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6/15/2023, 7:59 AM
Objectives
@Ced Funches
80%
🌎 Improve User Experience → OKR 2
Our main site has been fraught with technical debt and platform indecision. I recommended moving to Webflow for a better experience. This has fallen to the Growth and Experience domain...so I will need to regroup with Tanner (PM)
Confident Webflow is the solution.
50%
Improve our Outbound Communication
38%
Increase Brand Engagement →O2KR3KR4
100%
Establish Team Processes
50%
Improve Team Connections
78%
DSM Planning Product → 2024
100%
Launch A Web Site That Elevates Alto Traffic 5%
0%
Prod Design for B2B for RIAs → O2KR2
60%
Facebook Ads System → O3
Create a leads-gen style ad system to help
0%
Marketplace MVP
Key results
Objective
Create consistent focus on FE + Design
Responsible
Progress
Date
🌎 Improve User Experience → OKR 2
Complete design direction for Marketplace (3/1)
000
803/1/2023
Design UX friendly Dashboard experience for Investors + Issuers 5/30
000
505/30/2023
Enhance the main Alto Website v2.5 (8/10)
000
906/10/2023
Improve our Outbound Communication
Create bulletproof HTML email system to improve our brand consistency
000
80Approved strategy plan (7/5)
000
20Implement A/B tests (7/20)
000
10Increase Brand Engagement →O2KR3KR4
Create social advertising system to support a monthly spend to widen funnel. (5/20)
000
50Implement Statsig to create a process to A/B test social and ad creative (4/15)
000
Design consistent social identity and template system for Alto brand (4/1)
000
90Increase social engagement by 3% (5/30)
000
0Conference Branding (Private Event Deer Valley)
000
10Establish Team Processes
Create a “How I think about Design” slide deck
000
100Implement a weekly design critique
000
100Establish weekly rituals
000
100Begin Recruiting talent
000
100Improve Team Connections
Invite entire Product Team to Morning ☕ 6am (2/16)
000
Help encourage feedback from team by meeting 1:1 with PMs to develop alignment (2/15)
000
40Implement Balsamiq and regularly gauge effectiveness via surveys from colleagues
000
60DSM Planning Product → 2024
Identify component needs for Alto marketplace, investor experience, issuer experience (5/25)
000
40Bring MUI to leadership
000
100Align ENG and FE on the value of using Material + React
000
100Start using MUI in Figma
000
70Create documentation and explainer videos to help company understand the why
000
Launch A Web Site That Elevates Alto Traffic 5%
Create Landing page in Wordpress (4/1)
000
100Navigation on existing site modernized for A/B testing (4/5)
000
100Design wireframe system for the site with future projects in mind
000
100Prod Design for B2B for RIAs → O2KR2
Brand B2B (6/30)
000
Align with Larger Partner Base
000
Partnership branding (6/15)
000
Set Brand Vision for B2B (ex. Alto + Fidelity) (7/1)
000
Facebook Ads System → O3
Facebook Business Account restarted
000
80Request a monthly budget for Social ads, boosting, testing creative ($1k)
000
Marketplace MVP
Align with key engineers (Moody, Dre, Premo)
000
0
Company OKRs
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