DEALER OPERATING SYSTEM
DealerOS Resource Library

Templates, playbooks, and field-tested tools

Everything Constellation Dealer Group business units use to run DealerOS — annual planning templates, initiative toolkits, R&D frameworks, and leadership decks. Click any tile to open the file.

Foundational

2 files
DOCX
Dealer COO — Scorecard & Job Description
Word document
PPTX
Dealer OG 5-Quadrant Model
PowerPoint deck
PPTX
Zodiac Vision Summit 2024 — OPE
PowerPoint deck · Ajay Thakur

Annual Planning

5 files
DOCX
Vision & Strategy — Template
Word document
DOCX
The Year of AI
Word document
XLSX
2025 Goals
Excel workbook
XLSX
OPE 5-Year Plan (v2026)
Excel workbook
XLSX
Teams 2026
Excel workbook

Initiatives

8 files + toolkit
PPTX
Initiatives Playbook (Shared)
2025-09-03 · PowerPoint
PPTX
How to Launch a Successful Initiative
PowerPoint deck
PPTX
Initiatives Lessons
PowerPoint · Ajay Thakur
PPTX
Initiative Summit 2023 — Do's & Don'ts
PowerPoint deck
PPTX
Growth Summit 2021 — Initiative Team
PowerPoint deck
DOCX
Initiative Assessment Scorecard
Word document
XLSX
Initiative Investment Model — Template
Excel workbook
PPTX
Dealer Initiatives Development
Toolkit overview · Ajay Thakur

Initiative Development Toolkit

Step-by-step
XLS
1 — Ideas List
Excel workbook
DIR
2 — Ideas Pitch Book
Folder
XLSX
3 — Initiatives Financial Proforma / ROI
Template · Excel
DIR
4 — Prototype
Folder
DIR
5 — Early Adopter Agreement Templates
Folder
DIR
6 — Pricing
Folder

R&D

2 files
PPTX
AI-First Development Approach — Summary
2026-01-26 · PowerPoint
PPTX
Perseus Academy — Building High-Performing Teams
R&D · PowerPoint

Retention

2 files
PPTX
Tyrrell — Customer Retention
Andromeda Thrive 2025 · PowerPoint
MP4
Zodiac Senior Leadership Meeting
2025-06-05 · Recording

Sales

Coming soon

Sales playbooks and templates will be published here as they're finalized.

Support

Coming soon

Support enablement materials will be published here as they're finalized.