90-Day Roadmap

When I join a company, I don’t spend months “getting settled.” As a Fractional CXO, I follow a proven system to find gaps, build a plan, and deliver measurable ROI by the end of our first 90 days together.

Phase 1: Days 1–30 (Discovery)

Goal: Learn the business and find the “quick wins.”

In the first month, I immerse myself in your world. I listen to your team and look at the raw data to see what’s working and what isn’t.

• Stakeholder Interviews: I meet with your key leaders to understand their goals and frustrations.
• Operational Audit: I review your current tools, workflows, and spending.
• The “Current State” Report: I deliver a clear summary of your business’s health and hidden “blind spots.”
• Quick Win: I identify and fix one small friction point to provide immediate relief to your team.

Phase 2: Days 31–60 (Strategy)

Goal: Design the roadmap for growth.

Once I understand the “why,” I focus on the “how.” I create the strategy that aligns your team with your business goals.

• Strategic Roadmap: I build a step-by-step execution plan for the next 6 months.
• KPI Alignment: I define the “North Star” metrics we will use to measure success.
• Process Design: I pick one core workflow (like sales handoffs or customer onboarding) and optimize it for speed.
• Quick Win: I secure executive buy-in on the new strategy so everyone is moving in the same direction.

Phase 3: Days 61–90 (Execution)

Goal: Drive momentum and deliver ROI.

By day 90, the plan is in motion. I focus on high-impact execution and ensuring your team is set up for long-term success.

• Major Launch: I lead the execution of the first “Big Win” project from our roadmap.
• Leadership Coaching: I mentor your internal managers to ensure they can maintain the new systems.
• Vendor Optimization: I review your external partners and contracts to save costs or improve quality.
• Quick Win: Completion of a major milestone that shows a clear improvement in your bottom line.

Why a 90-Day Plan?

A Fractional CXO should be an investment, not an expense. This roadmap ensures that by the end of three months, your company isn’t just “busier” but it’s more profitable, more efficient, and more focused.

Take Action
The process is rigorous, but the entry point is simple. A 15-minute conversation is usually all it takes to see if there is a path forward together.