Strategy: One-Page Strategic Plan (OPSP) 0SHBOJ[BUJPO
Testco

/BNF

People (Reputation Drivers)

Employees Customers Shareholders
 Appreciation every 7 days KPI = 100% ans  Delivery - KPI = Daily report 10 minutes  Cash increase daily - KPI = % of increase

 Employee Net Promoter Score KPI = 60+  Client 'contact'- KPI = 3 Contacts per Clien  Revenue Increase - KPI = 20%

 Voluntary A-Player Retention - KPI = 95%  NPS - KPI = Net Promoter Score at 8.5  Gross Margin - KPI = 55%

COREVALUES/BELIEFS PURPOSE TARGETS (3–5 YRS.) GOALS (1 YR.)

4IPVME4IPVMEOU
8IZ
8IFSF
8IBU

We live to hear the word "speed" EASY! - We make using data 'VUVSF
%BUF 31 Dec 2018 :3
&OEJOH 31 Dec 2015
easy so that it helps rather than
3FWFOVFT $14,250,000 3FWFOVFT $6,875,000
We never say no! hurts people!
1SPmU $2,850,000 1SPmU $1,375,000
We always give options .LU
$BQ$BTI $1,425,000 .,5
$BQ
We cultivate trust with clients (SPTT
.BSHJO $3,781,250
Sandbox
Cash $687,500
$500M+ Corporations - US,
Canada, Europe "3
%BZT 32
*OW
%BZT 15
3FW&NQ $225,000

Actions Key Thrusts/Capabilities Key Initiatives

To Live Values, Purposes, BHAG
  
Post Core Values and UK - Germany - France Automate proposal process
Purpose visually in the launch and profitable
office
2 2 2
Post in ALL marketing Database developed for Dashboard/KPI metrics
materials and online automated marketing updated and reviewed
weekly
  
Host one on one - quarterly Zero human touch in Hiring/onboarding plan and
- CV, CP, BHAG Reviews request fullfillment process in place- filled
openings
4 4 4
Named the Best Place to Ensure every TestCo team
Work Award member 'understands' and
'lives' our CP/CV/BHAG
  

Profit per X Brand Promise KPI’s Critical #: People or B/S

Profit Per Installation 10 days or less - installation 6 PhD Hires
2014- $125,000 NPS scoring 60+
5 PhD Hires
2015- $155,000 7 business days to measurable
2016 - $200,000 results Between green & red

3 PhD Hires

BHAG ®
Brand Promises Critical #: Process or P/L
'GLOBAL #1' ~ The #1 Global Speed of installation 60% Gross Margin
Data Analytics Solution. 1,000 Easy to do business with
installations within the Fortune Results in a week 55% Gross Margin
2,500 - globally! Between green & red

50% Gross Margin

4USFOHUIT$PSF
$PNQFUFODJFT 8FBLOFTTFT
 Deep analytic capabilities  Arrogance -- we're good and we know it
 Culture inducive to PhDs  Sales Capabilities -- lacking, so better be the best
 Live for Speed 
BHAG is a Registered Trademark of Jim Collins and Jerry Porras.

Copyright 201 Gazelles, Inc. o download more copies and to get help implementing these tools, please go to www.gazelles.com
 :PVS
/BNF Jack "Bullseye" Harris %BUF 01 Jan 2015

Process (Productivity Drivers)

Make/Buy Sell Recordkeeping
 Pipeline Full - KPI = 60 qualified leads  Time on Project - KPI = 90% of Budget me  Invoice within 24 hours
Active Proposals - KPI = 14 active Help Tickets - KPI = 95% SLA's met Cash Conversion Cycle minus 18 days
  
Close Ratio - KPI = 75%+ Utilization Rate - KPI = 85% Timely reports -- daily, weekly
  

ACTIONS (QTR) THEME YOUR ACCOUNTABILITY

)PX
253"//6"-
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2US
 %FBEMJOF Your KPIs Goal

1 ending 31 March 2015 3/31/2015
3FWFOVFT $2,185,000 .FBTVSBCMF
5BSHFU$SJUJDBM
 
Proposals Closed 50
1SPmU $37,000 1,200 face to face meetings
.LU
$BQ with decision makers, clients
and partners 2
(SPTT
.BSHJO $1,201,750 Prospects Contacted 250
Cash $145,000 Theme Name
"3
%BZT 35 Race to 1,200 
*OW
%BZT

18 Face to Face Meetings 125

3FW&NQ $225,000

Scoreboard Design Your Quarterly Priorities

Rocks Due
Describe and/or sketch your design
Who in this space

Hire 3 Sales Associates 3/31/15

Training Program - created - implemented Lisa
- every team member
2
Increase Google Presence 3/31/15
2 John
Complete Business Plan


 1200 Client Meetings with Whole 3/31/15
Increase Google Presence Jane Team

4
4 Tom Get 10 Stories from Clients on Core 3/31/15
Reduce A/R Time - to 60 days less than
10% Values

 
1,200 client meetings with whole team Angel

Critical #: People or B/S Celebration Critical #: People or B/S

22 Service Contracts A BIG dinner where we will bring 1500 Client Meetings
our families - loved ones -
20 Service Contracts 1200 Client Meetings
together to celebrate the
Between green & red accomplishment Between green & red

18 Service Contracts 900 Client Meetings

Critical #: Process or P/L Reward Critical #: Process or P/L

89% Utilization Rate $12,000 donated to the groups top 150 Referrals
85% Utilization Rate 12 favorite charities - $1,000 per 100 Referrals
charity! $10 for every contact
Between green & red made! Between green & red

75% Utilization Rate 75 Referrals

Artificial intelligence and how it will evolve Communication mediums shifting -- social
5SFOET  
The speed at which technology is evolving Information flows (speed and type) changes
 
Generational views on the use of our solutions The value being placed of data as a tool
 
BHAG is a Registered Trademark of Jim Collins and Jerry Porras.

Copyright 201 Gazelles, Inc. o download more copies and to get help implementing these tools, please go to www.gazelles.com