (1 min to read)

Essential Reading

• On Time (3 min)
• Top Goal (CEO) (2 min) or Top Goal (investor) (2 min)        
• Fear and Anger give bad advice (5 min)  If this resonates with you, then so will my coaching.
• Fear and Anger:  how to shift out of it (2 min)        
• Decision-making: separate decision from implementation (1 min)
• Turn the Ship Around:  “I intend to …” (2 min)
• Difficult Conversations:  how to have them (1 min)
• Heard:  how to make people feel it (2 min)
• First 2 minutes of actions

Further Reading

• CEO role (2 min)

• Exec Ops (formerly Chief of Staff) (5 min)
• Biz Ops (3 min)

• Onboarding a new hire (2 min)

• Firing Well (updated) (5 min)

• Feedback: Receiving: the 5 A’s (3 min)

• Feedback (15 min)

• Restoration and Creativity:  how to achieve them (3 min)

• Remote happiness, how to create it (9 min)
• Finding play (5 min)

• Trust and Like (5 min)        

• Trust, Deep (2 min)                                                
• Fundraising- The Relationship Method (10 min)
• Mistake: Repair, Rewind, Redo (1 min)        

• Energy Audit (4 min to read; 45 min to do)

• Zone of Genius (3 min)
• Restoration and Creativity:  how to achieve them (3 min)
• No - how to say it (6 min)

• Meetings:  How to make them effective and efficient (4 min)  Video

• Meeting guidance sheet (1 min)
• Transition:  How to successfully transition a group to a new method (2 min)        
• Writing vs Talking (and Video) (3 min to read, then 2 min video) Video
• Meetings (20 min)
• Brainstorming: written (2 min)
• Meeting:  Exec Team:  Deconstructed (2 min)
• Meetings:  Reviews (Pipeline, Project/Business Unit, Cross-Departments) (2 min)        
• The Essential ‘Challenger’ Role on Your Team (3 mins) (By Celine Teoh)

• Decision-Making (8 min)        

• Decision-making:  separate decision from implementation (1 min)
• Issue / Proposed Solution template (group)
• Issue / Proposed Solution template (1-1)
• Issues/Solutions Tracker, example
• Agreement-Tracker:  why you need one (3 min)
• DRIs:  Directly-Responsible Individuals (3 min)
• Clean Escalate (2 min)
• Lord of the Flies (1 min)
• Loudest voice in the room (1 min)

• Mission, Vision, Values:  How to create them (2 min)

• [PUBLIC] Mochary Method - Vision 2031 (example)
• Personal Info, Team - example (1 min)
• Budgeting (2 min reading, 12 min video)
• OKR Creation  (6 min)

• OKR Tracker, example (2 min)

• AORs (2 min)                                                        
• Process Audit

• Processes Template

• Motivating your team (3 min)

• Reignite Startup Hunger and Focus with Momentum Meetings (3 mins) by Celine Teoh
• Magic Questions (1 min)
• Praise (3 min)

• Conflict Resolution (aka Relationship-Building) (10 min)

• Manager’s “Three Strikes” Escalation Process by Faith Meyer (2 min)
• Board feedback with Matt Mochary (5 min)
• Exec Team feedback with Matt Mochary (6 min)        

• Regina Gerbeaux’s Resources for Operators
• Key Leadership Competencies by Faith Meyer (2 min)

All of the reading in one place

• Matt’s Book: The Great CEO Within (online) (several hours)
• Matt’s Book: The Great CEO Within (on Amazon) (several hours)
• Wiki for The Great CEO Within (several hours)
• Mochary Method Curriculum (several hours)

Remote work

• Remote happiness, how to create it (9 min)                                
• How to maintain personal connection in a remote world (3 min)        
• WFH guide (Clearbit)         (a while)                                                
• Do Remote Right (work in progress)                                        
• Zoom - look like a rock star (5 min)                                
• Remote:  Gitlab’s Guide to All-Remote (a while)
• Remote: Dropbox virtual first toolkit (a while)
• Remote Team by Zapier (a while)

