Work Sample — Operating Plan Hub

Portfolio Work Sample — Heather Powell

This is an anonymized version of an executive operating plan I built and delivered to my company's leadership team in July 2026. The original is a live, interactive hub with clickable documents behind each card. Sensitive details (financials, names, client data) have been redacted or generalized, but the structure, scope, and strategic architecture are exactly as delivered.

Context: I designed this as the single point of entry for an exec team navigating a two-division restructuring. Each card links to a full working document.

Work Sample: Executive Operating Plan

Marketing & Creative
Operating Plan

A comprehensive plan for transforming how a department operates: financially, operationally, technologically, and culturally. Built by the operations team, grounded in data, designed for executive decisions.

Prepared by Heather Powell & Strategic Partner | July 2026

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In the live version, each card opens a detailed working document. This sample shows the hub architecture.

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Start Here

Master Roadmap

90-Day Roadmap: Four Areas of Focus

The plan at a glance. 24 deliverables across Systems, Roles, Culture, and Service Model mapped by month with specific dates and owners.

Live document: 13-week timeline with assigned owners, dependencies, and milestones

Operations & Process

Process

New Client Intake Process

Day 1 to Day 5: how new projects enter the pipeline and reach production. Built for speed without sacrificing accuracy.

Live document: step-by-step intake workflow with role assignments, SLAs, and escalation paths

Technology

Legacy System → ClickUp Migration

Four-phase migration plan from legacy project management to a unified operating system. Includes creative ticketing queue and time tracking validation.

Live document: phased timeline (Aug 2026 - May 2027) with adoption milestones and retirement criteria

Governance

Communication Cadences

Who meets when, what gets reported where, and the norms that replace ad hoc conversations. Daily async through quarterly review.

Live document: cadence matrix with participants, purpose, frequency, and accountability loops

Technology

AI & Automation Strategy

4 AI agents live in production. Plus active automation applications, planned deployments, governance rules, and allowed use cases.

Live document: agent inventory, workflow diagrams, approval framework, and ROI tracking

Financial

Dashboard

Division P&L Dashboard

Real data: total billed revenue, write-off analysis (~20% leakage rate identified), client-by-client breakdown, and pattern recognition across billing categories.

Live document: interactive financial dashboard with six months of data, trend lines, and category analysis

Analysis

Work Fee Scenario Analysis

Three options for closing the PM cost gap: raising service tiers, event add-ons, or hiring a coordinator. 12-month P&L projections for each.

Live document: scenario comparison table with projected revenue, cost, and margin for each path

Projections

Revenue Projections by Client

Monthly revenue by client (actual + projected through year-end), major project Phase 2 budget breakdown, and full-year forecast.

Live document: 7-client revenue model with actuals, projections, and sensitivity analysis

Vendor

Vendor Governance & Decisions

$270K+ annual vendor spend. 6 decisions needed in 60 days. Platform risk assessment and quarterly review protocol.

Live document: vendor inventory, contract terms, renewal dates, decision matrix, and risk flags

Strategy

Marketing ROI Framework

Why every marketing activity needs a system to produce returns. Applied to blog, events, PR, photo/video, podcasts, social, and email.

Live document: channel-by-channel ROI model with measurement criteria and investment thresholds

Service Model

Pricing

Service Catalog & Pricing

Complete pricing for all services: branding, websites, collateral, digital, social, photo/video, events. With management fee structure and modular add-ons.

Live document: full service menu with scope definitions, pricing tiers, and client-facing deliverable specs

Pricing

Retainer & Credit Pricing Model

Updated pricing model for ongoing client retainers and marketing credit packages. Includes revised scope tiers, overage caps, and allocation structure.

In Progress

People

Team

Team Structure & Hiring Plan

Current roster analysis, recent departures (5 in 60 days), critical gaps identified, internal move options, and urgent hiring needs with role specs.

Live document: org chart, capacity analysis, role descriptions, and phased hiring timeline

Long Range

Phase 2 & 3: Beyond 90 Days

November through Q1 2027. Service model rebuild, SOP library completion, department rebrand, platform readiness assessment, and client-facing launch.

Live document: 6-month roadmap with quarterly milestones and resource requirements

Data Sources & Reports

Project Financial Data (Legacy System Export)
All projects started after 1/1/2025: billing, labor, write-offs, hours by client
2026 Monthly Financial Reporting
Monthly invoicing, write-offs by month, and per-project revenue tracking
Service Pricing Source Spreadsheet
Full service catalog with pricing, intake checklist, and payment responsibility matrix
10-Dimension Employee Engagement Survey (March 2026)
Confidential team assessment covering clarity, accountability, workflows, resourcing, leadership, and sustainability