Q3 2019 Goal Results
Ok, it’s October. Q3 is done. And you know what that means. We need to look back and see how we did in terms of our quarterly goals for Q3.For those of you joining us late, Simplex-IT is following the EOS (Entrepreneurial Operating System) management framework. Part of that process involved a creation of goals for the different areas of the organization. We do these both annually and then quarterly, and we have longer term goals as well.Our management team meets weekly and (among other things) makes sure we’re appropriately on top of the quarterly goals (or “rocks” as they’re called in the EOS world). We also make occasional adjustments to them as needed.Then towards the end of the quarter we review the previous quarter and create new goals.Back in Q1 of 2018 I made the decision to “go public” with our quarterly goals. It created additional pressure on myself personally to focus on accomplishing the goals. Plus I thought it was a good way to stay appropriately transparent to our clients, vendors and friends.Without further ado, here’s how we did with our Q3 goals for 2019.
Executive Goals
Out of Daily Accounting. A CEO still doing a good portion of the bookkeeping? Aaaaand at the end of the quarter, he’s still doing more than he should. Grade: Fail!TBR Matrix completed. Finish up with a management tool for keeping track of all of the features and services that our clients currently have, to be used for TBR purposes. Grade: Pass!CoMITs Assessment Process Defined. From last quarter. Develop new CoMITs (Co-Managed IT services) assessment process. Good progress, but not done. Grade: Partial!
Operational Goals
Datto BCDR Migration Completed. Migrate our customers to the new Datto devices and backup tools. We’ve made good progress here but had to push a couple of clients back a month or so. Grade: Partial!Inventory System Done. Completed. Moving on. Grade: PassMichelle Moved. All Simplex-IT personnel to their appropriate offices. Grade: Fail!Email/Cloud Backups implemented. Offered and implemented to our clients. Grade: Partial!Client Onboarding Process Redefined. Better defined communications and expectations for new clients. Grade: Partial!
Marketing Goals
Whoopie Cushion Campaign. Yup. You heard it here. Grade: Pass!Bad Date Campaign implemented. Replacing the “nuts” campaign. We’re actually waiting for a vendor to complete a critical piece of this, so we’re kinda stuck. Grade: Fail!“Highway to Hello” Pieces done. New marketing pieces to assist with assessment and onboarding. Grade: Fail!Put on a Special Security/Fraud Seminar. Our next partner seminar event. Grade: Pass!Put on a CoMITs Seminar. A seminar/workshop aimed at the IT leaders of small to medium organizations, discussing Co-Managed IT services. We’re making great progress for this event, which will be on November 14th. Grade: Partial!
Sales Goals
Close Gap on Decision time by 20%. We’re still have potential clients not making decisions quickly, sometimes holding off for months. Discover ways to close that timeframe. Grade: Pass!Attend 3 Networking events. Look for more ways to get our name out there. Grade: Pass!Create and implement Referral Campaign. Our best marketing pieces? Our satisfied clients. How do we take advantage of that (without bugging folks)? Grade: Changed!So here’s the thing. We actually bit off a lot this past 3 months. And if you look at the above list, you might come away with the feeling that we didn’t get a lot done.Actually, we did. I’m happy with the progress we made. In a few cases we decided to shift priorities based on other opportunities or circumstances. And for those we didn’t complete, we actually made a lot of progress. So I’m actually happy with this progress report.