1 min lesson
Hold the threads together with a mutual action plan
Describe what "A mutual action plan is a shared document with every step from today to signature, each with an owner and a date" changes in practice.
Step 1 of 3
Hold the threads together with a mutual action plan
A mutual action plan is a shared document with every step from today to signature, each with an owner and a date. It keeps five stakeholders moving toward one date and makes slippage visible the moment it happens.
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Advanced table
Build it with the buyer
- Milestone
- Eval kickoff with platform team
- Owner
- Champion + AE
- Target date
- Week 1
- Milestone
- Security questionnaire submitted
- Owner
- AE → Security
- Target date
- Week 1
- Milestone
- Mid-eval check-in + usage review
- Owner
- AE + champion
- Target date
- Week 3
- Milestone
- ROIReturn on Investment. The value gained versus what it cost, the language an economic buyer funds deals in. Press Enter for the full definition. readout to the VP Eng, the economic buyer
- Owner
- Champion + AE
- Target date
- Week 4
- Milestone
- Procurement + legal redlines started
- Owner
- Procurement
- Target date
- Week 4
- Milestone
- Signature
- Owner
- Economic buyer
- Target date
- Week 6
| Milestone | Owner | Target date |
|---|---|---|
| Eval kickoff with platform team | Champion + AE | Week 1 |
| Security questionnaire submitted | AE → Security | Week 1 |
| Mid-eval check-in + usage review | AE + champion | Week 3 |
| ROIReturn on Investment. The value gained versus what it cost, the language an economic buyer funds deals in. Press Enter for the full definition. readout to the VP Eng, the economic buyer | Champion + AE | Week 4 |
| Procurement + legal redlines started | Procurement | Week 4 |
| Signature | Economic buyer | Week 6 |
Build it with the buyer. A plan they co-authored is one they feel accountable to.
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Optional practice