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Run: Annual Performance Review - Customer Success

Annual performance review for Customer Success roles, with sections for retention, expansion, adoption, customer health, advocacy, competencies, and developm...

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Customer Success Goals

Customer Success Goals Review (required)

Document annual goals, actual results, progress, and ratings for customer success outcomes.

Core Customer Success Competencies

Development Plan

Key Strengths Demonstrated This Year (required)

Summarize strengths using specific behaviors and business impact.

Priority Growth Areas (required)

Identify the most important development areas for the next cycle.

Development Plan (required)

Create a development plan with actions, timeline, resources, and success criteria.

Next-Cycle SMART Goals (required)

Set next-cycle goals that are specific, measurable, achievable, relevant, and time-bound.

Overall Summary

Manager Overall Summary (required)

Summarize overall performance using evidence from goals, competencies, and development progress.

Employee Comments

Employee reflections on performance, support needed, and career aspirations.

Employee Signature (required)

Employee acknowledgment of review completion.

Manager Signature (required)

Manager acknowledgment of review completion.

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Email (required)

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