Relationship-building

• Heard:  how to make people feel it (2 min)        
• Trust and Like (5 min)                                                                
• Relationships:  How to get good at them (2 min)                                
• How to maintain personal connection in a remote world (3 min)
• Relationships - How to create a good one between a Manager and her Reports (3 min; 60 min for the links)
• Appreciation (1 min)                                
• Praise (2 min)
• Trust, Deep (2 min)                                                
• Fundraising- The Relationship Method (10 min)
• Celebration (1 min)
• Conflict Resolution (aka Relationship-Building) (10 min)        
• Listening Tours, by Ian Tien (5 min)
• Love Meeting (5 min including video)                                
• Personal Info, Team - example (1 min)
• Trust:  How to create it among peers (2 min)                                
• Mistake:   Repair, Rewind, Redo (1 min)
• Difficult Conversations:  how to have them (1 min)                        

Hiring

• Hiring: The anti-sell (1 min)
• Hiring:  References:  Backchannels … don’t do them! (1 min)
• Recruiting and Onboarding (15 min)
• Recruiting at ___ (30 min)
• Making the Offer (1 min)
• Compensation (3 min)
• Hiring Execs: External vs Internal (2 min)
• Onboarding a new hire (2 min)
• Accelerate Executive Onboarding with Success Factors (3 mins) (By Celine Teoh)
• Teaching / Training (1 min)

Firing

• Firing Well (updated) (5 min)

• Difficult Conversations:  how to have them (1 min)
• Decision-making: separate decision from implementation (1 min)

• Comms, Internal:  Announcing traumatic events (5 min)
• Exit Interview (2 min)
• Saying Goodbye to a Teammate (2 min) (Trishia Pasaquian)
• Navigating The Aftermath of Layoffs (By Sabrina Wang) (3 min)

Mindfulness

• Fear and Anger give bad advice (3 min)
• Fear and Anger:  how to shift of it (2 min)
• Emotions - name them (1 min)
• Fear vs Joy (3 min)
• Drama Triangle (and 100% Responsibility)
• Drama Triangle
• Sadness: how to process it (2 min)
• Consciousness Training options (3 min)
• Conscious Leadership (2 min to read, 15 min for the videos)
• The Work (Byron Katie)
• The Course by Dave Kashen (6 min)
• Possibility Mindset (3 min)
• Emotions: feel them (1 min)
• How to spot fear and anger in others (by Sabrina Wang)
• How to process discomfort by Sabrina Wang (1 min)

Individual productivity

• On Time (3 min)
• Top Goal (CEO) (2 min) or Top Goal (investor) (2 min)
• GTD (5 min to read, 1 day to implement)
• BTA (Bias Towards Action) (10 min)
• Inbox Zero (2 min to read, 1 hour to implement)
• Inbox Zero:  How EA or CoS can help you achieve it (20 min)
• Accountability Partner (1 min)
• Gratitude (3 min)
• Time Audit (2 min to read, 1 hour to do)
• Energy Audit (4 min to read; 45 min to do)
• Zone of Genius (3 min)
• Mental Health - how to maintain it (2 min)
• Restoration and Creativity:  how to achieve them (3 min)
• No - how to say it (6 min)
• Meetings:  don’t schedule them (1 min)
• Micromanaging by Faith Meyer (3 min)

Health

• Sleep (3 min)
• Alex MacCaw on Health (1 min)
• Sam Altman on Sleep, Exercise and Nutrition

Team Productivity

• Meetings (16 min)

• Meetings:  How to make them effective and efficient (4 min)  Video
• Meeting guidance sheet (1 min)
• Brainstorming: written (2 min)
• Meetings:  The War Room
• Calendar Cadence (3 min)
• Meetings:  Exec Meeting: at Newfront (1 min)
• Meeting: Exec Meeting: Department Update (1 min)
• Meeting:  Exec Team:  Deconstructed (2 min)
• Meetings:  Reviews (Pipeline, Project/Business Unit, Cross-Departments) (2 min)
• All Hands: Leadership and Inspiration: How to create it (6 min)
• Leadership vs Team Leads Meeting (3 min)
• Offsite (1 min)
• Offsites, big (by Matthew Holbreich, CoS at Medable)
• Meeting Tracker - example (2 min)
• Transition:  How to successfully transition a group to a new method (2 min)
• Efficient Async Discussions (5 min)

• How to Use the companyOS Software (4 min)

