03 - Strategy Themes And 12-Month Roadmap¶
Strategic Themes¶
Define 3-5 themes tied to measurable outcomes.
Theme |
Outcome |
KPI Impact |
Executive Sponsor |
|---|---|---|---|
Free-to-paid conversion engine |
Increase qualified family conversion without discount dependency |
Booking rate, conversion rate, CAC |
Head of Growth |
Tutor continuity and service quality |
Improve learning consistency and trust |
Attendance, tutor continuity, NPS |
Tutor Ops Lead |
Reading outcomes and confidence proof |
Show visible progress in 6-8 weeks |
LOT8, progress report completion |
Head of Product |
Retention and monetization maturity |
Improve plan retention and expansion |
Month-3 retention, GRR, ARPU |
Revenue Lead |
12-Month Outcome Roadmap¶
Quarter |
Theme Focus |
Planned Outcomes |
Success Criteria |
|---|---|---|---|
Q2 2026 |
Conversion engine + core tutoring flow |
Ship MVP and launch first family cohorts |
Free-session booking >=6%, free-to-paid >=25%, attendance >=70% |
Q3 2026 |
Quality and outcome proof |
Harden tutor matching and progress reporting |
Tutor continuity >=82%, LOT8 >=120 learners |
Q4 2026 |
MSP commercialization |
Launch full plan mix, group offer, and retention automations |
Month-3 retention >=75%, NPS >=50 |
Q1 2027 |
Scale channels and partnerships |
Expand via referrals, content funnels, and selective partner channels |
ARR run rate >=$1.2M and CAC payback <=6 months |
MVP And MSP Milestones¶
Milestone |
Date Target |
Exit Criteria |
Owner |
|---|---|---|---|
MVP scope freeze |
2026-04-15 |
Intake, matching, sessioning, and progress scope locked |
PM + Eng |
MVP cohort launch |
2026-06-01 |
First 100 families onboarded |
Growth + Ops |
MVP evidence readout |
2026-08-31 |
8-12 week conversion/attendance/progress readout complete |
PM + Curriculum |
MSP feature complete |
2026-10-15 |
Subscription plan matrix, retention workflows, and support tooling complete |
Engineering |
MSP commercial launch |
2026-11-15 |
Full pricing/packaging and lifecycle enablement live |
Revenue |
Capacity Allocation Guardrails¶
35% learner outcomes and tutoring quality.
25% tutor operations, continuity, and support experience.
20% growth funnel and conversion optimization.
20% reliability, trust, security, and compliance.
Initiative Definition Of Ready¶
Problem quantified with baseline data and target segment evidence.
ICP and JTBD linkage documented.
KPI movement hypothesis defined and instrumentable.
Curriculum quality review complete for student-facing content.
Tutor operations impact reviewed (matching, scheduling, and staffing).
Security/compliance impact reviewed.
Initiative Definition Of Done¶
Feature launched with telemetry and tutoring QA checks.
Support, enablement, and rollout assets published.
D+7, D+30 KPI readout complete.
Curriculum efficacy and engagement readout complete where relevant.
Learnings captured in decision log.
Portfolio Risks¶
Risk |
Probability |
Impact |
Mitigation |
Owner |
|---|---|---|---|---|
Tutor supply cannot meet continuity promise |
Medium |
High |
Build tutor bench, forecast demand, and improve scheduling automation |
Tutor Ops |
Families miss target session frequency |
High |
High |
Add attendance nudges, flexible rescheduling, and accountability outreach |
Success |
Free-session conversion stalls |
Medium |
High |
Improve intake quality, offer framing, and parent objection handling |
Growth |
Learning outcomes vary by subgroup |
Medium |
High |
Add subgroup analytics and targeted intervention strategies |
Curriculum |