A Friendly Introduction: Your Major Gifts Snapshot

• Give us a one-sentence snapshot of your role and one thing about your major gifts program you're most proud of.
• Which title best describes your primary role? Options: Chief Development Officer, VP of Development, Major Gifts Director, Director of Advancement, Other
• How many gift officers do you directly manage (or coordinate)? Options: 1-3, 4-7, 8-12, 13-20, 20+
• On average, how many prospects does each gift officer manage? Options: <50, 50-99, 100-199, 200-299, 300+
• What is your organization's annual major gifts target (approx.), and what percentage of total revenue do major gifts represent?
• Which CRMs or donor databases are you actively using today? Options: Raiser's Edge NXT, Salesforce/NPSP, Blackbaud CRM, Personify, Other, We don't use a formal CRM

What If Your Best Prospects Keep Slipping Away?

• How often do you realize a high-capacity prospect was under-engaged only after they've given elsewhere or gone quiet? Options: Frequently, Occasionally, Rarely, Never
• Can you share a recent example where a strong prospect moved backward or disappeared — what happened and why do you think it slipped?
• What signals do you currently use to know a prospect is ready for solicitation (e.g., engagement, wealth indicators, volunteer activity)? Options: Engagement/events, Wealth screening, Recent giving history, Peer/prospect referrals, Volunteer involvement, Other
• How often are prospect readiness signals standardized across gift officers versus being based on individual judgment? Options: Mostly standardized, Partly standardized, Mostly individual judgment, No standard process
• Who on your team typically moves a prospect to 'ask-ready' status, and how is that decision documented? Options: Gift officer, Gift officer + manager, Major gifts committee, Prospect scored automatically, Not documented/varies
• How does it feel when a top prospect falls out of view — frustrated, resigned, urgent — and who most feels that pain?

Where Does the Team Spend Its Time — and Does It Matter?

• If you had a stopwatch for your gift officers, would it show them spending most of their day on high-value cultivation or on admin tasks that could be automated? Options: Mostly cultivation, Mostly admin/manual work, Split evenly, Unsure
• Roughly what percentage of a gift officer's time is spent on: prospect research, outreach/calls, proposal writing, stewardship, and data entry? Options: Prospect research, Outreach/calls, Proposal writing, Stewardship, Data entry/CRM maintenance, Other
• Which of these activities currently lacks reliable tracking or visibility for managers? Options: Research activity, Meeting outcomes, Proposal status, Stewardship tasks, Time spent per prospect
• How do you onboard new gift officers — do you have documented playbooks, shadowing, or is it mostly on-the-job learning? Options: Structured playbook + training, Shadowing + mentoring, Mostly on-the-job, Formal certification program, Other
• When a departing gift officer takes institutional knowledge with them, which gaps hurt you most: relationships, cultivation strategy, donor intel, or CRM records? Options: Relationships, Cultivation strategy, Donor intel/research, CRM records, All of the above
• If you could free up one hour per day per officer by reducing busywork, what would you want them to do with that time instead?

Are Your Portfolios Built or Just 'Believed In'?

• Is your portfolio segmentation driven by clear data and criteria—or by gut calls about who 'feels' important? Options: Data-driven criteria, Mostly gut-based, A mix, Unsure
• What criteria do you currently use to segment portfolios (capacity, affinity, engagement, strategic priorities)? Options: Capacity/wealth score, Affinity/relationship strength, Recent engagement, Institutional ties, Volunteer/board status, Other
• How often do you refresh wealth screenings or research on high-priority prospects? Options: Monthly, Quarterly, Annually, Only on special requests, Never
• What data sources do you rely on for research and how confident are you in their accuracy? Options: Internal giving history, Commercial wealth screening, Public records/press, Network referrals, We're unsure of accuracy
• Describe a current portfolio where you feel the match between officer capacity and prospect potential is poor—what's causing the mismatch?
• How comfortable are you with automated scoring or suggested moves for prospects versus manager discretion? Options: Very comfortable, Somewhat comfortable, Prefer human-only decisions, Unsure

Who Really Decides 'Priority' Around Here?

