About the Group
The Customer Success Leaders Forum is designed to help K–12 ed-tech companies build leadership capacity in their middle management.
Forum members participate in a structured process that helps them problem-solve issues they’re facing, while developing the skills and knowledge to anticipate obstacles they’ll face in the future. This rigorous approach allows members to:
- broaden their customer success skills and learn best practices
- deepen their business knowledge
- flex their analytical and problem-solving capabilities
- give and receive peer feedback on mission-critical challenges
Members participate in a peer group of 10 high-potential middle managers in similar customer success roles at other K–12 ed-tech organizations. The group meets on a regular basis to share best practices and strengthen their customer success expertise, while developing the leadership capabilities required at the next level of management. Membership is intended for those who:
- have responsibility for a major functional area within their customer success department
- have the title of Director or Senior Manager
- are a “manager of managers”
- aspire to grow as a leader in K–12 ed-tech
- approach their work with integrity, humility, openness and courage
The peer group facilitator serves as an executive coach who works with each member to develop a management scorecard based on their personal and departmental goals. Members meet one-on-one with their group facilitator on a quarterly basis. Together they review the member’s scorecard to analyze progress and prepare a business case presentation to address a roadblock or critical decision they’re facing. This ensures that each member arrives at the upcoming group meeting well prepared and ready to foster a focused, high-value experience.
Peer Group Meetings
Members actively participate in a structured format where they provide one another fresh perspective as well as candid, critical feedback in a safe space. Each meeting begins with brief scorecard updates, followed by several business case discussions in which members present on a key challenge they're facing and receive recommendations and feedback from the group. Members are held accountable by peers for accomplishing their stated goals and receive the necessary support to strategize and problem-solve along the way.
Annual membership includes:
- Quarterly one-to-one coaching sessions (60 minutes)
- 8 peer group meetings via videoconference (90 minutes)
- Quarterly check-ins with the member’s manager (30 minutes)
- Exclusive membership in the Ed-tech Leadership Collective, a network of K–12 ed-tech executives across multiple functional areas and leadership levels
Membership in the Customer Success Leaders Forum is by invitation or application only. If you are interested in joining the group, please complete the form below and the Ed-tech Leadership Collective will follow-up with next steps.