Channel Partners Toolkit

Downloadable Resources, Instant Access

Be accountable for partnering across surface Product Marketing, operations, legal, Field Sales, Channel Partners, and finance on creative and solution based deal making initiatives that drive revenue growth and enable Digital Transformation for your multinational enterprise customers.

More Uses of the Channel Partners Toolkit:

  • Identify and qualify new leads through joint sales calls with core sales, telemarketing, named Channel Partners, and other sources.

  • Ensure you helm; build relationships with qualified Channel Partners, leveraging network to identify additional Channel Sales opportunities.

  • Develop: conduct periodic audits of Distribution Channel Partners to ensure compliance with agreed upon Processes And Procedures.

  • Initiate and develop ongoing relationships with prospective clients and create a pipeline of new accounts in coordination with Channel Partners.

  • Ensure you educate; understand and clearly communicate your products technical and commercial details to the industry, stakeholders and Channel Partners.

  • Warrant that your team coordinates supporting Sales Activities related to pipeline hygiene through account managers, Presales, Channel Partners and other relevant stakeholders.

  • Devise: you are prepared to collaborate with Internal Stakeholders and Channel Partners to drive the Data Acquisition and analytics development of Digital Analytics.

  • Engage with Channel Partners using the tools provided by the Advantage Partner Program, in particular the APP portal and Salesforce.

  • Confirm your enterprise complies; focus on top tier accounts and collaborate with Inside Sales teams and Channel Partners to ensure complete coverage of entire account portfolio.

  • Ensure you devise; lead and collaborate with Systems Engineering, Inside Sales, Specialists, Professional Services and Channel Partners to drive long term success with your clients.

  • Enable Channel Partners through the development and management of one to many communication channels and programs to inform partners of new products, resources, campaigns and other partner resources.

  • Be accountable for understanding a broad range of products across divisions, Channel Partners, businesses, partner providers and diverse market segment customers.

  • Manage: conduct quarterly Business Review of Distribution Channel Partners to obtain and provide pertinent business updates.

  • Manage work with key Channel Partners to support them in planning, executing and measuring Successful Marketing campaigns.

  • Establish and maintain a strategy to expand and support your organizations vision of serving as the platform of record for Channel Partners.

  • Collaborate and coordinate Cross Functionally, especially facilitating considerations with product and engineering to support API integration with Channel Partners and the Lark application.

  • Pilot: work closely with partner executives to develop performance objectives, financial targets, and critical milestones associated with a productive Channel Partnership.

  • Be accountable for leading media measurement efforts, partnering with paid Marketing Channel Partners to optimize marketing investment.

  • Secure that your operation develops and leads the execution of strategy with Channel Partners to facilitate a continuous stream of opportunities aligned to Business Strategy.

  • Manage: own a full funnel Channel Marketing program that drive new partner acquisition, generates awareness with your current Channel Partners, and encourages overall Product Adoption.

  • Manage: design, develop and manage onboarding and Continuous Learning programs for Field Sales, sales engineers and Channel Partners.

  • Pilot: Channel Partners have many security vendors in portfolio and identifying the best Security Solutions for your mutual customers can be accomplished through consistent high quality enablement.

  • Supervise: plan and execute a project and Marketing Plan for your Channel Partners working with partner Marketing And Sales organizations.

  • Be accountable for interfacing with your Channel Partners, engineering, product and Customer Success teams to build solutions that actually solve your customers problems.

  • Verify that complete and accurate order entry information has been received from Field Sales and/or Channel Partners on incoming switchboard orders.

  • Develop Relationships with Channel Partners and technical teams to ensure colleagues are appropriately trained and can support your installations.

  • Lead program scoping and planning meetings with Channel Partners and help to manage product scope and delivery expectations.

  • Convert incoming leads into qualified customer engagements for Channel Partners and/or the field Sales Team to work to closure.

  • Take the lead to identify, evaluate, negotiate, and manage large complex opportunities with new Channel Partners in the local media space.

  • Collaborate with other stakeholders as marketing, sales and Channel Partners on the creation of positioning and collateral to support Market Penetration and Sales Growth.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Channel Partners 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 999 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 Partners improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Will Channel Partners have an impact on current Business Continuity, Disaster Recovery processes and/or infrastructure?

  2. What drives O&M cost?

  3. What is the recommended frequency of auditing?

  4. What is your organizations system for selecting qualified vendors?

  5. To what extent does management recognize Channel Partners as a tool to increase the results?

  6. Are you able to realize any cost savings?

  7. What Channel Partners data will be collected?

  8. Are the most efficient solutions problem-specific?

  9. In a project to restructure Channel Partners outcomes, which stakeholders would you involve?

  10. How do you establish and deploy modified action plans if circumstances require a shift in plans and rapid execution of new plans?

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

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Channel Partners project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Channel Partners Project Team have enough people to execute the Channel Partners Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Channel Partners Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Partners 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 Partners project or Phase Close-Out
  • 5.4 Lessons Learned



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

In using the Toolkit you will be better able to:

  • Diagnose Channel Partners 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 Partners 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 Partners investments work better.

This Channel Partners 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.