• When priorities clash—program needs vs. donor interest—who usually wins and why? Options: Development leadership, Program leadership/exec, Board/major donors, Fundraising committee, Varies by case
• Which stakeholders are essential to major gift asks, and how aligned are they on strategy? Options: Gift officers, Development leadership, Program directors, President/CEO, Board members, Other
• How are decisions about solicitation timing, ask amounts, and engagement strategy documented and approved? Options: Formal approval workflow, Email/meeting notes, Ad hoc conversations, Not documented
• Have there been situations where misalignment caused lost momentum or missed asks? Tell the story briefly.
• Do you have a governance rhythm (e.g., weekly portfolio review, pipeline committee) that holds teams accountable? Options: Yes, regular cadence, Occasional reviews, No formal rhythm, We're setting one up
• If we needed to involve a 30-minute executive sponsor briefing as part of implementation, who would that be and what would likely concern them most?

What Would Success Really Look Like — Beyond the Big Number?

• If you hit your numeric goal next year but your managers still couldn't say why any single gift closed, would you call that real success? Options: No—need causal clarity, Partly—goal matters most, Unsure, Yes—dollar win is enough
• Which non-monetary signals matter to you (e.g., conversion rate from cultivation to ask, time-to-ask, officer adoption, proposal accuracy)? Options: Conversion rate, Time-to-ask, Officer adoption, Proposal accuracy, Donor satisfaction, Other
• What magnitude of improvement in those signals would feel meaningful in 12 months (percent or absolute example)?
• Are there stories or qualitative outcomes you want the platform to help capture (e.g., donor stewardship narratives, impact conversations)? Options: Yes—stewardship narratives, Yes—impact storytelling, No, mostly quantitative, Other
• How will you measure adoption and coaching effectiveness among managers and gift officers? Options: Dashboard metrics, Regular 1:1 reviews, Training completion, Observed behavior changes, Other
• Who needs to sign off on the success criteria, and how do we know they’ll consider the project successful?

If We Could Solve One Operational Bottleneck, Which Would You Choose?

• If a single change could reliably increase solicitation-ready prospects each quarter, which bottleneck would you fix first? Options: Prospect identification, Research quality, Portfolio assignment, Proposal tracking, CRM integration, Officer adoption
• Why does that bottleneck exist today—process, people, data, or tooling? Options: Process, People/skills, Data quality, Technology/tools, Multiple of the above
• What would be the immediate downstream impact if that bottleneck disappeared?
• What internal constraints might slow fixing it (e.g., IT bandwidth, budget cycles, competing priorities)? Options: IT/tech constraints, Budget timing, Staff bandwidth, Cultural resistance, Other
• Have you tried to solve this before? What worked, what didn’t, and how long ago?
• If we delivered a pilot solving this in 90 days, what success checkpoint would convince you to expand?

Ready to Take a First Step Together?

• What's been the real reason similar initiatives haven't stuck here—was it lack of people, unclear ROI, or simply too many competing priorities? Options: People/skills, Unclear ROI, Competing priorities, Change fatigue, Other
• What’s an acceptable timeline for a phased implementation from kickoff to first usable insights? Options: 30-60 days, 60-90 days, 3-6 months, 6+ months, Unsure
• Which pieces of data and access would we need to start integration—CRM, giving history, contact records, wealth screens? Options: CRM access, Giving history export, Contact records, Existing wealth screens, Org charts/relationships
• Who on your side would be the implementation lead, the data owner, and the executive sponsor (names/titles)?
• How would you prefer a pilot to be structured—coaching-heavy, tool-first, research-led, or a blended approach? Options: Coaching-heavy, Tool-first, Research-led, Blended approach, Other
• Realistically, how likely are you to pursue a pilot in the next quarter? Options: Very likely, Somewhat likely, Unlikely, Unsure
• What would reassure you most about working with us on a pilot (e.g., clear ROI model, reference from a peer institution, hands-on training)? Options: Clear ROI model, Peer references, Hands-on training, Data security assurances, Flexible scope

• Solution Experience Kickoff — Current State & Consequence
• Prospect Path Mapping Workshop
• Live Solution Experience — Research, Prioritization & Workflow Proof
• Analytics Calibration & Coaching Loop Proof
• Validation & Mutual Confirmation — Move to Scope

