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Ho'ohana Whoo Business Plan
Vision & Mission
Ho'ohana Whoo Business Plan
OKR
Executive Summary
Business Model Overview
Legal Structure & Ownership
Products & Services
Core Values & Sacred Alignment
Secured Geometry & Numerology Integration
CMO
Formulas
COO
Human Resources
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Employee Handbook
Funding Requirements
Risk Management
Technology Stack & Tools
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Milestones & Metrics
Sustainability & Community Impact
Partnership Strategy
Exit/Disconnection
Equation Glossary & Visual Charts
Appendices
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Appendices

stephanie bogart
Last edited 147 days ago by stephanie bogart.

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📚 Appendices – Ho‘ohana Whoo Business Plan

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Appendix A: Job Titles & Role Descriptions

Detailed breakdowns of every internal role including:
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Title, archetype (CD/AN), duties, ideal strengths/weaknesses, and pay range
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Aligned geometry placement and training expectations 📌 Use: Onboarding, hiring, and leadership planning
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Appendix B: Star Chart & Geometry Alignment Formulas

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CD/AN role alignment chart
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Energetic archetypes (based on sacred geometry and astrology)
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Guidance on best role fit by birth chart and work style 📌 Use: Hiring, growth map creation, conflict resolution
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Appendix C: Growth Map Template

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Personalized form for employees and contractors
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Includes passion inventory, evolving goals, role transition readiness 📌 Use: Employee check-ins, onboarding, and team reviews
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Appendix D: Bonus & Profit Share Tiers

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Defined performance-based bonus system
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Monthly and seasonal profit-sharing tiers
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Eligibility criteria by role and engagement 📌 Use: Payroll processing, incentive planning, transparency reports
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Appendix E: Onboarding Checklist

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Includes required forms, welcome meeting outline, training schedule
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Links to tech stack, safety protocols, employee handbook 📌 Use: First-day packets, HR digital checklist, contractor integration
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Appendix F: Time Off & Pause Request Form

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Used to formally request:
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Daily pause or full time-off
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Slow-season sabbatical or shift reduction 📌 Use: Admin review, restorative practice tracking, seasonal planning
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Appendix G: Incident/Injury Reporting Form

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Required for all injuries or workplace issues (internal or public)
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Includes checkboxes for type, location, action taken, and drug test consent 📌 Use: Risk documentation, legal protection, workers comp reporting
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Appendix H: Harassment & Misalignment Reporting Form

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Confidential reporting tool for harassment, burnout, or toxic behavior
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Routing options to leadership, HR, or external mediator 📌 Use: Conflict management, sacred disconnection protocol
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Appendix I: Legal Document Index

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Sample templates:
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Independent Contractor Agreement
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Vendor Partnership MOU
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Ride Service Waiver
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Marketing Contract
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Confidentiality & NDA Agreement 📌 Use: Legal setup, client partnerships, events, and B2B operations
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Appendix J: Technology Stack Master Sheet

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List of tools, owners, and login access protocols
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Includes automation flows and monthly renewal costs 📌 Use: Admin, security, and training tech handoffs
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Appendix K: Equation Glossary & Visual Charts

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Glossary of business formulas (CD/AN aligned)
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Visual charts of budget petals, role placement, growth timeline 📌 Use: Investor decks, grant writing, internal teaching aids
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📚 Appendices – Ho‘ohana Whoo Business Plan
Appendix A: Job Titles & Role Descriptions
Appendix B: Star Chart & Geometry Alignment Formulas
Appendix C: Growth Map Template
Appendix D: Bonus & Profit Share Tiers
Appendix E: Onboarding Checklist
Appendix F: Time Off & Pause Request Form
Appendix G: Incident/Injury Reporting Form
Appendix H: Harassment & Misalignment Reporting Form
Appendix I: Legal Document Index
Appendix J: Technology Stack Master Sheet
Appendix K: Equation Glossary & Visual Charts
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