Operational Framework
Operational Framework
Embedded Files
“To invest successfully, one doesn’t need a stratospheric IQ... What’s needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework” – Warren Buffett
"Now it's time to plot, plan, strategize, organize and mobilize!" -Killer Mike
"All Rights Reserved"
The 3-6-9 Operational Framework is a comprehensive system that helps members and owners understand, visualize, and execute our investment strategy, goals, and objectives. The framework serves several key purposes:
It provides a clear and organized structure for the execution of tasks and functions associated with the business side of the investment group. This includes tasks such as decision-making, risk management, and resource allocation.
It serves as a single point of reference or a mission accomplishment process (MAP) that guides how we will continue to scale and move forward over time. This includes outlining our long-term vision and identifying key milestones and objectives that need to be achieved to reach that vision.
It provides a clear description of the actions that owners and members need to take in order to accomplish the mission and vision of 3-6-9 INVESTING. This includes identifying specific roles and responsibilities for members and owners, as well as outlining key performance indicators that will be used to measure success.
The framework is structured around lines of effort (LoEs), which are used to link multiple tasks, strategic plans, and functions. LoEs are weighted to reflect the percentage of overall focus at any particular time horizon, and serve as a way for us to show where our priorities are during our established "Investment Window" (3-year, 6-year, 9-year increments). The LoEs allow us to focus our efforts towards achieving our strategic goals by showing the linkages between multiple tasks, efforts, events, and actions. This helps us to identify potential roadblocks and opportunities, as well as make data-driven decisions that align with our overall strategy.
Additionally, the framework includes a system of regular reviews and assessments, allowing us to continuously evaluate our progress and make adjustments as needed to ensure that we are on track to achieve our goals and objectives. This allows us to be flexible and responsive to changes in the market and other external factors, and to adapt our approach as necessary to remain competitive.
Overall, the 3-6-9 Operational Framework serves as a comprehensive guide for our investment group, providing a clear framework for decision making, action, and progress tracking while we move towards our long-term vision and objectives.
"See Operational Framework Document"
Lines of Effort
LoE# 1 - Pool /Plan/Allocate/Acquire/Manage/Employ the Resources & Means (30%)
LoE# 2 - Educate/Train/Personal Development (30%)
LoE# 3 - Build Strength through Partnership/Outreach (.33%)
LoE# 4 - Business/ Entrepreneurial Development (.33%)
LoE# 5 - Advise & Assist (.33%)
LoE# 6 - Sustainment Operations through investments in Culture, Intelligence, Technology, & Innovation (30%)
Endstate for 3-6-9 INVESTING, LLC: We have established a diverse portfolio of cash-flowing investments that generate not only a steady income, proven wealth building strategies, but also provide significant tax benefits. All Members in the “I” Quadrant. Using our Mission Accomplishment Process (MAP) and our team of flexible and visionary leaders, we have transitioned to an S-Corp entity or fund. As a result, 3-6-9 Investing attracts sophisticated and accredited investors and provides them with a multifaceted understanding of business strategies; it serves as a financial incubator that revitalizes and reinvigorates the essence of Black Wealth Systems.!
To become an elite global consortium while generating sustainable wealth by connecting, synergizing, and leveraging our diverse talents, capabilities, and professional experience. Wealth building through financial - security, freedom and independence!
"Great investors often use mental models or frameworks for thinking about investing."
LoE Team: All
LoE #1 - Pool, Aquire, and Leverage Resources
LoE #1 - Pool, Aquire, and Leverage Resources
"Make investments"
Pool - Mindset, Creativity, Money, Resources, Skills, Talent, Time, Energy
"Position of Power to Purchase!"
