THE CEO'S 30/60/90 CHECKLIST
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0-30 DAYS: UNDERSTAND THE LANDSCAPE
GET TO KNOW:
Understand the day-to-day operations,
company procedures, and business processes
Learn the organization hierarchy, individual
roles, and responsibilities
Identify internal and external stakeholders,
their expectations, and potential areas of
collaboration
Get familiar with the range of products or
services the company offers, its unique selling
propositions (USPs), and customer feedback
Understand the company's market position,
competitors, and competitive landscape
Review financial statements, revenue streams,
and essential spending areas
Understand the values, norms, and behaviors
shaping the company culture
Evaluate the relationships with suppliers,
vendors, and partners
KEY OBJECTIVES:
Hold one-on-one meetings with department
heads
Spend time with employees at various levels
Meet with key customers to understand their
perceptions and expectations
Hold introductory meetings with key
stakeholders
Conduct a thorough SWOT analysis of the
company
Understand major business challenges and
areas of improvement
Review past performance data and targets
Spot growth opportunities for the company
Study customer satisfaction feedback &
reviews
Familiarize yourself with company policies
Seek clarity on the Board's expectations from
you as a CEO
Decide how and when you'll communicate with
staff, board members, and stakeholders
REVIEW:
Regularly assess progress against strategic objectives.
Analyze KPIs and assess if the company is on track to
meet its goals
Modify the strategy as needed based on feedback and
performance
Assess the financial impact of strategies implemented
Conduct performance reviews of teams and individuals.
Evaluate customer feedback and satisfaction
Compare your company's performance against industry
benchmarks
Identify any gaps in reaching strategic objectives
Assess effectiveness of risk management strategies
Review the status and effectiveness of strategic
partnerships
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31-90 DAYS: STRATEGY & PLANNING
VISION:
Develop a clear, compelling vision for the future
Share this vision with key stakeholders and
employees, inviting their feedback
Refine the vision based on the feedback received
Ensure alignment of the vision with the company's
values and culture
Publicly communicate the vision statement to all
employees
STRATEGY:
Identify strategic objectives based on the vision
Develop an operational plan to meet these
objectives
Define key performance indicators to measure the
success of the strategy
For each strategic objective, outline tactical plans
Decide on a reporting structure to monitor progress
Ensure proper resource allocation
Identify potential risks in your strategic plan
Prioritize initiatives based on strategic importance
Define success for each strategic objective
Share the strategy with all stakeholders, explaining
the reasoning behind it
Ensure that the strategic plans comply with the
relevant laws and regulations
Ensure that the budget aligns with the strategic
plan
Identify potential strategic partnerships
Assign responsibilities for strategic objectives
Encourage cross-functional collaboration to
achieve strategic goals
RELATIONSHIPS:
Regularly update key stakeholders
Maintain open lines of communication with board
Engage employees in meaningful dialogues and
address their concerns.
Maintain good relationships with key suppliers
Attend industry events to expand your network
Participate in community events to build
relationships with local leaders
Engage with investors and provide regular updates
Manage media relations effectively
Maintain a good rapport with government and
regulatory bodies
181-365 DAYS: DRIVE RESULTS
BUILD:
Continuously shape the company culture to align with
vision and strategic objectives.
Conduct capacity building and training activities.
Spot high-performing employees and potential future
leaders.
Maintain high levels of employee engagement.
Provide leadership training to identified future leaders.
Begin grooming potential successors for key positions.
Develop and implement sustainability practices in the
company.
Strengthen diversity and inclusion in the company.
Promote work-life balance and employee well-being.
Recognize and reward exceptional performance and
contributions.
Oana
Labes
91-180 DAYS: IMPLEMENTATION
CHANGES:
Begin executing the strategic plan and introduce
necessary changes
If needed, rearrange the organization structure
to align with strategic objectives
Make necessary modifications in company
Implement process improvements identified in
the planning phase
Manage resistance to change effectively.
Kick-start key initiatives outlined in the strategic
plan
Start shifting company culture, if required,
aligning it with your vision and strategy
Make changes for better resource optimization.
Revise performance management systems if
needed
Execute quick wins identified in the strategy
phase
COMMUNICATION:
Clearly communicate changes and their rationale
to all stakeholders
Promote a culture of open and transparent
communication
Regularly conduct team meetings to keep
everyone aligned
Celebrate milestones to motivate teams
Develop mechanisms to collect and address
feedback
Keep all communications about changes
transparent to maintain trust
Address any concerns or misconceptions about
the changes
Share success stories to boost morale and create
a positive work environment
Acknowledge the efforts and contributions of
employees
Ensure employees have the necessary training to
adapt to changes
MOMENTUM:
Keep the momentum going with constant
progress tracking and communication
Motivate teams to adapt to changes and achieve
goals
Foster a culture that encourages innovative ideas
and practices
Consistently build and maintain trust with all
stakeholders
Continuously promote a culture of collaboration
and team work
Encourage employees to take ownership of their
roles
Promote a culture of continuous learning and
improvement
Promptly address and resolve any conflicts or
issues that arise
Identify potential leaders and nurture them.
Publicly acknowledge the successes and
improvements made
PLAN:
Prepare a comprehensive review of the year's
performance, lessons learned, and plans for the future
Start creating a strategic plan for the next few years
Formulate a plan to foster innovation
Develop a plan for continuous improvement
Create a plan to retain, motivate and develop top talent
Develop a plan for managing potential risks
Create a plan for adopting new technologies
Develop a plan for entering new markets
Formulate a plan for developing new products/services
Develop a plan to improve the customer experience
Formulate strategies for cost optimization
Develop a plan for managing potential crises
Create a CSR plan aligned with the company's vision.
Initiate a plan for digital transformation
Develop a plan to ensure business continuity