• Decision-Making (8 min)

• Decision-making:  separate decision from implementation (1 min)
• Issue / Proposed Solution template

• Issue / Proposed Solution template (group)
• Issue / Proposed Solution template (1-1)

• Issue Identification (1 min)
• Issues/Solutions Tracker, example
• RAPID, example
• RAPID template, example
• RAPID Tracker, example
• Agreement-Tracker:  why you need one (3 min)
• DRIs:  Directly-Responsible Individuals (3 min)
• Clean Escalate (2 min)

• 1-1s

• 1-1 Template and Instructions
• 1-1 Template (Sabrina Wang)
• 1st 1-1 Meeting with Matt Mochary (5 min to read; 45 min to do)
• 2nd (and beyond) 1-1 Meeting with Matt Mochary (2 min to read; 15 min to do)
• Job Responsibilities Rubric by Faith Meyer (3 min)                                        

• The basics        

• Mission, Vision, Values:  How to create them (2 min)

• [PUBLIC] Mochary Method - Vision 2031 (example)
• Brainstorming template for company outcomes and actions (template)

• Values: how to create them (1 min)
• Agreement-Tracker:  why you need one (3 min)

• Goals: how to create and review (2 min)
• Actions: how to review (1 min)
• Update: how to write it (1 min)

• Operations videos playlist (2 hours)
• OKR Creation  (6 min)

• OKR Tracker, example (2 min)

• Goals: How to Create Them (1 min)
• Goals Review: How to keep a pulse on your entire company!        
• AORs (2 min)                
• Process Audit

• Processes Template

• Personal Info, Team - example (1 min)
• Grade Level Planning example (2 min)
• Budgeting (2 min reading, 12 min video)
• Performance Review (5 min)
• Step by step guide to building high performing teams (by Sabrina Wang)
• How to Hold People Accountable (by Celine Teoh)
• Key Leadership Competencies by Faith Meyer (2 min)

• Motivating

• Praise (3 min)
• Star performers:  How to keep them engaged and motivated (2 min)
• Motivating your team (3 min)

• Magic Questions (1 min)
• Reignite Startup Hunger and Focus with Momentum Meetings (3 mins) by Celine Teoh

• Motivation beyond Mission and Money

• Other

• Amazon 6-pager: shareholder letter (10 min)
• Amazon Playbook  (2 min)
• BTA (Bias Towards Action) (10 min)
• Lord of the Flies (1 min)
• Loudest voice in the room (1 min)
• Manager:  How to be a great one! (1 min)
• Manager Training Basics - Mochary Method
• Politics (2 min)
• Scaling:  Hire a “Manager Trainer” as COO (3 min)
• Scale or not to Scale? (2 min)
• Zone of Genius map - venture firm (1 min)

CEO (role and team)

• CEO as fireman (1 min)
• CEO role (2 min)                                                
• Exec Ops (formerly called Chief of Staff) (3 min)                        
• Biz Ops (3 min)
• CEO Team (3 min)                                        
• Personal Chief of Staff:  How to hire one (2 min)
• Parenting as a CEO (2 min)
• Compensation: CEO refresh

For the COO/Exec Ops

• Optimizing Post Mortems (2 min) by Faith Meyer
• Regina Gerbeaux’s Resources for Operators
• Help Execs Achieve Inbox Zero
• Help Execs Prioritize Work
• Onboard yourself in 30 days
• Hire, onboard, and work with an EA
• Using Asana as an agreements tracker
• How to build a killer internal wiki on Notion
• BTA (Bias Towards Action)
• Run efficient meetings that don’t suck
• Templates:

• CoS Roadmap template
• Process database template for internal wiki (How-Tos)
• Magic Questions
• Notion company hub template

• To learn how to use, please read: Notion - Mochary Method setup

• Examples

• Sample meeting doc: Engineering sync
• Example of asynchronous discussion using Threads

Board

• Board of Directors (4 min)
• Board Meeting - Best Practice (5 min)
• Board Meetings (4 min)

Product

• Product:  Innovating (3 min) 
• Product: How to develop a new one in a scaled company (3 min)
• Product:  What product to build?  How to position it? (2 min)
• How to figure out product positioning, from April Dunford on Lenny’s podcast (1 min)
• Optimizing Post Mortems (2 min) by Faith Meyer

