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Gravis Planning OS

Annual plan, quarterly goals, weekly meeting, and live scorecard — one operating rhythm.

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Brett Spooner

4 goals

Q1On trackAt risk to miss · ~54%

Build & execute Expansion & M&A Strategy

54%

Q1On trackAt risk to miss · ~80%

Gravis advisory board formed and meeting quarterly

80%

Q1Off trackAt risk to miss · ~29%

MSO model developed for 2027+

29%

Q2On trackAt risk to miss · ~50%

CEO — company culture

50%

Marty Kilmer

3 goals

Q2On trackAt risk to miss · ~53%

Performance adherence & enforcement of API

53%

Q1At riskAt risk to miss · ~40%

Regional / local structure & SOPs

40%

Q1Off trackAt risk to miss · ~29%

Develop, document & train on Gravis AI policies

29%

Randi Johnson

3 goals

Q1At riskAt risk to miss · ~37%

Clients served annually & NPS satisfaction score

37%

Q1At riskAt risk to miss · ~45%

Recruitment strategy to sustain expansion & manage churn

45%

Q2On trackAt risk to miss · ~62%

Second All-Staff event ++ company culture

62%

James Cederberg

3 goals

Q1On trackAt risk to miss · ~54%

Develop EBITDA-based financial model for scaling

54%

Q2At riskAt risk to miss · ~44%

MetLife strategy & risk mitigation

44%

Q1At riskAt risk to miss · ~43%

Budget-to-actuals cadence, reporting, tax, audits & banking

43%

Julia Stutz

1 goal

Q1At riskAt risk to miss · ~47%

Quality Assurance process & SOPs

47%

Gravis Planning OS

Annual plan, quarterly goals, weekly meeting, and live scorecard — one operating rhythm.

Loading…

Brett Spooner

4 goals

Q1On trackAt risk to miss · ~54%

Build & execute Expansion & M&A Strategy

54%

Q1On trackAt risk to miss · ~80%

Gravis advisory board formed and meeting quarterly

80%

Q1Off trackAt risk to miss · ~29%

MSO model developed for 2027+

29%

Q2On trackAt risk to miss · ~50%

CEO — company culture

50%

Marty Kilmer

3 goals

Q2On trackAt risk to miss · ~53%

Performance adherence & enforcement of API

53%

Q1At riskAt risk to miss · ~40%

Regional / local structure & SOPs

40%

Q1Off trackAt risk to miss · ~29%

Develop, document & train on Gravis AI policies

29%

Randi Johnson

3 goals

Q1At riskAt risk to miss · ~37%

Clients served annually & NPS satisfaction score

37%

Q1At riskAt risk to miss · ~45%

Recruitment strategy to sustain expansion & manage churn

45%

Q2On trackAt risk to miss · ~62%

Second All-Staff event ++ company culture

62%

James Cederberg

3 goals

Q1On trackAt risk to miss · ~54%

Develop EBITDA-based financial model for scaling

54%

Q2At riskAt risk to miss · ~44%

MetLife strategy & risk mitigation

44%

Q1At riskAt risk to miss · ~43%

Budget-to-actuals cadence, reporting, tax, audits & banking

43%

Julia Stutz

1 goal

Q1At riskAt risk to miss · ~47%

Quality Assurance process & SOPs

47%