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What are Customer Facing (Collaborative) OKRs? - Udemy

Doelgroep: Customer Success Managers,Account Executives,Implementation Managers,Product Managers,Project Managers,Program Managers,Onboarding Specialist,Or anyone trying to break into the aforementioned role to use this framework during interviews
Duur: 2,5 uur in totaal
Richtprijs: $19.99
Taal: Engels
Aanbieder: Udemy

>> proefles

What's the problem?

  • Miscommunication and misunderstanding between vendor and customer

  • A unified understanding  gap of customer needs from all vendor's customer-facing departments

  • Lack of organization and structure when handling customer problems

    • What is the CF-OKR framework solution?

    To help achieve vertical and horizontal alignment between customer and vendor's internal customer-facing teams

    What tools can help support this framework?

    In this course, we will use Basecamp 3 as the optimal project management tool for both vendors and customers to practice this framework

    What are the benefits of this framework using Basecamp 3?

    Strategic Advantages

  • Clean, declarative overview of the projects worked on within a quarterly snapshot

  • Executive reporting friendly organization because the structure is based on the OKR goal management model

  • Big picture understanding of customer’s project activities

  • Encapsulates each project in 1-todo list to historically track communication engagements

  • A scalable approach to customer project documentation

  • Easy to understand transparency, visibility on projects for both vendor and Customers

  • Better internal customer-facing team alignment

  • Easier to do customer account retrospectives (QBRs, etc)

    • Tactical Advantages

  • Todo-items are assignable to people for better accountability

  • Todo-items allow for setting due dates

  • Can check off items that are done

  • Rearrange (Drag-drop) todo-items based on priority

  • Comment discussion thread on individual todo-item


    • And more detailed benefits are presented in this course.


    >> Meer info