- Course Overview
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Template download + why use a Success Plan?
- Define the Company Goal
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Defining the Company Goal
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Categorization of Pendo Business Outcomes
- Establish Use Cases and Metrics
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Detail your Business Outcomes
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Business Goal Examples
- Create a Roadmap & Track Progress
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Tracking Success
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Tracking Examples
- Resources and Next Steps
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Share, Iterate, and Report
Planning for success with Pendo
Take charge of your success! This course is a great starting point for those seeking an organized approach to solving business goals with Pendo.
What is a success plan?
A success plan serves as a framework to measure and report on the business impact you realize with software your company uses. Typically, a company creates a success plan during onboarding and review it with stakeholders every 3-6 months to track progress towards goals.
This self-paced course guides you through the how to create your own success plan, using Pendo as the foundation. Included in this course is a downloadable success plan template to complete it as you follow along the course.
Who should take this course?
This course is designed for anyone interested in creating or maintaining a formalized way to report on results or impact within an organization.
We'll cover:
- How to define a company initiative or goal
- How to set metrics to measure results
- How to track progress, wins, and opportunities