The strategies behind leading brands

Each team in Headwater has a page with its climbs, its issues, and the people in it. The team works from it every week, and anyone in the company can open it to see how the team is doing.

TeamsWholesale
MOJBECRP
50%5 climbs · 1 off track · 1 issue
Open trade in Leeds and ManchesterLaunch a trade portal
ClimbsQ3
Team
Sign 12 new cafés in Leeds58%MO
Build the trade price list35%RP
Individual
MOMayaHead of Wholesale
Hire two trade reps50%
JBJoeTrade Rep
Run 20 café tastings45%
ECEllieMarketing Manager
Write the café welcome pack60%
RPNo individual climbs this quarter
Issues1
2Trade price list is out of date9 days
Needs attention2
RPBuild the trade price listOff track
RPRavi’s check-inNot checked in
Recent updates
MOMaya ticked Tasting at Kiln CaféToday
JBJoe commented on Run 20 café tastingsToday
RPRavi raised Trade price list is out of date9 days ago

The Teams page shows each team with its climbs, initiatives, issues, and anything that needs attention. The leadership team can see how every team is doing without asking for an update.

Switch to next quarter to see which teams have set their climbs. Teams with nothing planned yet are marked in amber, with a button to add a climb.

Teams

Leadership

SHMODWPSView team
Climbs
47%3 climbs · 1 off track
Initiatives
Commission the new roasterStart a barista academyOpen trade in Leeds and Manchester
Issues1
Head of coffee shortlist is too thin5 days
Needs attention1
PSInstall and test the new roasterOff track

Wholesale

MOJBECRPView team
Climbs
50%5 climbs · 1 off track
Initiatives
Open trade in Leeds and ManchesterLaunch a trade portal
Issues1
2Trade price list is out of date9 days
Needs attention2
RPBuild the trade price listOff track
RPRavi’s check-inNot checked in

Subscriptions

TRECLMView team
Climbs
30%2 climbs · 1 off track
Initiatives
Relaunch the subscription
Issues1
Subscription cancellations up in August3 days
Needs attention2
LMCut subscription churn to 4%Behind pace
LMCut subscription churn to 4%Off track

Cafés

DWARGAOPHBCFView team
Climbs
58%2 climbs
Initiatives
Open café five in YorkStart a barista academy
Issues2
Grinder in the Leeds café keeps jamming16 days
3Oat milk supplier is putting prices up4 days
Needs attention1
DWDan’s check-inNot checked in

Roastery

PSRPView team
Climbs
30%1 climb · 1 off track
Initiatives
Commission the new roaster
Issues2
1Courier keeps missing Friday pickups9 days
Roaster install date is slipping12 days
Needs attention2
PSInstall and test the new roasterOff track
PSPriya’s check-inNot checked in

Ellie works with both Wholesale and Subscriptions, and is a member of both teams. Someone in more than one team gets My teams in the sidebar, with a link to each team’s page, and sees every one of their teams’ huddles in their week.

Each team has one lead, who runs its huddle and its session in quarterly planning. One team is the leadership team, which sets the vision and pillars. Point at anyone at Halden to see their teams.

LeadershipWholesaleSubscriptionsCafésRoastery
MOMayaHead of Wholesale · Leads Wholesale
My Flow
My teams
Leadership
Wholesale
My people
Issues
Huddles
Huddles this week
Mon
10:00Wholesale
Tue
9:00Leadership
Wed
Thu
Fri

A team needs a name, its members, and a lead chosen from them. Admins set teams up in Settings, and the team can start adding climbs as soon as it’s saved.

A team climb always belongs to a team, so the new team appears in the team picker on every new climb. It also appears on the Teams page, and in the sidebar of everyone in it.

New teamSave
Name
Members
Lead
Teams page
Marketing
ECJBLead: Ellie
No climbs for Q3 yetAdd climb
New climb
CompanyTeamIndividual
LeadershipWholesaleSubscriptionsCafésRoasteryMarketing
Ellie’s sidebar
My teams
Wholesale
Subscriptions
Marketing

Your first quarter is free, so you can set your plan and see a whole quarter through before you pay anything.