IC 90 Day Workbook (2026)

Name

First NameLast Name
Email
example@example.com

WHAT GOALS DID YOU ACHIEVE OVER THE PAST 90 DAYS?
Class Curriculum & Program:
Student Attraction and Retention:
You and Your Team:
Operations and Execution:
Finances:

WHAT ACTIVITIES, PROJECTS AND PROGRAMS WORKED WELL OVER THE LAST 90 DAYS?
Class Curriculum & Program:
Student Attraction and Retention:
You and Your Team:
Operations and Execution:
Finances:
WHAT COULD YOU IMPROVE? WHAT WOULD YOU HAVE DONE DIFFERENTLY?
Class Curriculum & Program:
Student Attraction and Retention:
You and Your Team:
Operations and Execution:
Finances:

Look back at the yearly planning you completed. What does that plan suggest your goals should be about for this quarter?

🔴 (Not Yet), 🟡 (In Progress), 🟢 (Completed)

Rows	🔴 Not Yet 🟡 In Progress 🟢Completed
Finance - A1: I understand my P&L, Balance Sheet, and key financial terms.
Finance - A2: I maintain consistent financial habits (weekly/mid-month/monthly reviews).
Finance - A3: My pricing & tuition structure are aligned with profitability.
Finance - A4: I use ROI to make decisions around programs, staff, and spending.
Finance - A5: I forecast revenue & expenses and manage cash flow seasonally.
Student Attraction & Retention - B1:I have a clear UVP and strong lead offers.
Student Attraction & Retention - B2:I have a complete inquiry trial enrollment system.
Student Attraction & Retention - B3: I segment leads, current families, and churned customers.
Student Attraction & Retention - B4: My first-class experience builds trust and confidence.
Student Attraction & Retention - B5: I use retention systems: leadership, recognition, engagement, & fun touchpoints.
Programs & Curriculum - C1: My class structure is developmentally appropriate and consistent by age.
Programs & Curriculum - C2: Every class has clear learning objectives and progression intentions.
Programs & Curriculum - C3: My curriculum aligns with my studio values.
Programs & Curriculum - C4: My teaching team uses inclusive, accessible, & sensory-aware classroom practices.
Programs & Curriculum - C5: I track curriculum success with early feedback loops.
Operations & Execution - D1: My communication tools/system (Slack, Drive, Asana/Trello) are consistently used by my team.
Operations & Execution - D2: We have communication etiquette guidelines and response-time expectations.
Operations & Execution - D3: We run structured team meetings with agendas, notes, and follow-ups.
Operations & Execution - D4: We track KPIs such as retention, re-enrollment, class health, and admin performance.
Operations & Execution - D5: We regularly identify and fix operational weak points.
You & Your Team - E1: I have a clear, documented studio vision, mission, and core values.
You & Your Team - E2: I operate as a manager/leader, not the “doer of everything.”
You & Your Team - E3: I use a hiring funnel with job descriptions, questionnaires, demo tasks, and reference checks.
You & Your Team - E4: New hires follow a 90-day onboarding system.
You & Your Team - E5: We have a supportive team culture with consistent conflict-resolution tools.
You & Your Team - E6: I conduct performance reviews using KPIs, feedback, and development plans.

Based on your Scorecard, choose the one area where improvements would make the most meaningful difference and select the IC Pillar it aligns with:
TURN YOUR IDEA INTO A SMART GOAL WITH CHATGPT

If you know what you want to improve but need help phrasing it clearly, use this ChatGPT Prompt:

I am going to provide you with a screenshot of my 90-Day Scorecard results. Based on those results, I want to work on [insert pillar or issue].

My initial idea for a goal is: [describe idea].

Please turn this into a SMART goal and create three versions of it: a Good version, a Great version, and a Knock It Out of the Park version.

• The Good version should be realistic and fully achievable within 90 days.

• The Great version should challenge me and accelerate progress.

• The Knock It Out of the Park version should represent extraordinary, above-and-beyond success.

Use my scorecard screenshot to inform your recommendations, and format all three versions clearly.
Drop your final SMART goal below:

Your "In the Business" Goal should align with one of the IC Pillars. Choose the pillar that best reflects the operational area you want to improve or optimize this quarter.
TURN YOUR IDEA INTO A SMART GOAL WITH CHATGPT

If you know what you want to improve but need help phrasing it clearly, use this ChatGPT

Prompt:

"*I am going to provide you with either a screenshot of my Best Practices Calendar for this time of year or the part of my Yearly Plan that applies to this quarter. Based on that, I want to work on [insert pillar or issue]. My initial idea for an 'in the business' goal is: [describe idea].

Please turn this into a SMART goal and create three versions of it: a Good version, a Great version, and a Knock It Out of the Park version.

• The Good version should be realistic and fully achievable within 90 days.
• The Great version should challenge me and accelerate progress.
• The Knock It Out of the Park version should represent extraordinary, above-and-beyond success.

Use the information I provide to guide your recommendations, and format all three versions
clearly."*
Drop your final SMART goal below:

Rows	MONTH	WORK ON YOUR BUSINESS GOAL	WORK IN YOUR BUSINESS GOAL
1
2
3

Should be Empty:

WHAT GOALS DID YOU ACHIEVE OVER THE PAST 90 DAYS?

WHAT ACTIVITIES, PROJECTS AND PROGRAMS WORKED WELL OVER THE LAST 90 DAYS?

WHAT COULD YOU IMPROVE? WHAT WOULD YOU HAVE DONE DIFFERENTLY?