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