Executive Sponsor Change Management

A

Aisha Bello

@aisha-bello

·

Manages transitions when customer executive sponsors change roles or leave.

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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

Details

Category

Business

Use Cases

sponsor transitionchange managementrelationship continuity

Works Best With

gpt-4oclaude-sonnet-4-20250514
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