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
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
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
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 [...]
A discussion about EBR (executive business review) best pratice, including the role of the CSM at EBRs, how to manage an EBR and how to ensure your EBR is valuable to senior stakeholders. Executive Business Review Best Practice Getting Senior Stakeholders to Attend
An explanation of the role and purpose of the EBR (executive business review) and a discussion on how to structure an EBR, who to invite to them and how often to have them. Overview of the Executive Business Review (EBR) Cadence & Attendees the Executive Business Review Structure of an Executive Business Review [...]