• Identify any data quality or integration gaps that must be resolved for accurate analytics.
• Customer to mark and annotate the sample prospect records that represent the chosen use-cases.
• Seller to prepare scenario scripts for each selected use-case, mapping each step back to the documented friction and success metrics.
• Seller and customer data lead to confirm access method and sanitized sample data transfer schedule.
• One-line Recap & Success Criteria
• Prove, with customer data, that research + workflows produce prioritized prospects ready for solicitation.
• Validate that analytics provide the manager signals needed to coach gift officers and move prospects faster.
• Obtain explicit validation (accept/reject/adjust) for each mapped acceptance criterion.
• Customer to mark each use-case as 'validated', 'needs adjustment', or 'rejected' and specify required changes if any.
• Seller to document demo outcomes, adjustments, and produce a short 'Proof Summary' mapping each acceptance criterion to demo evidence.
• Seller to schedule any follow-up micro-demos to address 'needs adjustment' items within agreed timeline.
• Recap Validated Use-Cases & Demo Evidence
• Confirm analytics inputs, scoring thresholds, and the coaching triggers managers will use.
• Agree on an expected range of impact (qualitative and quantitative) from the analytics-driven coaching loop.
• Introductions & Meeting Goals
• Seller to run a backtest report on a larger sample of historical portfolios and share projected impact numbers.
• Customer data lead to confirm availability of the historical fields required for analytics calibration.
• Seller and customer to draft a short manager playbook that ties dashboard alerts to concrete coaching actions.
• Executive Recap of Current State, Consequence, and Future State
• Receive explicit customer confirmation to move validated outcomes into the Solution Scope stage.
• Convert validated use-cases into a draft scope with clear in-scope modules and outstanding dependencies.
• Assign owners and timelines for remaining data or validation gaps before contracting.
• Customer to provide formal sign-off status for each acceptance criterion (validated/needs work/rejected).
• Seller to produce the Solution Scope input document that lists modules, responsibilities, acceptance criteria, and open dependencies.
• Both parties to confirm timelines and owners for resolving any 'needs work' items prior to contract finalization.
• Produce and lock a single-sentence current state describing what is breaking today.
• Quantify the business consequence of the current state with at least one metric or example.
• Co-author a single-sentence future state (operational outcome) the experience must prove.
• Agree on 3–5 measurable success signals and acceptance criteria for the Solution Experience.
• Customer to provide 3 sample portfolios and CRM extract (due date) for use in the Live Solution Experience.
• Seller to draft and circulate the locked one-sentence current state, consequence summary, and future state for customer sign-off.
• Seller to list required data fields and mapping template needed for the Live Experience and send to customer.
• Recap Current/Future State & Success Metrics
• Document explicit workflow maps for the top prospect paths the customer wants to improve.
• Agree on 1–3 high-impact use-cases that the Live Solution Experience will prove.
• Identify specific friction points and decision triggers to be addressed in the demo.
• Customer Current State Statement
• Analytics Model Walkthrough
• Diagnosis: Show Evidence of Current State in the Data
• Walkthrough of Typical Portfolio Workflows
• Review of Validation Results
• Decision: Proceed to Solution Scope
• Proof 1 — Research to Identification
• Thresholds & Alerts for Manager Coaching
• Journey Mapping for 2–3 Priority Prospect Types
• Consequence Quantification
• Define Scope Inputs & Open Items
• Define Future State Outcome
• Proof 2 — Portfolio Assignment & Workflow
• Identify Friction Points & Decision Triggers
• Backtest & Expected Impact
• Validation Check: Manager Playbook
• Prioritize Use-Cases for Live Experience
• Proof 3 — Analytics & Move-Metrics
• Agree Next Steps, Owners, and Timeline
• Agree Success Metrics & Acceptance Criteria
• Validation Checkpoint & Pre-work for Demo
• Interactive Validation Exercises
• Confirm Sample Data & Logistics
• Wrap-up: Gaps, Confirmations, and Next Test Steps

• Import and Clean Donor/Prospect Data
• Integrate CRM and Donor Database
• Run Wealth Screening and Enrichment
• Generate Prospect Research Profiles
• Create Relationship Maps and Network Diagrams
• Configure Gift Officer Portfolio Views
• Deploy Cultivation Activity Tracking
• Set Up Proposal Tracking Workflows
• Deploy Stewardship Workflow Automation
• Migrate Historical Engagement Records
• Configure Manager Dashboards and Goal Tracking
• Enable Analytics Linking Activities to Outcomes
• Launch Mobile Access for Field Officers
• Deliver Gift Officer Platform Training

