This document will assist any new employee on getting up to speed in an executive position within a company. It is a checklist that covers everything someone should know be ready to learn beginning on day one and completed within the first 90 days on the job.
90-180 Day Plan Business assessment Employees Company/Product Positioning/Edge Competition Financials Set Goals/Build S&M Plan & Execute Evaluate staff and hire/replace Align compensation w/ company goals Raise capital as required Monitor/Evaluate progress Due Diligence General Questions Financials: P/L: Net Revenue, COS %, EBITDA (how long profitable) B/S: A/R (DSOs/Bad Debt), A/P, Assets, Operations Net revenue run rate Key Expenses Monthly burn rate Who handles back-office (inside/outsourced) Organization Size Make-up Length of service Quality Size of payroll Products Who owns IP, term of agreement Maintenance of site, product, customer service Upgrade/enhancement of products Pricing (wholesale, end-user, trends) Supporting Docs YTD Financials Year End Financials last two years Employment Contracts IP contracts Organization chart Overview of key employees Data supporting industry trends (technology, volume, consolidation, expansion/contraction)
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"Sample 90 Day Business Action Plan"Please download to view full document