Quarterly Planning and KPI Implementation

Danyelle McInnis

Business Strategist
Operations Manager
OBM Retainer

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)

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 📈✅
Partner With Danyelle
View Services

More Projects by Danyelle