FIDELIS

90 Day Rocks

Future Date: Nov 9 2023
Q4 Revenue: $400k
Profit: $2,500
Measurable: $106k Rev/ FTE  

Company Rocks

Chris: Hire & train at least 1 bid builder
Thaddeus: Identify and document 3 core competencies for 2 critical positions*
Tim: Host Good to Great Book Club*
Thaddeus: Media Department produces and manages Deep Dark Podcast*


Individual Rocks

Mark

  1. Develop a brand director training
  2. Continue once a month culture video
  3. One time a month trip to Austin
  4. Research and find viable office rental space in DFW for Q1 2024.
  5. Complete planning Christmas festivities with Phyllis by November 8, 2023

T.K.

  1. Host Good to Great Book Club*
  2. Develop a media director training

Phyllis

  1. Finalize & implement hiring process
  2. Organize HR, Legal, & Tax Documents on Google Drive
  3. Hire a new CPA
  4. Have set weekly touch points with TK
  5. Complete planning Christmas festivities with Mark by November 8, 2023

Thaddeus

  1. Identify and document 3 core competencies for 2 critical positions*
  2. Media Department produces and manages Deep Dark Podcast*
  3. Complete Fidelis website ux/ui rebuild
  4. Slickmother on-time and on-budget every month for Quarter 4.
  5. Teach and instill into Ops’ thinking the “Go-to Market Chart” to help Ops better develop its strategic vision and insight.
  6. Quarterly conversations with directors and oversee directors doing the same with their team members.

Chris

  1. Hire & train at least 1 bid builder*
  2. Deliver 3 sales focused training for biz dev dept.
  3. Create SOPs & SOGs for bid building.

Samantha

  1. Establish process for handing projects to ops
  2. Host 2 FbtF tailgates

Hannah

  1. Fully hand off media director responsibilities to Tim K
  2. Work through additional brand education
  3. Introduce tactile exercise to brand workshop, or add 2 more ounces of fun
  4. Standardize way to provide brand oversight for all clients,

Josh

  1. Apply mark's AI 'cage' philosophy to 2 tools/activities
  2. Learn 1 new skill or tool and teach to the design team.
  3. Facilitate 1 creative exercise/activity with design team.
  4. Create a series of 3 social media videos that communicate Visionary and Fun Wins.

Olivia

  1. Learn 1 new skill or tool and teach to the design team.
  2. Facilitate 1 creative exercise activity with design team.
  3. Evaluate motion ad tools and choose the best candidate.

Ava

  1. Learn 1 new skill or tool and teach to the design team.
  2. Facilitate 1 creative exercise activity with design team.
  3. Handle entire website project
  4. Create 4 animated client logos (pukefarmed)

Christina

  1. Create and implement SOP of monthly client tasks for the Marketing Director.
  2. Define Marketing Director roles using EOS guidelines, and propose accountability chart update.
  3. Define current Mktg Dept Core Processes, suggest edits to improve.
  4. Create a formatted Dashboard template based off strategist's client needs.
  5. Complete Digital Marketer Course Certification.
  6. Hire two new Marketing Apprentices.

Ryan

  1. Furnish Christina with all necessary dashboard data, and then create new client dashboards based off new template.
  2. Create a tailored performance sheet for each of my clients.
  3. Have a one-on-one meeting with Marketing Director once a month to discuss department development.
  4. Attend 2 CRM 'Keynotes'
  5. Read What The Heck is EOS, Ogilvy on Advertising, and Drucker on Marketing, by completing 50 pages a week.
  6. Present 5 bullet point definition of the Marketing Strategist role
  7. Present 5 bullet point definition of the Marketing Apprentice role.

Grant

  1. Furnish Christina with all necessary dashboard data, and then create new  client dashboards based off new template.
  2. Create a tailored performance sheet for each of my clients.
  3. Trial and error time tracking for one client, and IDS with team monthly to refine process each month.
  4. Have monthly one-on-one meeting with Marketing Director to discuss department development.
  5. Perform a SWOT Analysis on each client and IDS with department.

Allysa

  1. Furnish Christina with all necessary dashboard data, and then create new client dashboards based off new template.
  2. Create a tailored performance sheet for each of my clients.
  3. Trial and error time tracking for one client, and IDS with team monthly to refine process each month.
  4. Have monthly one-on-one meeting with Marketing Director to discuss department development.
  5. Make and present three client presentations, not including dashboards and other regular meetings.

Tim

  1. Complete drone certification through the Drone Academy
  2. Develop a consistent workflow for Deep, Dark Podcast with Macy and Rachael
  3. Produce "One Video to Rule Them All" capturing the culture of Fidelis

Macy

  1. Assist in handoff and reassignment of Deep Dark production
  2. Complete drone certification
  3. Create and document flow of Social Media future dept.

Rachael

  1. Complete drone certification
  2. Shadow Tim K. on 1 video project
  3. Become self-sufficient in media day flow
  4. Learn and become competent in operating camera equipment

Burke