1. Project Charter Template

2. Project Charter Project Definition Deliverables/ Benefits Team
Pain Point:
As company’s B2B business matures, its getting harder to upsell/renew. There is a belief that we can improve the current process which may result in better allocation of sales team’s time and focusing on the “right” accounts
Business Need:
To streamline sales process for existing customers and make it more methodical and evidence driven.
Critical Deliverables:
Define and implement evidence driven process for renewals, up-sells and retention.
Define dashboards/metrics with escalation triggers
Tangible Benefits:
Increased up-sell and retention rate
Increase customer satisfaction
Team
Scope / Metrics
Sponsor : Managing Director (Mrs. X)
Process Owner : Sales Director (Mr Y)
Project Leader : EMEA Sales lead (Mr Z)
Core Team Members
1. … …...
3. … …...
5. … …...
Stakeholders
1. … …...
3. …...
In Scope
Retention / Renewals / Up-Sell for 10+ licenses
Lessons learned from lost business
Out of Scope
Agency/Syndicates/Channels
Addendums
Key Metrics:
Cycle/Work Time, Up-sell %, Lost business, Late renewals.