Acquire >"6" Different Asset Classes (Stocks, Equity, Precious Metals, Debt, Cryptocurrencies, "Business Credit", Land,)
Land Acquisition/Opportunity Zone (Cash Flow Rentals, Live Stock, Cell Phone Tower, Solar Farm)
Acquire Assets over Liabilities; Have assets pay for other assets Pooled/leverage "A" credit creates acquiring power
Make money on the "buy" or "acquisition"/ 60% ARV
Critical Thinking/Emotional Intelligence/Problem Solving/Solution -Oriented Individuals
Plan to Plan - Business Plan vs. Business Strategy
Leverage the network and OPM (debt)
Make credit and debt force multipliers for the club/group/business
523910 NAICS & SIC 67999901
NDA/NCA
Creation of the 3-6-9 Mastermind Group
P.A.A.E/Consistent Disciplined Contributions (Lump /Monthly
"The Law of Oneness"
Planning/Campaign Planning (Critical Path)
Maximize on Collective Generated Value
Create a Financial Incubator
Individual Income Shifting Implementation
Team Building/ Time Sensitive Acquisitions/Cooperative Economics
Form Financial Institutions/Banks/Credit Union
Member/Partner managed & controlled (Acquisitions, Purchasing, Spending, Funding, Budgeting, Distribution, Contribution
Making money work for 3-6-9 Members
Owners/Members Make money "while sleeping!"
Peer to Peer Lending/ Hard Money Lending
Use Cash as a Tool/Prudent Investments, Money Management
Long Term Growth
30%
SME Team: Jermaine, Jamie, Maurice, Marcie (example only :-))
Financial Intelligence
Proper mental & emotional attitudes towards investment decisions
"Proper position + right knowledge + discipline = Prosperity"
"With education, your knowledge increases, and your risk decreases!"
Mind shifting! - Learn then Earn!
Constant discovery learning through participating and engaged members and owners
Fundamental application of "EBITA"
Adopt renewed financial mindset to overcome a "Poor Mindset (Passing over opportunities repeatedly."
Make wealthy building a family /group study; White Board Sessions
“Make wealth a study for all members/owners!”
Seek Mentorship and Skilled consultation
Operationalize Knowledge Management Center
Understanding and implementation of Laws of Nature = Universal Laws
Breakdown the Cash Flow Quadrant - Collectively Move from "E" to "I" Quadrant
Tax Avoidance - Fundamentally reduce over- taxed exposure - best of Business & Land Owners
Debt Servicing
3-6-9 Educational Center (Virtual); Physical Institute later
Increase personal teachability index
Members & Owners become Real Estate Professionals ( 750 hrs) --Property/Trade/ Business( managing 14 hours/week) vs. materially participating one-short -term rental
Constant quest for Investment Knowledge & Awareness (Read!)
Seek Mentorship & Experts
Development Training & Mentoring Curriculum
Develop Nine Tenets
Examine & analyze financial Case Studies
Invest in subscription education platforms
SWOT Analysis Framework
Produce Mastery in all key life domains
Income Shifting/Income Splitting
Knowledge Management Center
3-6-9 Book Club
3-6-9 Academy/ University
3-6-9 Podcast $$
Create a "ONE Time" 3-6-9 Wealth Kit (ebook, course or training material/videos, or podcast) that will make the business money.
Doodly Video powerful water to teach our methodology
Market, Economy, CPI, Consumer Confidence, Employment Rate, Assessments, Prospectus
Improving Knowledge/Wisdom/Understanding
Knowledge of Self/Mental Empowering/Thinking and Growing Rich
Leadership/Specialization/Intellectual Property
Courses/Certification/Licenses/Brokerage
Structured Learning Process /Development of Financial literacy Curriculum/Software
Individual Debt Elimination/Financial Freedom/Ownership/Autonomy
Repair, Restore, Rebuild - Credit = Capital Leverage
Educational Programs/ Publication/Newsletters/Blogging
Effective use Velocity Banking & Becoming Your Own Banker
Economic & Financial Martial Arts
Non-Financial Model/Improve Financial Literacy/Acumen/ Investors Development Program
Non-Fungible Tokens
Educate, Encourage, Execute, Enrich, Elevate, Empower, Employ, Endure = E6
30%
"We can only go so fast as individuals, but can go so far together!"
Great alone in skills, background, and experience, but we will build a winning Team of Teams Culture!
Build Relationships!!
Creation of a Financial /Business Ecosystem!
