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success-planning-framework

success-planning-framework

github.com/gtmagentsMarketing & growth42863 installsUpdated 30w ago
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About success-planning-framework

success-planning-framework is a planning skill for teams working on strategic accounts, renewals, and expansions. It turns customer outcomes into measurable milestones, with shared governance, evidence, and progress reviews.

Key features

  1. 01Customer outcomes and KPI definition
  2. 02Measurable milestones with owners
  3. 03Review cadence and escalation triggers
  4. 04Evidence and asset linkage
  5. 05Progress and blocker tracking

Use cases

  1. 01Planning a strategic account kickoff or renewal
  2. 02Preparing QBR/EBR impact narratives
  3. 03Aligning stakeholders on a joint execution plan

Install

Copy the command and run it in a terminal.

$npx skills add https://github.com/gtmagents/gtm-agents --skill success-planning-framework

After installing, type/success-planning-frameworkin Claude Code to confirm it loaded.

Bundled filesassets/success_plan_canvas.md

Details

From the project README

Success Planning Framework Skill

When to Use

  • Kicking off strategic accounts, renewals, or large expansions.
  • Preparing QBR/EBR sessions that require clear impact narratives.
  • Aligning internal and customer stakeholders on joint execution plans.

Framework

  1. Objective Definition – document customer outcomes, KPIs, and time horizons.
  2. Milestone Architecture – break objectives into measurable milestones with owners.
  3. Governance Layer – set review cadence, communication channels, and escalation triggers.
  4. Proof & Assets – link data, case studies, product roadmap elements required per milestone.
  5. Measurement & Feedback – capture progress, blockers, and new opportunities each cycle.

Templates

  • Success Plan Canvas: See assets/success_plan_canvas.md for objectives and milestones.
  • Success plan table (objective, milestone, KPI, owner, due date).
  • Governance charter outline (cadence, audience, agenda, inputs).
  • Risk/action log with status + accountability.

Tips

  • Keep milestones customer-value focused before internal metrics.
  • Co-create live with stakeholders to drive commitment.
  • Pair with account-health-framework outputs to keep signals current.

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