FIDELIS
90 Day Rocks
Future Date: Mar 31, 2024
Q1 Revenue: $400k
Profit: $100
Measurable: $100k Rev/ FTE
Company Rocks
Chris: Hire a salesperson
Thaddeus: Quantify, automate, and create SOP for weekly Whelm Scale
Thaddeus: Cast vision and define a social media offering
Thaddeus: Set office hours with Mark and ideate Mark doing creative direction including guardrails
Individual Rocks
Mark
- Create something like the Fidelis Way for creative direction
T.K.
- Host 4 Book Club Lunches
- Find and develop 2 potential large ($350k+) clients
- Test viability of Rally Media
- Develop and launch Twitter presence with 50 new followers
Phyllis
1. Finalize and implement hiring process
2. Set 2024 budget that matches 1 year plan, goals, and rocks
Thaddeus
1. Quantify, automate, and create SOP for weekly Whelm Scale*
2. Cast vision and define a social media offering*
3. Set office hours with Mark and ideate Mark doing creative direction including guardrails*
4. Slickmother on time and on budget every month for Quarter 4.
Chris
- Hire a salesperson*
- Visit each of the FCA potential satellite offices at least once in the next 90 days
- Review, identify, and implement technology that supports remote staff in conducting sales meetings, internal BD support meetings, and proposal-building
Samantha
- Get DBA for “FCG” and “Fidelis Creative Group”
- Formalize my remote work situation
- V2 of process for BD to Ops handoff
- Rainbow sheet fully functioning with trust worthy numbers
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Hannah
- Create brand voice guide for internal use, starting with brand voices in use by current clients
- Develop and deliver presentation on branding to marketing strategists and media team
- Introduce tactile exercise to brand workshop and add 2 more ounces of fun
- Perform brand evaluation with at least 2 different marketing strategists for at least 3 clients
Josh
- Facilitate 1 creative exercise with the Design team
- Create 1 social media video a month
- Revise Brand Creation process with MD and HC, to increase efficiency and quality
Olivia
- Facilitate 1 creative exercise with the Design team
- Complete 5 client presentations and document learns and processes
- Implement collaborative jam tool for vis id sessions
Ava
- Facilitate 1 Creative exercise
- Complete 3 vis id/website presentations
- Find 3-5 tools to improve vis id workflow
Christina
- Facilitate completing modules 1-3 of the digital marketer course with whole team
- Guide team through completing tasks from modules 2 & 3 for each of their clients.
- Update Integrated MKTG Workshop Deck to include content from modules 2 & 3 of digital marketer course.
Ryan
- Create a tailored performance sheet for all active marketing accounts
- Create one printable 'Content Marketing Strategy' based off the Go To Market Chart™
- Complete modules 1-3 of the Digital Marketer Course
- Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client
Grant
- Complete modules 1-3 of the Digital Marketer Course
- Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client
Allysa
- Complete modules 1-3 of the Digital Marketer Course
- Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client
Tim
- Teach 3 - 4 Critical Efficiencies (Presets, Tethering, Lighting, Photography Processes - F Stop, ISO, Shutter Speed, Exposure Triangle, White Balance, Composition)
- Finish learning drone piloting, learn drone piloting indoors, and be able to teach these as core competencies.
- Create an SOP for learning how to implement Bard into overall copywriting procedure and be able to explain why it's better for the media department.
- Re-assign client copywriting to-do's amongst the media team so that every client has a specific media member assigned to their copy (blog/newsletter/captions).
Macy
- Define an improved post-production media to-do list, and test the process on 3 media days for eventual permanent usage.
- Completely organize media closet and Studio F by ensuring everything has a place, including acquiring safe travel gear.
- Create a contingency plan for a zoom setup that is company-wide and FBA.
- Practice and Master 3 to 4 critical efficiencies.
Rachael
- Develop and document a workflow guide for all stages of the Deep Dark production process.
- Allocate time each week to practicing and mastering 3 to 4 critical efficiencies in photography.