Strategy

What a 90 day plan should actually contain

What a 90 day plan should actually contain

What a 90 day plan should actually contain

Three goals, one owner each, and a date for the first honest review.

Three goals, one owner each, and a date for the first honest review.

Portrait of Maya Chen, the author of this note

Maya Chen

Founder and lead strategist

5

min

Most 90 day plans we are shown are really lists of everything the team would like to do someday. Forty items, five colors, a Gantt chart nobody has opened since the kickoff meeting. They look serious and they change nothing, because nobody can tell which three items matter.

A plan is useful when it makes choices. It says this, not that, and it says who is responsible. Here is what ours contain and why.

Why ninety days

Ninety days is long enough to see a real result and short enough to remember what you promised. A month is too short for most marketing work to show up in the numbers. A year is so long that the plan is out of date before it is finished.

It also gives a natural rhythm. Thirty days to set up and learn, thirty to improve, thirty to prove what works. We run our own client work on twelve weeks for the same reason.

Three goals, no more

The first rule is that a 90 day plan has three goals at most. If you have seven, you have none, because the team spends its energy deciding what to do first instead of doing it.

Pick the three that would make the quarter a success if everything else stayed the same. Maybe it is more qualified enquiries, a lower cost per booking and a working email sequence. Everything that does not serve one of those waits for the next quarter.

People push back on this. They say everything is important. We ask what they would cut if the budget were cut in half tomorrow. The answer to that question is the real priority list.

One owner, one number

Each goal needs exactly one person who is responsible for it, and one number that shows progress. Not a team, not a committee. One name.

That does not mean the person does all the work. It means that when the goal slips, there is a person who notices and a person who calls the meeting. Shared ownership, in our experience, means nobody notices until the end.

The number should be simple enough to check in a minute. Qualified enquiries per week. Cost per booking. Emails sent that got a reply. If you need a calculator and an afternoon to find out where you stand, the number is too complicated.

A plan nobody can fail is a plan nobody can use.

The three milestones

Under each goal, write no more than three milestones, and give each a date. They are the checkpoints that tell you whether the goal is on track long before day 90.

A good milestone is something you can see. The landing page is live. The first email has gone out. The tracking has been tested and the numbers match the bank. A bad milestone is a feeling, like get traction.

Spread the dates across the quarter. If everything is due in week twelve, you will find out in week twelve that it is late.

A date for the first honest review

This is the part most plans skip. Put a date in the calendar, around week six, for an honest review. Not a status meeting. A review.

In it, ask three questions. Is each goal on track? What have we learned that we did not know on day one? What would we change if we started again today? Then decide, in the room, what actually changes.

Agree in advance what would trigger a change. For example, if the cost per booking is more than 30 percent above target at week six, we pause the weakest channel and move its budget. Deciding this early removes the argument later, when everyone is tired and attached to their own work.

A sample plan on one page

To make this concrete, here is the shape of a plan we might write for a small online shop in its first ninety days.

The first goal is more qualified enquiries, owned by the marketing lead, measured as enquiries per week, from 20 to 35. Its milestones are a rebuilt landing page by day 21, tracking verified by day 28, and two new offers tested by day 60.

The second goal is a lower cost per sale, owned by the paid media lead, measured in dollars, from $48 to $40. Milestones are the audit finished by day 14, the weakest campaign paused by day 35, and a new audience tested by day 70.

The third goal is a working email sequence, owned by the copywriter, measured as replies per hundred emails sent. Milestones are the welcome email live by day 30, the follow-up live by day 45, and the first review of results at day 60.

That is nine milestones, three goals, three owners and three numbers. It fits on a page, and anyone on the team can tell you what they are responsible for this week.

Leave room

Do not fill every week. A plan that is booked solid breaks at the first surprise, and there is always a surprise. A platform changes its rules, a key person is out, an idea turns out better than expected and needs more time.

We leave about one day in five unplanned. It sounds wasteful until the first week something goes wrong, and the whole plan holds because there was slack in it.

Write it so a stranger could follow it

Test your plan by handing it to someone outside the project. Ask them to explain in their own words what the team is trying to do, who owns what and when you will know it worked. If they cannot, the plan is not clear yet.

A good 90 day plan fits on one page, uses plain words and survives being read by someone who was not in the room.

In short.

If you only have a minute, these are the three things to keep.

  1. 1

    A good 90 day plan has three goals at most, each with one owner and one number.

    A good 90 day plan has three goals at most, each with one owner and one number.

  2. 1

    A good 90 day plan has three goals at most, each with one owner and one number.

  3. 1

    A good 90 day plan has three goals at most, each with one owner and one number.

  4. 2

    Put a date on the first honest review, around week six, and agree in advance what would change the plan.

    Put a date on the first honest review, around week six, and agree in advance what would change the plan.

  5. 2

    Put a date on the first honest review, around week six, and agree in advance what would change the plan.

  6. 2

    Put a date on the first honest review, around week six, and agree in advance what would change the plan.

  7. 3

    Leave room in the plan. Fully booked plans break at the first surprise.

    Leave room in the plan. Fully booked plans break at the first surprise.

  8. 3

    Leave room in the plan. Fully booked plans break at the first surprise.

  9. 3

    Leave room in the plan. Fully booked plans break at the first surprise.

About the author

Portrait of Maya Chen, the author of this note

Written by

Maya Chen

Maya Chen

Founder and lead strategist at Veltiq

Sets the plan for every account and keeps it honest. Reads the numbers before the brief, then decides what is worth the money.

Portrait of Maya Chen, the author of this note

Written by

Maya Chen

Founder and lead strategist at Veltiq

Sets the plan for every account and keeps it honest. Reads the numbers before the brief, then decides what is worth the money.

Portrait of Maya Chen, the author of this note

Written by

Maya Chen

Founder and lead strategist at Veltiq

Sets the plan for every account and keeps it honest. Reads the numbers before the brief, then decides what is worth the money.

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