Channel Partner Program Toolkit

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Make your communication program more effective

 

How effective is your demo program design and resource allocation?

How many days per week did your program run?

What is the thing you are most proud about in your program?

What services and support will your distributor be able to provide?

How do you feel about your ability to run a long way without stopping?




...Find the answers to these, and more, questions with this Channel Partner Program Toolkit:

  • Use outcome evaluation to assess the effectiveness of your program.
  • Know the Program Level Revenue Threshold for your Zone.
  • Ensure that your program operates according to plan.
  • Obtain additional Partner Portal Login Credentials for other members of your organization.
  • Get an idea of the scale of your current partner network.
  • Know what trainings/certifications your partner has completed.
  • Get your quarterly revenue targets and business objectives.
  • Demonstrate your value to your client.
  • Consider your competition when setting your margins and pricing.



HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Channel Partner Program Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Channel Partner Program related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Channel Partner Program specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Partner Program Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 990 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Channel Partner Program improvements can be made.

Examples; 10 of the 990 standard requirements:

  1. Does management encourage open communication and provide suitable channels for staff members, customers and work partners to raise enquiries and lodge complaints?

  2. Do you have an identified senior level person who owns the customer experience for all customer segments across products, divisions, and channel partners?

  3. Can supply chain trading partners provide targeted productive assets that will free capital investment while simultaneously increase customer value?

  4. How does your organization look at the burgeoning SMB market what role is being played by channel partners to target the SMB segment?

  5. Why use a marketing automation platform and second guess what your customers, channel partners or employees want to receive?

  6. Which organizations will be easiest to persuade to engage in a partnership and require the least amount of ongoing support?

  7. Is your channel effectively closing leads on the own, or are you still spending your resources on closing channel deals?

  8. Why is it important for your organization to work closely with channel partners at different levels in the supply chain?

  9. What relationships need to be created with suppliers, non competing and competing companies, and other channel partners?

  10. How can companies capture market knowledge that resides with customers, channel partners, or is embedded in networks?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Channel Partner Program book in PDF containing 990 requirements, which criteria correspond to the criteria in...

Your Channel Partner Program self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Channel Partner Program Self-Assessment and Scorecard you will develop a clear picture of which Channel Partner Program areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Channel Partner Program Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Channel Partner Program projects with the 62 implementation resources:

  • 62 step-by-step Channel Partner Program Project Management Form Templates covering over 1500 Channel Partner Program project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Can the requirements be traced to the appropriate components of the solution, as well as test scripts?

  2. Closing Process Group: What is the overall risk of the Channel Partner Program project to your organization?

  3. Procurement Management Plan: Are milestone deliverables effectively tracked and compared to Channel Partner Program project plan?

  4. Lessons Learned: How was the political and social history changed over the life of the Channel Partner Program project?

  5. Formal Acceptance: Do you buy pre-configured systems or build your own configuration?

  6. Resource Breakdown Structure: What is the primary purpose of the human resource plan?

  7. Risk Register: Financial risk -can your organization afford to undertake the Channel Partner Program project?

  8. Cost Management Plan: Are staff skills known and available for each task?

  9. Quality Management Plan: When reporting to different audiences, do you vary the form or type of report?

  10. Monitoring and Controlling Process Group: What will you do to minimize the impact should a risk event occur?

 
Step-by-step and complete Channel Partner Program Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Channel Partner Program project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Channel Partner Program project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Channel Partner Program project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Channel Partner Program project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Channel Partner Program project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Channel Partner Program project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Channel Partner Program project with this in-depth Channel Partner Program Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel Partner Program projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Channel Partner Program and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Channel Partner Program investments work better.

This Channel Partner Program All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.





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CONTENTS:


Checklists:


Checklists:Channel Partner Program Checklist Report on PROGRAM.pdf

Checklists:Channel Partner Program Checklist Report on PARTNERS.pdf

Checklists:Channel Partner Program Checklist Report on CHANNEL.pdf

Checklists:Channel Partner Program Checklist Report on PARTNER.pdf

Checklists:Channel Partner Program Checklist Report on CUSTOMER.pdf

Checklists:Channel Partner Program Checklist Report on PRODUCT.pdf

Checklists:Channel Partner Program Checklist Report on ORGANIZATION.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Channel_Partner_Program_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Channel Partner Program Self-Assessment Pre-Filled EXAMPLE.xlsx





STEP 2 Set concrete goals tasks dates and numbers you can track:


STEP 2 Set concrete goals tasks dates and numbers you can track:Channel Partner Program Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Channel_Partner_Program.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

 

 

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

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Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

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The answer to this question is your REAL pain:

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Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

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Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

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