Example Deliverable

90-Day Prioritized Action Plan

Strategic roadmap for Cascade Automotive Group

Post-Engagement Implementation Plan | Delivered: End of Week 2

The Path Forward

Over the past two weeks, I've identified 23 specific areas for improvement across leadership, operations, team dynamics, and culture. Trying to tackle all of them simultaneously would be overwhelming and counterproductive. This action plan prioritizes the highest-impact changes in a logical sequence over the next 90 days.

Core Philosophy: We're building sustainable change through sequential wins. Each action builds on the previous one, creating momentum and confidence. By Day 90, these won't feel like "new initiatives"—they'll be how you lead.

Critical

5

Urgent Actions

High Impact

8

Priority Items

Medium

6

Supporting Actions

Long-Term

4

Future Initiatives

1

Phase 1: Foundation (Days 1-30)

Focus: Stop the bleeding & establish credibility

CRITICAL - Week 1
2 hours

Address the Tyler Situation Immediately

The Problem:

Tyler (your service manager) has been undermining your authority for months. He contradicts your decisions in front of the team, shows up late 3-4 times per week, and has created a toxic subculture in the service department. Your service team's morale is tanking because of him, and two technicians have mentioned leaving because of the environment he's creating.

Why This is Priority #1:

Every other improvement we discussed is impossible to implement if Tyler continues operating this way. He's the cultural bottleneck. Your team is watching to see if you'll do something about it—your credibility as a leader hinges on this.

Cost of inaction: Estimated $15K-$25K in turnover costs if you lose your two technicians, plus ongoing productivity loss of 20% in service department.

Action Steps:

A.

Document the specific issues (Day 1-2)

List concrete examples: dates, times, specific behaviors. I've provided a list in Appendix A based on what I observed.

B.

Have the "come to Jesus" conversation (Day 3-4)

Private meeting. Lay out the documented issues. Give him two options: (1) Immediate and complete turnaround with weekly check-ins, or (2) Part ways professionally. No middle ground.

C.

Set 14-day probation period (If he chooses option 1)

Clear expectations in writing. Daily check-ins for week 1, then weekly. Any violation = immediate termination.

D.

Address the service team (Within 24 hours of Tyler conversation)

"I'm aware of some issues in this department, and I'm addressing them. You can expect changes. I'm committed to making this a better place to work."

Success Metric:

Tyler either demonstrates complete behavioral turnaround within 14 days OR you part ways and begin recruiting his replacement. Either outcome establishes your credibility as a leader who follows through.

HIGH IMPACT - Week 1
30 min setup, 15 min daily

Implement Daily Leadership Standups

The Problem:

Your departments operate in silos. Sales doesn't know what service is doing, parts doesn't know what sales needs, and everyone is making decisions in a vacuum. This creates inefficiency, duplicate work, and customer experience breakdowns.

Action Steps:

When: Every morning, 8:45 AM sharp, 15 minutes max

Who: You + department heads (sales, service, parts, admin)

Format: Standing meeting (literally—no chairs). Each person gets 2-3 minutes max.

Three Questions Each Person Answers:

  • What's your department's top priority today?
  • Are there any blockers preventing your team from succeeding?
  • Is there anything other departments need to know?

Expected Impact (Within 14 Days):

  • Cross-departmental communication improves dramatically
  • Issues get surfaced early instead of becoming crises
  • Team feels more connected to the bigger picture
  • YOU stay informed without micromanaging
HIGH IMPACT - Week 2-3
3 hours

Create Your "Non-Negotiables" Document

The Problem:

Your team doesn't have clarity on what standards are actually enforced vs. what's just suggested. This creates inconsistency, confusion, and allows people to "test" where the boundaries really are.

What This Is:

A one-page document listing your 5-7 absolute non-negotiable standards that apply to everyone (including you). These are the things that, if violated, have immediate consequences.

Examples Based on Your Business:

  • Safety protocols must be followed at all times—no exceptions
  • Customer commitments are honored—if we promise it, we deliver it
  • Team members treat each other with respect—no undermining, no gossip
  • Work hours are 8:00 AM - 5:00 PM—consistent attendance expected
  • Issues are addressed directly—no passive-aggressive behavior

How to Roll This Out:

Step 1: Draft the list (I'll help you refine it)

Step 2: Present it in an all-hands meeting

Step 3: Post it visibly in break room and email to all staff

Step 4: Enforce it consistently from Day 1

Success Metric:

Within 30 days, your team can recite these standards without prompting, and you've demonstrated consistent enforcement (including with yourself and senior staff).

Additional Phase 1 Actions (Weeks 3-4)

Audit your calendar & block strategic time: Reserve 4 hours/week for owner-level work (detailed guide in Appendix B)

Conduct one-on-ones with each department head: Use the conversation framework from my coaching to rebuild individual relationships

2

Phase 2: Systems & Structure (Days 31-60)

Focus: Build repeatable processes that don't require you

Week 5-6: Decision-Making Framework

Create a clear framework for who makes what decisions. Your managers are waiting for your approval on things they should be handling themselves. Document decision authority by level.

Example Structure:

  • Department Heads Can Decide: Purchases under $500, scheduling within their dept, customer service resolutions under $200
  • Requires Your Approval: Purchases $500-$5K, new hires, policy changes, vendor contracts
  • Requires Board/Partners: Purchases over $5K, strategic direction changes, major investments

Week 6-7: Accountability System

Implement a simple system for tracking commitments and following up. Use the tracking template I provided.

Week 7-8: Team Development Plan

Create individual development plans for your key people. Where do they want to grow? What skills do they need? This shows you're invested in their future and reduces turnover risk.

Phase 2 Success Metrics:

  • You're spending 25% less time on operational decisions
  • Department heads are making more decisions independently
  • Team engagement scores improve (use the pulse survey template)
3

Phase 3: Culture & Growth (Days 61-90)

Focus: Solidify new culture and position for scale

Week 9-10: Culture Codification

Document your values, behaviors, and expectations into a "This Is Who We Are" guide. Use this in hiring, onboarding, and performance reviews.

Week 10-11: Strategic Planning Reset

Now that you have systems in place, revisit your 12-month business plan. Where do you actually want to take this company?

Week 12-13: Leadership Team Development

Begin training your department heads to lead the way you lead. They need to replicate your leadership approach with their teams.

Phase 3 Success Metrics:

  • Your leadership team can run daily operations without you for a full week
  • New hires can articulate company values within their first 30 days
  • You're spending 50%+ of your time on strategic/growth activities

Implementation Support

Monthly Check-Ins Available

While our formal engagement has concluded, I'm available for monthly check-in calls (30-45 minutes) for the next 90 days to help you stay on track. These are optional but highly recommended for accountability.

Resource Library Included

You have access to all the templates, frameworks, and conversation scripts referenced in this plan:

  • Difficult conversation frameworks
  • Decision authority matrix template
  • One-on-one meeting structure
  • Performance management templates
  • Team pulse survey questions
  • Strategic time blocking guide

Emergency Support

If you hit a major roadblock or crisis situation during implementation, you can reach me directly. I'm invested in your success.

Final Words: This plan is ambitious but achievable. You have the capability to execute it—I've seen it in you. The question isn't "can you do this?" It's "will you commit to doing this?" Change requires discipline, consistency, and a willingness to be uncomfortable. But on the other side of that discomfort is a business that runs better, a team that performs better, and a you that leads better.

I'm rooting for you. Let's get to work.