STEP 6.3: A CASE STUDY
Creates Her Vision
Isabelle has a growing team and a scalable service. Now it's time to create a long-term vision to guide her new agency for the next three years.
The Challenge
How does Isabelle ensure her agency grows in a way that is both profitable and true to its mission of serving ethical brands? She needs a "North Star" to guide her decisions.
The Action
1. Define the 3-Year Financial Goal
"My financial goal is: In 3 years, the agency will be generating $500,000 in annual revenue. This will allow me to hire two more designers and a dedicated project manager."
2. Define the 3-Year Impact Goal
"What does that revenue enable? In 3 years, we will have helped over 100 ethical brands launch and grow. We will also dedicate 5% of our time to pro-bono work for non-profits."
The Outcome
Isabelle now has a clear, inspiring vision. It's a purpose-driven roadmap she can share with her team to keep everyone aligned as her agency continues to `Scale`.
Our 3-Year Vision (The Impact Roadmap)
- Our North Star: To be the leading branding agency for the next generation of ethical and sustainable businesses.
- Our Financial Goal: To reach $500,000 in annual recurring revenue.
- Our Impact Goal: To help over 100 ethical brands launch and to dedicate 5% of our time to pro-bono work.