Something seems very wrong with this answer - a fundamental part of a success plan, as detailed in all the training materials, is business outcomes. Why would you have detailed training plans in a success plan? You could have "fully-trained staff" as a business outcome but how you get to that is a project in itself and not part of a success plan
I think
- Business outcome (most important element)
- Key initiatives (is how you'll achieve the desire business outcome)
- QSR review dates (to measure where we are and make amendments to the plan if needed)
I'm not sure, though
According to Foundations of Customer Success - eBook, a CSP should consider: a. Business Priorities.
b. Key Initiatives.
c. Use Cases and User Personas.
d. KPIs.
e. Current State Baseline.
f. Business Process Integration.
g. Persona Enablement.
h. Outcomes Validation
From the above answers, I would choose Business Outcomes, Key Initiatives and Customer Financial statements (this would go under Current State Baseline in my opinion).
From DTCSM v2.1 -
Overview of the most common elements of a success plan.
Customer profile
Identify internal resources supporting customer
Solution stakeholders and their business objectives
Account baseline
Initiative prioritization and execution-time line
KPIs
Tracking customers position along adoption lifecycle
Barriers and contingency plans
Expand opportunity planning
So i would pick Business Outcome, Confidential Customer information and key initatives
Agree. A "detailed training plan" is overkill for the Success Plan. From the blackbelt training: "Learnings confirm that customer users are on track to complete any training plans."
my preference is for client financial statements instead of detailed training plan , What do you think ?
upvoted 3 times
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