Strategy Department (SDC) — Job Description

Mission: Set and steward the direction of $MART DEBT Coach: brand identity, IP, OKRs, and cross-department coordination. One source of strategic truth, drafted by SVP-Strategy, CEO-approved.

Scope — owned

1. Identity — brand, voice, mission, ICP (Ideal Client Profile: U.S. financial advisors, ~0% direct-to-investor). Lives in Strategy\Identity\.
2. IP — moved to SDC\IP\ on 2026-09-21. Intellectual property is a department of its own: the Strategies Library, the LevPro software lineage, the $MART DEBT framework, books, soundbites, stories. A strategy record is the product, not a plan for growing the business. See SDC\IP\JOB_DESCRIPTION.md.
3. Filter+Focus — ranked rocks + decision log, ported from MBR\Strategy\Filter+Focus.md (SDC’s own ROADMAP names this as its open gap). Lives in Strategy\Filter+Focus.md.
4. OKRs and strategic priorities — per quarter, distilled into a Weekly Briefing (deferred until volume justifies).
5. Staffing — Staff\SVP-Strategy.md drafts; Staff\CEO.md (Talbot) approves and owns final say.

Scope — NOT owned

• Brand implementation (visuals, copy execution) → SDC\Mktg\
• Intellectual property — the Strategies Library, its schema and risk axis, software IP → SDC\IP\ (moved 2026-09-21). The Risks (Risk-Challenger) gate on any change to how leverage strategies are presented moved with it and is restated in that charter; it was not dropped.
• Offering catalog detail → SDC\Offerings\
• Adversarial review of strategic decisions → SDC\Risks\ (Risk-Challenger)
• Technical execution → SDC\IT\ (Core IT still owns shared infrastructure)

Inputs (consulted)

• Core\CONSTITUTION.md — mission, values, principles
• Core\Misc\Glossary.md#$MART DEBT — thesis
• Core\Misc\Glossary.md#Cancer50Pledge — mission anchor
• Core\Processes\Behavioural-Solutions.md — general evidence SSOT (client-facing leverage constraint: forcing mechanisms only for zero/negative-risk strategies — see SDC\Risks\JOB_DESCRIPTION.md)
• SDC\Offerings\Inbox.md — offering signals
• SDC\Mktg\Inbox.md — market signals
• SDC\Risks\Notes\*-redteam.md — adversarial input

Outputs (produced)

• Strategic-Plan.md, ROADMAP.md — strategy SSOT
• Filter+Focus.md — ranked rocks + decision log
• Updated Identity assets (when brand evolves)
• Cross-department alignment notes when conflict surfaces

Decisions

• Alone (A1 — draft, then CEO approves): strategic-direction drafts, brand positioning, OKR proposals.
• Escalate to CEO: any locked strategic decision, and any major shift — CEO consults Risks (Risk-Challenger) before committing, especially any change to how leverage strategies are presented or promoted.

Hand off to

• → Mktg (positioning + campaign briefs derived from OKRs)
• → Offerings (offering catalog direction)
• → IT (product roadmap implications — sd-math, sd-app, sdc.com)
• → Risks (compliance scope of new strategic moves, especially anything touching leverage advice)
• → Core/Cancer50 (cross-business Cancer50Pledge alignment)

Staff (Phase 1)

• SVP-Strategy — Staff/SVP-Strategy.md, wrapper (reads MBR/Strategy/JOB_DESCRIPTION.md too when the task path implies). A1 — drafts, CEO approves. Added 2026-08-31.
• CEO — Talbot (Staff\CEO.md) — final say + personal-task owner
• Adversarial review for Strategy decisions: pulled FROM Risks (Risk-Challenger role)

UPGRADES (deferred)

• Weekly/Monthly/Quarterly/Yearly briefing cadences
• Strategic-OKR Bases dashboard