H2 plan template

Your command center has the same five parts as the plan you present on Tuesday morning. Fill in this template, or give Claude your slides and send the prompt at the end of this page.

The H2 period is fiscal H2 (the facilitator confirms the exact dates).

The five parts

1. Key deals

List the deals that decide your half. For each deal, give the account, the amount, the close date that you expect, and the one thing that must occur next.

2. Run rate against target

• H2 target:
• Closed so far:
• Committed:
• Best case:
• Gap to target:

3. People and hiring

• Open roles and the date each role must be filled:
• People who are in ramp, and when each person is at full quota:
• Territories or accounts with no cover:

4. What has to go my way

List the assumptions behind your number. Write each one so that it can be checked against data. Example: "Three of the five largest deals close before December 15."

5. Asks of the business

For each ask, give the owner and the date that you need it.

Prompt: turn my slides into this form

Read my H2 plan in this folder. Put it in the five-part form: key deals, run rate against target, people and hiring, what has to go my way, and asks of the business. Use my words and my numbers. Mark each gap with "MISSING" and do not fill a gap with a guess. Save the result as h2-plan.md. Then ask me which one part I want to build first.

Pick one part

You build one part in the session. Pick the part that worries you most. Most sales leaders pick key deals. The other parts follow the same pattern after the session.