Leadership Operating System (Notion + AI)

You can copy this method and do it yourself. Hang the nine Notion tools. Run the 12-week spine. Talk your own Claude through 1-3-1, the bench, and the 5 Ds. Buy Now is the packaged flagship: the Notion workspace you duplicate, plus the 10-skill plugin zip, so you are not wiring the worksheets and the AI from a blank page.

This is the Notion + AI operating system for a restoration owner who is still the bottleneck. Notion is the fill-in system of record. The plugin is the coach you talk to. Outputs from each skill are formatted to paste into the matching Notion tool. One company-profile.md powers both this kit and the Operations Kit if you already ran setup there.

What it is

Two halves that are meant to run together.

Notion half. Nine plug-and-play tools. Duplicate them into one workspace page named something like Leadership. One sidebar section, the whole doer-to-leader system.

AI half. A 9-skill Claude plugin plus a shared setup skill. A setup interview writes company-profile.md. Every leadership skill reads it, so the coaching speaks your team, your roles, and your pain points.

You need a free Notion account and any Claude that supports Skills / Plugins. If you can chat with Claude and run a /command, you are good.

The 9 Notion tools

1. 1-3-1 Delegation Worksheet ($19). Teach the team to bring one issue, three options, one recommendation. Not just the problem.
2. Owner Bottleneck Self-Assessment ($29). 25 statements across five areas. Find where the company still depends on you.
3. 5 Ds Succession Risk Checklist ($29). Death, Divorce, Disease, Drugs/dependency, Departure/Disaster. A what-if-tomorrow check, not a retirement plan.
4. Accountability Conversation Planner ($39). Plan a hard conversation so it stays about the work, not the person.
5. Leadership Readiness Checklist ($49). Six sections. Can your team actually lead, or does everything still run through you?
6. Middle Manager Evaluation Scorecard ($59). Score someone on nine traits before you promote them. Promote / Develop first / Not yet.
7. Owner Dependency Audit ($99). What breaks if you disappear for 30 days? Nine areas, Low / Med / High, plus a Decision-Rights Map.
8. Restoration Leadership Bench Builder ($149). One row per key function. Candidates, gaps, one observable 90-day action.
9. 90-Day Doer-to-Leader Transition Plan ($199). Six two-week phases. The spine. The other eight feed it.

The three smaller bundles sit inside this system. Conference Starter Pack is tools 1-3. Leadership Readiness Kit is tools 1, 4, 5, 6. Owner Freedom Kit is tools 1, 3, 7, 8, 9. This flagship is all nine, plus the AI half.

How to hang the Notion half

Work the 90-day plan top to bottom. Do not skip ahead. Each phase sets up the next.

Before Week 1, write three lines: your #1 reason to step back; the one person you are betting on as your first real manager; start date / target Week-12 date. Block 30-45 minutes every Friday.

1. Weeks 1-2. Bottlenecks. Run the Owner Bottleneck Self-Assessment (0-25) and the Owner Dependency Audit (nine areas, Low = 1, Med = 2, High = 3, total 9-27). For one full week, log every interrupt for a decision. Sort into Delegate now / Delegate after training / Keep (truly owner-only). Circle the top 3. Tell the team: “I am working a 90-day plan to push decisions down. Expect me to hand more back to you.”
2. Weeks 3-4. Install 1-3-1. One issue. Three real options with pros, cons, and rough cost. One recommendation. A default if they do not hear back by a deadline. When someone brings a raw problem, ask: “What are your three options, and which do you recommend?” Then wait. Run at least five real conversations. Phase done when at least one person brings 1-3-1s without being reminded.
3. Weeks 5-6. Decision rights. List 10-15 recurring decisions (refunds, equipment, scheduling, scope changes, hiring, pricing exceptions). A dollar or scope threshold people can decide under without asking you, and who owns it when you are not in the room. Hand off one decision completely. Do not take it back.
4. Weeks 7-8. One manager. Open the Bench Builder. One row per function. Use the Scorecard if you are torn on who. Have the conversation: “I want to grow you into running X.” Hand them one area end-to-end. Set a weekly 30-minute 1-on-1 and protect it.
5. Weeks 9-10. Accountability rhythm. Weekly 15-minute huddle: numbers, jobs at risk, who needs what. 3-5 numbers someone other than you owns. Hold one real accountability conversation with the Planner (issue, behavior, what you have already allowed, the expectation, the consequence or support, what success looks like in 30 days).
6. Weeks 11-12. Review and repeat. Re-score the bottleneck and the audit. Take a planned half-day fully off and note what broke. Raise one decision-rights threshold. Duplicate the 90-day page and start the next cycle.

While you are in it, run the Readiness Checklist (six sections, red / yellow / green) and the 5 Ds. Check a 5 Ds box only if it is true and current today. Count the blanks. Pick the three that would hurt most if the D hit tomorrow.

The 10 AI skills

1. restoration-setup. “Set up the kit.” Shared with the Ops kit. Writes company-profile.md.
2. delegation-1-3-1. “Help me delegate this.” Convert an escalated question into one issue / three options / one recommendation.
3. owner-bottleneck-assessment. “Where am I the bottleneck?” Scored self-assessment. Top places you are still the constraint.
4. succession-5ds-checklist. “Am I exposed if something happens to me?” Exposure plus what to shore up.
5. accountability-planner. “I have a hard conversation to plan.” Script plus a 30-day follow-up.
6. leadership-readiness-checklist. “Is my team ready to lead?” Bench, single points of failure, next leaders.
7. middle-manager-scorecard. “Should I promote this person?” Nine traits. Promote / Develop first / Not yet.
8. owner-dependency-audit. “What breaks if I disappear for 30 days?” Functions plus a decision-rights map.
9. leadership-bench-builder. “Build my leadership bench.” Candidates, gaps, a 90-day development plan per person.
10. doer-to-leader-90-day. “Give me a 90-day plan to step back.” A personalized 12-week plan.

Install the plugin yourself

Option A (recommended). Save the leadership-kit folder. In Claude run:

/plugin marketplace add /path/to/leadership-kit
/plugin install leadership-kit@profit-detective
/leadership-kit:restoration-setup

Option B. Copy each folder inside skills/ into ~/.claude/skills/. On Windows that is C:\\Users\\<you>\\.claude\\skills\\. Then say “run restoration setup.”

Keep company-profile.md in the folder you work in. Every skill reads it. If you already ran setup from another Profit Detective kit, it reuses the same profile.

If you want the packaged system

You can rebuild this from the outline above. Buy Now is the flagship delivered by email after checkout: Notion duplicate links for the nine tools, the plugin zip (ten skill folders and the README), and the setup sequence so you drop it in and run. Same Square button at the top of this page.

Coaching and operational system only. Not legal or HR advice.