Assess where your team sits template

What is an assess where your team sits template?

The assess where your team sits template is a self-evaluation framework designed to help Customer Success teams analyze their current position within the business and align with strategic goals.

This tool guides teams through identifying their current focus—whether it’s customer happiness or commercial growth—and provides steps to re-balance priorities.

What’s inside the template?

The assess where your team sits template includes a series of steps and prompts to facilitate a structured evaluation:

1. Current position assessment – Questions to help you define where your team currently sits, whether focused on customer satisfaction, revenue growth, or a mix of both.
2. Desired state plotting – A section to visualize where you want your team to be in terms of strategic focus and operational balance.
3. Shift analysis – Prompts to evaluate what needs to change to transition from your current position to the desired state.
4. Outcome and metrics definition – Guidance on defining the desired outcome for your team and establishing measurable goals to track progress.
5. Organizational alignment check – A review of reporting lines and team structure to ensure alignment with the broader business strategy.

How to use the template

1. Assess your current position – Answer the provided questions to determine your team’s current focus and strengths.
2. Define your desired state – Plot where you want your team to be and the balance you’d like to achieve between customer happiness and commercial growth.
3. Plan the transition – Use the shift analysis prompts to outline actionable steps for moving from the current to the desired state.
4. Set outcomes and metrics – Clearly define what success looks like for your team and establish key performance indicators to measure progress.
5. Align with business goals – Review your team’s reporting structure and organizational alignment to ensure your strategy supports broader business objectives.

Download your assess where your team sits template

Assess where your team sits

Google Docs