developing your 30/60/90 day plan · prioritize the data base for key clients – lucrative, loyal...

Developing your 30/60/90 Day Plan Liz Lara Carreno Outreach Director

@LizLaraCarreno

A customer is a customer, whether they are internal or external

The plan must include clear communication to internal customers on the direction of the company.

The plan must include clear communication to external customers on the capabilities of the company.

Be Strategic

Reduce the Risk of Further Financial Hits

Vision, Mission and Goals 2020Does not go out the Window

CompetitionIndustry Landscape has changed

Client Base Prioritize your Data Base

30 DAY UNDERSTAND

30 DAY PLAN PROCESS, PEOPLE, PROCEDURE

PRODUCT, COMPETITION

Don’t Change The Goal, Change The Plan

Vision 5-year Plan – Do not go out the windowMission What you deliver versus What Can

you deliver?Goals 1st QTR What was the impact?2nd QTR Adjust the plan and asses the means at

your disposal3rd QTR Measure the path your one4th QTR What is the Desirable End

60 DAY EVALUATE

60 DAY PLAN ASSESS AND EVALUATE CURRENT PROCESSES

EVALUATE CHANGES

Prepare to Move Forward

As a Company are adaptable and agileWhere are we?Where do we want to go?What do we need to do?Who do we need?How do we need to do it?How do we measure progress?

Transform experience into expertise

Performance Mgmt. in Yellow is what ALL employees will commit using Specific, Measurable, Attainable, Relevant and Time related initiatives. Should be reviewed on a quarterly bases for adjustment in goals and employee performance.

Team has 4 Goals with specific initiatives to support Mgmt. Team goals in their area of responsibility.

Mgmt. has 4 Goals with specific initiatives to support Company 4 Goals in their area. Sends this to their team to have them write

their goals to support the Mgmt. team goals in their area of responsibility

Company has 4 Goals with broad targeted areas of 2020 Growth. Sends this to Mgmt. Team to write their goals to

support the CO goals in their area of responsibility.

Biz Owner should write 2020 Goals using their Vision and Mission. Should be about 3-7 Goals. This process aligns the goals

and employee contribution which will be measured using performance management process. This process show employees HOW they contribute to the goals everyday.

(Sample of goals in yellow)

Company Goals 2020

Goal 1Become industry

Benchmark,Raise Customer Service

Ratings by 25%

Create Quarterly initiatives to support

customer touchpoints

List initiatives that deliver the touch points

Goal 2Mkt Share

Generate 5 MIL by 12/31

Create initiatives to increase current client

sales.

Create initiatives to acquire new clients

Goal 3 Tech Upgrade Install CRM System and connect all departments

as Phase I

Create and support initiative in the

installation and training.

List initiatives on how you will participate in the

CRM transition

Goal 4 Talent Mgmt. Create internal

leadership development requirements.

Create initiatives to identify talent ready to

step into leadership roles

List training initiatives you will be taking in your

2016 development.G

OAL

S

Perfo

rman

ce M

GT

Liz Lara Carreno 8

90 DAY OPTIMIZE

90 DAY PLAN INITIATE ACTION PLANS IMPLEMENT NEW STRATEGIES AND PROCEDURES

Client Base

Prioritize the Data Base for Key Clients –Lucrative, Loyal , etc.Product and Services - Old and potential

New Communication Personal EmailPersonal Phone Call Communicate you are in operation “How can I best support your company with our

services and products.”Track the communication

Company has 4 Goals with broad targeted areas of 2020 Growth. Sends this to Mgmt. Team to write their

goals to support the CO goals in their area of responsibility.

Biz Owner should write 2020 Goals using their Vision and Mission. Should be about 3-7 Goals. This process aligns

the goals and employee contribution which will be measured using performance management process. This

process show employees HOW they contribute to the goals everyday.

(Sample of goals in yellow)

Company Goals 2020 NEW PLANS

implementation 2ND

QTR

Goal 1Become industry

Benchmark,Raise Customer Service

Ratings by 25%

Creating Exceptional Support for clients

Goal 2Mkt Share

Generate 5 MIL by 12/31

Retain current clientAcquire new clients

Goal 3 Tech Upgrade to meet

new demands

. ZOOMCRM

Goal 4 Talent Mgmt. Essential Training

required in todays MKT

Identify talent Online Training

GO

ALS

Liz Lara Carreno 11

Resources

Sales Strategy and Planning

Sales Pipeline Management

Sales Management

Software

Badger Mapping

HUBSPOT

Trends

Resources

Restaurant.org. National Restaurant Associaiton

TRA.org. Texas Restaurant Association

Mytotalretail.com. Total Retail Report

Instituteforsupplymanagement.org

Buildingradar.com

dnb,com

Guidantfinancial.com. - 2020 State of Small Business Trends

FALL 2020 COHORT 28

• Application Deadline June 4, 2020

• Houston Community College

• www.hccs.edu/10KSMALLBIZInitiative Competitive for Inner Cities

• ICIC.ORG

Developing your 30/60/90 Day Plan Liz Lara Carreno Outreach Director

@LizLaraCarreno

Thank You