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Provides an expanded first-30-days checklist with owners and outcomes, step-by-step guidance for running a year-end review, and templates for cash reforecasting, a one-page annual plan, and a 90-day sprint. Includes communication cadence, KPI recommendations by function, hiring and vendor checklists, automation ideas, and tax/financial optimization steps, plus guidance on what to stop doing and how to keep teams motivated.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/new-business-year-playbook-306090-day-focus-most-recent/243360/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/new-business-year-playbook-306090-day-focus-most-recent/243360.png","ImageObject",442,249,{"name":88,"@type":89},"Putri","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":30},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is included in the first 30 days playbook checklist?","Question",{"text":108,"@type":109},"It provides a morning-of checklist for leadership, with each activity assigned an owner and an expected deliverable, covering year-end review, cash reforecast, a one-page annual plan, staffing review, compliance checks, and leadership alignment scheduling.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do you run a year-end review effectively?",{"text":113,"@type":109},"The playbook outlines steps to pull key metrics, identify top and low-performing customers, run a short pre-mortem to surface risks or success conditions, facilitate a 90-minute leadership session, and produce a one-page summary of lessons and changes.",{"name":115,"@type":106,"acceptedAnswer":116},"What does the 30/60/90 execution structure include for planning?",{"text":117,"@type":109},"It translates strategy into a quarter plan with 3–5 initiatives, weekly leadership huddles to review key numbers, monthly financial and KPI reviews, and a 90-day sprint template designed to be fillable and practical.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},243360,1791744856,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":30,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":141},962085571259,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Opening thought:  \n“A plan that’s too big to explain is too big to execute.” Keep it small, clear, and measurable.  \nNEW-BUSINESS-YEAR PLAYBOOK—30/60/90-DAY FOCUS  \nTABLE OF  \nCONTENTS  \n1) Expanded Quick Checklist (First 30 days —with owners & outcomes) 03  \n2) Deep Dive: What to do, step-by-step 04  \n3) Communication & Rhythm (who does what — meeting agendas & templates) 08  \n4) 90-Day Sprint Template — fillable and practical 10  \n5) KPIs — recommended list by function 14  \n6) Practical Templates & Scripts 15  \n7) Hiring & People: Practical plan & scorecard 16  \n8) Vendor & Contract Checklist (do this now) 16  \n9) Automation Opportunities (examples small businesses love) 17  \n10) Tax & Financial Optimization Checklist 17  \n11) What to STOP Doing (high-leverage tip) 17  \n12) How to keep teams motivated 18  \n13) Closing: 10 Reflection Questions — now expanded with prompts 18  \n© Capacity Building Solutions, Inc. [www.capacity-building.com](www.capacity-building.com)  \n02  \n1) Expanded Quick Checklist (First30days—with owners & outcomes)  \nUse this as a morning-of checklist for your leadership team. For each item, name an owner and the expected deliverable.  \n\n| ✓ | Activity | Owner | Expected Deliverable |\n| --- | --- | --- | --- |\n| ⬜ | Year-end review | CFO/Owner | 6–8 page dashboard + 1-page lessons & opportunities.