Goal Planning & Contract Strategy Service
Included in Executive Plan Available as standalone: Billed quarterly ($300 every 3 months) Full Description Get the structure, accountability, and strategic roadmap you need to achieve consistent results in government contracting. We help you define realistic goals, track progress, and adjust strategies quarterly so you're not just chasing opportunities—you're systematically winning them. Who It's Good For * Small businesses new to government contracting who need a structured roadmap * Companies seeking quarterly accountability to ensure consistent pipeline activity * Teams that want measurable progress toward certifications, proposals, and contract awards * Businesses that need strategic guidance but aren't ready for full Executive Plan support What's Included (Step by Step) 1. Quarterly Strategic Planning Session (90 minutes) * Define or refine contracting goals: contract wins, certifications, capacity building * Match business growth objectives with targeted agency forecasts * Review previous quarter performance and adjust strategy accordingly 2. Action-Based Goal Roadmap * Convert goals into quarterly action steps with clear KPIs (number of bids, certifications to pursue, teaming milestones) * Align proposal activity to quarterly milestones and agency timelines * Create visual timeline for next 90 days with deliverable dates 3. Visual Dashboard & Tracking Setup * Set up custom tracker or Monday.com board for goal monitoring * Track performance by quarter with visual progress indicators * Flag risks and opportunities early for proactive adjustment 4. Quarterly Progress Report * Comprehensive written review of goals achieved vs. planned * Recommendations for next quarter based on wins, losses, and agency feedback * Document performance for use in proposals and capability statement updates Service Cadence: Four (4) quarterly sessions per year (January, April, July, October)
Add-On’s are optional below (Original product must be purchased in addition to add-ons)
Included in Executive Plan Available as standalone: Billed quarterly ($300 every 3 months) Full Description Get the structure, accountability, and strategic roadmap you need to achieve consistent results in government contracting. We help you define realistic goals, track progress, and adjust strategies quarterly so you're not just chasing opportunities—you're systematically winning them. Who It's Good For * Small businesses new to government contracting who need a structured roadmap * Companies seeking quarterly accountability to ensure consistent pipeline activity * Teams that want measurable progress toward certifications, proposals, and contract awards * Businesses that need strategic guidance but aren't ready for full Executive Plan support What's Included (Step by Step) 1. Quarterly Strategic Planning Session (90 minutes) * Define or refine contracting goals: contract wins, certifications, capacity building * Match business growth objectives with targeted agency forecasts * Review previous quarter performance and adjust strategy accordingly 2. Action-Based Goal Roadmap * Convert goals into quarterly action steps with clear KPIs (number of bids, certifications to pursue, teaming milestones) * Align proposal activity to quarterly milestones and agency timelines * Create visual timeline for next 90 days with deliverable dates 3. Visual Dashboard & Tracking Setup * Set up custom tracker or Monday.com board for goal monitoring * Track performance by quarter with visual progress indicators * Flag risks and opportunities early for proactive adjustment 4. Quarterly Progress Report * Comprehensive written review of goals achieved vs. planned * Recommendations for next quarter based on wins, losses, and agency feedback * Document performance for use in proposals and capability statement updates Service Cadence: Four (4) quarterly sessions per year (January, April, July, October)