Turn your engagement and commercial data into a manager-led 90-day action plan. This guide walks you through 5 phases—Assess, Align, Plan, Act, Track—with a checklist and templates. Built from FinEdge AI’s journey (e.g., lifting transparency from 6.5 to 8.0, cutting churn from 10% to 6%), it’s for managers who want to move fast and deliver impact.

Phase 1: Assess Your Data (Days 1-7)

Goal: Pinpoint 2-3 cultural-commercial intersections to tackle. Why It Matters: FinEdge found low transparency (6.5/10) drove 10% churn—data overlap reveals leverage points.

• Gather Your Inputs
  • Pull your latest engagement survey (e.g., FinEdge’s 31 responses) and commercial metrics (e.g., ARR, churn).
  • Template: Create a Notion table—Column 1: “Metric” (e.g., Transparency Score), Column 2: “Value” (e.g., 6.5), Column 3: “Notes” (e.g., “Tied to delivery delays”).
• Score the Pain Points
  • Rate each metric’s urgency (1-5) based on impact (e.g., Compensation 6.3/10 = 4; $400K churn = 5).
  • Tip: Focus where scores align (FinEdge: transparency + churn both high urgency).
• Pick Your Battles
  • Choose 2-3 intersections (e.g., FinEdge picked transparency-execution, career growth-turnover).
  • Output: Write a 1-sentence goal per intersection (e.g., “Lift transparency to 7.5 to cut churn to 7%”).

Phase 2: Align Your Team (Days 8-14)

Goal: Get manager buy-in and surface frontline insights. Why It Matters: FinEdge’s siloed SF-India teams slowed action—alignment unblocks execution.

• Host a Data Huddle
  • 60-min meeting: Share top 2-3 intersections, ask “What’s your take?” (e.g., FinEdge managers flagged sales-engineering gaps).
  • Template: Notion toggle—Agenda: “1. Data Recap, 2. Quick Feedback, 3. Next Steps.”
• Run a 1-Question Pulse
  • Slack poll to staff: “What’s one fix for [issue]?” (e.g., “More roadmap updates” at FinEdge).
  • Goal: 50%+ response rate; log top 3 ideas.
• Set Ownership
  • Assign 1 manager per intersection (e.g., Sales Mgr for pipeline, Eng Mgr for delivery).
  • Output: Notion table—Column 1: “Issue,” Column 2: “Owner,” Column 3: “Goal.”

Phase 3: Plan Your Moves (Days 15-30)

Goal: Build a 90-day roadmap with clear actions. Why It Matters: FinEdge’s phased plan (e.g., townhalls, career levels) turned insights into $800K ARR upside.

• Brainstorm Actions
  • List 3-5 ideas per intersection (e.g., for transparency: townhalls, dashboard, Q&A).
  • Filter: Keep low-cost, high-impact (under $1K, 1-month lift).
• Timebox It
  • Split into: 0-30 days (quick wins), 31-60 (build), 61-90 (scale).
  • Example: FinEdge—0-30: Slack kudos; 31-60: career snapshot; 61-90: sales hires.
• Draft the Roadmap
  • Template: Notion table—Column 1: “Phase” (0-30, 31-60, 61-90), Column 2: “Action,” Column 3: “Owner,” Column 4: “Target” (e.g., “Churn to 7%”).