# JALBAR Implementation — Tasks > **The live task list.** Tick items off with `[x]` as they're done. Add new tasks at the bottom or under the relevant week. > Companion to `_compressed-pathway.pdf` and `_dashboard.html`. **Last updated:** 2026-05-17 · **Active rollout:** 6-Week Compressed Pathway --- ## Week 0 — Pre-flight (this weekend · Tom solo · 2-3 hrs) - [x] Fill `_foundation/jalbar-config.md` — core complete · 2026-05-17 - [x] Run Price For Profit Worksheet → charge-out rates calculated · 2026-05-17 - [x] Pull annual fixed overheads from Xero → daily site cost $335/day · 2026-05-17 - [ ] Confirm PC sum margin treatment (typical 15% on sub cost) - [ ] Confirm Preliminary Agreement sliding scale ($50–$1,500) - [ ] Set variation admin fee for withdrawn variations - [x] Fill `_foundation/marketing-pillars-and-usp.md` — core complete · 2026-05-17 - [ ] Tom confirms/refines USP (3 draft options in file) - [ ] Collect 5–10 client testimonials (see clients listed in Pillar 7) - [ ] Team headshots (photo session — goes into Wow Pack + Action Plan) - [ ] Write JALBAR Builders Guarantee as branded DOCX - [ ] Confirm preferred trade partners for public listing (Airleck / RB Plumbing / Luxe Painting) - [x] Fill `_foundation/employee-value-proposition.md` — core complete · 2026-05-17 - [ ] Build out project portfolio with photos (target: 10 projects with before/after) --- ## Week 1 — Cash + site discipline **Anchor outcome:** Jo running Speed-to-Lead by Friday · variation sign-off mandatory · site box on every site · first Friday Updates sent · Tom's diary themed. - [x] Brief Jo on Speed-to-Lead SOP (24h sequence: 3 calls + 2 texts + 1 email) — SOP doc created · 2026-05-17 - [ ] Speed-to-Lead live for first new lead this week - [ ] Variation sign-off form mandatory on every current job (no scope change without it) - [ ] Site Box Checklist printed + populated on every active site - [ ] First Friday Update sent to every active client - [ ] Tom's Standard Schedule v1 drafted (Stop Doing list + day themes) --- ## Week 2 — Operating rhythm **Anchor outcome:** 90-day Game Plan on the wall · Sprint #1 cycling · Monday stand-up + Friday review locked · scorecards live for Jo + Nick. - [ ] Write the 90-day Game Plan (6 priorities) — A3 poster on JALBAR office wall - [ ] Sprint Board #1 picks 3 priorities from the Game Plan - [ ] Weekly Scorecard v1 drafted for Jo - [ ] Weekly Scorecard v1 drafted for Nick - [ ] Toolbox Agenda template adopted for Monday stand-ups - [ ] Triage Call Prep SOP given to Jo --- ## Week 3 — Money under control **Anchor outcome:** Break-even known · WIP per active job · no quote leaves without 2nd-pair sign-off · debtor cadence (2/9/16/23) running. - [ ] Run Overhead Calculator → confirm config values - [ ] Calculate JALBAR break-even number - [ ] WIP snapshot for all active jobs - [ ] Estimate 2nd Pair of Eyes process enforced on next quote - [ ] Invoice generator template active - [ ] Debtor follow-up cadence (Day 2 / 9 / 16 / 23) running for any overdue invoices --- ## Week 4 — Sales engine **Anchor outcome:** Action Plan PPTX branded · Wow Pack assembled · Lead Magnet live · 1% referral program launched. - [ ] JALBAR-branded Action Plan PPTX template built - [ ] Wow Pack assembled (PDF welcome kit) - [ ] Lead Magnet published on website - [ ] 1% Referral Program launched to past clients - [ ] Offer Generator template ready --- ## Week 5 — Team OS **Anchor outcome:** Rules of the Game signed · OM Master SOP formalised for Jo · org chart with 6/12-month progression visible. - [ ] Rules of the Game written + signed by entire team - [ ] Employee Handbook v1 drafted - [ ] Org Chart with 6-month and 12-month progression visible - [ ] PSR Coaching Pack template ready - [ ] Office Manager Master SOP formalised for Jo --- ## Week 6 — Alignment + marketing flywheel **Anchor outcome:** Same Page Plan delivered to team · Vivid Vision authored · Q1 social calendar live · Director's video posted. - [ ] Vision Snapshot (Vivid Vision) authored - [ ] Same Page Plan PPTX built · preview with Lee/Jo/Matt first - [ ] Same Page Plan delivered to whole team (BBQ/breakfast) - [ ] Q1 Social Calendar published - [ ] Director's Video Script recorded + posted - [ ] Marketing Diagnostic completed --- ## Exit criteria — Compressed Rollout Complete - [ ] All 3 foundation templates filled - [ ] 90-day Game Plan on the wall - [ ] 3 sprints cycled (Sprint Board live) - [ ] Same Page Plan delivered - [ ] Vivid Vision authored - [ ] Weekly Scorecards for Tom + Jo + Nick running as habit --- ## Sprint Board backlog — picks up after Week 6 These 23 skills cycle in as 2-week sprint priorities once the compressed rollout is complete. Don't try to ship them earlier — they'll dilute the Week 1-6 focus. **Marketing & Sales deepening:** dream-100 · keep-warm · lead-revive · website-audit · marketing-diagnostic-refresh **Pricing:** hire-impact-calculator **Leadership & Team:** job-ad-generator · hire-va · leadership-hierarchy · sop-builder (per delegated task) **Projects:** foreman-briefing · standup-recap · precon-compliance · qc-checklist · po-generator **Business:** 5-star-audit · back-costing · cashflow-forecast · fast-cash-30-day (emergency-only) · fathom-monthly-summary --- ## Ad-hoc tasks (anything not on the pathway) > Add new tasks below this line, or ask Claude to add them. Move completed ones into a "Done" section below or delete. - [ ] **Testimonials:** Contact completed clients for written quotes + Google reviews — priority: Kotara, Cooks Hill, Wickham, New Lambton clients (added 2026-05-17) - [ ] **Awards:** Research HIA Awards entry — portfolio photos prep overlaps with submission (added 2026-05-17) --- ## Done > Move completed tasks here with the date. Helps with the quarterly Same Page Plan retrospective. - _(nothing yet)_