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