FIDELIS

90 Day Rocks

Future Date: Dec 31, 2024
Q3 Revenue: $
Profit: $
Measurable: $ Rev/ FTE  

Company Rocks

1. Thaddeus: Synchronize capabilities and item of service lists
2. Thaddeus: Develop a hyperdrive brand roadmap to halve current timelines.
3. Chris: Rework price sheets to include vendor cost

Individual Rocks

Mark

1. Develop a creative brief process for contractors.
2. Film 5 hot take content creation videos for Slick Mother.
3. Add value to 2 blogs for The Alignment newsletter.

T.K.

  1. Make No-Update-Update part of the Fiber of Fidelis with a System and Delegation
  2. Galvanize the Black Cactus Professional Drinking Society for a Soft Launch in Q1 2025 and a hard launch in Q3 2025.
  3. Be on 1 podcast a month or 3 before year-end
  4. Have 12 coffee/lunches (1/week) with a High-Level Stakeholder.

Phyllis

1. Develop vendor teaming agreements.
2. Set 2025 budget.
3. Plan Christmas activities.

Thaddeus

  1. Synchronize capabilities and item of service lists
  2. Develop a hyperdrive brand road map to halve current timelines.
  3. Develop a communication flow process for contractors and directors.
  4. Develop a social media manager seat.

Chris

  1. Rework price sheets to include vendor cost.
  2. Update the sales sequence to integrate ops input for scope and feasibility.
  3. Rework the pricing model to include workshops and design elements in the retainer model.

Bethany

  1. Create a system for client gifting.
  2. Create and produce “Envision Your Business” series for 2025.
  3. Creating a strong social plan for the end of 2024, including Instagram, LinkedIn, YouTube, and our newsletter.

Kristen

  1. Create a system for client gifting.
  2. Create and produce “Envision Your Business” series for 2025.
  3. Creating a strong social plan for the end of 2024, including Instagram, LinkedIn, YouTube, and our newsletter.

Samantha

  1. Establish monthly reporting from the CRM.
  2. Establish and manage monthly updates and reporting cadence between operations, business development, and client parties.
  3. Identify and oversee the creation of a set of sales materials that will best support our sales cycle.

Luke

  1. Prospect 50 contacts per week with the goal of having 10 good conversations a week.
  2. Create a recommended process for monthly updates and reporting based on past experiences and share it with Sam.

Hannah

  1. Develop audit/questionnaire for other departments about how brand informs their work and ensure that branding informs all aspects of the Brand Roadmap.
  2. Test and implement a practical ZSWOT analysis that will allow  development of brand insights for clients.
  3. Create sample executive branding deliverable.

Josh

  1. Fully Integrate Canva Templates for 4 Social Media Retainer Clients.
  2. Read each issue of Off Kilter (brand strategy) and The Process (Brand Messaging).
  3. Contract design tasks with 2 freelancers.
  4. Assist COO and CFO with implementing freelancer process.

Christina

  1. Follow a time-blocked, bi-monthly routine of retainer client "check ups" for one-month, then report findings.
  2. Bi-weekly meeting with Ryan to create a list of departmental wants and needs in 2025 that will be forwarded to COO
  3. Assist, as asked, COO and CFO with writing and piloting a process for using freelancers, particularly for digital ad management and SEO.
  4. Complete at least 2 SEMrush Academy courses.

Ryan

  1. Create and publish 3 hype-reel style social posts, each for a different Clear Company, using existing footage and aligning with current trending content.
  2. Post 6 thought-leader insight posts on LinkedIn in influencer style, to promote personal and professional image.
  3. Meet Bi-weekly with Thaddeus to discuss the framework for a Social Media Department. (potential topics: profits, losses, budgets, time, projects, structure)
Accountability Chart