Advisory MotionEst. 2026 · Vol. I
4. 90-DAY ACTION PLAN
The Advisory Brief · A Monthly Motion
05

Action Plan

Execution

90-Day Action Plan

Three priorities, three owners, three deadlines.

Pri
Goal
Owner
Due
Status
1
Improve Collections
Reduce AR over 60 days by $100,000
AM
Ashley Moreau
Office Manager
Aug 31, 2026
In Progress
2
Review Pricing
Increase margin on maintenance contracts by 3–5%
TM
Tom Miller
Operations Mgr.
Jul 15, 2026
Not Started
3
Reduce Overtime
Reduce overtime expense by 15%
JS
Jason Soileau
Field Supervisor
Aug 15, 2026
In Progress
Upcoming Milestones
  • Weekly AR review processJul 5, 2026
  • Update maintenance contract pricingJul 15, 2026
  • Overtime approval process liveJul 20, 2026
Plan Progress
1 of 3 on track
33%
Advisory MotionPrepared with care for management reviewPage 05 of 07