Phase 7: Engagement Evaluation Exercises
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PCSMA Module 9 Workbook 2
The second of two workbooks covering Certified CSM Professional Module Nine: PCSMF7: Engagement Evaluation Download
PCSMA Module 9 Workbook 1
The first of two workbooks covering Certified CSM Professional Module Nine: PCSMF7: Engagement Evaluation Download
Success Roadmap Template
A template Microsoft PowerPoint presentation designed for use during Practical CSM Framework Phase Six: Value Realization and/or Phase Seven: Engagement Evaluation, that can be used to create a success roadmap to present to and share with senior customer stakeholders Download
Personal Evaluation
A simple "spider diagram" style tool designed for use during Practical CSM Framework Phase Seven: Engagement Evaluation, that can be used either to evaluate one's own personal performance or the performance of a team member in order to help determine knowledge, skills and expertise gaps to be filled Download
Engagement Reporting Checklist
A series of simple checklists designed for use during Practical CSM Framework Phase Seven: Engagement Evaluation, that provide a way to summarize the challenges, tools, lessons, improvements and successes for each framework phase of an engagement Download
Engagement Evaluation
A comprehensive tool used for evaluating the performance and activities within a customer engagement, designed for use during Practical CSM Framework Phase Seven: Engagement Evaluation. The tool contains a series of templates that can be used to provide an overall evaluation of the engagement during each phase, plus a summary of the value attained and [...]
Example Customer Success Roadmap
A guided role play on how to present a customer success roadmap to senior stakeholders during an EBR (executive business review). Example Customer Success Roadmap
The Customer Success Roadmap
An explanation of the role and purpose of the Customer Success Roadmap and step by step guidance on how to use itceate one. The Customer Success Roadmap
Using the Personal Evaluation Tool
An explanation of the role and purpose of the Personal Evaluation Tool and step by step guidance on how to use it. Using the Personal Evaluation Tool