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Templates, tools, and resources to help your team work strategically.

Customer Education Competency Model™

As organizations increasingly recognize the value of educating their customers, there's a pressing need for a structured approach to develop and assess the skills required to deliver and scale effective customer education. Enter the Customer Education Competency Model™—a comprehensive model designed to guide professionals and organizations in building and enhancing their customer education capabilities.

A circular diagram titled 'The Customer Education Competency Model' with segments labeled Business Skills, Strategic Skills, Leadership Skills, Technical Skills, Andragogical Skills, Process Skills, People Skills, and Business Skills, surrounding a central illustration of a human head with a lightbulb inside. The diagram features various colors including green, yellow, orange, red, blue, and purple.
Table comparing Domain, Competency, and roles in CE Associate, CE Program Manager, CE Leader, with descriptions of responsibilities and skills in business skills, leadership skills, people skills, process skills, and technical skills.

Measurement Framework Template

Table showing fast tips for using a measurement framework, including columns for Business Metric, Target Audience(s), Behavior Metric, Learning Metric, Content & Delivery, and Assessment Type.

  • Need to align your leading KPIs to business metrics?

  • Want to ensure you’re tracking metrics that matter?

  • Looking to align your executive team on the definition of success?

    The Echtus Education Measurement Framework provides a straightforward method for aligning your education programs to business goals. The template provides tips for identifying relevant leading behavior and learning metrics.

Interested in learning more about measurement frameworks? Check out our article, Could you Benefit from a Measurement Framework?

6-Step Guide to Customer Education Program Planning

customer education strategy guide

Ready for a quick guide to launching a new customer education program? Download this 6-step checklist that walks you through key considerations for a strategic, programmatic approach that will yield demonstrable results.

Content Discovery Sprint Template

Looking to build faster without starting from scratch?

Use this plug-and-play spreadsheet to run a Content Discovery Sprint—a fast, collaborative process to uncover and evaluate content your teams have already created. Perfect for launching or scaling customer education programs, this template helps you surface high-value assets hiding in decks, docs, emails, and more.

  • Includes column guidance, dropdown menus, and example submissions

  • Built for education, enablement, success, and product teams

  • Easy to customize, share, and scale across your org

A table with columns labeled Content Title, Content Type, Team/Source, and Contributor Name, listing three rows of different content items with respective details.

New to Content Discovery Sprints? Dig into our article The Hidden Power of Existing Content

Purpose Statement Template

Do you have a clear purpose statement for your customer education or product training program?

Here's a simple format you can use for each of your education, training, and certification initiatives (and there are generally several delivered via an LMS).

A statement like this is essential in tying the education to business metrics. If you aren't sure how this statement might apply to the content you deliver, it may be time to evaluate the purpose and goals of your education.

Examples include:

✔ This program helps partners learn how to position our products so they can close more deals, which will result in increased revenue.

✔ This program helps prospects learn how to use SEO to increase traffic so they can recognize the value of our platform, which will result in increased leads.

✔ This program helps customers learn how to make strategic choices using advanced features so they can achieve meaningful outcomes, which will result in increased retention.

A screenshot of a text document explaining how a program helps customers, partners, prospects, or others improve competency and behavior change, leading to an impact.

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