Worksheet: SMART objectives for Customer Success

Customer Success Management

SMART objectives - Worksheet

This sample worksheet illustrates how to

  • set smart objectives
  • decompose the overall goal into smaller, managable SMART objectives
  • align the objectives with the desired outcome
  • track performance over time

You can download the worksheet. It is provided in the Excel file format.

Hint: I strongly recommend to read the related blog article and watch the video. This will help you adopting the idea and adapting the spreadsheet to your requirements.