Channel Partner Toolkit

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Incentivize channel partners to market your products and services over competitive offerings

 

How will becoming customer centric affect your Channel Partners?

Do you sell your products direct or use Channel Partners?

Do you enable Channel Partners to drive the adoption of your services?

What are your and your Channel Partners roles in the sales process?

What value do your Channel Partners accrue by partnering with you?




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

  • Channel Partners use cloud to transform your organization successfully.
  • Manage direct customer engagement without alienating your Channel Partners.
  • Get the most out of your various types of Channel Partners.
  • Ensure maximum cost savings from your relationships with Channel Partners.
  • Better enable your Channel Partner community.
  • Align your customers channel preferences to your own business priorities.
  • Find out about a channel conflict within your distribution system.
  • Identify the right partners that will drive revenue growth for your company.
  • Obtain additional Partner Portal Login Credentials for other members of your organization.



HOW THIS TOOLKIT WORKS:

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Partner 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 994 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 improvements can be made.

Examples; 10 of the 994 standard requirements:

  1. What happens when the cultural backgrounds of each channel partner are different, as is often the case when exporters use foreign distributors with very different backgrounds?

  2. Are you enabling customers, channel partners and employees to minimally take care of repetitive and mundane tasks themselves without involving more of your resources?

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

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

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

  8. How is digital transformation affecting the distribution channels and involved channel partners for manufacturing firms?

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

  10. Does the channel partner have relevant KPIs and metrics anchored on end customer experiences and customer success?


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 book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Channel Partner 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 Self-Assessment and Scorecard you will develop a clear picture of which Channel Partner 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 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 projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Process Improvement Plan: Has the time line required to move measurement results from the points of collection to databases or users been established?

  2. Roles and Responsibilities: Are your policies supportive of a culture of quality data?

  3. Quality Management Plan: How does your organization manage work to promote cooperation, individual initiative, innovation, flexibility, communications, and knowledge/skill sharing across work units?

  4. Team Member Performance Assessment: What future plans (e.g., modifications) do you have for your program?

  5. Cost Management Plan: Is the assigned Channel Partner project manager a PMP (Certified Channel Partner project manager) and experienced?

  6. WBS Dictionary: Is subcontracted work defined and identified to the appropriate subcontractor within the proper WBS element?

  7. Schedule Management Plan: After initial schedule development, will the schedule be reviewed and validated by the Channel Partner project team?

  8. Risk Audit: Are all managers or operators of the facility or equipment competent or qualified?

  9. Risk Audit: Do all coaches/instructors/leaders have appropriate and current accreditation?

  10. Lessons Learned: How efficient were Channel Partner project team meetings conducted?

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

1.0 Initiating Process Group:

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


2.0 Planning Process Group:

  • 2.1 Channel Partner 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 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 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 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 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 project with this in-depth Channel Partner Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Channel Partner 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 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 investments work better.

This Channel Partner 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 Checklist Report on CHANNEL.pdf

Checklists:Channel Partner Checklist Report on SALES.pdf

Checklists:Channel Partner Checklist Report on PROGRAM.pdf

Checklists:Channel Partner Checklist Report on PARTNERS.pdf

Checklists:Channel Partner Checklist Report on ORGANIZATION.pdf

Checklists:Channel Partner Checklist Report on CUSTOMER.pdf

Checklists:Channel Partner Checklist Report on PRODUCT.pdf

Checklists:Channel Partner Checklist Report on BUSINESS.pdf

Checklists:Channel Partner Checklist Report on PARTNER.pdf

Checklists:Channel Partner Checklist Report on SERVICE.pdf



STEP 1 Get your bearings:


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

STEP 1 Get your bearings:Channel_Partner_Quick_Exploratory_Self-Assessment_Guide.pdf





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 Self-Assessment.xlsx

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

  • Coaching or Consulting
  • Online Courses
  • Masterminds
  • Professional Services
  • Agency Services
  • Events and seminars
  • Software / SaaS
  • Done-for-you Services

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.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

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The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

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You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

  • Why do you think this problem exists?
  • What have you tried to fix it?
  • How long has this been a problem?
  • Is this problem affecting your life in other ways, and how?

Tried:

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

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it?  Make sure you set realistic expectations.

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:

  • I do not know how to do it
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  • I want to get there faster

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However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

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