90 Transition Plan. High level planning when moving into a COO position. If you would like the ppt,please send me a request at allie@pivotlogix.com

1. Chief Operating Officer -
90 Day Transition Plan AllieGentry.com
AllieGentry.com

2. Strategic Agenda 90 Day
Analyze Processes
1 Identify current business situation
2 Identify improvements in product processes that will turn into cost savings
3 Streamline company infrastructure
Indentify improvements in administrative, accounting, purchases, sales, &
4
marketing, research & development and services
5 Prioritizes the deliverables
6 Recommend a plan
AllieGentry.com

3. 90 Day Detail Plan
Priority Deliverables Functional Area Lead Contributors Due Date Actual Date Status Notes/Results
1.0 Identify current business situation
1.1 Create a strategic agenda for the first 90 days
1.2 Create needs assessment process
1.3 Define company goals & objectives
1.4 Define COO/CFO responsibilities & goals
Identify improvements in product processes that will
2.0
turn into cost savings
2.1 Study the company and its financials
2.2 Hold one-on-one meetings with staff
3.0 Streamline company infrastructure
3.1 Define organizational chart
3.2 Review job responsibilites and duties
3.3 Identify key positions to grow company
4.0 Identify improvements in functional areas
4.1 Administrative
4.1.1 HR Policies & Procedures
4.1.1.2 Create HR Policies & Procedures Handbook
4.1.1.3 Approval of HR Policies & Procedures
4.1.1.4 Implement new HR Policies & Procedures
4.1.2 Employee Benefits
4.1.2.1 Analyze employee benefits & cost
Identify any cost savings or enhanced benefit
4.1.2.2
packages
4.1.2.3 Implement any new employee benefits
4.2 Accounting
4.2.1 Review Financial Statements
4.2.2 Analyze all transactions and postings
4.2.3 Identify any concerns or adjustments
4.2.4 Review with CEO
4.2.5 Update financials based on feedback from CEO
AllieGentry.com
AllieGentry.com

4. 90 Day Detail Plan
Priority Deliverables Functional Area Lead Contributors Due Date Actual Date Status Notes/Results
5.0 Purchases
6.0 Sales
7.0 Marketing
7.10 Define company brand
Streamline web content based on new company
7.20
brand
7.21 Improve on web ranking
7.22 Identify key words based on target audience
7.23 Increase back links
7.30 Define Competitive Analysis Goals & Objectives
Create a repeatable process that monitors & reports
7.40
on our competitors and products
7.50 Four Areas of Endeavor
7.5.1 Competitor capabilities
7.5.2 Product features & functionality
7.5.3 Positioning statements against their products
7.5.4 New Product Offering
7.60 Competitors perceptions
What are they saying in the market place about our
7.61
product features & functionality
What are they saying about our company or
7.62
management team
7.70 Effectiveness of current operations
How do we train our employees gather and
7.71
communicate information to Product Management?
What are the deliverables for Sales, Product
7.72
Management & Executive team?
How do we measure effectiveness of our own
7.73
competitive process?
8.0 Research & Development
9.0 Services
10.0 Prioritize deliverables
11.0 Recommend a plan
AllieGentry.com
AllieGentry.com

5. Identify Current Business Situation
Agenda
1 Create a strategic agenda for the first 90 days
Assessment
2 Create needs assessment process
Goals & Objectives
3 Define company goals & objectives.
AllieGentry.com

6. Strategic Agenda
Analyze Processes
Identify current business situation
Create a strategic agenda for the first 90 days
Create needs assessment process
Define company goals & objectives
Define COO/CFO responsibilities & goals
Identify improvements in product processes that will turn into cost savings
Study the company and its financials
Hold one-on-one meetings with staff
Streamline company infrastructure
Define organizational chart
Review job responsibilities and duties
Identify key positions to grow company
Identify improvements in administrative, accounting, purchases, sales & marketing, research & development and services
Prioritizes the deliverables
Recommend a plan
AllieGentry.com

7. Create Needs Assessment Process
Urgent results to
Identify
Needs
Deliver Them Report plan
AllieGentry.com

8. Goals & Objectives of Company
•Our company goal is to build on our current business successes by expanding our
solution into other vertical markets.
•Our objective being to increase revenue, make higher profits by improving on
business processes, identifying new revenue streams and creating a happy and loyal
customer base.
Be prepared to discuss what the current business processes are and how you will expand into other vertical markets.
How will this increase revenue and is there other revenue streams you can bring into the organization that have not been identified.
AllieGentry.com
AllieGentry.com

9. Get inspired
• Set yourself apart by putting together a good 90 day plan
• Get buy off on this plan
• Whatever you do, deliver to this plan
AllieGentry.com