Gallery
Account Plan Template
Share
Explore

icon picker
Execution Plan

Strategy

Execution is focused on:
Growth & Expansion Efforts


Executive Summary

What’s the TLDR?

Action Items

Enter your Slack channel below or change the Slack channel directly in the button column. Add tasks, descriptions, and owner. When the task is complete, hit done!
Clear template
Your Slack channel to send messages:

🗺️ External Plan shared with Customer

Stage
Milestone
Start Date
Deadline
Owner
Customer Owner
Status
Email DRI
Slack DRI
Notes
Assessment
4
Solution & Specification Confirmed and Presented
2/14/2022
2/15/2022
Nicole Stoltenberg
Eric Glick
✅ Completed
Present ROI / Business Case
2/10/2022
3/7/2022
Brian Lederman
Nicole Stoltenberg
Joel Davis
✅ Completed
Create POC (if needed)
2/11/2022
2/11/2022
Eric Glick
Eric Glick
🚫 Not Started
Decision Making Process Confirmed
3/14/2022
4/25/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
Approval Process
5
Solution Accepted by customer and Zoom confirmed as preferred supplier
3/29/2022
4/1/2022
Nicole Stoltenberg
Eric Glick
Katy Turner
🛠️ In Progress
Contract process confirmed with customer
4/1/2022
4/16/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
Contracts Prepared & Issued
3/31/2022
4/22/2022
Nicole Stoltenberg
Katy Turner
🛠️ In Progress
Legal Review(s)
3/4/2022
4/29/2022
Nicole Stoltenberg
Polly Rose
🛠️ In Progress
Contracts signed and exchanged
5/2/2022
5/3/2022
Nicole Stoltenberg
Lola Tseudonym
Partnership
2
Executive Alignment
4/1/2022
6/30/2022
Nicole Stoltenberg
Lola Tseudonym
🛠️ In Progress
Customer Reference
7/1/2022
7/9/2022
Nicole Stoltenberg
Lola Tseudonym
🚫 Not Started
Deployment
3
Schedule CSM Introduction
5/4/2022
5/6/2022
Nicole Stoltenberg
Brian Lederman
🚫 Not Started
Pre-Deployment Work
5/9/2022
5/31/2022
Nicole Stoltenberg
Katy Turner
🚫 Not Started
Go-Live
6/1/2022
6/1/2022
Nicole Stoltenberg
Eric Glick
🚫 Not Started


























Other Data


[Internal] Team tasks

Status 2
Status
1
🚫 Not Started
2
🛠️ In Progress
3
✅ Completed
There are no rows in this table
Stage
Stage
Assessment
4
Approval Process
6
Partnership
2
Deployment
3
Share
 
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.