Download This template provides a structured format for documenting and managing stakeholder engagement throughout a customer initiative. It enables teams to record stakeholder roles, influence, interests, concerns, and desired outcomes, and to define specific engagement strategies, ownership, timelines, and success measures to guide stakeholder management activities. Covers: Documenting stakeholder identity and organizational role Assessing [...]
Download This resource provides an adoption readiness checklist used to confirm that all planning, preparation, and coordination activities required for a successful adoption initiative have been completed before launch. The checklist helps Customer Success teams verify that project outcomes, process changes, impacted users, training requirements, communications, resources, and risk mitigation plans have all been [...]
Download This resource provides an onboarding activity checklist template used to plan, track, and evaluate the individual tasks required to complete a customer onboarding initiative. The template helps Customer Success teams break onboarding into specific activities, document the expected outputs of each task, define the customer and company outcomes the activity supports, and track [...]
Download This resource provides an onboarding project plan template used to structure and manage the activities required to deliver a customer onboarding initiative. The template helps Customer Success teams document the objectives of the onboarding program, identify the stakeholders involved, define impacted user groups, and outline how progress will be measured and reported. It [...]
Part 3 of 3 of a discussion about adoption planning tools. This part focuses on adoption barriers and on adoption risks. Adoption Planning Tools: Adoption Barriers Adoption Planning Tools: Adoption Risks
Part 2 of 3 of a discussion about adoption planning tools. This part focuses on impacted groups, on adoption activities and on practical considerations. Adoption Planning Tools: Impacted Groups Adoption Planning Tools: Adoption Activities Adoption Planning Tools: Practical Considerations
Part 1 of 3 of a discussion about adoption planning tools. This part provides an overview of the tools and then focuses on general adoption requirements and on capabilities and processes. Adoption Planning Tools: Existing Tools Adoption Planning Tools: General Adoption Requirements Adoption Planning Tools: Capabilities & Processes
An overview of the adoption planning process and associated best practices. The Adoption Planning Process
An explanation as to the role of the CSM within the adoption planning process, with specific reference to the relationship between CSM and customer stakeholders. The Role of the CSM in Adoption Planning
A discussion about how get adoption requirements for an engagement agreed by all relevant stakeholders. Getting the Adoption Requirements Agreed