The COO Playbook is purposefully designed to build smart execution capability A holistic model to define and execute a strategy A description of all the key components (from vision to performance) A checklist of success criteria A plan for building each component Examples of how components are inter-connected 100+ pages of content Simple, practical advice from experience working in start-ups and financial institutions. Continuously improved through exchange of ideas

1. Antony Turner
Oct 2018, Work in progress
COO Playbook
Smart Execution

2. !2
© Antony Turner
Introduction
Antony Turner, the creator of the COO Playbook
Roles include: Chief
Operating Officer, Program
Director and Chief of Staff
FinTech start-ups
(BiBox, LMRKTS and
Coefficiency Lab)
European banks
(UBS, Barclays, Credit Suisse,
ABN Amro, BNP Paribas and
HSBC)
Led initiatives in Technology,
Information Security, HR
Transformation, Vendor
Management, Mergers &
Acquisitions, Electronic
Trading, Digital Banking &
Machine Learning
25+ years experience at leading European banks, before a move into fintech start-ups

3. !3© Antony Turner
Whilst ideas come naturally
Execution can be complex
The COO Playbook
You’ve identified a new disruptive
technology or a new business model
But its execution (implementation) is not going
as well as it could (too slow, too expensive…)

4. !4© Antony Turner
Some war stories
From the front line
Talented individuals
but no team
➢ Poor coordination
➢ Slow product development and
distribution
Too many initiatives /
projects
➢ Initiatives poorly resourced
➢ Duplication of effort
➢ Slow time to market
➢ Poor leadership and accountability
➢ Limited cost transparency
➢ Poor allocation of resources
➢ Slow time to market
Product managers not
empowered
➢ Poor engagement with
stakeholders
➢ Poor leadership of agile teams
➢ Slow time to market
No mandate for
teams
➢ Conflict / turf fighting
➢ Slow response to requests
➢ Slow pace of transformation
Example case study ➢ Impact
2
3
4
5
Business case not
understood
➢ Poor allocation of resources
➢ Limited organizational commitment
➢ Slow pace of client adoption
Mistakes consistently
repeated
➢ Limited learning
➢ Unnecessary cost
➢ Slow time to market
Business and IT
structures not aligned
➢ Short term focus
➢ Lack of industrialization
➢ Slow time to scale
Legal and Compliance
out of synch
➢ Slow product development
➢ Slow client adoption
➢ Slow time to market
Positioning of data
analytics
➢ Duplication of efforts (MIS)
➢ Not embedded in product development
➢ Limited understanding of client activity
➢ Business case not tracked
Example case study ➢ Impact
6
7
8
9
10
1
No plans to scale

5. !5© Antony Turner
A practical and holistic model
Based on experience
"Vision without action is a daydream. Action without vision is a nightmare.” — Japanese proverb
▪ The COO Playbook is purposefully designed to build smart execution capability
▪ A holistic model to define and execute a strategy
▪ A description of all the key components (from vision to performance)
▪ A checklist of success criteria
▪ A plan for building each component
▪ Examples of how components are inter-connected
▪ 100+ pages of content
▪ Simple, practical advice from experience working in start-ups and financial
institutions. Continuously improved through exchange of ideas
Teams
Operating
Model
Strategy
Communication Performance

6. C o e f f i c i e n c y
L a b
COO Playbook
Components and Connectivity
!6C o n f i d e n t i a l
Teams
Accountable
Leads
Purpose &
Mandate
Skills &
Diversity
Role Clarity Team Work
Resource
Planning
Operating Model
Operating
Model
Joint
Business &
IT Teams
Product
Management
Prototyping
Legal,
Compliance
& Risk
Data
AnalyticsStrategy
Leadership Vision
Business
Case
Organisation
Structure
Execution
Plan
Governance
Keep it simple
Communication
Comms Plan
Stakeholder
Management
Collaboration
1-2-1
Meetings
Culture Marketing
Performance
KPIs Milestones
Risk
Management
Dependency
Management
Systematic
Reviews
Rewards &
Recognition
Prioritisation & Focus Acting with conviction Execution, day-to-day

7. !7
Teams
© Antony Turner
Teams Operating
Model
Strategy
Communication Performance
Teams
Accountable
Leads
Purpose &
Mandate
Skills &
Diversity
Role Clarity Team Work
Resource
Planning

8. !8
1. Alexandre Dumas, The Three Musketeers
2. Steve Jobs
Key components Success criteria
Teamwork
“All for one; one for all1”
An effective team is greater than the sum of its individuals
© Antony Turner
✓ One team working on one thing2
✓ Lots of face-to-face communications
✓ Collaboration tools embedded in team DNA
✓ Constant sharing of ideas and challenges
✓ Consistent and constructive feedback
✓ Learning and adapting
✓ Trust
Common
purpose
Mutual respect
Open and frank
communication
Shared
values
Connectivity between
team members
Teams Operating Model
Strategy
Communication Performance

9. !9
New team formation
First initial steps
© Antony Turner
Week 1 Week 2 Week 3
Understand
individuals’ strengths
& preferences
Clarify team purpose
and mandate
Clarify KPIs and
milestones
Setup collaboration
tools
Emphasise and foster team
work (lead by example)
Timeframes are illustrative
Establish team ground
rules and decision
making process
Teams Operating Model
Strategy
Communication Performance