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

🎯 Key Objectives

Objectives

Objective A

Objective B

Objective C

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Filter by Quarter :

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Success Plan

Success Plan

Objective

Milestones

Quarter

Owner(s)

% Complete

Outcomes

Objective A

Add new Milestones here...

Joe DiMento

000

100

Capture business outcomes in real-time!

Joe DiMento

000

Objective B

John Scrugham

Lauren Struthers

000

Objective C

Lauren Struthers

000

John Scrugham

Lauren Struthers

000

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Meeting Notes⁠

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