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Strategy

Strategic Plan

A structured, readable plan with auditable sources.

Open builder Sources
Plan year 2026. Define your plan structure step-by-step, then track execution below.
1
Pillars
2
Goals
3
Initiatives
4
Metrics
5
Constraints & Risks

Step 1 of 5

What are the 3–5 pillars that define this year’s plan?

Pillars are the big buckets of focus — stable themes that initiatives roll up into.

Cmd+Enter to continue

Revenue

Quarterly budget vs actual

Q1

At Risk

Budget

$208,075

Actual

$51,340

Variance

-$156,735

Q2

At Risk

Budget

$221,155

Actual

$0

Variance

-$221,155

Q3

At Risk

Budget

$249,340

Actual

$0

Variance

-$249,340

Q4

At Risk

Budget

$230,870

Actual

$0

Variance

-$230,870

Initiatives

High-level status

  • LAUNCH & BUILD

    Optimize our Offer & Marketing and build our foundations to generate demand, connect, and close.

    Not Started

  • DELIVER & ASSESS

    Successfully delivery and access all products and revise based on learning and data.

    Not Started

  • AI-DONKEY

    Identify the key areas of "Donkey Work" in client experience and internal workflow and implement AI to address and automate these.

    Not Started

  • CREDIBILITY FLYWHEEL

    Establish and build credibility through content and relationships to make it easier to win new business.

    Not Started

Strategic Plan Tracker

Raw source preview (page 1)

Open sources
CONFIDENTIAL & PROPRIETARY
COTHINK’R LLC © 2025
Annual Budget
MASTERY (Current)
MASTERY (prospective)
INSIGHT
FOUNDATION
$909,440
$452,300
$0
$247,000
$247,000
YTD Actual Revenue
Other
Other
Other
Other
$51,340
$0
$0
$0
$0
Quarterly Revenue
Q1
Q2
Q3
Q4
$208,075
$221,155
$249,340
$230,870
Quarterly Actual Revenue
Q1
Q2
Q3
Q4
$51,340
$0
$0
$0
COMPANY INITIATIVES
Move the company forward. These should be based on vision and the annual business plan.
Title
LAUNCH & BUILD
DELIVER & ASSESS
AI-DONKEY
CREDIBILITY FLYWHEEL
Description
Optimize our Offer & Marketing and build our foundations to generate demand, connect, and close.
Successfully delivery and access all products and revise based on learning and data.
Identify the key areas of "Donkey Work" in client experience and internal workflow and implement AI to address and automate these.
Establish and build credibility through content and relationships to make it easier to win new business.
INITIATIVE METRICS
Measure what matters. Taracking the progress of Initiatives for the year.
Initiative 1
Initiative 2
Initiative 3
Initiative 4