3–5 Year Joint Success Plan with KPI Architecture

3–5 Year Joint Success Plan with KPI Architecture

📄 Prompt Template

Create a multi-year joint success plan for [ClientCompany] and [YourCompany] over [TimeHorizonYears] years that defines a shared vision, measurable value outcomes, and phased execution. Specify revenue impact of [RevenueTarget] in [PrimaryRegion], the customer/partner outcomes to be achieved, and the dependency roadmap (people, process, platform). Identify 5–8 leading and lagging [KeyKPIs] tied to value realization, and align them to initiative milestones, decision gates, and funding tranches. Include change-management tactics, executive sponsorship requirements, and a plan to retire legacy practices that block progress. Detail how performance management will surface risks early and trigger corrective actions.
Output format: 1) Executive Summary (≤150 words), 2) Objectives & Value Hypotheses (bullets), 3) Milestone Roadmap (table: Quarter, Workstream, Deliverable, Owner, Exit Criteria), 4) KPI Registry (table: Metric, Baseline, Target, Data Source, Review Cadence, Owner), 5) Risks & Mitigations (top 10), 6) Investment & Benefits (3-year P&L snapshot), 7) Governance & RACI, 8) Assumptions & Dependencies.

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