Planning tool
C-Suite Payment Infrastructure Alignment
Get your CEO, COO, CCO, and CTO aligned before you make a payment infrastructure decision, so you make it once and make it correctly. Start with your own pre-meeting prep, then take the answers to your team.
Planning tool · 4 roles, 4 questions each · Pre-meeting prep · No login required
How to align your exec team on payment infrastructure
Four roles, four questions each. Answer yours below, compare where your team disagrees, then use the downloaded workbook to run a 90-minute session, score providers, and record the decision.
Pick your role, then answer its four questions before your alignment meeting. Be specific; this is an internal document. Bring everyone's answers together to see where you disagree.
CEO / Founder
0 of 4 answeredDoes our payment infrastructure enable our growth trajectory, or constrain it?
What corridors are we unable to activate today that our customers need, and why?
Name the specific countries or currencies, and the real blocker, banking coverage, licensing, or engineering.
If our primary banking partner changed their risk appetite tomorrow, which parts of our business would stop?
Trace the single points of failure. Which corridors run through one bank with no fallback?
Is our payment infrastructure capable of supporting where we want to be in 18 months, or will it require a rebuild?
Be honest about whether today's stack scales, or whether you are already planning around its limits.
What is the one payment infrastructure decision we have made that we would reverse if we could?
Name the decision and what it costs you now. This surfaces the debt everyone already feels.
Step 2: Run the alignment session
A structured 90-minute session where all four functions align and force a decision. Everyone completes their prep first; the facilitator reviews the answers and picks the two or three divergences to surface.
Who completes what
The 90-minute agenda
- 0:00–0:10Opening & ground rulesCEO / Facilitator
State the purpose: we are here to make an infrastructure decision, not to evaluate options. Ground rule: no defending the current setup. We are diagnosing, not protecting.
- 0:10–0:30Pre-meeting prep reviewAll functions
Each function presents their four answers in 3 to 4 minutes, no commentary yet. The facilitator notes where one function's answer reveals a risk the others weren't aware of.
- 0:30–0:50Divergence discussionCEO / Facilitator leads
Surface the two or three biggest divergences from the prep review and pressure-test them across functions.
- 0:50–1:05Infrastructure gap assessmentCOO + CTO
Walk the six evaluation dimensions as a group and mark which are a critical gap or need work. These become the action items.
- 1:05–1:20Provider evaluation criteriaCCO + CTO
Agree the must-have criteria for any alternative provider using the Go/No-Go checklist: which are dealbreakers versus nice-to-haves.
- 1:20–1:30Decision and next stepsCEO
Close on one of three outcomes: the current setup is adequate, specific gaps to assign, or a provider evaluation to run. State the decision out loud so everyone can repeat it.
Steps 3 and 4: continue in the workbook
Once you've aligned, the downloadable workbook takes you through provider evaluation and the decision record. Both are ready to fill in with your team.
Evaluate providers
Score any payment infrastructure provider against the Provider Go/No-Go checklist: 18 criteria across six dimensions, each flagged dealbreaker or nice-to-have.
Record the decision
Capture the final decision, the rationale, the open questions, and the follow-up owners, with a sign-off line for each function.
Planning tool only. Routefusion provides this tool for general informational and planning purposes only. It is not legal, regulatory, compliance, tax, or financial advice, and using it creates no advisory or fiduciary relationship.
Its outputs are directional and based solely on the information you entered. They are not a guarantee of eligibility, pricing, timelines, approval, or of any particular provider or banking partner outcome.
Document, payment, banking-partner, and regulatory requirements vary by jurisdiction and change over time. Any requirement, threshold, or timeframe referenced here is general guidance, not a statement of what any specific provider, bank, or regulator will require of you.
You remain responsible for your own compliance obligations. Consult your own qualified legal and compliance advisors before acting on any output of this tool.
Routefusion makes no warranties and accepts no liability for decisions made using this tool.
Download the alignment workbook
- Your pre-meeting prep answers filled into the workbook, ready to share with your team
- The full 90-minute alignment session agenda with discussion prompts
- The Provider Go/No-Go checklist, 18 criteria across six dimensions
- The decision record template for sign-off and follow-up owners
- A clean CSV of your prep answers
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Talk to a Routefusion expert
Aligning on infrastructure? Book a free consultation. We'll walk your team through the six evaluation dimensions and show how multi-bank infrastructure removes the single-point-of-failure risk your prep just surfaced.
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