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success-plan-progress-review

Community

Review success-plan progress with clarity.

Content & Communication#customer success#progress review#success plan#QBR pre-work#milestone scorecard#OCV outcomes#escalation actions
Authort0ddc3by
Version1.0.0
Installs0

System Documentation

What problem does it solve?

It turns scattered milestone and OCV updates into a structured, audit-friendly progress review that CSMs can use as QBR pre-work and customer-ready context.

Core Features & Use Cases

  • Milestone progress scorecard: Produces a milestone-by-milestone table scored as On Track, At Risk, or Missed.
  • OCV outcome status: Optionally adds an OCV outcomes table with Delivered/In Progress/Not Started/Blocked.
  • Actionable CSM next steps: Generates a CSM Action List tailored to At Risk and Missed milestones, including recovery and escalation guidance.
  • Optional customer-facing and QBR artifacts: Optionally generates a customer-facing summary and a QBR pre-work note in a suitable format.

Quick Start

Use the csm.success-plan-progress-review skill to review progress for Acme Corp by generating a milestone scorecard and QBR pre-work note from the latest available success plan canvas.

Dependency Matrix

Required Modules

None required

Components

references

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: success-plan-progress-review
Download link: https://github.com/t0ddc3by/claude-for-customer-success/archive/main.zip#success-plan-progress-review

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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