Headwater

Headwater holds your vision, pillars, initiatives, and climbs, and runs the check-ins, huddles, and planning sessions that get them done. Choose any part of the app below and try it.

My Flow
Good morning, Maya

Your weekly check-in is ready, and Sign 12 new cafés in Leeds is at 58%. Tasting at Kiln Café is today, and the Wholesale huddle is at 10:00.

Weekly check-in
Two climbs · Due today
Your milestones3
  • Tasting at Kiln CaféToday
  • Call Northern BlocThursday
  • Shortlist trade repsFriday
Your climbs2
  • Sign 12 new cafés in Leeds7 of 12milestones58%
  • Hire two trade reps4 of 8milestones50%

My Flow. Everyone’s home page, in the order things need doing.

More about My Flow

Most of Headwater is used every week. Planning happens at the turn of each quarter, and the strategy map, the accountability chart, and Claude are there whenever you need them.

Every week

The week starts with My Flow and the weekly check-in on Monday morning. Each team then holds its huddle, where it works through its issues.

Mon 16
Tue 17
Wed 18
Thu 19
Fri 20
My Flow
8:00Summary
8:00Summary
8:00Summary
8:00Summary
8:00Summary
Check-ins
Morning
Huddles
10:00Wholesale
9:00Leadership
10:00Subscriptions14:00Roastery
15:00Cafés
Issues
Your crewMon 8:00
SHSamJBJoeECEllieRPRaviPSPriyaDWDan
0 of 6 checked in

My Flow

My Flow is the page everyone opens first. It lists your milestones, climbs, and issues in the order they’re due, and shows which of your crew have checked in.

More about My Flow
  • Sign 12 new cafés in Leeds
  • Hire two trade reps

Weekly check-ins

On Monday morning, each person marks each of their climbs on track, off track, or done, and ticks off milestones. Keys 1, 2, and 3 set a status, and Enter moves on.

More about Weekly check-ins
Wholesale huddleLive
Monday 10:00MOJBRPEC
Wins5 min

Huddles

A huddle is a team’s weekly meeting. It lasts one hour, follows the same agenda every week, and spends forty minutes on issues.

More about Huddles
Grinder in the Leeds café keeps jamming
DWCafésToday

Issues and decisions

An issue is a problem or blocker on a team’s list. Headwater shows how long each one has been open, in amber after a week and in red after two.

More about Issues and decisions

Every quarter

Climbs run for one quarter. In the two weeks either side of a new quarter, each climb is closed and the next quarter’s climbs are set.

OctoberNovemberDecemberJanuary
Climbs
Q3 climbs, due by the end of December
Planning
Q4 planning
Today
Q3 climbsOct to Dec
Sign 12 new cafés in LeedsMO
Build the trade price listRP
Cut subscription churn to 4%LM
16 November

Climbs

A climb is something that has to be finished this quarter. Headwater marks a climb behind pace when its progress is more than 25 points behind the time gone.

How to set climbs
Q4 planning14 Dec to 15 Jan
Company
Halden Coffee
Teams
LeadershipWholesaleSubscriptionsCafésRoastery
People
MOJBTRLMAREC

Planning

Planning sessions run in the two weeks either side of each new quarter. The company plans first, then each team, then each person with their manager.

More about Planning

Every year, and any time

The leadership team sets the vision and pillars in the annual planning session. The strategy map, the ownership chart, and Claude can be used at any time.

AprMayJunJulAugSepOctNovDecJanFebMar
Vision
Annual session
People
Any time
Claude
Any time
Today
Vision 2029 · 37%
Win wholesale · Open trade in Leeds and Manchester, Launch a trade portal

Strategy map

The strategy map shows the vision, pillars, initiatives, and climbs on one canvas. Point at a pillar to see the initiatives under it.

More about Strategy map
Trade rep · Vacant, reports to Maya

People and 1:1s

The ownership chart shows every seat, who sits in it, and which seats are vacant. Managers prepare 1:1s from each person’s climbs, milestones, and issues.

More about People and 1:1s
Build the trade price listRP
Cut subscription churn to 4%LM
Install and test the new roasterPS

Headwater in Claude

Connect Headwater to Claude to ask how the plan is going, raise issues, and add milestones without leaving the chat.

More about Headwater in Claude

Headwater keeps one copy of every climb, milestone, and issue. When Maya ticks off a milestone on Monday morning, her check-in, the Wholesale huddle, the strategy map, and the planning session that closes the quarter all show it.
My FlowMonday 16 November
Tasting at Kiln Café
Sign 12 new cafés in Leeds
Today
Weekly check-inMaya · Monday
58%
Sign 12 new cafés in Leeds
On track
  • Tasting at Kiln Café
  • Call Northern Bloc
7 of 12 milestones
Weekly check-ins
Wholesale huddleClimbs · 10:00
  • Sign 12 new cafés in Leeds58%
  • Hire two trade reps50%
  • Build the trade price list35%
MOJBRPEC
Huddles
Strategy mapThis quarter
  • Halden Coffee37%
  • Win wholesale34%
  • Open trade in Leeds and Manchester46%
  • Sign 12 new cafés in Leeds58%
Strategy map
PlanningQ4 · Close climbs
Sign 12 new cafés in Leeds
5 milestones open
Done
Planning

Book a demo and we’ll show you how Headwater would run your week, from the vision down to Monday morning.