Annual CS Strategic Plan Template

A Customer Success plan your executive team will fund, built on customer data and tied to the company's goals.

I was once handed a 56% revenue growth target that came from business math, with no customer data behind it, at a time when our customers weren't adding licenses. Being upset about a number you can't change gets you nowhere. Showing up with your own plan first, built from your renewal list and your customer data, changes the conversation.

This deck puts the year in review, your revenue targets, your strategy, the money you need and the risks in front of the executive team in one conversation. 15 editable slides with speaker notes run from the title and agenda through year in review, company objectives, revenue targets, an ARR bridge, strategic pillars, priorities, investments, roadmap, reporting, risks, asks and close. The guide gives you a six-week prep timeline, a tip for every slide and a way to build your numbers bottom up from the renewal list.

What's included

• Annual CS Strategic Plan template in PowerPoint, plus a make-a-copy link for Google Slides

• 15 slides with speaker notes: title, agenda, year in review, what worked and what we learned, company objectives, revenue targets, ARR bridge, strategic pillars, priorities, investments, roadmap, reporting, risks, asks and close

• A step-by-step PDF guide with a slide-by-slide breakdown, a six-week prep timeline, how to build the numbers and the mistakes to avoid

• A Steal This strategic plan readiness check

Who it's for

VPs and heads of Customer Success, CCOs and CS leaders presenting an annual plan to a CEO, CFO or board.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Metrics and Board Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.