Are you on track with
your Account Plans?
THE CONCEPT OF SUCCESSFUL ENGAGEMENT
Ensure to execute your Account Plans ON TIME!
When an ACTION STEP is complete...
Check the Due date of your Action Steps
Ensure to update your account plan by "Tick" on the “Completed” box
Provide the Actual results in the text box
Action Step progress status (%) automatically updates in the text box
External Expert Engagement Plan : From Strategy to Action
When a DESIRED OUTCOME is complete...
Check the Due date of your Desired Outcome
Update your account plan by completing on the Achieved Date on the Desired Outcome
Change the STATUS to “Achieved”
Provide the actual results in the text box provided
Desired Outcome progress status (%) automatically updates