Direct answer：How to design equity plans? Survey → align strategy → seven points → model → agreements—no template grants.
Clarify before design:
Three-part legacy definition: entrepreneur dream, team loyalty, stakeholder win-win via internal wealth-sharing.
Equity as “split power, duty, profit” — co-create, co-own, co-share partnership model; 100+ equity projects cited.
Diagnosis: full survey for fair, compliant, actionable design.
Design: align finance and strategy, import equity concepts, complete seven-point determinations, workshop and modeling.
Rollout: communication, agreements, execution steps for legal, effective grants.
Legacy course framing: “nine lifelines,” “nine determinations,” “nine pitfalls” — 100+ implementations cited.
Per legacy IP page 86: OSMP was developed over 25+ years of HR practice and 300+ client implementations, refined with ~50 HR practitioners and experts.
OSMP spans strategy, organization, mechanisms, and culture — aligned with the operating triangle (market, product, supply chain) and management triangle (talent, mechanisms, culture).
| Phase | Pitfall | Legacy XieChunQiu flow |
|---|---|---|
| Diagnosis | Pick % first | Mgmt + financial survey |
| Design | Copy template | Seven-point workshop |
| Instruments | One-size options | Stage-fit tools |
| Rollout | Paper only | Comms + grant + execution |
Legacy: survey → strategy/finance alignment → seven points → workshop & modeling → rollout & agreements.
Legacy frames equity for talent partnership; fit decided after diagnosis.
OSMP, Cubic Compensation (3P×3B×3T), cup/point KPI, Zongheng-Baihe performance, internal customer model, seven-point equity design — legacy excerpts on this page.
Bring org chart and financials for seven-point modeling.
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