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Task 56 · Group 3

Founder Departure Scenario Planning

Founder Departure Scenario Planning helps the founder or programme team create a practical plan for which assumptions move runway, revenue, cash and survival outcomes. Within Team Formation, Company Creation & Governance, it turns a broad or uncertain area of the venture into a concrete Bertie work product that can be reviewed, improved and reused. The task is intentionally discrete: it should produce a specific artefact, decision, evidence item or risk signal rather than general learning notes.

Objective

Define a practical, sequenced plan for Founder Departure Scenario Planning. The objective is to remove ambiguity around which assumptions move runway, revenue, cash and survival outcomes, give the founder a decision-ready output, and make it clear whether the venture should progress, repeat the task with stronger evidence, escalate to expert support, or move into a linked stage.

When this task is assigned

Bertie or a programme manager assigns Founder Departure Scenario Planning when the venture needs a decision-ready output for this group. Typical triggers include group-gate reviews, evidence gaps identified by the co-pilot or founder request.

Dependencies & prerequisites

founder profiles; current team status; role expectations; ownership assumptions; venture thesis if available; specific context for which assumptions move runway, revenue, cash and survival outcomes.

Actions in this task
6 actions
  1. Establish the precise context, governance boundaries, and timeframe for potential founder departure scenarios across early-stage operations. The founder specifies whether planning addresses voluntary resignation, bad-leaver events, or health-induced exits within a 12 to 24-month horizon.

    Objective

    Clarifying the goal establishes explicit boundaries and temporal triggers for evaluating founder departure contingencies. It prevents emotional biases during crisis situations and ensures the venture maintains operational stability and investor credibility.

    What's expected

    Deliver a signed Founder Departure Scope Statement outlining designated trigger events, decision horizons, and governance boundaries. This document must clearly state which founder roles are covered and the agreed timeframe for contingency execution.

    Consultant stress-test · 5 questions
    1. 1.What specific trigger events define the boundary between a good leaver and a bad leaver over your 24-month horizon?
    2. 2.Why have you chosen this particular decision horizon rather than aligning it directly with your next major funding round?
    3. 3.How does your governance structure enforce these departure definitions if a co-founder disputes the exit classification?
    4. 4.What evidence demonstrates that all co-founders agree on the defined exit horizon and decision-making authority?
    5. 5.Where does this scope statement expose the venture to key-person dependency risks if a sudden departure occurs next month?
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Expected outputs
  • A data-room asset titled Founder Departure Scenario Planning
  • A practical plan with owners, sequencing, assumptions, dependencies, risks and next decision points
  • It should update the venture DNA with specific evidence or decisions about which assumptions move runway, revenue, cash and survival outcomes, create a visible milestone in the founder journey, and generate one or more recommended next tasks
AI co-pilot support

Bertie co-pilot summarises founder/team inputs, identifies role or governance gaps, prepares advisor/legal briefs, and checks consistency with funding-readiness needs. For this task, it should focus on which assumptions move runway, revenue, cash and survival outcomes, prompt the founder for missing inputs, draft or improve the output, flag weak assumptions, and record the result back into the relevant data-room section.

Advisor / human support

A mentor or evaluator can review the output at the group gate. Programme managers can require an advisor checkpoint before Bertie moves the venture forward.

scienceTry the loop: co-pilot simulation

Draft your output and let Bertie review it