Customer Success Leadership 30-60-90 Day Plan Template

Present your 90-day leadership plan with confidence using this guided template which focuses on people, process and technology. Outline for your future employer or new employer how you will approach your ramp into the business, team and culture while driving impact.

As a leader it's important to be able to:

• Demonstrating Strategic Vision: Presenting a plan demonstrates to your team and stakeholders that you have a clear strategic vision for the Customer Success organization. It shows that you understand the challenges and opportunities ahead and have a plan to address them.

• Setting Expectations: A 30-60-90 day plan helps set expectations for what you aim to achieve in your first few months on the job. It provides clarity to your team and stakeholders about your priorities and the timeline for executing them.

• Building Credibility: Presenting a well-thought-out plan helps build credibility with your team and stakeholders. It shows that you have done your homework, understand the business, and are prepared to lead the Customer Success organization effectively.

• Driving Alignment: A 30-60-90 day plan provides an opportunity to align your goals and priorities with those of the broader organization. By articulating how your plan supports the company's strategic objectives, you can ensure that everyone is working towards common goals.

• Identifying Quick Wins: The plan allows you to identify quick wins and low-hanging fruit that can be addressed in the first 30 days. Achieving these early wins helps build momentum and confidence in your leadership.

• Assessing the Team and Processes: As part of your plan, you may include assessments of the current state of the Customer Success team, processes, and systems. This allows you to identify strengths, weaknesses, and areas for improvement that can be addressed in the first 30-90 days.

• Developing Relationships: Presenting your plan provides an opportunity to meet with key stakeholders, both within the Customer Success organization and cross-functionally. Building relationships early on is critical for gaining buy-in and support for your initiatives.

• Creating Accountability: By laying out specific goals and milestones for each phase of your plan, you create accountability for yourself and your team. Regularly reviewing progress against these goals helps ensure that you stay on track and make adjustments as needed.