Success Plan Templates

Paul Mason

I am looking for an example of a good but relatively simple success plan template, we are looking to streamline and simplify our process when building these out for new customers.  If you have any good examples you can share with me that would be appreciated?

Benedict Fritz

Hey @Paul Mason! I actually just put together a success plan template last week. We've talked to dozens of teams and seen tons of different docs, and this template is a blend of all of those.

There's both a Google Doc and Word version, but let me know if you'd like a different format or have any questions!

Here's the template: https://arrows.to/resources/implementation-plan-template/

Paul Mason

@Benedict Fritz thank you for sharing this, it is very helpful.

Best,

Paul

Scott Smith

Hi @Paul Mason, here is a good thread on success plans as well as template linked below... 

Success Plans (thread)
Joint Success Plan (template)