Phase 1: Preparation Exercises
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Customer Engagement Strategy
A tool for documenting the engagement strategy during Practical CSM Framework Phase One: Preparation and thereafter. Includes templates for information pertaining to the overall strategy and to the work to be completed within each phase of the framework Download
Customer Research Checklist
A series of checklists for documenting research undertaken during Practical CSM Framework Phase One: Preparation and thereafter. Includes checklists for information pertaining to the customer's organization, the solution, the customer's initiative, the customer's stakeholders and the current status of the engagement Download