Service Plan Template

Create a comprehensive service plan to deliver high-quality customer service. Set measurable targets and implement projects to drive results.
Or import into an existing account
Service Plan Template

What is a Service Plan?

A service plan is a roadmap for providing high-quality services to customers and meeting the goals of stakeholders. It outlines the focus areas, objectives, Key Performance Indicators (KPIs), and related projects to reach those objectives. A service plan helps to ensure consistent and quality customer service, and can be tailored to meet the needs of any service team in any industry.

What's included in this Service Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Service Plan template for?

This service plan template is designed for service teams in various industries who are looking to create a plan for delivering high-quality services to customers. It provides a structure for defining focus areas, objectives, actions, and measurable targets (KPIs) to tackle those objectives. It also provides guidance on how to implement related projects to achieve the KPIs.

1. Define clear examples of your focus areas

A focus area is a broad area of your service plan where you can define objectives and related projects. It is important to define clear and measurable focus areas in order to ensure that the plan is effective and can be easily tracked. Examples of focus areas could include improving customer satisfaction, increasing efficiency, and increasing sales.

2. Think about the objectives that could fall under that focus area

Objectives are specific goals that you want to achieve within a focus area. Objectives should be measurable and achievable, and should be tailored to the needs of your organization. For example, if your focus area is improving customer satisfaction, some objectives may include reducing average response time and increasing customer retention.

3. Set measurable targets (KPIs) to tackle the objective

Key Performance Indicators (KPIs) are the measurable targets that you set to track the progress of your objectives. KPIs should be tailored to each objective, and should be chosen in order to accurately measure progress. For example, if your objective is reducing average response time, you may set a KPI of decreasing the average response time from 24 hours to 8 hours.

4. Implement related projects to achieve the KPIs

Projects (or actions) are the steps that you take to achieve the KPIs. Projects should be tailored to each KPI, and should be chosen in order to effectively achieve the desired results. For example, if your KPI is decreasing the average response time, you may implement a customer service guideline to ensure quicker response times.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is designed to help teams quickly and easily track progress and monitor results of their strategic plans. It provides real-time visibility into progress and performance, allowing teams to make adjustments and course-correct quickly and effectively.

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Service Plan Template
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