CX Live! Ep24: Positioning Briefing Programs for Success w/ Stacey Milligan

Podcast Length: 50 Minutes

In this episode, Stacey Milligan addresses demonstrating the strategic value your briefing program brings to your company and identifying what data you need to provide and present as part of your program’s identity.

Episode highlights:

  • How to create a great experience when you don’t actually have a facility
  • Look for support from executive staff
  • Asses your own team and their level of engagement, talents, development efforts etc.
  • For headcount, show what it takes to run a successful program and the impact you’re having
  • Speak in numbers - dollar values are always impressive
  • Tips for creating an executive engagement plan
  • Create a master plan/deck
  • Select slides and adjust for different audiences
  • Continually update and refine your program
  • Understand the mix of customers to partners
  • Use a briefing tool to help you manage information and pull necessary data
  • Plan for now and plan for the future
  • Most importantly, when creating value: identify the need, illuminate the risk if the need is not fulfilled, then present the ‘ask’

Guest Info



Stacey is the Director, Executive Briefing Program for Cohesity, a late stage start-up based in Silicon Valley.  In this role she is building their EBC program from the ground up and has already doubled their capacity in the last year.  Prior to Cohesity, she managed the global Executive Briefing program for Hitachi Vantara, where she relaunched their program and built their headquarters EBC facility in Santa Clara, CA.   

With more than twenty years of experience in the EBC industry, Stacey has also led customer engagement programs and built multiple EBC facilities at Brocade, Facebook, Andreessen Horowitz, McAfee, Symantec and Veritas.  She is passionate about driving exceptional, data-driven programs and leading high performing teams.