Strategic Plan - Q2 2018
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ONE PAGE STRATEGIC PLAN (OPSP)
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YEAR: 2018QUARTER: Q2 2018
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Problem We Are SolvingOur Company PurposeAnnual ThemeAnnual Financial PlanQuarterly Financial PlanQuarterly ThemeQuarterly Departmental Goals
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(Our Contribution)(Our Deeper Why)(The Big Hill We're Taking)(Quantitative Targets)(Quantitative)(The Hill We're Taking!)(Most Important Goal For Each Department)
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Companies struggle to acquire customers online.
Help purpose-driven businesses scale their impactDream come true.Revenue$400kRevenue$30kMoney MagnetTechAutomated reporting
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Profit$120kProfit$9k
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Deadline6/30/2018MarketingLeads
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Our HowAnnual Theme TargetAnnual Top PrioritiesQuarterly Top PrioritiesOwnerQuarterly Theme Target
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(How Will We Achieve Our Purpose?)(The Critical Number)
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Sales, marketing & operations excellence. Hiring the best talent, keeping them inspired. Personal development & connection to why. Following our strategic plan.
Annual Theme Metricrevenue1Talent acquisition system1Documented process in google drive, including interview scorecard etc.GQuarterly Theme Metricbooks read togetherSalesRevenue
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2Online customer acquisition system2Rank p1 for Branded SEOBQuarterly Theme Goal1SupportHire VA
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Annual Theme Goal$300k in revenue first 12m.


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3Grassroots customer acquisition system3Book 3 speaking events. MRewardFinanceBank account
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Who Are We Solving This3 Year Key GoalsHow Will We Wow Our Customer?(If we hit quarterly hill goal)
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Problem For?Reward for the Leadership Teamgo karts + mushrooms?
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Purpose-driven businesses with $500k+ annual revenue.
1$5 mil revenue1Content creation excellence4Legal & financial systems4Bank account w/ wire transfer/direct deposit, revisit dynamic equityGHRTalent acquisition process
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220 core team members, 100 freelancers. 2Exciting Results5All of us are full time on the business5$2500 monthly surplus (after bills paid) for B & GMOpsProject work breakdown structure
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Reward for All StaffHandwritten note
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31 epic event per quarter3Clear consitent communication & education6End to end project process systems6Documented in google driveGProduct DevAgency interviews / market research
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Company ValuesSandbox We Play In3 Year BHAGHow We Make MoneyOpportunites to Exceed Quarterly PlanCompany Quarterly KPIsRedYellowGreenSupergreen
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1. Being real
2. Excellence
3. Fun
4. Growth
5. Ownership
Industrymarketing & advertising$5mil annual revenue30 % agency profit margin on top of work costs1Magic mastermind1Revenue<$20k$20k$30k>$30k
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Product(s)2One whale client2Leads generated<303045>45
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SEO, Marketing Funnel Automation & Social Media Advertising
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Our Brand PromiseOur Top Customers
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GeographyWe grow your sales like magic.Hive3Video training3Conversion rate (proposal to sale)20%30%40%50%
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Global
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Product DifferentiationWhat We Can Be Best in the World AtWhat We're Passionate About44Avg. deal size (overall & by category)<$2k (SEO)
$10k (MFA & SMA)

$2k (SEO)
$10k (MFA & SMA)
$3k (SEO)
$15 (MFA & SMA)
>$2k (SEO)
$10k (MFA & SMA)
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Rapid prototyping. Guaranteed leads. Values alignment. Holistic approach (examine all parts of funnel, don't put lipstick on pigs). Future: VR & automated reality. Enterpise technologies & proprietary process. Robust research process.Creating exciting results for clients within 90 daysSustainability, growth, systems, marketingHost our own event
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55<150150300>300
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Current Market Share (%)Acquire huge channel partnerUnique website visitors
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n/a
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6Hire virtual assitant6# of exploration calls<101015>15
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Company StrengthsCompany WeaknessesCompany OpportunitiesCompany ThreatsNeeded Hires
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V.A.
Strategist
Copywriter?
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Accelerated rate of learning
A+ talent
Relational excellence
Highly specialized
Solid channel partnerships ecosystem (HIVE, design agencies, branding agencies etc.)
Agility & flexibilty
Business Development - commitment to process of building all aspects of business (more than just an agency, a real company)
Lack of talent acquisition & onboarding system (G is working on it)
Lack of documented end-to-end process that's scalable (we have started working)
Fewer connections than older agency heads
Lack of funding / runway
No digital customer acquisition strategy
B.I. dashboards
VR & AR
Int'l markets
Low end services & offers i.e. mastermind
Magic event(s)
Developmental culture (personal, financial, and social growth)
B2B Acquisition model
Magic lead magnet
Advertising policy changes
AI making jobs obselete (AdHawk, Marin)
Other agencies stealing business
Lack of social proof
Inconsistent cash flow
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2018 Retreat OPSP
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