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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
January 19, 2016

Success Plans: Playbooks

  • January 19, 2016
  • 5 replies
  • 122 views
Would be great if you could select any playbook to use for a Success Plan objective versus just being able to use Objective playbooks.  For example, if part of your Success Plan involved completing a QBR (currently an Event playbook), you couldn't.  I've gotten around this by cloning the playbooks as objectives, but as we get further in to Success Plans, we'd also like to create Rescue Success Plans (which would use Risk playbooks).  How about when you create the objective, you are given the option for what type of playbook you'd like to apply similar to CTAs?

      5 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      January 20, 2016

      Hi Heather,

      Even in cockpit, for a CTA type you can only apply a playbook of the same type (e.g. Risk type playbook to Risk-CTA). So do you mean that in success plans we should give option to create other CTA types too (risk, events, etc.) along with objectives?

      Also, if you want to apply a playbook of any other type (say risk) to objectives, then you can change the playbook type to 'All'. Playbooks of type 'All' can be applied to all CTA types.

      Hope this helps. 

      Thanks,

      Nitisha
      heather_hansen
      heather_hansenAuthor
      VIP ⭐️⭐️⭐️⭐️⭐️
      January 20, 2016
      Yes, so, basically when I clicked to create an Objective today, maybe it gives me the choice of objective, risk or event versus just objective.  Does that make sense?  I did think about changing the playbooks to All, but was afraid I would lose some insight in reporting.  I'll think more on that.  It might be easier than cloning.  :)
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        January 21, 2016
        Hi Heather,

        This is definitely a very interesting idea. We will think more on this. Thanks for sharing!
        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        January 24, 2016
        Hi Heather, I've been thinking about this myself...what I'm finding is that I have "objective CTAs" in my Success Plan and the "Status" for the Objective CTA today is limited to what I was using for all my other CTAs (like in progress, waiting on customer, deferred, etc...).  While that's helpful, what I also really want for my "objective CTAs" is a way to identify red, yellow, green (or something similar) as to whether we're on track to achieving the stated objectives.  Would that be helpful?  
          heather_hansen
          heather_hansenAuthor
          VIP ⭐️⭐️⭐️⭐️⭐️
          January 25, 2016
          I think so Elaine.  Especially when we don't yet have the data to measure the success available.
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