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 mi…