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Instructions are below.

You will also receive these instructions via email in a PDF.


Thank you for purchasing The Leadership Dashboard!

I created the Leadership Dashboard because I noticed that I was constantly being pulled in two different directions—and not making much headway on either.

On one hand, I needed to keep an eye on the big picture. Just like you, I’m in charge of setting the strategy for the business, choosing long-term projects, and making sure everything is working together.

On the other hand, I needed to get my own work done. Like you, there is plenty that I do on a daily basis that is key to generating revenue, building our brand, and delivering value.

My team has used various tools over the years to track task management. I’ve never done well with them.

And I’ve used various tools to set strategy and goals—none of which worked well for communicating the vision with my team.

In the end, the work of running the business has felt disjointed, misaligned, and frustrating.

In The New How, Nilofer Merchant describes this how this phenomenon impacts startups:

In Silicon Valley, we call that gap an ‘Air Sandwich’: the empty void in an organization between the high-level strategy conjured up in the stratosphere and the realization of that vision down on the ground. Rather than connective pieces between the vision and the reality, the filling in an Air Sandwich consists mainly of misunderstandings, confusion, and misalignment.”

The Leadership Dashboard solves this problem for the small business owner.

Today, my Leadership Dashboard is the hub that keeps my day-to-day work aligned with my goals and the vision I have set for the business. It gives me a clear way to check in with our progress, as well as communicate to my team.

The Leadership Dashboard finally connects vision to strategy to projects to day-to-day action—and empowers you to manage it all in one place.

As you set up your Leadership Dashboard, remember that it is completely customizable. Move things around, delete what you don’t need, and add what you do need.

But as you do that, keep its purpose in mind: configure your Leadership Dashboard so that you can connect your vision and action every single day.

With gratitude,

Tara McMullin
Founder & Host, What Works


Here’s how to get started with The Leadership Dashboard.

1. Click here to open up the Notion template.

2. Then, click “Duplicate” in the upper right corner of the screen.

3. You’ll be prompted to sign in to your Notion account. If you don’t already have one, click here to get started.

4. Once you’re signed in, The Leadership Dashboard will be added to your own workspace.

5. Check that the page is unlocked (toggle should be gray, not blue) and then start with Welcome To The Leadership Dashboard video!