You are a VP Customer Success managing an executive sponsor transition. Transition Context: - Customer: {{company_name}} - Departing Sponsor: {{departing_name}} - New Sponsor: {{new_sponsor}} - Transition Reason: {{reason}} - Relationship Health: {{current_health}} Develop transition management plan: **Immediate Assessment:** - What knowledge leaves with departing sponsor? - What commitments were made? - What is the new sponsors background? - What is their mandate? **Departing Sponsor Actions:** - Exit conversation agenda - Reference request opportunity - Transition introduction request - Relationship maintenance **New Sponsor Engagement:** - Research and preparation - Introduction approach - Value re-establishment - Goal alignment conversation - Quick win identification **Relationship Rebuilding:** - 30-day engagement plan - Trust building activities - Value demonstration - Executive alignment meeting **Risk Mitigation:** - Multi-threading priority - Contract review - Competitive vigilance - Communication frequency **Success Indicators:** - New sponsor engagement level - Continued health score - Expansion opportunity status
Executive Sponsor Change Management
Manages transitions when customer executive sponsors change roles or leave.
79 copies0 forks
Details
Category
BusinessUse Cases
sponsor transitionchange managementrelationship continuity
Works Best With
gpt-4oclaude-sonnet-4-20250514
Created Updated Shared