(Revenue by customer, product, margin, CAC, churn.) |\n| ⬜ | Cash reforecast | Finance | 12-month cash flow with best/base/worst case + 60– 90 day stress test. |\n| ⬜ | One-page annual plan | CEO | 1-page strategic plan (vision, 3 priorities, top KPIs) . |\n| ⬜ | 90-day plan (Q1) | COO | 3–5 initiatives, owners, deadlines, metrics. |\n| ⬜ | Budget & P&L update | Finance | Revised P&L by month and spend reallocation. |\n| ⬜ | Staffing review | HR or COO | Org chart with 3 hires prioritized and timeline. |\n| ⬜ | Vendor/contract audit | Ops/Procurement | Contracts summary, auto-renewals, terms torenegotiate. |\n| ⬜ | Marketing & sales refresh | Head of\u003Cbr>Sales/Marketing | Q1 campaign calendar + 1 core message. |\n| ⬜ | Tech & automation audit | IT/Operations | Top 5 automation opportunities and plan. |\n| ⬜ | Compliance & risk check | Operations | Insurance, payroll, tax, cyber checklist. |\n| ⬜ | Leadership alignment meeting scheduled | CEO | Offsite or half-day alignment booked. |\n\n© Capacity Building Solutions, Inc. [www.capacity-building.com](www.capacity-building.com)  \n03  \nYear-End Review — how to run it  \nGoal:Learn fast and decide where to invest next year.  \nSteps:  \n Pull metrics: revenue by customer & product, gross margin, CAC by channel, churn/retention, utilization, average transaction size.  \n Identify top 10 customers that made 70–80% of profit and lowest 20% that cost you time.  \n Run a short “pre-mortem”: What would have to be true for this year to be a disaster? What would have to be true to be a smash hit?  \n Facilitate a 90-minute leadership session: 20 min data, 30 min discussion, 30 min pick 3 lessons + actions.  \n Output: 1-page “What we learned / What we will change.”  \nExample lesson → action:  \n“High churn in product X due to onboarding delays”→ Action: fix onboarding, create 3 automation tasks, measure churn monthly.  \nCash & Stress Testing  \nGoal: Ensure survival + optional growth.  \nSteps:  \n Build monthly cash model for 12 months with three scenarios: best (growth), base (plan), worst (30–40% revenue drop) .  \n Model timing: AR days, AP days, payroll schedules, loan payments.  \n© Capacity Building Solutions, Inc. [www.capacity-building.com](www.capacity-building.com)  \n04  \nIdentify breakpoints: cash low points and month they hit.  \n Create contingency actions: freeze hires, reduce discretionary spend, short-term financing lines.  \n Add early warning triggers (e.g., AR > 60 days, pipeline below 70% of target) .  \nPractical:  \nKeep a “60-day runway” number visible to leadership.  \nOne-Page Annual Plan (template)  \n Top section —Vision: One sentence: “Where we want to be at year-end.”  \n Priori","cbCaiorDjlFn7f0V","https://ap.wps.com/l/cbCaiorDjlFn7f0V","pdf",8377536,27,"English","# Expanded Quick Checklist (First 30 days — with owners & outcomes)\n# Deep Dive: What to do, step-by-step\n## Communication & Rhythm (who does what — meeting agendas & templates)\n## 90-Day Sprint Template — fillable and practical\n## KPIs — recommended list by function\n## Practical Templates & Scripts\n## Hiring & People: Practical plan & scorecard\n## Vendor & Contract Checklist (do this now)\n## Automation Opportunities\n## Tax & Financial Optimization Checklist\n## What to STOP Doing (high-leverage tip)\n## How to keep teams motivated\n## Closing: 10 Reflection Questions — now expanded with prompts","[{\"question\":\"What is included in the first 30 days playbook checklist?\",\"answer\":\"It provides a morning-of checklist for leadership, with each activity assigned an owner and an expected deliverable, covering year-end review, cash reforecast, a one-page annual plan, staffing review, compliance checks, and leadership alignment scheduling.\"},{\"question\":\"How do you run a year-end review effectively?\",\"answer\":\"The playbook outlines steps to pull key metrics, identify top and low-performing customers, run a short pre-mortem to surface risks or success conditions, facilitate a 90-minute leadership session, and produce a one-page summary of lessons and changes.\"},{\"question\":\"What does the 30/60/90 execution structure include for planning?\",\"answer\":\"It translates strategy into a quarter plan with 3–5 initiatives, weekly leadership huddles to review key numbers, monthly financial and KPI reviews, and a 90-day sprint template designed to be fillable and practical.\"}]","New-Business-Year Playbook - 30/60/90-Day Focus - Most Recent | PDF",1789203090,9]