/success-planning-framework

Use to structure collaborative success plans with milestones, KPIs, and

gtmagents@gtmagents

GitHub

From plugin

gtm-agents

368200 skills200 agents199 commands

Install

$ npx -y skills add gtmagents/gtm-agents --skill success-planning-framework --agent claude-code

How it fires

How this skill gets triggered: by you, by Claude, or both.

Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.
You can call itInvoke it directly when you want it.
Slash command/success-planning-framework

Context preview

The summary Claude sees to decide when to auto-load this skill.

Use to structure collaborative success plans with milestones, KPIs, and

SKILL.md

success-planning-framework.SKILL.md

name: success-planning-framework
description: Use to structure collaborative success plans with milestones, KPIs, and
  governance.

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.