Show Notes

How To Build A 90-Day Strategic Plan

marketing Aug 19, 2025
 

A vision without a plan is just a dream. In this episode of 10 Minute Masterclass, Trey Sheneman walks through the final step of the COMPASS Method: turning research and insights into a strategic 90-day plan. With lessons from startups, coaching clients, and even Spotify’s “bets,” Trey shows why 90-day plans create urgency, build momentum, and keep your team focused on what matters most.

Key Takeaways

  • A 12-month plan is a vision, a 90-day plan is a mission.
  • Focus is the secret power of a 90-day plan, it limits distractions and clarifies priorities.
  • Plans that are too long or too complex die in execution. Keep it actionable.
  • Spotify calls their 90-day objectives “bets” you either win or learn, but you always move forward.
  • Use Trey’s 3-question filter to shape your plan:
    • Does it drive Revenue, Retention, or Reach?
    • Can we measure impact inside 90 days?
    • Does it create momentum for the next quarter?
  • A strong plan has five parts:
    • 3 big objectives (not 5, not 2)
    • Key results for each
    • One clear owner per result
    • 30-day milestones Weekly reviews
    • Momentum compounds, small wins stack into breakthroughs.

Timestamped Highlights

[00:00] NASA countdown and why plans create lift-off.

[02:00] The COMPASS Method’s final step: turning insights into action.

[03:00] Why 90 days is the sweet spot for urgency and momentum.

[04:00] A client’s 60-page plan reduced to 3 clear objectives.

[05:00] Spotify’s 90-day “bets” and lessons for every business.

[06:00] The 3-question filter: Revenue, Retention, or Reach?

[07:00] Domino effect: how small wins stack into momentum.

[08:00] How to structure a strategic plan that works.

[09:00] A cautionary tale: when teams try to do too much.

[10:00] Final reminder: momentum is your greatest multiplier.

Previous Episodes Mentioned: 

  • Episode #6: The Comp Set is The Key to Game, Set, Match
  • Episode #10: The 5 Parts of an Ironclad Offer
  • Episode #14: Speak Their Language Or Lose Their Business
  • Episode #22:  How to Build An Ideal Customer Profile that Converts
  • Episode #26:  SWOT for Synthesis – The Step Where The COMPASS Comes Together

10MIN Takeaways Newsletter: 10MIN Takeaways

Want to work with Trey and his Team? Then go to Herald: 🔗 Herald – https://www.weareherald.co/  Want to connect with Trey for a follow up question?

Find him on LinkedIn: 🔗 
https://www.linkedin.com/in/treyshen/ 

Are you ready for predictable growth in your business? Check out the COMPASS: 🔗
https://www.weareherald.co/compass 

Want to to learn Trey’s system for being a Fractional Growth Advisor and CMO? Grab the Training: 🔗
https://www.thecompassmethod.co/crashcourse 

Connect with 10-Minute Masterclass Instagram: https://www.instagram.com/10minmc/ 
Trey’s Instagram: https://www.instagram.com/trey_sheneman 
Herald’s Instagram: https://www.instagram.com/herald_co