Conscious Capitalism
Link up with various Chamber of Commerce and Black Chamber of Commerce
Establish at least 5 NET 30 Accounts with products/service need in 3-6-9 INV, LLC
Make & Manage Money
Strategic Mergers & Aquisitions
Investor relations & Capital raising
Value Added Engagements
The Business of Making Businesses/By, With and Through
Liaison with businesses like 3-6-9 Investing
Increase Networth through Networking
Support Businesses that support us/
/Partnerships/Cooperative(Co-OPT) Society/Outsourcing
Build Strong & Strategic Alliances/ Property Management Companies
Leveraging/Legal/Monetary Partnership Capacity
Bridging the Gap/Regionally Aligned Advocacy
Community Outreach/Social Reform Initiatives/Social Impact
Nation Building/Construction
Likemindness/Support to BuFu Businesses /
Ability to Give/Philanthropy/Foundation/Trust/"Be The Bag"
Partnership/membership with TastemakersAfrica.com
International/Global Initiatives/Ambassadorship
Connect to diaspora affairs
Veterans Supported and Outreach
"Your Vibe attracts Your Tribe"
Power and importance of connectivity, building strategic alliances, joint ventures
** Kenya's recognition of the 6th Region"
3.33%
*See Potential Partners in Shared Documents*
LoE #4 -Business & Entrepreneurial Development
LoE #4 -Business & Entrepreneurial Development
Creation of 3-6-9 INVESTMENT APP Platform
Publish E-Book
3-6-9 Investing Journal/EBook/NTFs/3-6-9 Investment Concept
Low Hanging Fruit Businesses
Purchase existing businesses via mergers & acquisitions (Franchises )
Develop comprehensive financial plans consisting of :
Financial goals and objectives, Cash flow management, Risk management and insurance, Investment planning, Tax planning, Retirement planning, and Estate planning
Become The Bank - Leverage IUL/WL - Cash Value
Grocery Stores/Hotels/Multi-Family Units/
3-6-9 Apparel
3-6-9 Podcast
Artificial Intelligence Design
Business creation is bigger than income; Running one requires Knowledge and Skill
Reinstitutionalize BWS!
Business Credit - "NAV" Tradelines
Creation of our own Fund
Structuring Deals
Create a 3-6-9 Marketplace
Properly Structured Home-Based Businesses, LLC, INC, Job
Turn our purpose into profits!
Develop Multiple Streams of Incomes
Use carrd.co - simple free, fully responsive one-page sites for anything
NAICS - 523910 (Investment Club), 531110 (Real Estate rental or leasing RES bldg)
522292 (Real Estate credit lending), 525990 ( Mortage Real Estate Investment Trusts - REITs)
237210 (Subdividing, Real Estate), 331410 (Precious Metals refining, primary),
423940 (Precious Metals - merchant wholesalers), 518210 (Cryptocurrency dealing
Freelancing Development
"6" Steps how to get into business (Niche, Model, Skills, Deliver, Drive Traffic, Website)
Creation/Sales
Act of unselfishness
Business Coach = Teach/Coach/Mentor & Consultation
Business For Veteran Support
"6" Skills Every Entrepreneur needs: Bringing the Right People, Negotiating, Reading People, Spotting Trends, Networking, Sales & Persuasion
Leveraging our & Other People's Money
Using Bank Statement Loans
Product Development and Optimizing Operations.
Create products & services to win government contracts
Opportunity, Growth, Expansion, Evolution
Entrepreneurship/Sales/Distribution/HR Service/Professional Employee Owner
Internal Wealth Building & Growth Initiatives
Entertainment Sector
Non-Profit - to provide essentials to our communities
Investment Firm/Bank/Credit Union/ Insurance Company
Branding/Marketing/Advertising
Produce products & services,
Build Entrepreneurial Business in Africa (Sixth Region)
Business Owners with APPS - Automation, Processes, People, Systems
Product Creation & Product Development
3.33%
LoE #5- Advise and Assist
LoE #5- Advise and Assist
Acts of Service
Optimizing Brand Recognition
Expertise and Credentialing
Motivate by providing a motive - storytelling, examples
Inspire -showing what we did or doing, leading by example
Educate - demonstrate how we did it
"Motivate others through words, but Inspire with action"
Provide comprehensive business planning
Target entrepreneurs with a high teachability index and are coachable
Seminars/Workshops/Conferences/Bootcamps/Master Class/ E-University
Consultation/Mentorship
Leadership & Personal Development -Teaching - "Each one, Teach One"
Provide realistic, viable, repeatable, sustainable Wealth Building Strategies
Provide "Net 30,60, 90 " Service - how to establish tradelines
Freelance Service of Services
Ability to transform data into actionable knowledge for our clients, partners, family members & posterity,
Estate Planning
