Service Strategy Worksheets & Templates

Managing Editor

There are five main elements of a service (below). Every service starts with a customer need. A customer journey fulfills the customer need, which creates customer value. A customer journey is made up of customer interactions with the stage and agents, which can include physical locations, people, digital applications and machines. Service operations manage the customer journey. Service operations are a portfolio of processes executed by people, infrastructure, and partners.


To get you started on developing a killer service strategy, experience and customer journey, download the service strategy worksheets & templates. Included in the Powerpoint:
1. Customer journey map
2. Service benchmarking template
3. Service brainstorming template
4. Service prioritization matrix
5. Service journey roadmap
6. One-page service operations strategy





I hope you've gotten some new ideas and perspectives from If you want some one-on-one support from me, Joe Newsum, set up some time here. I'm a McKinsey alum who has also been the COO of the 9th fastest growing U.S. company, managed $120 million marketing budgets, led the transformation of 20,000 employees, successfully started two companies from scratch, and amassed a load of experience over my 25-year career. I really enjoy coaching clients and they get a ton of value too. You can see some of their testimonials here.  I have deep experience with this topic, strategic planning, career development, scaling up, workshops, leadership, presentation development & delivery, ramping up new roles, and much more. Read my take on developing a strategyClick here to learn more about me or book some time.


sm icons linkedIn In tmfacebookicontwittericon
linkedin profile