Example A of a success plan

Organization Name
Plan Owner: [ Success Plan Owner name ]

Project Timeline

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Ongoing
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User group(s)

User Group Device(s) Apps & Services Internal users % External users % Actions

Who are your end users?

Most organizations create user groups based on job roles, departments, or geographical locations. Below you will find examples of each approach.

Once you’ve decided on your own end users and their respective user groups, record them in the table – along with the devices and apps they will use and the proportion of internal to external users.

Job role
Some job roles depend on mobile working capabilities. A manufacturer, for example, might choose to define a user group based on the role of Field Service Technician. A publisher might define one based on Field Sales Executive.

Department
Sometimes it makes more sense to define your user groups by department. You may want to give, for example, everyone in Finance remote access to their desktops or everyone in Sales remote access to your CRM.

Location
In the right circumstances, it can also make sense to define a user group by the physical location of its members. Let’s say your organization is already using Citrix solutions in your headquarters office. You want to give an overseas team the same experience – so you create a user group for their particular territory.

Internal or external users?
A user group could contain both internal and external users. For example, a department-based group might include both your in-house Marketing Manager and an external consultant. Since you will want to grant different permissions to external users, it’s important to consider the composition of each group at an early stage.