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1. Primary Function Clear role, understood and discussed Clear expectations set up week 1 Sign off agreement Able to clearly communicate to others Business Development Plan to develop existing customers Plan to develop new customers Design and utilize ‘value propositions’ Develop a unique ‘touch campaign’ Build social media and web brand Personal Development Identify areas of skills & technical needs Design a development plan Source resources and schedules Produce certification as agreed Community Contribution Volunteer goals established Charity recognition and plan Run or support one campaign a year Run local media campaign Design, Accountability, Follow Up, Coaching The 90 Day Development Plan How are you and your organization being held accountable to achieve positive results over time for sustainable growth? Plan of Execution: 1. Coaching and Mentor Contract signed. 2. Weekly follow-up meeting schedule developed 3. Shared commitments and accountability 4. Team introductions and interactions planned 5. Sales plan and touch campaign completed 6. Business plan and vision-goals completed 7. Personal development plan completed Team Contribution Develop & execute a team building idea Shared values and commitments Share strengths and requests of others Implement a 360 survey Operational Effectiveness Personal interviews (one per week) Design efficiency improvements (3 per week) Develop systems that work Innovation and Creation Run a team innovation meeting, lead the group Interrogate the offering to the market and customers Challenge traditional media’s Develop a “Blue Ocean’ strategy Customer Service Plan to connect with existing customers Innovate ways to improve service Execute Client Focus Meeting and arrange facilitation Financial Planning and Budgets Understand budgets, cash flow & shifting margins Develop personal budget and forecasts Able to understand P&L and reports used Present 3 cost saving initiatives Support Vision Develop personal vision and mission statement Present to large group and colleagues Provide supporting feedback to company goals Developed by Larry Anderson and Neil Thornton, Trigger Strategies