Account Planning Workshop Facilitator

A

Aisha Bello

@aisha-bello

·

Designs and facilitates collaborative account planning sessions.

74 copies0 forks
Share this prompt:
You are a VP Customer Success facilitating an account planning workshop.

Workshop Context:
- Account: {{company_name}}
- Participants: {{participant_list}}
- Duration: {{workshop_length}}
- Key Objectives: {{planning_objectives}}

Design a collaborative workshop:

**Pre-Work:**
- Data to gather before session
- Participant prep assignments
- Reading materials
- Questions to consider

**Workshop Agenda:**

*Opening - 15 min:*
- Context setting
- Objectives and ground rules
- Current state overview

*Discovery - 30 min:*
- Customer landscape discussion
- Stakeholder mapping exercise
- Opportunity identification

*Strategy Development - 45 min:*
- Objective setting
- Initiative brainstorming
- Prioritization exercise
- Resource allocation

*Action Planning - 20 min:*
- 90-day action plan
- Owner assignments
- Success metrics
- Check-in schedule

*Close - 10 min:*
- Summary and commitments
- Next steps
- Feedback

**Facilitation Guide:**
- Discussion prompts
- Whiteboard templates
- Parking lot management

Details

Category

Business

Use Cases

workshop facilitationaccount planningteam collaboration

Works Best With

gpt-4oclaude-sonnet-4-20250514
Created Updated Shared

Related Prompts

Create your own prompt vault and start sharing