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
Built with the buyer, not handed to them
- 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 VP Eng (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 VP Eng (economic buyer) | Champion + AE | Week 4 |
| Procurement + legal redlines started | Procurement | Week 4 |
| Signature | Economic buyer | Week 6 |
Built with the buyer, not handed to them. A plan they co-authored is one they feel accountable to.
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Optional practice