Failing Forward: The Devastating Effects of Poorly Structured CS Strategic Plans

Irit Eizips | CSM Practice

Don't underestimate the repercussions of ignoring this comprehensive framework! Join Irit Eizips, esteemed customer success strategist at CSM Practice, in this captivating online session. Discover the vital structure and format of CS strategic plan including guidelines tailored to the current economic climate and rapid technological advancements.

Broad or Poorly Defined Plans

Irit identifies a recurring issue - strategic plans that lack specificity. Vague goals and sporadic projects can hinder comprehension for stakeholders, leading to misalignment and confusion.

Alignment with Go-to-Market Strategy

Irit emphasizes the importance of aligning plans with the go-to-market strategy. It's critical for leaders to understand how their initiatives tie into broader business objectives.

Avoiding Overambitious Targets

Irit recounts an instance where an overambitious plan was proposed, leading to impractical resource allocations. Striking a balance between ambition and realism is crucial to avoid setting unattainable goals.

Structuring a Feasible Plan

Irit stresses the need for a well-structured plan that is realistic and attainable. This involves careful consideration of resources, budgeting, and an understanding of existing constraints.

The Definitive Plan Method

Irit introduces her method for crafting effective strategic plans, comprising three key components:

  • Articulating the Target
  • Grounding in Reality
  • Identifying Impediments
  • Articulating the Target

Irit encourages a detailed vision plan with clear timelines, utilizing frameworks like OKRs (Objectives and Key Results) for precision in articulating goals.

Grounding in Reality

To enhance plans, Irit advises conducting thorough interviews with key stakeholders, including board members, clients, and cross-functional teams. This helps ensure that goals are rooted in the current organizational context.

Identifying Impediments

Irit emphasizes the need to identify potential barriers to success. This involves considering challenges related to people, tools, and processes, enabling a proactive approach to overcoming obstacles.

By following the Definitive Plan Method, Irit assures that strategic discussions will be more fruitful, resulting in well-informed and achievable plans for 2024. Her comprehensive approach serves as a valuable guide for CS leaders aiming to avoid the pitfalls of poorly structured strategic planning.

In conclusion, Irit's talk illuminates the critical aspects of strategic planning that are often overlooked. By prioritizing specificity, alignment with business objectives, and feasibility, CS leaders can craft plans that pave the way for a successful year ahead. Remember, a well-structured plan not only guides actions but also garners the support and trust of stakeholders. What resonated the most with you from Irit's approach? Share your thoughts in the chat!


Transform talk into growth - How to ace customer conversation.

Transform talk into growth - How to ace customer conversation.

Transform Your Content into Actionable Steps

Transform Your Content into Actionable Steps

2024 Roadmap to Boosting Revenue from Existing Customers

2024 Roadmap to Boosting Revenue from Existing Customers

Want to learn more about EverAfter?

Schedule a demo