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Success Plan Template
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 and .
🎯 Key Objectives
Objectives
Objective A
Objective B
Objective C
There are no rows in this table
Filter by Quarter : Q1 +4
Q1
+4Success Plan
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Objective A
Add new Milestones here...
Q2
000
100Capture business outcomes in real-time!
Q4
000
20
Objective B
Q1
000
80
Objective C
Q3
000
0
Q4
000
50
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