How to build your education services plan for 2021

It’s that time of year again: annual planning. It’s when education services teams at software companies all over the world scramble to put presentation decks together to justify what they plan to do and how they plan to do it. Then, during their presentations, assumptions are challenged, unexpected questions are asked, and we frantically go back to our drawing boards to re-do our plans. 

It's a stressful time.

I think it’s stressful because so many software companies (especially those in early stages) don’t have standard expectations and processes for how to design these annual plans. Every year we start from scratch, and we seem to be making these up as we go. 

I’d like to offer a way to relieve some of this stress and uncertainty with a four step process for building your annual education services plan. This is not a presentation deck template. Instead, I propose four steps that will give you the information you need to put in your presentation decks. 

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