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Success Plan Template

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Success Plan

Capture success metrics with your customers and highlight wins along the way
Below is an sample Success Plan that you can use to collaborate with your customers. Make a copy of this doc to add or remove attributes that you want to measure throughout your engagement. For example, you may want to capture responsibilities in DACI model or create a scorecard for your success metrics. All of this is possible with the flexibility of Coda's
Tables
⁠
and
Views
⁠
.
🎯 Key Objectives
Objectives
1
Objective A
2
Objective B
3
Objective C
There are no rows in this table
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Filter by Quarter :
Q1
+4
⁠
⁠

Success Plan
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Objective A
Add new Milestones here...
Q2
JD
Joe DiMento
000
100
Capture business outcomes in real-time!
​
Q4
JD
Joe DiMento
000
20
​
Objective B
​
Q1
JS
John Scrugham
LS
Lauren Struthers
000
80
​
Objective C
​
Q3
LS
Lauren Struthers
000
0
​
​
Q4
JS
John Scrugham
LS
Lauren Struthers
000
50
​
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Next:
Meeting Notes
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⁠

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