SECTION 1
Review the Year
Rocks · Scorecard · Revenue · Portfolio · Team
2 hrs
Annual KPI Review — Pull from CMG Master KPI Report (YoY Tab)
| Category | Goal | Actual | Hit? | Key Lesson |
|---|
Rock Completion Review
| Rock | Owner | Complete? | Root Cause / Lesson |
|---|
Biggest Wins
Biggest Misses
SECTION 2
Revisit the V/TO — Long-Term Vision
Core Values · Core Focus · 10-Year Target · Marketing Strategy
2 hrs
- Core Values: Are they still right? Any lived-experience changes?
- Core Focus: Purpose and Niche — still accurate?
- 10-Year Target: Revenue, units, footprint. Still compelling?
- Marketing Strategy: Target market, 3 uniques, proven process, guarantee
3-Year Picture Update
| Metric | Current | 3-Year Target (Year ) |
|---|
V/TO Changes
SECTION 3
Assess Team & Business Health
Right People, Right Seats · 6 Key Components · People Issues → IDS
1 hr
6 Key Components — Rate Each 1–10
1. Vision
Score:
2. People
Score:
3. Data
Score:
4. Issues
Score:
5. Process
Score:
6. Traction
Score:
People Issues → IDS (Day 2)
SECTION 4
Set Annual Priorities & 1-Year Plan
Revenue · Measurables · 1-Year Goals · Q1 Rocks
3 hrs
1-Year Goals & Targets
| 1-Year Goal | Target | Owner | Notes |
|---|---|---|---|
| Revenue / Collections | |||
| Occupancy Rate | |||
| Units Under Management | |||
| Delinquency AR (year-end) | |||
| Leases Signed |
Q1 Company Rocks (kick off the year)
- Set Q1 Rocks now so the team hits the ground running on Jan 1 (or the quarter's first day).
- Rocks = highest-leverage 90-day outcomes. Not tasks — completed states.
| Rock (Q1 Priority) | Owner | Success Metric |
|---|
SECTION 5
Prepare Q1 Execution & Wrap-Up
Calendar setup · Cascading messages · Annual meeting rating
1 hr
Calendar Setup
Q1 Quarterly Date
L10 Day/Time
Actions & Decisions
| Action / Decision | Owner | Due | Notes |
|---|
Cascading Messages
Meeting Rating
Below 8?