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

  1. Create something like the Fidelis Way for creative direction

T.K.

  1. Host 4 Book Club Lunches
  2. Find and develop 2 potential large ($350k+) clients
  3. Test viability of Rally Media
  4. 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

  1. Hire a salesperson*
  2. Visit each of the FCA potential satellite offices at least once in the next 90 days
  3. Review, identify, and implement technology that supports remote staff in conducting sales meetings, internal BD support meetings, and proposal-building

Samantha

  1. Get DBA for “FCG” and “Fidelis Creative Group”
  2. Formalize my remote work situation
  3. V2 of process for BD to Ops handoff
  4. Rainbow sheet fully functioning with trust worthy numbers

    Hannah

    1. Create brand voice guide for internal use, starting with brand voices in use by current clients
    2. Develop and deliver presentation on branding to marketing strategists and media team
    3. Introduce tactile exercise to brand workshop and add 2 more ounces of fun
    4. Perform brand evaluation with at least 2 different marketing strategists for at least 3 clients

    Josh

    1. Facilitate 1 creative exercise with the Design team
    2. Create 1 social media video a month
    3. Revise Brand Creation process with MD and HC, to increase efficiency and quality

    Olivia

    1. Facilitate 1 creative exercise with the Design team
    2. Complete 5 client presentations and document learns and processes
    3.  Implement collaborative jam tool for vis id sessions

    Ava

    1. Facilitate 1 Creative exercise
    2. Complete 3 vis id/website presentations
    3. Find 3-5 tools to improve vis id workflow

    Christina

    1. Facilitate completing modules 1-3 of the digital marketer course with whole team
    2. Guide team through completing tasks from modules 2 & 3 for each of their clients.
    3. Update Integrated MKTG Workshop Deck to include content from modules 2 & 3 of digital marketer course.

    Ryan

    1. Create a tailored performance sheet for all active marketing accounts
    2. Create one printable 'Content Marketing Strategy' based off the Go To Market Chart™
    3. Complete modules 1-3 of the Digital Marketer Course
    4. Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client

    Grant

    1. Complete modules 1-3 of the Digital Marketer Course
    2. Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client

    Allysa

    1. Complete modules 1-3 of the Digital Marketer Course
    2. Complete one customer avatar canvas and one value journey canvas from modules 2 & 3 per client

    Tim

    1. Teach 3 - 4 Critical Efficiencies (Presets, Tethering, Lighting, Photography Processes - F Stop, ISO, Shutter Speed, Exposure Triangle, White Balance, Composition)
    2. Finish learning drone piloting, learn drone piloting indoors, and be able to teach these as core competencies.
    3. 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.
    4. 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

    1. Define an improved post-production media to-do list, and test the process on 3 media days for eventual permanent usage.
    2. Completely organize media closet and Studio F by ensuring everything has a place, including acquiring safe travel gear.
    3. Create a contingency plan for a zoom setup that is company-wide and FBA.
    4. Practice and Master 3 to 4 critical efficiencies.

    Rachael

    1. Develop and document a workflow guide for all stages of the Deep Dark production process.
    2. Allocate time each week to practicing and mastering 3 to 4 critical efficiencies in photography.