What it is: Define 2–3 outcome-focused goals that clearly describe what success looks like in the next 90 days. These should be measurable.
Example: • Launch version 2.0 of the product • Grow MRR from $12K to $18K
What it is: Identify 3–5 critical projects or workstreams that will move you toward your 90-day goals.
| Initiative | Owner | Start | Deadline | Status |
|---|---|---|---|---|
| Redesign onboarding UX | Maria | Jul 1 | Aug 15 | In Progress |
| Run churn audit | Daniel | Jul 10 | Sept 30 | Not Started |
What it is: Choose 3–5 KPIs to track progress. Use baseline, target, and actual columns.
| Metric | Baseline | Target | Actual |
|---|---|---|---|
| MRR | $12K | $18K | $14.5K |
| Customer Churn Rate | 8% | 5% | 6.2% |
What it is: Capture blockers, small wins, key decisions, or what’s coming up. This keeps the team aligned and accountable weekly.
Example: Week 1: Dev sprint completed Week 2: Customer survey sent