Set Team Goals for CRM Launch

Project Context

HubSpot is preparing a 12-week launch of a new AI-assisted account planning workflow for its mid-market CRM customers. You are the program manager leading a cross-functional team of 10 people across product, engineering, design, data, and customer success. Leadership wants a clear goal-setting approach because previous launches shipped on time but missed adoption targets.

Key Stakeholders

The VP of Product wants measurable customer adoption within the first month. The Engineering Manager wants goals that protect team capacity and avoid last-minute scope churn. Sales leadership is pushing for a broad feature set to support two enterprise prospects, while Customer Success wants a simpler first release that can be onboarded quickly.

Constraints

The team has 12 weeks until the announced launch date, a fixed budget of $180,000 for contractors and user research, and no approval for additional full-time headcount. Two engineers are only available at 50% capacity for the first 4 weeks due to a platform migration. The launch also depends on a data instrumentation update that must be completed by week 5 and legal review of AI-generated content disclosures by week 8.

Complications

1. Sales has already informally promised one prospect a custom dashboard that is not in the approved scope.
2. Baseline usage data for account planning is incomplete, making it harder to set precise adoption targets.
3. The design lead will be out for one week during usability testing.

Deliverables

1. Define the team goal-setting framework you would use for this project, including how goals cascade from business outcomes to team deliverables.
2. Produce a 12-week execution plan with milestones, owners, and dependency management.
3. Recommend how you would handle the custom dashboard request without derailing the launch.
4. Define launch success metrics, leading indicators, and review cadence.
5. Identify the top risks to hitting team goals and explain your mitigation plan.