Phase 4: Adoption Planning Exercises

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PracticalCSM2022-10-12T21:54:19+01:00Categories: Level 3, Phase 4: Adoption Planning|Tags: Contract, Customer, Document, engagement, Phase 4, Phase Four, Research, success, template, tool|

Adoption Plan

A series of three checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document the activities that will be undertaken during the adoption process, and that enable the CSM to capture adoption barriers and adoption risks and assign activities and responsibilities for managing them Download

PracticalCSM2022-10-12T21:49:16+01:00Categories: Level 3, Phase 4: Adoption Planning|Tags: Adoption, Checklist, Customer, Document, Phase 4, Phase Four, Questionnaire, Research, template, tool|

Adoption Research Checklist

A series of checklists that can be used during during Practical CSM Framework Phase Four: Adoption Planning to document overall adoption requirements, capabilities and processes that will undergo change, impacted groups, plus practical considerations that must be allowed for within an adoption plan Download

PracticalCSM2022-10-12T21:49:06+01:00Categories: Level 3, Phase 4: Adoption Planning|Tags: Adoption, Checklist, Customer, Document, Phase 4, Phase Four, Questionnaire, Research, template, tool|

Adoption Fundamentals

An overview of the role and purpose of adoption within customer success management, and a discussion on the role and purpose of pilots and phases Defining Adoption & the Importance of Adoption Adoption Pilots and Phases

PracticalCSM2022-10-12T21:30:13+01:00Categories: Level 3, Phase 4: Adoption Planning|Tags: Adoption, framework, phase, Phase 4, Phase Four, pilot, Planning, purpose, role|