Business Plan Roadmap: Three Years Broken into Quarters

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Business Plan Roadmap: Three Years Broken into Quarters

For founders and business leads, opened at the start of a fiscal year or ahead of a funding round to turn a three-year picture into work that can start this quarter. The whiteboard holds the three-year goal and its assumptions, the steps for breaking years into quarters, a year-by-lane roadmap grid, a matrix for choosing what to do first, and the rules that keep the plan alive. The task board runs from ideas through this quarter's execution to review in five columns, starting with five parent tasks - the goal, today's numbers, yearly targets, this quarter, and the review rhythm - each with its own subtasks.

0 いいね 0 コピー 作者: WeProcess
business plan roadmap strategy quarterly planning annual planning
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1. The Three-Year Goal and What It As... 2. Turning Years into Quarters 3. Three-Year Roadmap (year x lane) 4. What to Start First This Quarter Start now Plan as an investment Fit it in Decide not to do it 5. Rules That Keep the Plan Alive Business Plan Roa... How to use: 1. Fi... Goals & targets Assumptions &... Risks & blockers Notes & learn... Three-year goalWrite it here in 1-2 sentences.Say who you serve, with what, and at what scale. Assumptions- Market: ____- Cash available: ____- Headcount: __ today -> __ in year 3 What would force a rewrite- Losing a top account- Funding lands late- A key person leaves Questions for year threeDoes this business run without us?Have we found the next pillar? STEP 1Set year threeOne sentence, specific enough to call hit or missed. STEP 2Split by yearPut numbers on where you stand after year 1, 2, and 3. STEP 3Split this yearSpread this year's target across Q1-Q4 and name each quarter. STEP 4Choose the movesUse the matrix and keep this quarter to three moves at most. STEP 5Review monthlyLog the gap between plan and actual, and feed it into the next quarter. Year 1 Year 2 Year 3 Revenue & cus... Revenue ____ / __ customersExample: break even in a month ontoday's offer, using one channel Revenue ____ / __ customersExample: raise price, halve churn.Referrals reach 30% of new deals Revenue ____ / __ customersExample: second offer is 30% ofrevenue. Signups arrive unsold Team & hiring Headcount __ (+__)Example: hire one seller so dealsno longer depend on the founder Headcount __ (+__)Example: hire two engineers.Shift to written, repeatable process Headcount __ (+__)Example: a lead in each area so thefounder can build the next pillar Product Example: cut to one core featureand automate the manual work.Tally churn reasons every month Example: add two integrations andhalve setup time.Ship a higher-tier plan Example: launch a small secondproduct to test demand.Run one price change this year 縦軸: Pull toward t... This quarter's headline work. It moves the goal and today's team can begin it. Keep three, with owners and dates. High value, heavy lift. Assume it spans quarters: break it up and fix the start date and budget first. Pick these up when there is slack. Keep only what folds into existing routines without adding people. Drop it this quarter. Leave one line saying why, and don't reopen the debate until the next review. Review rhythm- Monthly: actuals and the gap- End of quarter: re-pick the moves- Yearly: challenge the goal itself Where plans stall- No numbers -> name who pulls them- Too many moves -> cap it at three- Reviews slip -> book them first What to keep on record- The gap, and the reason behind it- What you dropped, and why- The date an assumption changed
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タスクボードの内容

Backlog 16件

Set the 3-year goal
Take stock of today
Set yearly targets
Plan this quarter
Run progress reviews
Write the goal
Set 3-year numbers
List current numbers
List the constraints
Set revenue by year
Plan hiring by year
Pick a quarter theme
Rank the moves
Add owners and dates
Fix the review dates
Log plan vs actual

This Quarter 0件

In Progress 0件

Review 0件

Done 0件