Skip to content
Placeholder
Last edited 23 days ago by Karen Sergeant.
Q2 Goals Dashboards
Q1 Rock
Scope
Owner
2023 Goal
Status
Roll out new MM job duties & conversion expectations
New duties, expectations & training program for team.
WHEN DONE: All active reps will be hitting minimum standards
Sales
Maintain B2C Sales conversion of 30%
Red
Full sales pipeline audit
Map sales pipeline, all touchpoints and conversion metrics. ID big levers to pull to improve.
WHEN DONE: A prioritized project list to address the big levers.
Sales
Maintain B2C Sales conversion of 30%
Green
Create in-house referral project to get meetings with new partners
Motivate team to connect us with Target list & reward them for it.
WHEN DONE: First wave of requests sent. Monitoring progress against Target list.
Biz Dev
Develop 7 new B2B partnerships
Green
Complete a source audit for previous $20k projects + Create 2023 plan
ID the sources of $20k projects & use that data to create 2023 strategy.
WHEN DONE: 2023 Plan for 20 @ $20k
Sales
Sign 20 projects valued at $20k or more
Done!
Survey editors for key attributes and create gap list.
ID & measure salient editor “attributes” to make any author feel seen & comfortable – & to even attract businesses because of the depth of our bench.
WHEN DONE: Attribute filter in db; gap list for future hire consideration.
Team
Deepen diversity of all types
Done!
Create policies / Intentional decision-making/metrics for deepening equity and inclusion across the business.
Explore policies to deepen inclusivity and equity across the business (including hiring, vendor selection, etc).
WHEN DONE: Prioritized recommendations of what to focus on first.
Team
Deepen diversity of all types
Done!
Survey team to surface needs, wants & opportunities for growth
Survey to understand what’s going well with team cohesion & what could use attention.
WHEN DONE: Prioritized list of projects to address these needs.
Team
Improve team engagement
Not Started
Dial in Financial Dashboards
ID salient metrics/trends and consolidate on a simple dashboard (like we’re doing with Projects).
WHEN DONE: At-a-glance dashboard for key financial health metrics.
Finance
Quarterly ad-hoc
Done!
Hire strategic marketing manager/partner
Find expert to direct lead-generation efforts.
WHEN DONE: Expert hired + rest of Marketing duties fully assigned.
Marketing
Quarterly ad-hoc
Not Started
Integrate Insightly, Bill & QBO
Work with the Insightly AppConnect team to integrate these three systems for a simplified and scalable financial workflow.
WHEN DONE: All AR/AP will be visible on the QBO balance sheet; manual spreadsheets will be eliminated
Ops/Tech
Quarterly ad-hoc
Yellow
There are no rows in this table
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.