Quarterly Planning and KPI Implementation
Danyelle McInnis
Strategic Quarterly Planning Sessions with Small Business Owner
Project Overview
Alongside the business owner (and in some cases, additional senior decision-makers), we review the metrics, goals, and achievements from the last quarter and work together to set new objectives for the upcoming quarter.
Strategic Planning Deliverables
Quarterly Review Session
Quarterly Planning Session
Strategic Planning Document with Goals, Key Tasks, and Expected Outcomes
Monthly or Semi-Weekly Check-ins (optional)
KPI Dashboard or Goal Tracker (optional)
Sample Quarterly Business Document.
How to Work With Me
I love working with agencies, freelancers, small businesses, and team leads to uncover business solutions that make the day-to-day work easier and supports team success. 🏆
Message me here on Contra to get my eyes on your processes. - Danyelle 📈✅
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Posted Dec 2, 2024
Led quarterly planning sessions to set KPIs and metrics, resulting in improved goal alignment across teams and increased visibility into business performance.
