FIDELIS

90 Day Rocks

Future Date: June 30, 2024
Q2 Revenue: $501k
Profit: $100
Measurable: $125k Rev/ FTE  

Company Rocks

Thaddeus:  Deploy profitable and replicable social media offering with BD
Chris:  Formalize and implement task order and scope of work delivery process to be followed by all.
Chris:  Build and deploy automated sales system.
TK: Follow the established calendar and nuture at least 1 contact per trip in the DFW area. Phyllis:  Implement that each team member has a KPI number that is reported at a weekly L10
TK: Launch 5 education round tables videos with CTA at end


Individual Rocks

Mark

  1. Build a business plan for a Fidelis branded product line.
  2. Concept and implement the Black Cactus Professional Drinking Society
  3. Nurture 10 relationships in Austin with beer meet ups.

T.K.

  1. Follow the established calendar and nurture at least 1 contact per trip in the DFW area.
  2. Launch 5 education round tables videos with CTA at end.
  3. Keep posting on X with Live from the Bunker to gain 50 new followers.
  4. Golf 1 time with VIP.
  5. Solidfy internal SOPS and items of service for the Media Department.

Phyllis

1. Implement that each team member has a KPI number that is reported at a weekly L10.
2. Work with Thaddeus to reconcile budgets sheet, retainer dashboard, horizon sheets, and Everhour each month.

Thaddeus

 1. Deploy profitable and replicable social media offering with BD.
2. Implement weekly, 30-minute, director led conversations between each director and COO.
3. Solidify weekly jam sessions with CFO and CRO to keep engines running smoothly.

Chris

  1. Formalize and implement task order and scope of work delivery process to be followed by all.
  2. Build and deploy automated sales system.

Samantha

  1. Get DBA for “FCG” and “Fidelis Creative Group”
  2. Formalize my remote work situation
  3. V2 of process for BD to Ops handoff
  4. Rainbow sheet fully functioning with trust worthy numbers

    Hannah

    1. Standardize brand oversight rhythm by establishing regular brand check-in times for each retainer client
    2. Collaborate with TK to develop vision for executive branding offering, using TK as a test case
    3. Deliver presentation on branding to marketing strategists and media team

    Josh

    1. Implement improved rhythm for sharing workload within the design department
    2. Create SOP for pure design retainers
    3. Facilitate, record, and publish 2 design extracurricular videos

    Olivia

    1. Collaborate with Ryan to create a Retainer Horizon SOP + present it to all necessary retainer team members
    2. Finalize v2 of the Fidelis website refresh (About page, Services page, Contact page, Podcast layout)
    3. Research and propose a mild an spicy option for design team professional development in 2024/2025

    Ava

    1. Fully implement & onboard Story Chief
    2. Find 3-5 tools to improve efficiency of Vis ID creation
    3. Integrate 2-3 animated illustrations for 2 websites

    Christina

    1. Read and Finish Ogilvy on Advertising.
    2. Facilitate completing Content Marketing & Social Media Marketing modules of the digital marketer course with whole team.
    3. Narrow and confirm numbers that are good KPIs for each marketing team member to be accountable to.

    Ryan

    1. Complete social media module of digital marketer course
    2. Complete content marketing module of digital marketer course
    3. Host brainstorming session for development of V2 of the Social Media Strategy
    4. Facilitate creation and printing of V2 of the Social Media Strategy

    Grant

    1. Reformat strategies for all marketing accounts to reflect new direction and scope of work
    2. Refine the accuracy of Marketing team hours quotes for tactics
    3. Complete social media and content marketing modules of digital marketer course

    Allysa

    1. Complete 3 customer avatar canvas' for all of my clients
    2. Complete 3 Core Message Canvas' for all my clients
    3. Complete 3 customer journey canvas' for all my clients
    4. Complete social media and content marketing modules of digital marketer course

    Tim

    1. Discuss technicals of video, photography, editing, writing, social media management, team dynamics, departmental needs, with COO weekly (this supports the COO's Rock of weekly discussions with directors). 
    2. Help Media Strategist with a physical and digital approach to making Deep Dark Process run more smoothly in conjunction with being the Deep Dark Quartermaster. 
    3. Finish drone licensing process and take test (this rock is a necessity as we're currently creating video's without proper licensing). 

    Macy

    1. Create 3 possible social media pricing offers
    2. Package and communicate social media offers (teach BD)
    3. Create 3 core social media processes documents and Followed By All
    4. Complete social media certification