Mutual Action Plan (MAP)
Co-create this plan with your customer. Keep it to one page. Review weekly (15 minutes).
| Milestone | Target date | Seller owner | Customer owner | Definition of done | Status | Risk / notes |
|---|---|---|---|---|---|---|
| Security intake submitted | Security lead | Ticket accepted; review scheduled | Data access dependency | |||
| Pilot kickoff | AE / SE | Ops lead | Environments ready; success criteria agreed |
Weekly notes
Decisions, blockers, next actions, date changes (with reason).
Tip: Link security/legal intake forms and add pilot acceptance criteria inline so decisions feel safe.