Import and Clean Donor/Prospect Data

• Do you have a single export/file for donor/prospect data or multiple sources to consolidate? Options: Single file/export, Multiple files/exports, Multiple systems/databases, Unsure
• What file formats or systems contain your data? Options: CSV/Excel, Legacy CRM export, SQL/database dump, Third-party research provider, Other
• Approximately how many total contact and prospect records need import? Options: Less than 1,000, 1,000-5,000, 5,001-20,000, More than 20,000, Don't know yet
• Do records include attachments (e.g., PDFs of proposals, correspondence) that must be migrated? Options: Yes, many, Yes, some, No, Unsure
• Are there required canonical fields that must be present for every record (e.g., preferred name, primary contact email, constituent ID)? List them.
• Do you require deduplication and merging rules to be applied during import? Options: Yes, strict merge rules, Yes, manual review for merges, No, not at this time, Unsure

Integrate CRM and Donor Database

• Which CRM/donor database(s) do you use or plan to integrate with? Options: Raiser's Edge NXT, Salesforce (Education/Nonprofit Cloud), Microsoft Dynamics, Blackbaud CRM, Other/Custom, Unsure
• Do you require real-time sync, scheduled batch sync, or one-time import? Options: Real-time (API), Scheduled batch (e.g., nightly), One-time import only, Hybrid/Other
• Can you provide a technical contact and sample data extracts for mapping and testing? Options: Yes - contact and samples ready, Yes - will provide on request, No - needs coordination, Unsure
• Which key CRM objects must be mapped (e.g., constituent, household, gift, pledge, opportunity)? List any custom objects.
• Are there existing unique identifiers (constituent IDs) we should use to match records? Options: Yes - consistent IDs across systems, Yes - but inconsistent, No unique IDs, Unsure
• Are there security, compliance, or vendor approval requirements for connecting to your CRM (IP allowlist, vendor contract, SOC reports)? Options: Yes - specify in details, No, Unsure

Run Wealth Screening and Enrichment

• Do you want wealth screening/enrichment applied to all records or a subset (e.g., top prospects only)? Options: All records, Top N prospects only, Custom segment, Unsure
• Which enrichment data points are highest priority (e.g., capacity estimate, real estate, philanthropic history, stock ownership)? Options: Capacity estimate, Real estate holdings, Philanthropic history, Political contributions, Board affiliations, Other
• Do you have an existing vendor/license for screening (e.g., LexisNexis, WealthEngine) or need us to recommend/procure? Options: We have a vendor, We need recommendation/procurement, We will use Customer-supplied data, Unsure
• How frequently should enrichment refreshes run (one-time, quarterly, monthly)? Options: One-time, Monthly, Quarterly, Annually, Custom schedule
• Are there opt-out/privacy constraints that should exclude certain records from enrichment? Options: Yes - exclude donors with opt-outs, No restrictions, Unsure - need guidance
• Do you want enriched attributes written back into CRM fields or stored in the platform profile only? Options: Write back to CRM fields, Store in platform only, Both, Unsure

Generate Prospect Research Profiles

• What profile depth do you need per prospect (e.g., summary one-pager, comprehensive dossier, executive brief)? Options: One-page summary, Comprehensive dossier (5+ pages), Executive brief (1-3 paragraphs), Custom template
• How many profiles should be produced initially and on an ongoing cadence? Options: Less than 50 initially, 50-200, 200-1,000, More than 1,000, Unsure
• Which content elements must each profile include (e.g., giving history, wealth signals, biography, relationship map, solicitation strategy)? Options: Giving history, Wealth signals, Biography & employment, Relationship map, Suggested solicitation ask, Other
• Do you require standardized research templates or customized templates per campaign/unit? Options: Standardized template, Customized per campaign/unit, Mix of both, Unsure
• Who will review and approve profiles (gift officer, manager, central research team)? Options: Gift officer, Manager, Central research team, External consultant, Other
• What is the acceptable turnaround time for a new profile request? Options: 48 hours, 3-5 business days, 1-2 weeks, Depends on complexity

Create Relationship Maps and Network Diagrams

• Do you want automated relationship maps generated from CRM + enrichment data or manual curation options? Options: Automated generation, Manual curation only, Automated + manual editing, Unsure
• Which relationship types are important to display (e.g., family, board, philanthropic colleagues, financial advisors)? Options: Family, Board/Trustees, Philanthropic colleagues, Professional advisors, Peers/Alumni, Other
• How many network layers do you want visible by default (e.g., direct connections only, two degrees, three degrees)? Options: Direct only (1 degree), Up to 2 degrees, Up to 3 degrees, Custom
• Do you require exportable diagrams for inclusion in proposals or briefings (PDF/PNG/SVG)? Options: Yes - PDF/PNG, Yes - SVG, No export needed, Unsure
• Should relationship maps include time-based interaction overlays (e.g., last contact date, recent meetings)? Options: Yes, No, Optional

