Goal Setting with Jesse Schulz

• 8:00 am - 9:00 am

The five-year vision is the optimal strategic framework; it must be data-driven and reverse-engineered into actionable yearly, quarterly, and seasonal goals.

• Key Insight: A five-year vision is the most effective timeframe for strategic planning, as ten years is unrealistic and one year is too short for significant achievement.
• Key Insight: All financial goals must be validated against market data to ensure feasibility; the $50M revenue goal was confirmed as possible by capturing 3.5% of the $1.4B Ontario pool market.
• Action Item: The marketing budget needs to increase by $275,000 for the upcoming year to hit the new sales targets.
• Action Item: Jesse is to send slides and the structure for categorizing goals to the team.
• Action Item: Team members must prepare for the early January meeting by outlining their quarterly plan as a component of the five-year vision.

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