Reference

The HalftimeOS Method

The terms, the process, and the exact scoring math — in one place, written as a reference rather than a pitch. If you're inside HalftimeOS and want the short version, this same content is one click away from the Dashboard's Help button.

Prefer plain business language? Every organization can turn the football theme off in Settings.

The process

A Season becomes a Game, a Game becomes a Drive, and a Drive becomes a score. Six steps, run on repeat.

1

Set your Season goal

Define the one goal that matters most this year in your Season Plan and 1-Year Goals — your Season's Super Bowl.
2

Break it into Games

Each quarter, agree on 3-7 Priorities per person. Each Game (month) is played toward those Priorities.
3

Run your weekly Huddle

Every week, the same 90-minute agenda: check the Scorecard, review Priorities, work the issue list, close with clear To-Dos.
4

Take a real Halftime

At week 2 of every Game, stop and honestly review the Scorecard and Priorities together. Adjust before the month is decided, not after. The Halftime Report flags what's costing points; commit to a few adjustments and check them at the final whistle.
5

Score every Drive

Enter your numbers and the Drive scores itself. Offense KPIs put points on your side (touchdown, field goal, no score, or turnover); defense KPIs decide what the opponent gets (shutout, partial stop, or scored against). The Drive locks on Sunday night.
6

Track your Season Record

Monthly Game results roll up into a win/loss/tie Season Record, so you can see the real trend, not just this week's noise.

Glossary

Season

One year. Your annual goal — the thing everything else ladders up to — is set here, in your Season Plan and 1-Year Goals.

Game

One calendar month — every Drive whose Monday falls in that month. Most Games have four Drives; some have five.

Drive

One week, Monday to Sunday. Each Drive belongs to the Game (month) its Monday falls in. Your Scorecard numbers for the week decide how the Drive scores.

Huddle

Your weekly team meeting, run on a fixed 90-minute agenda: Segue, Scorecard Review, Priority Review, Headlines, To-Do List, Issue Solving, Conclude. This is where the whole rhythm comes together each week. Monthly and board meetings don't carry Drive labels.

Halftime

The practice of stopping at week 2 of every Game to check the score and adjust — review your Scorecard and Priorities together, honestly, and change course before the month is decided instead of after. Week 2 means the second Monday of the month. In week 2's Huddle, the Halftime Report shows the score so far and the numbers costing you points, and the team commits to up to five adjustments.

Offense

KPIs that measure ground you're gaining — growth, pipeline, launches. Offense puts points on your side of the scoreboard.

Defense

KPIs that measure ground you're protecting — retention, quality, cash, uptime. When defense slips, the opponent scores.

Opponent

Not a rival company. The opponent's score is simply the ground you gave up — points go on their side when your defense KPIs miss.

Issue Solving

The structured way issues get resolved during a Huddle: identify the real issue, discuss it to the root cause, agree on a solve with a clear owner.

Priority

A quarterly priority. Each person owns 3-7 Priorities per quarter; a Priority is binary — done or not done, no partial credit.

OKR

Objective & Key Result. Objectives are qualitative and inspiring; Key Results are the measurable outcomes that prove an Objective is on track.

Season Plan

Your company's foundational planning document: Core Values, Core Focus, 10-Year Target, Marketing Strategy, 3-Year Picture, 1-Year Goals, Quarterly Priorities, Issues.

Scorecard

The 5-15 numbers, split into Offense and Defense, that give you an honest weekly pulse on the business — reviewed every Huddle, and again at Halftime.

Not Played

A week where nobody entered any numbers. It doesn't count for or against you — but it's also a week you played blind.

Missed Entry

If your team entered some numbers for a week but skipped a KPI, the skipped KPI counts as a miss once the week closes. The scoreboard only works if the bad numbers go in too.

Scrimmage

A Game played with only offense or only defense KPIs. It's scored so you can practice, but it doesn't count in your Season Record until you have at least one of each.

Unscored KPI

A KPI with no target. It shows on your Scorecard but can't score until you set one.

Final

A Drive locks at midnight Sunday in your organization's timezone. After that the score only changes if an admin recalculates it.

Halftime Report

The screen in week 2's Huddle (and on the Dashboard) for taking Halftime: the Game's score so far, the numbers costing you points, and the Priorities and Key Results that need attention.

Adjustment

One sentence on what you'll do differently, with an owner. At the final whistle you see whether the number moved.

Second half

Drives 3 onward.

5th Drive

Some months have five Mondays. The fifth is a normal Drive.

If it locked now

While a week is open, the score only counts numbers already entered. 'If it locked now' shows what the Drive would score with every blank counted as a miss.

The scoring math

Every KPI gets a performance ratio, Pᵢ, that says how it's actually doing against its target.

Higher is better

Pᵢ = Actual ÷ Target

Revenue, new customers, conversion rate — anything where more is good.

Lower is better

Pᵢ = Target ÷ Actual

Churn rate, support tickets, CAC — anything where less is good.

Every performance ratio is capped at 2.0, so one outlier metric can't paper over the rest.

P_off (or P_def) = Σ(Pᵢ × weightᵢ) ÷ Σ(weightᵢ) — each KPI can carry a weight (default 1.0) so your most important numbers count for more.

Offense scoring

• Touchdown (+7 pts) at P_off ≥ 1.0
• Field Goal (+3 pts) at P_off ≥ 0.8
• No Score (0 pts) at P_off ≥ 0.5
• Turnover (-3 pts) at P_off < 0.5

Defense scoring

• Shutout (Opponent: 0 pts) at P_def ≥ 0.9
• Partial Stop (Opponent: 3 pts) at P_def ≥ 0.8
• Scored Against (Opponent: 7 pts) at P_def < 0.8

Thresholds and point values shown are the defaults. Admins can change them in Settings → Game.

The rules behind the scores

Targets: Each KPI is scored against its target for that month if you've set one, otherwise its standard target. KPIs with no target are unscored.
Missing numbers: A week with no numbers at all is Not Played and doesn't count. If some numbers were entered, any KPI left blank counts as a miss (0) when the Drive locks at midnight Sunday in your organization's timezone.
One-sided scorecards: With no offense KPIs you score 0; with no defense KPIs the opponent scores 0. Either way the Game is a Scrimmage and stays out of your Season Record until you track both.
Monthly KPIs: Monthly KPIs score once, in the last Drive of the Game.
Deciding a Game: A Game is the sum of its Drives. More points than the opponent is a win. Ties stand unless your organization has turned on sudden-death tiebreaks (whoever won the last Drive wins).

Ready to run it yourself?

Start free with one leader, then bring the rest of the team in whenever you're ready — no card required.

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