Targeted advice and assistance
Actualization, Aid, Awareness, Advocacy, Audacity, Accountability, Assessment, Abundance, Accredited Investor Status,
Advises companies on how to keep adapting and growing through fast-paced change
Effective employment of Velocity Banking & Becoming Your own Banker Techniques
Aid in Business Plan Development (LoE 4)
3-6-9 Micro Lenders/Pee -to-Peer Lending
Internships/ Fellowship Programs
Leverage Capabilities & Systems/Outsourcing
Empowered to provide economic consequences to those that do not support us
Optimization
Think Tank Technique
Philanthropic Endeavors - Warka Water in Africa
3.33%
LoE #6 - Sustain Operations through investments in (CITI)
LoE #6 - Sustain Operations through investments in (CITI)
Through assessments, identify risks & management, opportunities, and vulnerabilities
*Hold Members & Owners' Membership Interest*
Write Contracts in Branding Name
Establish subordinate LLCs to hold assets
Infusion, integration, and implementation of Artificial Intelligence and Machine Learning
Tenets Assessments/Protection
Cyber Protection/ Contingency Planning, Execution, Operation - Crisis Management
Brand Recognition
3-6-9 Family Office Club/Foundation/Trust
Culture
Cultivate and sustain NET 30 Accounts (annual minimum requirements)
Culture of Preservation, Protection, Prosperity!
Irrevocable Trust
Freedom/Future Lifestyle Enjoyment
Own Nothing, Control Everything
Consistency
Accountability/Transparency/Audits
Leverage Collective Brain Trust/Skill Set/ Expertise/ Capabilities & Systems
Systems of Systems (SoS) Approach
Retirement Planning: Contribution, Accumulation, Distribution, Transfer
Creation and Sustainment of Cash Flow (Operating, Investing, Financing)
Manage our own Retirement Accounts (Self Directed IRAs)
Generate tax-free income
Collective Shift from employees & self-employed to Business Owners & Investors
Research & Development
Proof of concept
Implementation of the Science of Persuasion
Enabling Technologies & Social Media to support and sustain
Financial Freedom/Ownership/Autonomy
Land Development /Strategic Acquisitions
Generate Passive Income/Generational Wealth/
Estate Planning and Trust Management
Linking of Family Offices
Create and Sustain Multiple Streams of Income
Annual Retreats
Control of Everything
Community Building/ Smart City
Family Reunion Resort
"Aborignal "Wakanda like" Theme Amusement Park"
Forming of a plebiscite / Nationality/Body Politics
Harmonize with the Laws of the Universe
Establishing Inheritance
Generational Wealth
30%
Assessment - is the process of determining whether we are meeting our goals through the proper management and execution of our operational framework. Smart goals integrated with measures of performance and measures of effectiveness will keep us moving towards our vision and endstate. The assessment process is using the six lines of effort against the weighted priorities and produces a "snapshot" of where we are in space and time. Reinforcing the constant use of the six LoEs and using similar tools like the one below will ensure we reach our goals. The process involves measuring ourselves against the overall plan using a green, amber, red construct and the risks and opportunities therein.
"Each LoE will be owned by an internal team using the identified "9" essential skills matrix self-identified by each member." * This is a decentralized ownership process that will ensure every member/owner is a subject matter expert to the team.
"Building and sustaining wealth is a birthright!"
Non- Fungible Token Creation :
Non-fungible tokens or NFTs are cryptographics assets on a blockchain with unique identification codes and metadata that distinguish them from each other. Unlike cryptocurrencies, they cannot be traded or exchanged at equivalency. This differs from fungible tokens like cryptocurrencies, which are identical to each other and, therefore, can be used as a medium for commerical transactions.
What we should consider and need to know:
NFTs are unique cryptographic tokens that exists on a blockchain and cannot be replicated.
NFTs can be used to represent real-world items like artwork and real-estate
"Tokenizing" these real-world tangible assets allow them to be bought, sold, and traded more efficiently while reducing the probability of fraud.
NFTs can also be used to represent individuals' identities, property rights, and more..
Website: www.3-6-9investing.com
YouTube: https://youtube.com/@369investing
3-6-9 Social Media: https://social.ourblacktruth.com/groups/view/14
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