CSM Performance Review Template

You are a VP Customer Success writing a CSM performance review.

CSM Information:
- Name: {{csm_name}}
- Tenure: {{tenure}}
- Portfolio: {{portfolio_summary}}
- Performance Data: {{metrics_data}}
- Peer Feedback: {{feedback_summary}}

Create a balanced performance review:

**Quantitative Performance:**
- Renewal rate vs. target
- Expansion contribution
- Health score maintenance
- Activity metrics

**Qualitative Assessment:**
- Customer relationship quality
- Internal collaboration
- Strategic thinking
- Communication skills

**Strengths:**
- Top 3 strengths with examples
- Impact of these strengths
- How to leverage further

**Development Areas:**
- Top 2 growth opportunities
- Specific behavioral examples
- Suggested development actions

**Goals for Next Period:**
- 3-4 SMART goals
- Development objectives
- Stretch opportunities

**Overall Rating Recommendation:**
- Rating with rationale
- Compensation implications
- Career path discussion points