Hold Your Clients Accountable with MAPs
There are lots of ways to display MAPs, though all should include certain components such as: due dates, person responsible, and definition of task. These three templates have varying degrees of detail and are in different file formats as well, so you can see the options that are available.
Keep in mind, you can always change colors and branding to more closely resemble your own look, and you are free to add or remove any sections that you need to make it more accurately fit your specific industry and business. Consider these templates just a starting point on your journey to creating a more collaborative future with your clients.
Mutual Action Plan Templates for Download
Below you will see several templates that you can preview and download to use with your own teams. Feel free to change any of the colors or branding to better suit your needs, and fill in with the content that makes the most sense for your company.
MAPs Template 1
Full Description:
This Excel based MAP clearly shows the dates everything is due, allows for checking off as things are completed, and marks everyone who is responsible. Easy to update and great for collaboration.
Target Audience:
All stakeholders
Frequency:
Throughout partnership
MAPs Template 2
Full Description:
This Word document shows more of the narrative of why this path is being chosen. It helps to increase buy-in and keep everyone on track.
Target Audience:
All stakeholders
Frequency:
Throughout partnership
MAPs Template 3
Full Description:
This Excel based MAP is grouped by general task category and allows for separating out internal and external responsible parties.
Target Audience:
All Stakeholders
Frequency:
Throughout partnership
Gain Further Understanding of Mutual Action Plans Below...
The articles below will help give a better understanding of the importance of MAPs and other best practices of Client Success teams.
