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.

Co-Create Success Plans

Co-Create Success Plans
This course is part of Advanced Selling with AI & Emotional Intelligence Specialization

Instructor: ansrsource instructors
Included with
Recommended experience
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March 2026
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There are 2 modules in this course
In this lesson, you will practice leading a collaborative workshop that surfaces risks and align the prospect around a shared success plan.
What's included
3 videos1 reading2 assignments
In this lesson, you will translate workshop insights into documented mitigation steps tied to measurable outcomes in the statement of work.
What's included
2 videos1 reading2 assignments
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To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
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