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2024 Goals -Sample

Annual Goals

Goal 1: Operations Management (10% weight)

Maintain up-to-date accounting in WaveApps

Ensure payroll is run on a timely manner

Analyze and eliminate technology debt (recurring charges for unused programs/over-engineering)

Goal 2: Consulting and Coaching ( 35% weight)

Improve Sales Pitch

Gain partners to pipeline small clients

Obtain 12 new Basic package clients OR equivalent ($7,000/month) - 15 hours/week

Hold 6 low-cost webinars for nonprofits per year

Create strong lead magnet to grow nonprofit list

Recruit pro-bono projects for four quarters to include in course sales materials

Goal 3: Salesforce for Nonprofit Training Program (40% weight)

Hold one in-person 5-day training (Course on hyperdrive)

Update materials to include nonprofit cloud

Convert study guide to class/rebrand

Get feedback from Fall 2023 class and incorporate into evergreen launch

Dates to turn in portfolio to participate in pro-bono projects (03/31,06/30,09/30,12/31)

Create 3 small feeder classes

User Interface

Reports and Dashboards

Engagement Planning for Strategic Fundraisers

Finish 30 day study schedule (Lead magnet)

Total Sales of Basic Course —$50,000

Total Sales of Advanced Course — $50,000

Goal 4: Marketing and other events (15%)

Update website -include profiles of past students

Create and implement new social media strategies to increase engagement by 150% and followers by 200%

Increase email list to 10,000

Create new email automations to support lead magnets

Hold “Experience Session” — Week long immersive experience solving a problem for nonprofit. Application process, favor given to past portfolio finishers

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