GM_Readiness_Strategic_Transition_Plan.txt

GM Readiness & Strategic Transition Plan for RDO - Sheila Lively
Objective: Complete GM Onboarding & Systems Proficiency by April 10th.
Current Date: March 17, 2026 | Target Completion: April 10, 2026


Phase 1: Systems & Operational Mastery
Goal: Achieve 100% technical proficiency and identify P&L optimization.
Task Item
	Details
	Status
	GM Onboarding Checklist
	Continue through remaining modules for formal sign-off. By April 230h, 2026.
	To Do
	Tableau & Dashboards
	Build confidence in pulling and interpreting daily/weekly metrics. Be able to deep dive and have bi-weekly meetings with CSM/CGM & GM.
	To Do
	P&L Audit: Cost Savings
	Review supplies, PPE, Driver delivery, and Uber costs for "leaks.". Look at O/T, supplies and evaluate the business.
	To Do
	Sales and Marketing
	Deep dive into Brand Awareness -  competitive analysis for market - marketing strategy meeting with regional marketer and VP of Sales and Marketing. By April 10, 2026.
	To Do
	Client Retention Strategy
	Identify any "at-risk" clients (frequent complaints or gaps in care). 
Build proactive outreach plans. By April 10, 2026.
	To Do
	


Phase 2: Leadership & People Development (Weeks 3-4)
Goal: Position as trusted leader, build team alignment, and set expectations.
Task Item
	Details
	Status
	1:1s with Each Direct Report
	You have already started conducting 1:1 meetings with each member of your leadership team and below. Repeat these 1:1s. In these meetings you should be identifying each leader's strengths, gaps, and goals. By April 10, 2026.
	To Do
	Team Meeting Reset
	If not already done, implement a weekly team meeting cadence (e.g., Monday 15-min stand-ups, monthly deep dives).
	To Do
	Caregiver Engagement Check
	Shadow 1-2 caregivers in the field. Attend a caregiver orientation or appreciation event if one is scheduled within the period.
	To Do
	Manager Coaching Plan
	Create a 30-60-90 development plan for each manager to track improvement and give feedback. By April 10, 2026.
	To Do
	


Phase 3: Strategic Growth & Market Readiness (Ongoing)
Goal: Drive revenue, fill pipeline, and expand local market presence.
Task Item
	Details
	Status
	Revenue Growth Plan
	Outline 3 near-term revenue opportunities (e.g., referral partners, underserved areas, marketing blitz).
	To Do
	Community Outreach
	Attend at least 1 networking event or partnership meeting within the first 30 days.
	To Do
	RDO Office Visit (If applicable)
	Plan a structured visit to review KPIs, walk the office, and meet team members.
	To Do


Notes & Running Log
* Meeting notes