Co-Create Success Plans

Successful deals don’t end with a proposal — they begin with shared understanding. In this hands-on course, learners develop the skills to co-create success plans with prospects through structured collaboration. You’ll practice facilitating joint problem-solving workshops, using techniques like fishbone diagrams to surface root causes and critical risks. Then, you’ll translate those insights into clear mitigation steps and measurable outcomes documented in a statement of work. Through realistic scenarios, guided walkthroughs, and non-technical hands-on activities, you’ll learn how to move from discussion to agreement with confidence. Designed for intermediate and advanced professionals involved in solution design and client engagement, Co-Create Success Plans builds confidence in leading collaborative conversations that align teams, reduce risk, and set engagements up for success

• Develop skills to co-create success plans with clients through structured collaboration
• Facilitate joint problem-solving workshops using fishbone diagrams
• Identify critical risks and analyze root causes
• Move from discussion to agreement confidently using realistic scenarios
• Translate insights into clear mitigation steps and measurable outcomes

• Basic familiarity with topic and terminology
• Readiness to practice through exercises or case studies