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Operator workspace surface playbooks

Use this guide when you need page-specific operator moves for Dashboard, Calendar, Strategy, Settings, and Commercial Ops with clear handoff rules.

This guide turns premium-surface intent into practical playbooks. Each section answers the same questions: what this page is for, what to do first, what to avoid, and where the next bounded handoff should go.

A practical page type for learning how FlywheelBrander thinks or how to make a specific choice.

Dashboard playbook

Use Dashboard as the daily decision start, not as a deep execution endpoint.

First moves

  • Read the act-now card first, then the confidence explanation for why this is the next move.
  • Confirm whether the move stays in Dashboard or belongs to another premium surface.
  • Treat queue momentum as operating context, not as a substitute for the next decision.

Handoff rules

  • Go to Calendar when slotting or cadence coverage is the next real decision.
  • Go to Strategy when phase, mix, or commercial doctrine is unclear.
  • Go to Settings when a control/configuration change is required.
  • Go to Commercial Ops when live route follow-up or exception handling is required.

Calendar playbook

Use Calendar for slot-readiness and cadence decisions, not as a queue triage surface.

First moves

  • Start with the lead decision card and nearest-slot read.
  • Separate approved from truly schedule-ready before assigning a slot.
  • Keep proof and governance context available via disclosure when needed.

Escalate when

  • A schedule gap is actually caused by strategy/posture misalignment -> move to Strategy.
  • A slot cannot be trusted due to control/channel posture -> move to Settings.
  • The issue is route follow-up after live movement -> move to Commercial Ops.

Strategy playbook

Use Strategy for doctrinal interpretation and direction changes, not for day-to-day queue motion.

First moves

  • Read the lead doctrine card, then current phase-commercial linkage.
  • Decide whether posture should change now or stay stable under current evidence.
  • Open deep governance context only when qualification/promotion details are needed.

Do not overuse Strategy for

  • Routine queue review that belongs in Dashboard/Posts.
  • Pure slotting decisions that belong in Calendar.
  • Connection and policy unblocks that belong in Settings.

Settings playbook

Use Settings as a deliberate control room for bounded unblocks and posture controls.

First moves

  • Read the act-now control card before changing any configuration.
  • Confirm whether the state is truly blocked, monitor-only, or continue-safe.
  • Apply targeted control changes, then hand back to the operating surface.

Exit criteria

  • Return to Dashboard when the control issue is resolved and daily work can continue.
  • Return to Calendar/Strategy/Commercial Ops only if their primary decision is now unblocked.

Commercial Ops playbook

Use Commercial Ops for route follow-up, review cadence, and bounded traceability after work is live.

First moves

  • Start with open follow-up actions and exception pressure before reading deep governance detail.
  • Use playbooks and queue aging controls to keep follow-up deterministic.
  • Read KPI row as route posture context, not as standalone success proof.

Escalate when

  • Route issues indicate upstream doctrine mismatch -> move to Strategy.
  • Route issues are control/connection policy rooted -> move to Settings.
  • The next decision is cadence-slotting rather than follow-up -> move to Calendar.