# Success Planning Framework

> Use to structure collaborative success plans with milestones, KPIs, and

- **Type:** Skill
- **Install:** `agentstack add skill-gtmagents-gtm-agents-success-planning-framework`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [gtmagents](https://agentstack.voostack.com/s/gtmagents)
- **Installs:** 0
- **Category:** [Agent Skills](https://agentstack.voostack.com/c/agent-skills)
- **Latest version:** 0.1.0
- **License:** Apache-2.0
- **Upstream author:** [gtmagents](https://github.com/gtmagents)
- **Source:** https://github.com/gtmagents/gtm-agents/tree/main/plugins/account-management/skills/success-planning-framework

## Install

```sh
agentstack add skill-gtmagents-gtm-agents-success-planning-framework
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# Success Planning Framework Skill

## When to Use
- Kicking off strategic accounts, renewals, or large expansions.
- Preparing QBR/EBR sessions that require clear impact narratives.
- Aligning internal and customer stakeholders on joint execution plans.

## Framework
1. **Objective Definition** – document customer outcomes, KPIs, and time horizons.
2. **Milestone Architecture** – break objectives into measurable milestones with owners.
3. **Governance Layer** – set review cadence, communication channels, and escalation triggers.
4. **Proof & Assets** – link data, case studies, product roadmap elements required per milestone.
5. **Measurement & Feedback** – capture progress, blockers, and new opportunities each cycle.

## Templates
- **Success Plan Canvas**: See `assets/success_plan_canvas.md` for objectives and milestones.
- **Success plan table** (objective, milestone, KPI, owner, due date).
- **Governance charter outline** (cadence, audience, agenda, inputs).
- Risk/action log with status + accountability.

## Tips
- Keep milestones customer-value focused before internal metrics.
- Co-create live with stakeholders to drive commitment.
- Pair with `account-health-framework` outputs to keep signals current.

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## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [gtmagents](https://github.com/gtmagents)
- **Source:** [gtmagents/gtm-agents](https://github.com/gtmagents/gtm-agents)
- **License:** Apache-2.0

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-gtmagents-gtm-agents-success-planning-framework
- Seller: https://agentstack.voostack.com/s/gtmagents
- Browse the marketplace: https://agentstack.voostack.com/browse

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Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.