KPIs and Scaling
30/60/90 planning and quarterly rocks
Turn audit scores into a quarter you can execute, with the lowest pillar fixed in the first 30 days and 3 to 7 rocks that each have a named owner.
Prep for Week 4: AI, live Tuesday, October 27Coming soonThis lesson is not recorded yet. Ty films it next. It will appear here, with its video and the written walkthrough, the day it goes live.
What this lesson will cover
- The order of documents: the 30/60/90 plan comes FIRST and feeds the one-page strategic plan; without the 30/60/90 done, the strategic plan "isn't gonna matter"
- What changed since the bootcamp: the standalone 30/60/90 one-pager is retired as a separate artifact; the company audit (8.2) now auto-generates the blueprint/stage-driven 30/60/90 priority plan from
- The audit-to-plan bridge: days 1-30 fix the lowest pillar, days 31-60 strengthen the second-lowest, days 61-90 build systems for the third; do not look at day 31-60 until day 30 is done
- Quarterly rocks: the 3-7 most important things to get done in the next 30-90 days, WHAT not HOW, broken into monthly and weekly milestones; a quarter is literally your 30/60/90
- The one-page strategic plan sections, walked top to bottom: core focus, services and products (what you do and the sub-offers that bolster it), core values, targets, then quarterly rocks for Q2/Q3/Q4
- The accountability chart, not an org chart: responsibilities broken down by department with a name against each; one person can appear multiple times filling gaps; when a rock needs an owner ("who han
- The OKR layer on top: 3 key OKRs per quarter per division (max 5), each yes/no or measurable, with every task laddering up to one; worked example: 25 contracts a year backs into roughly 2 deals a mont
- The daily execution split: 9-5 is income-producing activity (calling, following up, closing); after 5 is improvement projects (SOPs, dashboards, process); do not sacrifice income for infrastructure
- The quarterly growth engine loop: audit, plan, execute, review, re-audit; scores should improve every quarter, and if they do not, the rocks were aimed at the wrong problems
- Why the quarter cadence fits REI: the cash conversion cycle is 90+ days, so the re-audit lands exactly when the results of days 1-30 show up as closed deals
- Plan money and time or they disappear: "if it's not planned, it will disappear" applies to both
- 3-7 quarterly rocks; 3 OKRs per quarter per division, max 5
- 25 contracts/yr backs into ~2 deals/month minimum
- 90+ day cash conversion cycle aligning plan and re-audit
‹ The company audit: four pillars in 15 minutesUnit economics: cost per contract, margin, cash cycle ›
We build this with you live in Week 4: AI, Tuesday, October 27, 1 to 4 PM ET. Add it to your calendar.
