Built around the method
Pre-write, pre-read, IPS, and clear commitments are part of the workflow. The curriculum explains the thinking behind the practice.
Explore the curriculumGive goal updates, issues, and commitments a shared home. Defacto makes the Mochary Method part of how your team prepares, meets, and follows through.
Start using DefactoBuilt by Mochary Method. Used in Mochary coaching sessions.
Share progress, surface the sticking point, and agree on the next step.
Write or record your update. Give the team time to pre-read, then work through the open questions together.
Set your confidence, record your thinking, and review the written update and actions before sharing.
How likely are you to complete this goal by Sep 30?
Choose your confidence, then talk through what’s changed.
What progress have you made? What’s getting in the way? What will you do next?
“I’ve shortlisted three candidates. I’m putting this at risk because we still haven’t agreed whether the role includes customer success. I need the team’s input on that before I update the role description and move ahead with interviews.”
Three candidates shortlisted. Ready to move ahead with interviews.
The role’s scope is still open: sales only, or customer success too?
Agree on the scope with the team, then update the role description before the interviews.
Shortlist three candidates Alex · Completed Sep 16
Update the role description once the team agrees on the scope.
Review the suggestion before adding it to your actions.
Read everyone’s updates before the meeting. Add comments and surface the questions you want to discuss.
The preparation is already read. Discuss the open question, agree on the scope, and mark the comment done.
Customer success needs dedicated attention. The new Head of Sales should focus on building the sales team.
The new hire will focus on sales. Turn that agreement into actions the team can follow through on.
Customer success stays with its current owner. The new Head of Sales owns sales.
Agreed: the new hire will focus on sales.
Bring an Issue / Proposed Solution — an IPS — to the team. Explain the problem, name what you did to create the situation, and propose a solution.
Your colleagues can consider it before the meeting. Work through their comments together, make a decision, and give the follow-up a clear owner.
Think the issue through before the meeting. Describe the issue, reflect on what you did to create the situation, and propose a solution.
New customers are waiting between sales and onboarding because no one knows when ownership changes.
I asked the team to speed up handoffs without defining when ownership changes. I assumed sales and onboarding would work it out between them.
Use one handoff checklist, name a receiving owner, and keep the account executive responsible until that owner accepts.
Read the IPS before you meet. Ask questions and contribute in the comments while there’s time to think.
Customer handoffs have no clear change of ownership.
I asked the team to speed up handoffs without defining when ownership changes. I assumed sales and onboarding would work it out between them.
A shared checklist with a named receiving owner and explicit acceptance.
Discuss the proposal and work through the comments. Mark each one done as you reach agreement.
The account executive owns the customer until the receiving owner accepts. Trial the checklist with three customers before rolling it out.
Record the decision and give every follow-up action an owner and a date.
Trial the handoff checklist with the next three customers. The account executive stays responsible until the receiving owner accepts.
Agreed: trial the handoff checklist with three customers.
The Mochary Method gives everyone a part in the preparation. Defacto brings the steps together, so your time in the room starts with shared context.
Reflect on your own. Write or record what’s happening and what needs attention.
Read each other’s preparation. Ask questions and add your thinking before you meet.
Work through the questions together. Use the meeting for the conversations that need everyone.
Make the decision clear. Agree on the actions, the owners, and the dates.
Give the Mochary Method a place in your team’s week.
Pre-write, pre-read, IPS, and clear commitments are part of the workflow. The curriculum explains the thinking behind the practice.
Explore the curriculumWatch Matt Mochary explain the meeting method and how the steps fit together.
Watch Matt explain the method
Alex’s update
The shortlist is ready. The scope of the role needs a decision before we make an offer.