Configure Gift Officer Portfolio Views

• How many gift officers need portfolio views configured initially? Options: 1-5, 6-15, 16-50, More than 50, Unsure
• What is the typical portfolio size per officer? Options: Less than 50, 50-100, 100-200, 200+
• Which default filters and segments should be available in officer views (e.g., gift stage, capacity band, last contact)?
• Do you want automated portfolio balancing or reassignment rules (by capacity, geography, caseload)? Options: Yes - automated rules, No - manual assignment only, Hybrid (suggested rebalancing)
• What permission levels should gift officers vs. managers have for editing portfolios? Options: Officers: view/edit, Managers: admin, Officers: view only, Managers: edit, Custom role definitions required, Unsure
• Do you require portfolio snapshots and historical views for performance reviews? Options: Yes, No, Optional

Deploy Cultivation Activity Tracking

• Which activity types must be tracked (e.g., calls, visits, proposals, events, stewardship touches)? Options: Calls, In-person visits, Emails, Events/attendances, Proposals/asks, Stewardship touches
• Should activities be entered via mobile, desktop, or both? Options: Mobile only, Desktop only, Both mobile and desktop, Depends on activity type
• Do you need activity templates and required fields (outcome, next step, follow-up date)? Options: Yes - templates required, No - freeform entries, Mix of templates and freeform
• Do you want automated reminders and nudges for overdue or high-priority activities? Options: Yes - email/push reminders, Yes - in-app only, No reminders, Unsure
• Should activities feed into manager coaching dashboards and scorecards? Options: Yes - link to dashboards, No - separate reporting, Optional
• Are calendar/email integrations required to capture activities automatically? Options: Yes - calendar + email integration, Calendar only, Email only, No automatic capture

Set Up Proposal Tracking Workflows

• What proposal stages do you require (e.g., concept, draft, approval, submitted, follow-up, closed-won/closed-lost)?
• Do proposals require multi-step approvals and who are the approvers (titles/roles)? Options: Single approver, Multi-step approval, No formal approval, Unsure
• Should proposal documents be stored/versioned in the platform or linked from external storage (e.g., SharePoint)? Options: Stored & versioned in platform, Linked from external storage, Mix of both
• Do you need proposal templates and autogenerated ask language/ask amounts based on research? Options: Yes - templates + auto suggestions, Yes - templates only, No templates needed
• What volume of proposals do you expect per month to size workflow capacity? Options: Less than 10, 10-50, 50-200, 200+
• Do you want reporting on proposal conversion rates and time-in-stage metrics? Options: Yes - standard reports, Yes - custom reports, No

Deploy Stewardship Workflow Automation

• Which stewardship touchpoints should be automated (acknowledgements, anniversary notes, impact reports)? Options: Acknowledgements, Anniversary/renewal notes, Impact reports, Event invitations, Other
• Do stewardship workflows vary by donor segment or gift size? Options: Yes - by segment/gift size, No - same for all donors, Some variation required
• Should stewardship tasks be assigned to gift officers, central stewardship team, or both? Options: Gift officers, Central stewardship team, Both
• Are templated messages and reporting packages required as part of stewardship automation? Options: Yes - messages and reports, Messages only, Reports only, No templates
• Do you require escalation rules if stewardship actions are overdue? Options: Yes - escalate to manager, Yes - escalate to central team, No escalation

Migrate Historical Engagement Records

• What historical date range of engagement records do you want migrated (e.g., last 2 years, last 10 years, lifetime)? Options: Last 2 years, Last 5 years, Last 10 years, Lifetime/All history, Custom range
• What types of historical records are in scope (meeting notes, emails, event RSVPs, phone logs, proposals)? Options: Meeting notes, Emails, Event records, Phone logs, Proposals/documents, Other
• Are historical records standardized or do they need normalization and enrichment before import? Options: Standardized and clean, Require normalization/enrichment, Mixed - some clean, some messy, Unsure
• Do attachments and file formats need conversion or special handling (e.g., scanned PDFs, email threads)? Options: Yes - conversion needed, No special handling, Some files require manual review
• Is there a required archiving policy or retention rule for older records post-migration? Options: Yes - archive older than X years, No - keep all records active, Unsure
• Do you require a reconciliation report mapping legacy record IDs to new platform IDs after migration? Options: Yes - reconciliation required, No, Optional

