Founder — Alliance Factory Playbook
PLAYBOOK — INTERNAL
Rank 01 — Leadership

Founder

Chief Executive Officer / Owner-Operator
Dylan Shew
Department
Leadership
Reports to
Owners / Board (if any)
Direct reports
COO (Gretchen), functional leaders (Sales, Marketing, Finance, Ops) as added
Role Mission

To establish and communicate the vision of Alliance Factory, lead the team with conviction, and create the direction, systems, culture, and opportunities necessary for the company, its people, and its community to grow.

Purpose Statement — Why This Role Exists

The CEO role exists to give Alliance Factory clear vision, strong leadership, and consistent direction. Dylan is responsible for seeing where the company needs to go, communicating that vision in plain language, and creating a clear, executable path others can understand and follow.

This role leads by example in conviction, discipline, work ethic, integrity, and service. The goal is not just more revenue, but a company that genuinely helps customers protect their homes, creates opportunity for the team, and improves the lives of the families connected to the business.

The CEO owns the overall health and growth of the business: spotting and solving problems others don't see or can't fix, and keeping departments, people, systems, and resources aligned with the mission and long-term vision.

This role sets the standards that create a consistent, professional, faith-led, results-driven customer experience and ensures Alliance Factory has effective systems to generate leads, convert prospects into profitable jobs, onboard new customers with clear expectations, deliver quality installs, repairs, and maintenance, develop the team, and keep customers connected so they stay, refer, and review.

Dylan believes God has equipped and called him to carry leadership. He is expected to steward that responsibility with humility, courage, conviction, and accountability.

Guiding Principles
  • Mission over ego; profit over vanity.
  • Stewardship: authority is for serving the mission, people, and customers.
  • Simple scales; fancy fails.
  • Problems surfaced early are cheap; problems hidden get expensive.
  • Standards first: we tolerate what we're willing to become.
  • Data over drama; facts over feelings.
  • Lead by example in faith, work ethic, and integrity.
Definition Of Success

A winning quarter is one where:

  • The company is marching toward a clear annual plan; revenue and profit are on or ahead of target.
  • Cash reserves are growing; no "surprise" emergencies from lack of planning.
  • Gretchen and leaders are clear on priorities and executing without Dylan babysitting.
  • 3–5 company "stones" are completed, not recycled.
  • Customer experience is consistent: reviews are strong, complaints are rare and resolved fast.
  • The team feels the company is going somewhere specific and they know their role in it.
What This Role Owns
  • Vision, mission, and long-term direction of Alliance Factory
  • Company-wide P&L, profitability, and cash health
  • Hiring, developing, and (if needed) firing the leadership team
  • Culture: values in practice, not just on the wall
  • High-level strategy for markets, services, and pricing
  • Ensuring there are systems for leads, sales, delivery, and team development
What This Role Influences
  • Brand positioning and reputation in the market
  • Attractiveness of the company to A-player talent
  • Key vendor / partner relationships
  • The spiritual and ethical tone of the company — how we show up in the world
What This Role Does Not Own
  • Daily scheduling, routing, and crew assignments
  • Writing detailed SOPs or training modules
  • Micromanaging individual jobs, tickets, or customers
  • Individual performance management below leadership level (beyond holding leaders accountable)
What Keeps This Role Awake At Night
  • Running out of cash or drifting into low-margin work
  • Losing key leaders without successors or systems
  • Departments drifting away from the mission and standards
  • Lead flow drying up with no backup plan
  • Reputation damage in the community from poor decisions or behavior
Responsibilities — Operating Rhythm
Daily
Review core numbers (cash, sales, schedule health); unblock COO/leaders; quick pulse on any fires.
Weekly
Run leadership meeting; review scorecard; make and communicate decisions; coach leaders.
Monthly
Review full P&L and cash; adjust plan; 1:1s with Gretchen and key leaders; check culture/people issues.
Quarterly
Set/refine vision and rocks; adjust org chart; decide on major initiatives, markets, or service changes.
Systems, Workflows & KPIs
Systems
  • Financial system (e.g., QuickBooks)
  • CRM / job management and reporting
  • Company scorecard dashboard
  • Hiring / HR tools
Workflows
  • Annual and quarterly planning
  • Leadership meeting cadence
  • Capital allocation and major purchase approvals
  • Leadership hiring, evaluation, and succession planning
KPIs
Leading
  • On-time leadership meetings held
  • % of quarterly stones on track
  • Key roles filled with A-players
Lagging
  • Revenue growth rate
  • Net profit and %
  • Cash on hand / runway (months)
Quality Metrics
  • Forecast vs. actual accuracy
  • Leadership retention and engagement
  • NPS / review scores trend
Decision Authority
Can decide independently
  • Company vision, mission, and strategic direction
  • Org chart and leadership hires/fires
  • Entering or exiting markets/services
  • Capital allocation above agreed thresholds
Requires approval (if board/partners)
  • Taking on major debt or equity investment
  • Large-scale ownership or structure changes
Escalation path

COO escalates systemic issues; CEO pulls in board/advisors for existential or legal risks.

When leadership is involved

Any decision that significantly changes people's roles, compensation structures, or the core operating model.