Document
Mutual Action Plan (MAP) Template
Initial Details
| Customer | What is the name of the company? |
|---|---|
| Project Lead | Who is leading the sale from your side? |
| Customer Lead | Who is your champion? |
| Desired Go Live | When do they want to go live? |
Objectives
| Current challenge | What problem is the customer trying to solve? |
|---|---|
| Desired Outcome | What does a successful solution look like? |
| Requirements | Are there any specific requirements? |
Stakeholders
| Name | Company | Role | Involvement |
|---|---|---|---|
| Name of Stakeholder | Which company are they from? | What role do they play? | |
Milestones
| Milestone | Owner | Participants | Due Date | Status | Actions |
|---|---|---|---|---|---|
| Discovery Call | Who is responsible for the milestone? | Who else is contributing? | When is it due? | Current status | What actions are outstanding? |
| Demo | |||||
| POC | |||||
| Proposal | |||||
| Contract Negotiation | |||||
| Security & Compliance | |||||
| Finalise Contracts | |||||
| Go Live |
Resources
| Resource | Resource Type | Owner | Available From | Status |
|---|---|---|---|---|
| What is the resource called? | What type of resource is it? | Who owns/manages the resource? | When is it available? | |
Ready for dedicated MAP software?
| Ready for dedicated MAP software? |
|---|
| Use a mutual action plan as part of your digital sales room with GetAccept |