Template

The Forrester CX Vision Development Template

Follow A Structured Process To Create Your Organization’s CX Vision

 and  four contributors
Updated Jan 16, 2026

Summary

A customer experience (CX) vision distills an organization’s chosen expression of customer obsession into a statement that describes the optimal customer experience and the employee behaviors needed to bring it to life. Building this vision requires a framework to help CX leaders craft this guiding light for their organizations. This template enables CX professionals to create draft CX vision statements and develop a plan to select and manage the new vision.

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