Account Planning Health Check

Account Planning Health Check

Is your account planning system actually working?
Why This Matters

Most Account Managers don’t need more templates — they need a better system.
Planning often fails not because people are unmotivated, but because the system is broken.
There’s no rhythm. No visibility. No feedback. No link to real business outcomes.
This quick check helps you evaluate how well your organization supports account planning — so you can identify what’s working, what’s missing, and where to focus next.
Part 1: Rhythm & Visibility
How often do you update your account plans?*

AnnuallyQuarterlyMonthlyRarely or never
Where do your account plans live*

Slide decks or shared foldersCRM or Notion/Google DocsAccount Planning softwareThey’re not documented
Who sees your account plans?*

Just MeMe and my managerPlus: Product, Marketing and/or Delivery teamsPlus: Executive leadership
Part 2: Feedback & Support
Do you receive feedback on your account plans?*

Regularly (monthly or quarterly)OccasionallyOnly when I askNever
Are account plans used in QBRs, renewals, or expansion plays?*

AlwaysSometimesRarelyNever
Who contributes to your account plans?*

Just meMy managerCross-functional teammatesCustomers
Part 3: Impact & Confidence
Do your account plans help you drive more strategic conversations with customers?*

Yes, regularlyOccasionallyNot reallyNot at all
Do you feel confident using your plan to lead internal or external discussions?*

Very confidentSomewhat confidentNot confidentI don’t use my plan that way
Your score is
Understanding Your Score

0–10: Beginner System:

Your planning motion is likely reactive, siloed, or treated as a task — not a system.

Recommended actions:
- Start with one high-value account
- Block 30 minutes per week to review customer goals and signals
- Share one customer insight with a cross-functional partner
11–17: Emerging System:

You’ve got some cadence and collaboration in place — but it’s not yet consistent or scalable.

Recommended actions:
- Integrate planning into your QBR and renewal processes
- Get manager feedback on one active plan this month
- Create a dynamic plan doc you can update regularly
18–24: Strategic System:

You’re operating with rhythm, visibility, and intent. You’re likely using planning to lead.

Recommended actions:
- Document and share your process with peers or leaders
- Look for blind spots (e.g., internal alignment or stakeholder mapping)
- Coach others or scale your approach across more accounts
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