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Objectives and milestones

A collaborative hub for your next quarterly business review.
Capture success metrics with your customers and highlight wins along the way.
Oh, and this template was created with the 2-column page layout — your new go-to for quickly situating text or images side-by-side. To resize columns, slide column dividers. To add new 2-,3-, or 4-column layout sections, type /column on the page.
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🎯 Key objectives
1
2
3
Objectives
Implement Coda in Q3
Save 2hr/week internal meetings
Launch customer feedback tracker
There are no rows in this table
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Milestones by objective
1
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Filter by quarter :
Q1
+4
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Success plan
1
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Implement Coda in Q3
Schedule company-wide Coda training.
Q2
Alan Chowansky
000
100
Training is scheduled for 9/25. Will be recorded for those unable to attend.
Configure SSO.
Q4
Alan Chowansky
000
20
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Save 2hr/week internal meetings
Analyze current meeting structure to see where time is spent.
Q1
Polly Rose
Joel Davis
000
55
​
Build internal meeting template to address pain points uncovered in analysis.
Q2
Polly Rose
000
​
Launch customer feedback tracker
Work with Coda team to create working v1 of tracker.
Q3
Polly Rose
000
0
​
Create co-marketing plan for promotion of the tracker.
Q4
James Booth
Joel Davis
000
50
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