Operating plan

Agency Goals

Turn the diagnostic into an operating plan. Your fractional executive will walk you through annual targets, departmental goals, and the 90-day rocks that move AOFI and valuation.

Section 01

Annual Business Goals

Twelve-month targets across revenue, profitability, freedom, and valuation.

Revenue

$242,900

target

Now · $173,500

Fund the operating layer and give the multiple somewhere to compound.

Progress42%

Net margin

31.7%

target

Now · 23.7%

Improve pricing discipline and cut non-billable overhead.

Progress30%

Adjusted SDE

$61,742

target

Now · $41,161

Every dollar of SDE moves valuation at the current multiple.

Progress35%

Owner time in delivery

≤ 25%

target

Now · 62%

Detach delivery so the owner can lead, not do.

Progress20%

Leadership maturity

Level 4

target

Now · Level 2

Named accountabilities, weekly cadence, real scorecards.

Progress45%

Enterprise value

$102,902

target

Now · $41,161

Move from job-stage to mid-grade multiple.

Progress40%

AOFI target

target

Now · 49

Composite score of Performance, Strength, and Independence.

Progress40%

Section 02

Departmental Goals

One clear commitment per department, with a named owner and status.

Department	Goal	Target	Owner	Status
Leadership	Install weekly L10 cadence	5/5 rocks on track	Alex Rivera	On track
Marketing	Ship one repeatable channel	40 MQLs/mo	Priya Shah	Watch
Sales	Owner-free discovery calls	80% coverage	Devon Park	Watch
Onboarding	Standardize kickoff	≤ 14 days TTL	Nina Ortiz	On track
Billing	Reduce A/R over 30 days	< $10k	Sam Cohen	On track
Service Delivery	Detach owner from senior craft	≤ 2 accounts touched	Jules Kim	Off track
Client Success	Quarterly business reviews	100% top accounts	Rowan Lee	On track
Finance	TTM P&L + add-back schedule	Monthly close by day 10	Chris Meyer	Watch
Talent	Backfill senior craft lead	Hired by Q2	Morgan Reyes	Watch
Systems / IT	Consolidate delivery stack	≤ 6 core tools	Ari Nakamura	On track

Founder

Due

In 90 days