Engineering

• Engineering:  How to increase speed and quality (1 min)
• Engineering excellence:  Rubber Duck channels (2 min)

Marketing

• Marketing: Target Beachhead (Segment, Target, Promote) (2 min)

Sales

• Selling (6 min)                                                        
• See Relationship-building
• Sales to the Enterprise: how to scale it (1 min)
• How to Train Salespeople by Sabrina Wang (4 mins)

Feedback

• Feedback (15 min)

• Feedback: Receiving: the 5 A’s (4 min)
• Feedback: Absolute: Template (1min)
• Feedback Form 1-1
• Feedback Form - Hot Seat

• Board feedback with Matt Mochary (5 min)
• Exec Team feedback with Matt Mochary (6 min)
• Conflict Resolution (aka Relationship-Building) (10 min)
• Performance Review (5 min)
• Responding to Negative Reviews by Faith Meyer (4 min)
• What To Do When Feedback Isn’t Landing by Celine Teoh

• What To Do When Feedback Isn’t Landing Part 1 (3 min)
• What To Do When Feedback Isn’t Landing Part 2 (3 min)

• How to GIVE Feedback like an Obnoxious Jerk (by Alexis d'Amecourt)
• Conscious Listening (by Dave Kashen)

Communication

• Comms, Internal:  Announcing traumatic events (5 min)
• Introductions:  the double opt-in (3 min)
• Introduction for a job (1 min)

Fundraising

• Fundraising- The Relationship Method (10 min)
• Fundraising- Emergence Capital advice (traditional method) (15 min)
• Fundraising - late-stage:  Brand or Price? (3 min)
• IPO, or not to IPO (3 min)
• IPO:  Founder letter (2 min)
• IPO:  message to your team (1 min)
• Liquidity Programs for the Company (3 min)
• Liquidity (4 min)
• Bank vs Brokerage (2 min)

Legal

• Legal (2 min)
• Legal - closing a round - cost and time (4 min)

For Executives

• You Lost Your Job. Now What? (By Faith Meyer) (2 min)
• Navigating The Aftermath of Layoffs (By Sabrina Wang) (3 min)

Coach

• Is CEO Coaching Worth It? (By Celine Teoh) (2 min)
• Do I need a Coach, Mentor, Consultant or Cheerleader?  (By Celine Teoh) (3 min)
• Coach:  hire one for the executive team (1 min)
• Coach recommendations (1 min)
• Coach - how to find one (2 min)

Social Good

• Make Money, Have Fun, Do Good (2 min)
• Mochary Foundation (1 min)

Matt in action

• Videocast with Jason Calacanis (1h 20m)
• Podcast with Harry Stebbings (38 min)

FAQ

• Q&A with Matt Mochary  (20 min)
• Mochary Method curriculum - private docs

Blog Posts

• Book List (5 min)
• The stock market is not the economy … explained (2 min)
• Getting America back to work … is not going to be easy! (1 min)
• COVID gives birth to something wonderful:  virtual reunions (1 min)
• The new normal: remote only (2 min)
• COVID and the economy: What can you imagine? (3 min)
• Technology-Enabled Service Provider (TESP) (2 min)
• Milestones:  What to be ready for (3 min)
• Bolt - Conscious Culture Playbook (a few hours)
• The Great Reshuffle (2 min)
• No Rules Rules (2 min for my learnings; 10 min for the full summary)
• Turn the Ship Around:  “I intend to …” (2 min)
• Events in the world: how to address them?
• Notion - Mochary Method setup

1-1 meeting format

• 1-1 Template and Instructions
• 1-1 Template (Sabrina Wang)

• Information-sharing with Matt Mochary

• 1st 1-1 Meeting with Matt Mochary (5 min to read; 45 min to do)
• 2nd (and beyond) 1-1 Meeting with Matt Mochary (2 min to read; 15 min to do)
• How to Use the companyOS Software (4 min)
• 1:1 TEMPLATE: [Coachee Name] (Company Name) with Matt Mochary
• Mochary Method - team meeting template - as of 8-4-23
• Mochary Method - 1-1 meeting template - as of 7-21-23