Configure Manager Dashboards and Goal Tracking

• Which KPIs should managers see by default (e.g., pipeline value, ask amounts, contact frequency, conversion rates)? Options: Pipeline value, Ask amounts, Contact frequency, Conversion rates, Gift officer activity metrics, Other
• Do you need goal-setting and tracking per officer, team, and organizational levels? Options: Officer-level, Team-level, Org-level, All levels, No goals required

• Non-Disclosure Agreement (NDA)
• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Pricing & Payment Terms
• Implementation & Project Plan
• Acceptance Criteria & Go-Live Checklist
• Data Processing & Security Addendum (DPA)
• Integration & Third-Party Services Consent
• Training & Support Agreement
• Change Order & Scope Management
• Roles, Governance & Escalation Plan
• Renewal, Termination & Exit Plan

• Success Review — Outcomes vs Success Signals
• Lessons Learned & Process Optimization Workshop
• Issue & Feature Request Triage — Shared Channel Handoff
• Adoption & Coaching Check-in
• Executive Readout & Renewal/Expansion Planning

• Agree on adoption KPIs and a short cadence for follow-up measurement.
• Channel Rules & Definitions
• Maintain a single source of truth for issues and feature requests tied to business impact.
• Assign severity and SLAs so customers know expected response/resolve timelines.
• Ensure transparency by linking channel items to product/ops tickets and owners.
• Create and link tickets in the product tracker for all prioritized items and assign owners.
• Publish an updated triage summary in the shared channel with expected SLAs and next update date.
• Configure channel subscriptions and notification rules so relevant stakeholders receive updates.
• Adoption Snapshot
• Increase measurable adoption among gift officers and managers tied to specific behaviors.
• Define and assign targeted coaching and enablement actions to address blockers.
• Welcome & Objectives
• Generate a list of low-adoption users and assign coaching leads with dates for outreach.
• Schedule targeted refresher trainings and publish playbooks for common tasks (portfolio review, proposal tracking).
• Set up manager alerts/dashboards for early visibility of at-risk portfolios.
• Executive Summary of Outcomes
• Secure executive alignment on the value delivered and the decision path for renewal or expansion.
• Agree on the commercial option and timeline for next-phase work or contract renewal.
• Assign executive owners for any strategic investments and confirm governance for the next period.
• Prepare and distribute an executive one-pager summarizing outcomes, ROI, and recommended next steps.
• Deliver proposed commercial options and timelines to procurement/legal for fast-tracked review.
• Schedule the kickoff for the renewal/expansion implementation upon executive sign-off.
• Confirm which success signals were met, missed, or exceeded and by how much.
• Quantify the operational and financial consequence of gaps in outcomes.
• Assign owners and deadlines for corrective actions with clear acceptance criteria.
• Establish cadence for progress checks and reporting format.
• Publish the outcomes report comparing each success signal to baseline and targets, with owners noted.
• Create action trackers for each gap with owners, deadlines, and acceptance criteria.
• Schedule the follow-up progress checkpoint and dashboard refresh dates.
• Document workshop findings and publish a prioritized optimization backlog.
• Update SOP/training materials to reflect agreed quick wins.
• Kick off pilot(s) for at least one high-impact experiment with defined metrics and a 30/60/90 day check.
• Context & Recap
• Capture actionable lessons tied to specific processes or behaviors.
• Define 2–4 prioritized experiments or process changes with measurable acceptance criteria.
• Assign owners and timelines for pilots and updates to standard operating procedures.
• Root Cause Breakout (by role)
• ROI & Strategic Impact
• Success Stories & Blockers
• Review Open Items
• Success Signals Recap
• Triage & Prioritize
• Risks & Mitigations
• Coaching Plan Review
• Synthesize Findings
• Data Walkthrough
• Renewal/Expansion Options
• Gap & Consequence Analysis
• Scope & SLA Assignment
• Targeted Enablement Actions
• Design Experiments & Quick Wins
• Create/Link Tickets & Confirm Communication Plan
• Decision & Next Steps
• Agreement on Next Steps
• Prioritize & Assign
• Measurement & Follow-up
• Close & Confirm Owners