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 [...]
An overview of how project management principles and techniques can be utilized by CSMs during the adoption implementation process to maximize efficiency, productivity and quality and reduce time to value. Project Management Principles & Best Practices
An overview of the adoption planning process and associated best practices. The Adoption Planning Process
A discussion on how change management best practice techniques are fundamental to the adoption process, together with an overview of the ADKAR change management model. Adoption and Change Management The ADKAR Change Management Model