Headwater

In March 2026, Halden Coffee’s leadership team agreed a strategy to 2029 at an away day. In Headwater, its vision and four pillars became initiatives, climbs, and milestones, and the work began on the first Monday of April. Step through it, then choose any pillar to follow it down.

Halden strategy 2029 FINAL v34 / 38
Halden 2029
By 2029, Halden is the coffee people ask for by name across the North.
  • Win wholesale
  • Grow subscriptions
  • Brilliant cafés
  • Roast at scale
Away day, Thursday 19 March 2026
Halden CoffeeQ1, April to June 2026
Vision
Pillars
Initiatives
Climbs
Monday
The deck

Halden’s last strategy was agreed at an away day and kept in a slide deck. Within a few weeks, each team was back to working from its own list, and nobody could say which of their work served which goal.

In Headwater, work is planned as milestones on climbs. A climb can link to an initiative, and each initiative works towards one pillar, so every milestone on a team’s list shows the part of the strategy it belongs to. Work that keeps the company running sits in Not in a pillar.

Joe’s climb supports Maya’s, so ticking one of his milestones moves her climb as well.

Wholesale to-do (3).xlsxWeek of 6 April 2026
  • TaskWhoDay
  • Book five tastings in LeedsMayaMon
  • Call Northern Bloc about a tastingJoeTue
  • Draft trade prices for the portalRaviWed
  • Send trade terms to Kiln CaféMayaThu
  • List the Manchester cafés to visitMayaFri
  • Test two couriers on trade ordersRaviFri

Halden planned its first quarter in the fortnight before the financial year began on 1 April 2026. The leadership team went first, then each team, then each person, because a climb can only support one that is already confirmed.

From the first Monday, everyone checked in and every team held its huddle. Choose any point in the quarter to see what happened in it.

MarAprMayJun
1623306132027411182518152229
Annual planning session
Thursday 19 MarchSHMOPSDW
1Vision2Pillars3Initiatives4StructureConfirm

By 2029, Halden is the coffee people ask for by name across the North.

Win wholesaleGrow subscriptionsBrilliant cafésRoast at scale
  • Open trade in Leeds and ManchesterQ1 to Q4
  • Launch a trade portalQ1 to Q4
  • Relaunch the subscriptionQ1 to Q3
  • Open café five in YorkQ1 to Q4
  • Start a barista academyQ1 to Q4
  • Commission the new roasterQ1 to Q4

An initiative that runs this quarter needs at least one climb working on it. Without one, nothing moves it forward until the next planning session.

Needs attention lists every initiative that runs this quarter with no climbs, along with climbs and initiatives that are off track. When Halden’s team sessions were confirmed, it showed that the barista academy had nothing planned for April to June.

The leadership team can set a climb for it, or move its start to the second quarter. Try both.

Needs attention0
InitiativesClimbs in Q1
  • Open trade in Leeds and ManchesterWin wholesale
  • Launch a trade portalWin wholesale
  • Relaunch the subscriptionGrow subscriptions
  • Open café five in YorkBrilliant cafés
  • Start a barista academyBrilliant cafés
  • Commission the new roasterRoast at scale

Progress in Headwater is the share of milestones ticked. An initiative counts the milestones across all of its climbs, and a pillar is the average of its initiatives.

Every Monday, each person ticks the milestones they finished in their check-in, so the leadership team sees the strategy move without asking anyone for an update. Play Halden’s first quarter, or drag to any week.

Week 1
6 April
  • Win wholesale2 initiatives
    4%
  • Grow subscriptions1 initiative
    3%
  • Brilliant cafés2 initiatives
    5%
  • Roast at scale1 initiative
    1%
Ticked in week 1Check-ins, 6 April
  • Book five tastings in LeedsSign six cafés in LeedsMO
  • View three units in YorkSign the lease for the York caféDW
  • Order decaf samples from two importersChoose a decaf for the subscriptionTR

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