TemplatesNotion

Notion Template: Customer Success Project Planner

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Laura Miller
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Common use: Personal blog, portfolio, hobby projects

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About

🚀 Strategic Initiatives Project Planner: This template is designed for CS leaders and teams who need a structured place to manage high-impact, cross-functional initiatives — especially those that don’t neatly fit into OKRs or daily ops. Use it to plan and track projects like revamping onboarding, launching a new customer health framework, or rolling out scalable processes.

What’s Included:

  • Project Tracker Database – Log initiatives with fields for stage, owner, impact, priority, due dates, and linked OKRs.

  • Board & Timeline Views – Visualize by progress or deadline to keep your team aligned.

  • Project Brief Template – Standardize planning with sections for scope, objectives, risks, and next steps.

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Product Specs

Download Size
308 KB
Created
Nov 20, 2025
Version Number
1.0

Tags

customer successnotionnotion-templatestartupcsmproject-trackeroperations

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