Goal Planning & Contract Strategy Service

Included in Executive PlanTimeline:

Monthly review + quarterly strategic milestone setting

Full Description

Our Goal Planning & Contract Strategy Service gives small businesses the structure, accountability, and tools needed to achieve consistent results in government contracting. We help you define realistic goals, track progress, and adjust strategies so you’re not just chasing opportunities—you’re winning them.

Who It’s Good For

• Small businesses new to government contracting who need a structured roadmap.

• Companies seeking accountability to ensure consistent pipeline activity.

• Teams that want measurable progress toward certifications, proposals, and contract awards.

What’s Included (Step by Step)

1. Strategic Planning Session (Monthly or Quarterly)

   • Define or refine contracting goals (contract wins, certifications, capacity).

   • Match business growth objectives with targeted agency forecasts.

2. Action-Based Goal Roadmap

   • Convert goals into monthly action steps with KPIs (number of bids, certifications to pursue, teaming milestones).

   • Align proposal activity to quarterly milestones.

3. Visual Dashboard & Tracking

   • Set, update, and measure goals using a custom tracker or your Monday.com board.

   • Track performance by quarter and flag risks early.

4. Accountability & Adjustment

   • Monthly progress check-ins and reporting.

   • Adjust goals based on wins, losses, or agency feedback.

   • Document performance for use in proposals and capability updates.

Add-On’s are optional below (Original product must be purchased in addition to add-ons)