33 lines
1.4 KiB
Markdown
33 lines
1.4 KiB
Markdown
---
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name: success-planning-framework
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description: Use to structure collaborative success plans with milestones, KPIs, and
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governance.
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---
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# Success Planning Framework Skill
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## When to Use
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- Kicking off strategic accounts, renewals, or large expansions.
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- Preparing QBR/EBR sessions that require clear impact narratives.
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- Aligning internal and customer stakeholders on joint execution plans.
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## Framework
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1. **Objective Definition** – document customer outcomes, KPIs, and time horizons.
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2. **Milestone Architecture** – break objectives into measurable milestones with owners.
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3. **Governance Layer** – set review cadence, communication channels, and escalation triggers.
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4. **Proof & Assets** – link data, case studies, product roadmap elements required per milestone.
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5. **Measurement & Feedback** – capture progress, blockers, and new opportunities each cycle.
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## Templates
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- **Success Plan Canvas**: See `assets/success_plan_canvas.md` for objectives and milestones.
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- **Success plan table** (objective, milestone, KPI, owner, due date).
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- **Governance charter outline** (cadence, audience, agenda, inputs).
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- Risk/action log with status + accountability.
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## Tips
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- Keep milestones customer-value focused before internal metrics.
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- Co-create live with stakeholders to drive commitment.
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- Pair with `account-health-framework` outputs to keep signals current.
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---
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